WHG Stock Overview Through its subsidiaries, manages investment assets and provides services for its clients. More details
Risk Analysis See All Risk Checks Capture your thoughts, links and company narrative
Westwood Holdings Group, Inc. Competitors Price History & Performance
Summary of share price highs, lows and changes for Westwood Holdings Group Historical stock prices Current Share Price US$15.30 52 Week High US$18.03 52 Week Low US$11.00 Beta 1.13 1 Month Change -8.33% 3 Month Change 12.75% 1 Year Change 26.24% 3 Year Change -8.98% 5 Year Change -48.36% Change since IPO -5.85%
Recent News & Updates
WEBs Investments Inc. and Westwood Holdings Group, Inc. Launch Defined Volatility ETF Series with Debut of DVSP and DVQQ Dec 18
Upcoming dividend of US$0.15 per share Nov 25
Westwood Holdings Group (NYSE:WHG) Is Paying Out A Dividend Of $0.15 Nov 04
Westwood Holdings Group, Inc. Declares Cash Dividend, Payable on January 3, 2025 Nov 02
Third quarter 2024 earnings released: EPS: US$0.013 (vs US$0.42 in 3Q 2023) Nov 01
Westwood Holdings Group, Inc. to Report Q3, 2024 Results on Oct 30, 2024 Oct 22 See more updates
WEBs Investments Inc. and Westwood Holdings Group, Inc. Launch Defined Volatility ETF Series with Debut of DVSP and DVQQ Dec 18
Upcoming dividend of US$0.15 per share Nov 25
Westwood Holdings Group (NYSE:WHG) Is Paying Out A Dividend Of $0.15 Nov 04
Westwood Holdings Group, Inc. Declares Cash Dividend, Payable on January 3, 2025 Nov 02
Third quarter 2024 earnings released: EPS: US$0.013 (vs US$0.42 in 3Q 2023) Nov 01
Westwood Holdings Group, Inc. to Report Q3, 2024 Results on Oct 30, 2024 Oct 22
Even With A 25% Surge, Cautious Investors Are Not Rewarding Westwood Holdings Group, Inc.'s (NYSE:WHG) Performance Completely Oct 18
Investor sentiment improves as stock rises 16% Oct 11
Investor sentiment improves as stock rises 15% Sep 26
New minor risk - Market cap size Aug 13
Westwood Appoints Chris Doran as Head of ETF Distribution & National Accounts Aug 13
Second quarter dividend of US$0.15 announced Aug 04
Second quarter 2024 earnings released: US$0.27 loss per share (vs US$0.36 profit in 2Q 2023) Aug 02
Westwood Holdings Group, Inc. to Report Q2, 2024 Results on Jul 31, 2024 Jul 18
Upcoming dividend of US$0.15 per share May 27
First quarter dividend of US$0.15 announced May 05
First quarter 2024 earnings released: EPS: US$0.28 (vs US$0.088 in 1Q 2023) May 03 Westwood Holdings Group, Inc. Announces Launch of Westwood Salient Enhanced Energy Income ETF (WEEI)
Westwood Holdings Group, Inc. Announces Appointment of Michael Kovacs as Senior Solutions Portfolio Manager Apr 27
Westwood Holdings Group, Inc. to Report Q1, 2024 Results on May 01, 2024 Apr 20 Westwood Holdings Group, Inc. Launches the Westwood Salient Enhanced Midstream Income ETF Apr 09
Westwood Holdings Group, Inc., Annual General Meeting, May 01, 2024 Mar 27
Insider recently sold US$168k worth of stock Mar 10
Susan M. Byrne to Become Director Emerita of the Westwood Holdings Group Board of Directors, Effective from May 1, 2024 Feb 23
Upcoming dividend of US$0.15 per share Feb 22
Fourth quarter dividend of US$0.15 announced Feb 18
Full year 2023 earnings released: EPS: US$1.33 (vs US$0.59 loss in FY 2022) Feb 16
New minor risk - Shareholder dilution Feb 16
Westwood Holdings Group, Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024 Feb 01
Upcoming dividend of US$0.15 per share at 5.4% yield Nov 24
Investor sentiment improves as stock rises 21% Nov 07
