S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
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These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China

Compare Stocks

Comparative Price Performance Over Time

Compare Stocks - Price & Volume

CompanyCurrent Price50-Day Moving Average52-Week RangeMarket CapBetaAvg. VolumeToday's Volume
Fidus Investment Co. stock logo
FDUS
Fidus Investment
$19.75
+0.4%
$19.53
$17.63
$21.25
$620.74M1.39286,969 shs114,344 shs
Highest Performances Holdings Inc. stock logo
PUYI
Highest Performances
$8.56
-5.4%
$8.05
$1.96
$9.70
$516.34M0.277,181 shs1,216 shs
Saratoga Investment Corp. stock logo
SAR
Saratoga Investment
$22.72
+0.6%
$23.18
$22.35
$28.87
$310.13M1.3294,141 shs39,638 shs
Value Line, Inc. stock logo
VALU
Value Line
$37.01
-2.6%
$40.49
$32.07
$62.09
$349.00M0.762,446 shs1,028 shs
Westwood Holdings Group, Inc. stock logo
WHG
Westwood Holdings Group
$12.65
+0.7%
$12.45
$8.91
$14.20
$118.02M1.2311,870 shs5,619 shs
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Price Performance

Company1-Day Performance7-Day Performance30-Day Performance90-Day Performance1-Year Performance
Fidus Investment Co. stock logo
FDUS
Fidus Investment
+0.87%+0.15%+0.25%-0.35%+5.70%
Highest Performances Holdings Inc. stock logo
PUYI
Highest Performances
+3.11%+5.33%+3.57%+54.92%+64.25%
Saratoga Investment Corp. stock logo
SAR
Saratoga Investment
-0.13%-2.19%-0.20%-2.06%-5.74%
Value Line, Inc. stock logo
VALU
Value Line
+0.50%-3.06%-2.74%-9.52%-20.27%
Westwood Holdings Group, Inc. stock logo
WHG
Westwood Holdings Group
-3.01%-5.71%-2.03%+12.54%+18.71%

MarketRank™

CompanyOverall ScoreAnalyst's OpinionShort Interest ScoreDividend StrengthESG ScoreNews and Social Media SentimentCompany OwnershipEarnings & Valuation
Fidus Investment Co. stock logo
FDUS
Fidus Investment
2.8582 of 5 stars
2.05.02.50.03.50.01.9
Highest Performances Holdings Inc. stock logo
PUYI
Highest Performances
N/AN/AN/AN/AN/AN/AN/AN/A
Saratoga Investment Corp. stock logo
SAR
Saratoga Investment
1.96 of 5 stars
2.13.01.70.02.50.81.9
Value Line, Inc. stock logo
VALU
Value Line
0.7007 of 5 stars
0.03.01.70.02.30.01.3
Westwood Holdings Group, Inc. stock logo
WHG
Westwood Holdings Group
3.6655 of 5 stars
0.05.02.50.03.81.71.9

Analyst Ratings

CompanyConsensus Rating ScoreConsensus RatingConsensus Price Target% Upside from Current Price
Fidus Investment Co. stock logo
FDUS
Fidus Investment
2.00
Hold$22.0011.39% Upside
Highest Performances Holdings Inc. stock logo
PUYI
Highest Performances
N/AN/AN/AN/A
Saratoga Investment Corp. stock logo
SAR
Saratoga Investment
2.20
Hold$26.7517.74% Upside
Value Line, Inc. stock logo
VALU
Value Line
N/AN/AN/AN/A
Westwood Holdings Group, Inc. stock logo
WHG
Westwood Holdings Group
N/AN/AN/AN/A

Current Analyst Ratings

Sales & Book Value

CompanyAnnual RevenuePrice/SalesCashflowPrice/CashBook ValuePrice/Book
Fidus Investment Co. stock logo
FDUS
Fidus Investment
$130.11M4.77$2.48 per share7.96$20.72 per share0.95
Highest Performances Holdings Inc. stock logo
PUYI
Highest Performances
$114.44M4.51N/AN/A$0.64 per share13.38
Saratoga Investment Corp. stock logo
SAR
Saratoga Investment
$99.10M3.13$3.18 per share7.14$29.18 per share0.78
Value Line, Inc. stock logo
VALU
Value Line
$39.69M8.79$2.03 per share18.26$8.86 per share4.18
Westwood Holdings Group, Inc. stock logo
WHG
Westwood Holdings Group
$89.78M1.31$2.03 per share6.23$13.39 per share0.94

