Westwood Holdings Group (WHG) Stock Price, News & Analysis

Company Overview

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.

Key Stats

• Today's Range: $15.29 to $15.68
• 50-Day Range: $14.56 to $17.56
• 52-Week Range: $11.11 to $18.03
• Volume: 27,665 shs
• Average Volume: 20,453 shs
• Market Capitalization: $145.58 million
• P/E Ratio: 517.51
• Dividend Yield: 3.87%
• Price Target: N/A
• Consensus Rating: N/A

WHG Stock Analysis - Frequently Asked Questions

How have WHG shares performed this year?

Westwood Holdings Group's stock was trading at $14.51 on January 1st, 2025. Since then, WHG shares have increased by 7.0% and is now trading at $15.52.

How were Westwood Holdings Group's earnings last quarter?

Westwood Holdings Group Inc (NYSE:WHG) released its earnings results on Wednesday, April, 30th. The asset manager reported $0.16 earnings per share (EPS) for the quarter. The asset manager earned $23.25 million during the quarter. Westwood Holdings Group had a trailing twelve-month return on equity of 2.46% and a net margin of 0.55%.
Read the conference call transcript.

How do I buy shares of Westwood Holdings Group?

Shares of WHG stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Westwood Holdings Group own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Westwood Holdings Group investors own include Walt Disney (DIS), AFC Gamma (AFCG), American Lithium (AMLI), BOTS (BTZI), Altria Group (MO), AT&T (T) and Energy Transfer (ET).

Company Calendar

• Last Earnings: 4/30/2025
• Record date for 7/1 Dividend: 6/02/2025
• Ex-Dividend for 7/1 Dividend: 6/02/2025
• Dividend Payable: 7/01/2025
• Today: 7/05/2025
• Next Earnings (Estimated): 7/30/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: FIN - INVEST MGMT
• Sub-Industry: Asset Management & Custody Banks
• Current Symbol: NYSE:WHG
• CIK: 1165002
• Web: www.westwoodgroup.com
• Phone: 214-756-6900
• Fax: 214-756-6979
• Employees: N/A
• Year Founded: N/A

Profitability

• EPS (Trailing Twelve Months): $0.03
• Trailing P/E Ratio: 517.51
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: $2.21 million
• Net Margins: 0.55%
• Pretax Margin: 1.08%
• Return on Equity: 2.46%
• Return on Assets: 2.04%

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: 3.34
• Quick Ratio: 3.33

Sales & Book Value

• Annual Sales: $94.72 million
• Price / Sales: 1.54
• Cash Flow: $1.24 per share
• Price / Cash Flow: 12.56
• Book Value: $13.19 per share
• Price / Book: 1.18

Miscellaneous

• Outstanding Shares: 9,380,000
• Free Float: 8,611,000
• Market Cap: $145.58 million
• Optionable: Optionable
• Beta: 0.85