Westwood Holdings Group (NYSE:WHG) Has Affirmed Its Dividend Of $0.15 Nov 04
Westwood Holdings Group, Inc. Approves Quarterly Cash Dividend, Payable on January 3, 2024 Nov 03
Third quarter 2023 earnings released: EPS: US$0.42 (vs US$0.15 loss in 3Q 2022) Nov 02
Westwood Holdings Group, Inc. to Report Q3, 2023 Results on Oct 31, 2023 Oct 21
Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15 Aug 29
Upcoming dividend of US$0.15 per share at 5.8% yield Aug 24
Westwood Holdings Group (NYSE:WHG) Has Announced A Dividend Of $0.15 Aug 13
Second quarter 2023 earnings released: EPS: US$0.36 (vs US$0.048 loss in 2Q 2022) Aug 04
Westwood Holdings Group, Inc. Declares Cash Dividend, Payable on October 2, 2023 Aug 03
Westwood Holdings Group, Inc. to Report Q2, 2023 Results on Aug 02, 2023 Jul 24
New minor risk - Market cap size Jun 29
Upcoming dividend of US$0.15 per share at 4.7% yield May 25
Westwood Holdings Group (NYSE:WHG) Will Pay A Dividend Of $0.15 Apr 30
First quarter 2023 earnings released: EPS: US$0.091 (vs US$0.006 in 1Q 2022) Apr 29
Insider recently sold US$79k worth of stock Feb 26
Upcoming dividend of US$0.15 per share at 5.1% yield Feb 21
Westwood Holdings Group, Inc. Announces Resignation of Julie K. Gerron, the Senior Vice President, General Counsel and Chief Compliance Officer Feb 18
Full year 2022 earnings released: US$0.59 loss per share (vs US$1.24 profit in FY 2021) Feb 18
Westwood Holdings Group, Inc. Declares Quarterly Cash Dividend, Payable on April 3, 2023 Feb 17
Westwood Holdings Non-GAAP EPS of -$0.09, revenue of $20.46M Feb 15
Westwood Holdings Group, Inc. to Report Q4, 2022 Results on Feb 15, 2023 Feb 11
Investor sentiment improved over the past week Jan 06
Upcoming dividend of US$0.15 per share Nov 24 Westwood Holdings Group, Inc. (NYSE:WHG) acquired Asset Management Business of Salient from a group of sellers for $60 million. Nov 19
Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15 Nov 17
Insufficient new directors Nov 17
Third quarter 2022 earnings released: US$0.15 loss per share (vs US$0.24 profit in 3Q 2021) Oct 27
Westwood Declares Quarterly Cash Dividend, Payable on January 3, 2023 Oct 27
Westwood Holdings Group, Inc. to Report Q3, 2022 Results on Oct 26, 2022 Oct 14
Upcoming dividend of US$0.15 per share Aug 25
Investor sentiment improved over the past week Aug 15
Second quarter 2022 earnings released: US$0.048 loss per share (vs US$0.12 profit in 2Q 2021) Jul 28
Westwood Holdings Group, Inc. Declares Cash Dividend, Payable on October 1, 2022 Jul 28
Westwood Holdings Non-GAAP EPS of $0.20, revenue of $15.6M Jul 27
Westwood Holdings Group, Inc. to Report Q2, 2022 Results on Jul 27, 2022 Jul 20 Westwood Holdings Group, Inc. (NYSE:WHG) entered into a Purchase Agreement to acquire Asset Management Business of Salient from a group of sellers for $60 million. May 27
Upcoming dividend of US$0.15 per share May 26
First quarter 2022 earnings released: EPS: US$0.006 (vs US$0.52 in 1Q 2021) Apr 29
Insufficient new directors Apr 27
Westwood Holdings Group, Inc. to Report Q1, 2022 Results on Apr 27, 2022 Apr 09
Upcoming dividend of US$0.15 per share Feb 24
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Feb 11
Westwood Holdings Group, Inc. Declares Cash Dividend, Payable on April 1, 2022 Feb 10
President recently bought US$50k worth of stock Nov 29
Upcoming dividend of US$0.15 per share Nov 25
Independent Director recently bought US$175k worth of stock Nov 06
