WHG Stock Overview
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients.
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 0/6 |
| Past Performance | 1/6 |
| Financial Health | 6/6 |
| Dividends | 2/6 |
Rewards
Risk Analysis
Westwood Holdings Group, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$12.56 |
| 52 Week High | US$14.20 |
| 52 Week Low | US$8.91 |
| Beta | 1.25 |
| 1 Month Change | -1.26% |
| 3 Month Change | 12.54% |
| 1 Year Change | 19.51% |
| 3 Year Change | -25.99% |
| 5 Year Change | -65.93% |
| Change since IPO | -22.71% |
Recent News & Updates
Recent updates
Westwood Holdings Group (NYSE:WHG) Has Affirmed Its Dividend Of $0.15
Nov 04
Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15
Aug 29Westwood Holdings Group (NYSE:WHG) Has Announced A Dividend Of $0.15
Aug 13Westwood Holdings Group (NYSE:WHG) Will Pay A Dividend Of $0.15
Apr 30Westwood Holdings Non-GAAP EPS of -$0.09, revenue of $20.46M
Feb 15Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15
Nov 17Westwood Holdings Non-GAAP EPS of $0.20, revenue of $15.6M
Jul 27Westwood Holdings Group, Inc. 2021 Q1 - Results - Earnings Call Presentation
Apr 30Westwood Holdings Group, Inc.'s (NYSE:WHG) CEO Might Not Expect Shareholders To Be So Generous This Year
Apr 22This Insider Has Just Sold Shares In Westwood Holdings Group, Inc. (NYSE:WHG)
Mar 12Does It Make Sense To Buy Westwood Holdings Group, Inc. (NYSE:WHG) For Its Yield?
Mar 09Could The Westwood Holdings Group, Inc. (NYSE:WHG) Ownership Structure Tell Us Something Useful?
Feb 09Westwood Holdings Group: Not Out Of The Woods Yet
Dec 30Westwood Holdings Group (NYSE:WHG) Share Prices Have Dropped 79% In The Last Three Years
Dec 24
The Independent Chairman of the Board of Westwood Holdings Group, Inc. (NYSE:WHG), Richard Frank, Just Bought 15% More Shares
Nov 19Westwood Holdings Group, Inc. 2020 Q3 - Results - Earnings Call Presentation
Oct 30Shareholder Returns
| WHG | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -5.7% | -2.6% | -3.7% |
| 1Y | 19.5% | 22.7% | 20.5% |
Return vs Industry: WHG underperformed the US Capital Markets industry which returned 22.2% over the past year.
Return vs Market: WHG matched the US Market which returned 20.2% over the past year.
Price Volatility
| WHG volatility | |
|---|---|
| WHG Average Weekly Movement | 4.5% |
| Capital Markets Industry Average Movement | 3.4% |
| Market Average Movement | 6.0% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.0% |
Stable Share Price: WHG has not had significant price volatility in the past 3 months.
Volatility Over Time: WHG's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1983 | 145 | Brian Casey | www.westwoodgroup.com |
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment.
Westwood Holdings Group, Inc. Fundamentals Summary
| WHG fundamental statistics | |
|---|---|
| Market cap | US$106.24m |
| Earnings (TTM) | US$9.52m |
| Revenue (TTM) | US$89.78m |
10.8x
P/E Ratio1.1x
P/S RatioIs WHG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| WHG income statement (TTM) | |
|---|---|
| Revenue | US$89.78m |
| Cost of Revenue | US$52.92m |
| Gross Profit | US$36.86m |
| Other Expenses | US$27.34m |
| Earnings | US$9.52m |
Last Reported Earnings
Dec 31, 2023
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.16 |
| Gross Margin | 41.06% |
| Net Profit Margin | 10.60% |
| Debt/Equity Ratio | 0% |
How did WHG perform over the long term?
See historical performance and comparison