WHG Stock Overview
Through its subsidiaries, manages investment assets and provides services for its clients. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 0/6 |
| Past Performance | 1/6 |
| Financial Health | 6/6 |
| Dividends | 2/6 |
Westwood Holdings Group, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$16.69 |
| 52 Week High | US$18.03 |
| 52 Week Low | US$10.73 |
| Beta | 1.14 |
| 11 Month Change | 2.90% |
| 3 Month Change | 35.47% |
| 1 Year Change | 49.82% |
| 33 Year Change | -1.13% |
| 5 Year Change | -45.76% |
| Change since IPO | 2.71% |
Recent News & Updates
Westwood Holdings Group (NYSE:WHG) Is Paying Out A Dividend Of $0.15
Nov 04
Even With A 25% Surge, Cautious Investors Are Not Rewarding Westwood Holdings Group, Inc.'s (NYSE:WHG) Performance Completely
Oct 18Recent updates
Westwood Holdings Group (NYSE:WHG) Is Paying Out A Dividend Of $0.15
Nov 04Even With A 25% Surge, Cautious Investors Are Not Rewarding Westwood Holdings Group, Inc.'s (NYSE:WHG) Performance Completely
Oct 18Westwood Holdings Group (NYSE:WHG) Has Affirmed Its Dividend Of $0.15
Nov 04Westwood 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 09Shareholder Returns
| WHG | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 6.9% | 0.2% | -1.2% |
| 1Y | 49.8% | 55.4% | 30.4% |
Return vs Industry: WHG underperformed the US Capital Markets industry which returned 55.4% over the past year.
Return vs Market: WHG exceeded the US Market which returned 30.4% over the past year.
Price Volatility
| WHG volatility | |
|---|---|
| WHG Average Weekly Movement | 6.8% |
| Capital Markets Industry Average Movement | 3.9% |
| Market Average Movement | 6.2% |
| 10% most volatile stocks in US Market | 15.5% |
| 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
| 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$130.30m |
| Earnings (TTM) | US$2.73m |
| Revenue (TTM) | US$92.37m |
49.7x
P/E Ratio1.5x
P/S RatioIs WHG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 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 |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.34 |
| Gross Margin | 41.23% |
| Net Profit Margin | 2.96% |
| Debt/Equity Ratio | 0% |
How did WHG perform over the long term?
See historical performance and comparisonDividends
3.6%
Current Dividend Yield178%
Payout RatioDoes WHG pay a reliable dividends?
See WHG dividend history and benchmarks| Westwood Holdings Group dividend dates | |
|---|---|
| Ex Dividend Date | Dec 02 2024 |
| Dividend Pay Date | Jan 03 2025 |
| Days until Ex dividend | 11 days |
| Days until Dividend pay date | 43 days |
Does WHG pay a reliable dividends?
See WHG dividend history and benchmarks