Third quarter 2021 earnings released: EPS US$0.24 (vs US$1.31 loss in 3Q 2020) Oct 30
Insufficient new directors Oct 14
Second quarter 2021 earnings released: EPS US$0.12 (vs US$0.33 loss in 2Q 2020) Jul 29 Americana Partners, LLC made an unsolicited proposal to acquire Westwood Holdings Group, Inc. (NYSE:WHG) for approximately $220 million. Westwood Holdings Group, Inc.(NYSE:WHG) dropped from Russell 2000 Defensive Index
Upcoming dividend of US$0.10 per share May 27
First quarter 2021 earnings released: EPS US$0.52 (vs US$0.13 in 1Q 2020) Apr 30
Westwood Holdings Group, Inc. 2021 Q1 - Results - Earnings Call Presentation Apr 30
Westwood Holdings Group, Inc. Approves Quarterly Cash Dividend, Payable on July 1, 2020 Apr 29
Westwood Holdings Group, Inc.'s (NYSE:WHG) CEO Might Not Expect Shareholders To Be So Generous This Year Apr 22
This Insider Has Just Sold Shares In Westwood Holdings Group, Inc. (NYSE:WHG) Mar 12 Shareholder Returns WHG US Capital Markets US Market 7D -1.2% -6.4% -3.5% 1Y 26.2% 31.0% 22.1%
See full shareholder returns
Return vs Market: WHG exceeded the US Market which returned 22.1% over the past year.
Price Volatility Is WHG's price volatile compared to industry and market? WHG volatility WHG Average Weekly Movement 6.6% Capital Markets Industry Average Movement 4.0% Market Average Movement 6.3% 10% most volatile stocks in US Market 17.0% 10% least volatile stocks in US Market 3.1%
Stable Share Price: WHG has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: WHG's weekly volatility (7%) has been stable over the past year.
About the Company 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.
Show more Westwood Holdings Group, Inc. Fundamentals Summary How do Westwood Holdings Group's earnings and revenue compare to its market cap? WHG fundamental statistics Market cap US$124.12m Earnings (TTM ) US$2.73m Revenue (TTM ) US$92.37m
Earnings & Revenue Key profitability statistics from the latest earnings report (TTM) WHG income statement (TTM ) Revenue US$92.37m Cost of Revenue US$54.29m Gross Profit US$38.08m Other Expenses US$35.35m Earnings US$2.73m
Dividends
3.9% Current Dividend Yield When do you need to buy WHG by to receive an upcoming dividend? Westwood Holdings Group dividend dates Ex Dividend Date Dec 02 2024 Dividend Pay Date Jan 03 2025 Days until Ex dividend 19 days Days until Dividend pay date 13 days
Company Analysis and Financial Data Status Data Last Updated (UTC time) Company Analysis 2024/12/20 00:16 End of Day Share Price 2024/12/20 00:00 Earnings 2024/09/30 Annual Earnings 2023/12/31
Data Sources The data used in our company analysis is from S&P Global Market Intelligence LLC . The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
Package Data Timeframe Example US Source * Company Financials 10 years Income statement Cash flow statement Balance sheet Analyst Consensus Estimates +3 years Forecast financials Analyst price targets Market Prices 30 years Stock prices Dividends, Splits and Actions Ownership 10 years Top shareholders Insider trading Management 10 years Leadership team Board of directors Key Developments 10 years
* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here .
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Analyst Sources Westwood Holdings Group, Inc. is covered by 2 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
Analyst Institution Anita Soni CIBC Capital Markets Raghavendra Welankiwaris Virtua Research Inc.
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