Profitability & Earnings

CompanyNet IncomeEPSTrailing P/E RatioForward P/E RatioP/E GrowthNet MarginsReturn on Equity (ROE)Return on Assets (ROA)Next Earnings Date
Fidus Investment Co. stock logo
FDUS
Fidus Investment
$77.13M$2.886.868.66N/A59.28%12.79%6.66%5/2/2024 (Estimated)
Highest Performances Holdings Inc. stock logo
PUYI
Highest Performances
-$6.01MN/A0.00N/AN/AN/AN/AN/A
Saratoga Investment Corp. stock logo
SAR
Saratoga Investment
$24.68M$1.9411.716.19N/A16.45%14.43%4.46%5/6/2024 (Confirmed)
Value Line, Inc. stock logo
VALU
Value Line
$18.07M$1.9419.08N/A47.81%21.23%13.83%7/26/2024 (Estimated)
Westwood Holdings Group, Inc. stock logo
WHG
Westwood Holdings Group
$10.57M$1.1810.72N/A11.77%12.78%10.17%4/24/2024 (Estimated)

Latest SAR, PUYI, VALU, FDUS, and WHG Earnings

DateQuarterCompanyConsensus EstimateReported EPSBeat/MissGap EPSRevenue EstimateActual RevenueDetails
5/6/2024N/A
Saratoga Investment Corp. stock logo
SAR
Saratoga Investment
$0.96N/A-$0.96N/AN/AN/A  
3/15/2024Q3 2024
Value Line, Inc. stock logo
VALU
Value Line
N/A$0.62+$0.62$0.62N/A$9.13 million
2/29/2024Q4 2023
Fidus Investment Co. stock logo
FDUS
Fidus Investment
$0.56$0.65+$0.09$0.39$32.83 million$36.31 million
2/14/2024Q4 2023
Westwood Holdings Group, Inc. stock logo
WHG
Westwood Holdings Group
N/A$0.47+$0.47$0.62N/A$23.23 million

Dividends

CompanyAnnual PayoutDividend Yield3-Year Dividend GrowthPayout RatioYears of Consecutive Growth
Fidus Investment Co. stock logo
FDUS
Fidus Investment
$1.728.71%+8.77%59.72%N/A
Highest Performances Holdings Inc. stock logo
PUYI
Highest Performances
N/AN/AN/AN/AN/A
Saratoga Investment Corp. stock logo
SAR
Saratoga Investment
$2.9212.85%+27.21%150.52%3 Years
Value Line, Inc. stock logo
VALU
Value Line
$1.123.03%-66.36%57.73%1 Years
Westwood Holdings Group, Inc. stock logo
WHG
Westwood Holdings Group
$0.604.74%+11.74%50.85%N/A

Latest SAR, PUYI, VALU, FDUS, and WHG Dividends

AnnouncementCompanyPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
2/14/2024
Westwood Holdings Group, Inc. stock logo
WHG
Westwood Holdings Group
Quarterly$0.154.8%2/29/20243/1/20244/3/2024
2/15/2024
Saratoga Investment Corp. stock logo
SAR
Saratoga Investment
Quarterly$0.7312.37%3/12/20243/13/20243/28/2024
2/13/2024
Fidus Investment Co. stock logo
FDUS
Fidus Investment
Quarterly$0.6513.11%3/19/20243/20/20243/27/2024
1/19/2024
Value Line, Inc. stock logo
VALU
Value Line
quarterly$0.282.7%1/26/20241/29/20242/9/2024
(Data available from 1/1/2013 forward)

Debt

CompanyDebt-to-Equity RatioCurrent RatioQuick Ratio
Fidus Investment Co. stock logo
FDUS
Fidus Investment
N/A
0.27
0.27
Highest Performances Holdings Inc. stock logo
PUYI
Highest Performances
N/A
7.66
7.66
Saratoga Investment Corp. stock logo
SAR
Saratoga Investment
0.10
0.07
0.07
Value Line, Inc. stock logo
VALU
Value Line
N/A
3.16
3.16
Westwood Holdings Group, Inc. stock logo
WHG
Westwood Holdings Group
N/A
3.87
3.87

Ownership

Institutional Ownership

CompanyInstitutional Ownership
Fidus Investment Co. stock logo
FDUS
Fidus Investment
28.14%
Highest Performances Holdings Inc. stock logo
PUYI
Highest Performances
N/A
Saratoga Investment Corp. stock logo
SAR
Saratoga Investment
19.09%
Value Line, Inc. stock logo
VALU
Value Line
6.26%
Westwood Holdings Group, Inc. stock logo
WHG
Westwood Holdings Group
56.64%

