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WHG

Westwood Holdings Group NYSE:WHG Stock Report

Last Price

US$12.95

Market Cap

US$103.6m

7D

-4.8%

1Y

-32.8%

Updated

29 Jan, 2023

Data

Company Financials

Westwood Holdings Group, Inc.

NYSE:WHG Stock Report

Mkt Cap: US$103.6m

WHG Stock Overview

Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients.

WHG fundamental analysis
Snowflake Score
Valuation0/6
Future Growth0/6
Past Performance1/6
Financial Health6/6
Dividends3/6

My Notes

New

Notes are coming soon

Westwood Holdings Group, Inc. Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Westwood Holdings Group
Historical stock prices
Current Share PriceUS$12.95
52 Week HighUS$19.31
52 Week LowUS$9.55
Beta1.22
1 Month Change16.31%
3 Month Change27.96%
1 Year Change-32.83%
3 Year Change-53.88%
5 Year Change-80.13%
Change since IPO-20.31%

Recent News & Updates

Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15

Nov 17
Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15

Recent updates

Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15

Nov 17
Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15

Westwood Holdings Group, Inc.'s (NYSE:WHG) CEO Might Not Expect Shareholders To Be So Generous This Year

Apr 22
Westwood Holdings Group, Inc.'s (NYSE:WHG) CEO Might Not Expect Shareholders To Be So Generous This Year

This Insider Has Just Sold Shares In Westwood Holdings Group, Inc. (NYSE:WHG)

Mar 12
This Insider Has Just Sold Shares In Westwood Holdings Group, Inc. (NYSE:WHG)

Does It Make Sense To Buy Westwood Holdings Group, Inc. (NYSE:WHG) For Its Yield?

Mar 09
Does It Make Sense To Buy Westwood Holdings Group, Inc. (NYSE:WHG) For Its Yield?

Could The Westwood Holdings Group, Inc. (NYSE:WHG) Ownership Structure Tell Us Something Useful?

Feb 09
Could The Westwood Holdings Group, Inc. (NYSE:WHG) Ownership Structure Tell Us Something Useful?

Westwood Holdings Group (NYSE:WHG) Share Prices Have Dropped 79% In The Last Three Years

Dec 24
Westwood Holdings Group (NYSE:WHG) Share Prices Have Dropped 79% In The Last Three Years

The Independent Chairman of the Board of Westwood Holdings Group, Inc. (NYSE:WHG), Richard Frank, Just Bought 15% More Shares

Nov 19
The Independent Chairman of the Board of Westwood Holdings Group, Inc. (NYSE:WHG), Richard Frank, Just Bought 15% More Shares

Shareholder Returns

WHGUS Capital MarketsUS Market
7D-4.8%1.9%2.8%
1Y-32.8%-9.5%-9.2%

Return vs Industry: WHG underperformed the US Capital Markets industry which returned -9.5% over the past year.

Return vs Market: WHG underperformed the US Market which returned -9.2% over the past year.

Price Volatility

Is WHG's price volatile compared to industry and market?
WHG volatility
WHG Average Weekly Movement6.6%
Capital Markets Industry Average Movement0.6%
Market Average Movement6.9%
10% most volatile stocks in US Market17.3%
10% least volatile stocks in US Market2.8%

Stable Share Price: WHG is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 7% a week.

Volatility Over Time: WHG's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1983130Brian Caseyhttps://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

How do Westwood Holdings Group's earnings and revenue compare to its market cap?
WHG fundamental statistics
Market CapUS$103.57m
Earnings (TTM)US$1.31m
Revenue (TTM)US$67.62m

79.1x

P/E Ratio

1.5x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
WHG income statement (TTM)
RevenueUS$67.62m
Cost of RevenueUS$39.47m
Gross ProfitUS$28.14m
Other ExpensesUS$26.83m
EarningsUS$1.31m

Last Reported Earnings

Sep 30, 2022

Next Earnings Date

n/a

Earnings per share (EPS)0.16
Gross Margin41.62%
Net Profit Margin1.94%
Debt/Equity Ratio0%

How did WHG perform over the long term?

See historical performance and comparison

Dividends

4.6%

Current Dividend Yield

360%

Payout Ratio