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Westwood Holdings Group NYSE:WHG Stock Report

Last Price

US$12.26

Market Cap

US$100.3m

7D

0.5%

1Y

-7.5%

Updated

16 Jun, 2024

Data

Company Financials

Westwood Holdings Group, Inc.

NYSE:WHG Stock Report

Market Cap: US$100.3m

WHG Stock Overview

Through its subsidiaries, manages investment assets and provides services for its clients.

WHG fundamental analysis
Snowflake Score
Valuation2/6
Future Growth0/6
Past Performance1/6
Financial Health6/6
Dividends4/6

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$12.26
52 Week HighUS$13.63
52 Week LowUS$8.91
Beta1.23
1 Month Change-0.73%
3 Month Change-3.62%
1 Year Change-7.47%
3 Year Change-34.72%
5 Year Change-59.13%
Change since IPO-24.55%

Recent News & Updates

Recent updates

Westwood Holdings Group (NYSE:WHG) Has Affirmed Its Dividend Of $0.15

Nov 04
Westwood Holdings Group (NYSE:WHG) Has Affirmed Its Dividend Of $0.15

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

Aug 29
Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15

Westwood Holdings Group (NYSE:WHG) Has Announced A Dividend Of $0.15

Aug 13
Westwood Holdings Group (NYSE:WHG) Has Announced A Dividend Of $0.15

Westwood Holdings Group (NYSE:WHG) Will Pay A Dividend Of $0.15

Apr 30
Westwood Holdings Group (NYSE:WHG) Will Pay A Dividend Of $0.15

Westwood Holdings Non-GAAP EPS of -$0.09, revenue of $20.46M

Feb 15

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 Non-GAAP EPS of $0.20, revenue of $15.6M

Jul 27

Westwood Holdings Group, Inc. 2021 Q1 - Results - Earnings Call Presentation

Apr 30

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: Not Out Of The Woods Yet

Dec 30

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
7D0.5%0.002%1.2%
1Y-7.5%25.7%20.8%

Return vs Industry: WHG underperformed the US Capital Markets industry which returned 25.7% over the past year.

Return vs Market: WHG underperformed the US Market which returned 20.6% over the past year.

Price Volatility

Is WHG's price volatile compared to industry and market?
WHG volatility
WHG Average Weekly Movement4.3%
Capital Markets Industry Average Movement3.5%
Market Average Movement5.7%
10% most volatile stocks in US Market15.4%
10% least volatile stocks in US Market2.9%

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

FoundedEmployeesCEOWebsite
1983145Brian Caseywww.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$100.29m
Earnings (TTM)US$11.12m
Revenue (TTM)US$89.79m

9.0x

P/E Ratio

1.1x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
WHG income statement (TTM)
RevenueUS$89.79m
Cost of RevenueUS$53.43m
Gross ProfitUS$36.36m
Other ExpensesUS$25.24m
EarningsUS$11.12m

Last Reported Earnings

Mar 31, 2024

Next Earnings Date

n/a

Earnings per share (EPS)1.36
Gross Margin40.50%
Net Profit Margin12.39%
Debt/Equity Ratio0%

How did WHG perform over the long term?

See historical performance and comparison

Dividends

4.9%

Current Dividend Yield

43%

Payout Ratio
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