Miscellaneous

CompanyEmployeesShares OutstandingFree FloatOptionable
Fidus Investment Co. stock logo
FDUS
Fidus Investment
N/A31.43 million30.99 millionOptionable
Highest Performances Holdings Inc. stock logo
PUYI
Highest Performances
28860.32 millionN/ANot Optionable
Saratoga Investment Corp. stock logo
SAR
Saratoga Investment
513.65 million11.85 millionOptionable
Value Line, Inc. stock logo
VALU
Value Line
1389.43 million9.42 millionNot Optionable
Westwood Holdings Group, Inc. stock logo
WHG
Westwood Holdings Group
N/A9.33 million8.39 millionOptionable

SAR, PUYI, VALU, FDUS, and WHG Headlines

SourceHeadline
Westwood Holdings Group, Inc. (NYSE:WHG) Short Interest UpdateWestwood Holdings Group, Inc. (NYSE:WHG) Short Interest Update
americanbankingnews.com - April 15 at 5:58 AM
Short Interest in Westwood Holdings Group, Inc. (NYSE:WHG) Drops By 17.4%Short Interest in Westwood Holdings Group, Inc. (NYSE:WHG) Drops By 17.4%
marketbeat.com - April 13 at 7:42 AM
Westwood launches US energy ETF aiming to deliver 10% yieldWestwood launches US energy ETF aiming to deliver 10% yield
finance.yahoo.com - April 9 at 9:36 AM
Westwood Launches First Exchange-Traded Fund: Westwood Salient Enhanced Midstream Income ETF (MDST)Westwood Launches First Exchange-Traded Fund: Westwood Salient Enhanced Midstream Income ETF (MDST)
globenewswire.com - April 9 at 8:00 AM
Vivienne Westwood’s Most Iconoclastic DesignsVivienne Westwood’s Most Iconoclastic Designs
wwd.com - April 8 at 8:11 PM
Westwood Holdings Group (NYSE:WHG) Share Price Passes Above Two Hundred Day Moving Average of $11.28Westwood Holdings Group (NYSE:WHG) Share Price Passes Above Two Hundred Day Moving Average of $11.28
marketbeat.com - April 4 at 3:40 AM
Westwood Holdings Group (NYSE:WHG) investors are sitting on a loss of 53% if they invested five years agoWestwood Holdings Group (NYSE:WHG) investors are sitting on a loss of 53% if they invested five years ago
finance.yahoo.com - March 29 at 8:18 AM
Short Interest in Westwood Holdings Group, Inc. (NYSE:WHG) Expands By 246.5%Short Interest in Westwood Holdings Group, Inc. (NYSE:WHG) Expands By 246.5%
marketbeat.com - March 27 at 11:37 PM
WHG Jun 2024 15.000 callWHG Jun 2024 15.000 call
finance.yahoo.com - March 16 at 10:54 AM
WHG Jun 2024 12.500 putWHG Jun 2024 12.500 put
finance.yahoo.com - March 16 at 10:54 AM
Westwood Holdings Group IncWestwood Holdings Group Inc
morningstar.com - February 27 at 8:27 PM
Westwood Financial Announces Fourth Quarter and Full Year 2023 ResultsWestwood Financial Announces Fourth Quarter and Full Year 2023 Results
businesswire.com - February 26 at 10:00 AM
Jason Reitman Completes Purchase of Westwood’s Village Theater With Coalition of FilmmakersJason Reitman Completes Purchase of Westwood’s Village Theater With Coalition of Filmmakers
msn.com - February 22 at 11:41 PM
Susan M. Byrne to Become Director Emerita of the Westwood Holdings Group Board of DirectorsSusan M. Byrne to Become Director Emerita of the Westwood Holdings Group Board of Directors
globenewswire.com - February 22 at 4:15 PM
With 55% ownership of the shares, Westwood Holdings Group, Inc. (NYSE:WHG) is heavily dominated by institutional ownersWith 55% ownership of the shares, Westwood Holdings Group, Inc. (NYSE:WHG) is heavily dominated by institutional owners
finance.yahoo.com - February 17 at 12:32 PM
Westwood Holdings Group Inc.Westwood Holdings Group Inc.
wsj.com - February 16 at 9:26 PM
Westwood Holdings Group Inc: Westwood Holdings Group Reports Fourth Quarter and Full Year 2023 ResultsWestwood Holdings Group Inc: Westwood Holdings Group Reports Fourth Quarter and Full Year 2023 Results
finanznachrichten.de - February 16 at 12:11 AM
Q4 2023 Westwood Holdings Group Inc Earnings CallQ4 2023 Westwood Holdings Group Inc Earnings Call
finance.yahoo.com - February 15 at 9:10 AM
Westwood Holdings Group Reports Fourth Quarter and Full Year 2023 ResultsWestwood Holdings Group Reports Fourth Quarter and Full Year 2023 Results
finance.yahoo.com - February 14 at 7:43 PM
Westwood Holdings Group Inc Reports Robust Q4 and Full Year 2023 ResultsWestwood Holdings Group Inc Reports Robust Q4 and Full Year 2023 Results
finance.yahoo.com - February 14 at 7:43 PM
Westwood Holdings Group Reports Fourth Quarter and Full Year 2023 ResultsWestwood Holdings Group Reports Fourth Quarter and Full Year 2023 Results
globenewswire.com - February 14 at 4:10 PM
Jim Simons Adds Westwood Holdings Group Inc to PortfolioJim Simons Adds Westwood Holdings Group Inc to Portfolio
finance.yahoo.com - February 14 at 9:43 AM
WHG Feb 2024 12.500 callWHG Feb 2024 12.500 call
finance.yahoo.com - February 13 at 3:00 AM
Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2023 Conference Call/WebcastWestwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2023 Conference Call/Webcast
finance.yahoo.com - January 31 at 10:40 AM

New MarketBeat Followers Over Time

Media Sentiment Over Time

Top Headlines

All Headlines

Company Descriptions

Fidus Investment logo

Fidus Investment

NASDAQ:FDUS
Fidus Investment Corporation is a business development company. It specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and unitranche debt, preferred equity, warrants, subordinated debt, senior subordinated notes, junior secured loans, and unitranche loans. It does not invest in turnarounds or distressed situations. The fund prefers to invest in aerospace and defense, business services, consumer products and services including retail, food, and beverage, healthcare products and services, industrial products and services, information technology services, niche manufacturing, transportation and logistics, and value-added distribution sectors. It seeks to invest in companies based in United States. The fund typically invests between $5 million and $15 million per transaction in companies with annual revenues between $10 million and $150 million and an annual EBITDA between $3 million and $20 million, but it can occasionally invest in larger or smaller companies. It seeks to acquire minority equity stakes and board observation rights in conjunction with its investments.
Highest Performances logo

Highest Performances

NASDAQ:PUYI
Highest Performances Holdings Inc. engages in the provision of financial technology services in China. The company distributes publicly raised fund and privately raised securities investment fund products through online and offline. It also offers insurance consulting, trust consulting, asset management, wealth management, and other ancillary services. The company was formerly known as Puyi Inc. and changed its name to Highest Performances Holdings Inc. in March 2024. Highest Performances Holdings Inc. was founded in 2010 and is headquartered in Guangzhou, China.
Saratoga Investment logo

Saratoga Investment

NYSE:SAR
Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. It structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. The firm prefers to invest in aerospace, automotive aftermarket and services, business products and services, consumer products and services, education, environmental services, industrial services, financial services, food and beverage, healthcare products and services, logistics, distribution, manufacturing, restaurants services, food services, software services, technology services, specialty chemical, media and telecommunications. It seeks to invest in the United States. The firm primarily invests $5 million to $50 million in companies having EBITDA of $2 million or greater and revenues of $8 million to $250 million. The firm prefer to take a majority stake. It invests through direct lending as well as participation in loan syndicates. The firm was formerly known as GSC Investment Corp. Saratoga Investment Corp. was formed on 2007 and is based in New York, New York with an additional office in Florham Park, New Jersey.
Value Line logo

Value Line

NASDAQ:VALU
Value Line, Inc. produces and sells investment periodicals and related publications. Its investment periodicals and related publications cover a range of investments, including stocks, mutual funds, exchange traded funds (ETFs), and options. The company's research services include The Value Line Investment Survey, The Value Line Investment Survey - Small and Mid-Cap, The Value Line 600, and The Value Line Fund Advisor Plus that provide statistical and text coverage of various investment securities, with an emphasis placed on its proprietary research, analysis, and statistical ranks. It also provides niche newsletters comprising Value Line Select: Dividend Income & Growth, Value Line Select: ETFs, The Value Line Special Situations Service, The Value Line M&A Service, The Value Line Climate Change Investing Service, and The Value Line Information You Should Know Wealth Newsletter that offer information on a less comprehensive basis for securities that are of particular interest to subscribers; digital versions of its products through its Website, www.valueline.com; The Value Line Research Center online platform; and investment analysis software, such as The Value Line Investment Analyzer and The New Value Line ETFs Service. In addition, the company offers current and historical financial databases comprising fundamental DataFile, estimates and projections, and mutual funds; and copyright products, which include unit investment trusts, variable annuities, managed accounts, and ETFs. Further, it operates as publishing unit for the investment related periodical publications and copyrights; places advertising on behalf of the company's publications; and distributes print publications. It serves individual and professional investors, as well as institutions, including municipal and university libraries, and investment firms. The company was founded in 1931 and is headquartered in New York, New York. Value Line, Inc. is a subsidiary of Arnold Bernhard & Co., Inc.
Westwood Holdings Group logo

Westwood Holdings Group

NYSE:WHG
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. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.