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: $12.90 to $13.90
• 50-Day Range: $12.14 to $13.43
• 52-Week Range: $8.91 to $13.90
• Volume: 56,339 shs
• Average Volume: 10,333 shs
• Market Capitalization: $125.07 million
• P/E Ratio: 9.88
• Dividend Yield: 4.47%
• Price Target: N/A
• Consensus Rating: N/A

Westwood Holdings Group Stock Analysis - MarketRank™

Westwood Holdings Group scored higher than 59% of companies evaluated by MarketBeat, and ranked 414th out of 904 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: N/A
• Analyst Rating: N/A

Consensus Rating

There is not enough analysis data for Westwood Holdings Group.

Earnings and Valuation

• Score: 1.3 / 5
• Proj. Earnings Growth: N/A

Price to Earnings Ratio vs. the Market

The P/E ratio of Westwood Holdings Group is 9.88, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 135.55.

Price to Earnings Ratio vs. Sector

The P/E ratio of Westwood Holdings Group is 9.88, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 45.58.

Price to Book Value per Share Ratio

Westwood Holdings Group has a P/B Ratio of 1.00. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

0.06% of the float of Westwood Holdings Group has been sold short.

Short Interest Ratio / Days to Cover

Westwood Holdings Group has a short interest ratio ("days to cover") of 0.7, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Westwood Holdings Group has recently increased by 20.59%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Leadership

Westwood Holdings Group is a leading dividend payer. It pays a dividend yield of 4.72%, putting its dividend yield in the top 25% of dividend-paying stocks.

Dividend Growth

Westwood Holdings Group does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of Westwood Holdings Group is 44.12%. This payout ratio is at a healthy, sustainable level, below 75%.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

0.06% of the float of Westwood Holdings Group has been sold short.

Short Interest Ratio / Days to Cover

Westwood Holdings Group has a short interest ratio ("days to cover") of 0.7, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Westwood Holdings Group has recently increased by 20.59%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 3.6 / 5
• News Sentiment: 1.49

News Sentiment

Westwood Holdings Group has a news sentiment score of 1.49. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.64 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 3 news articles for Westwood Holdings Group this week, compared to 1 article on an average week.

Search Interest

4 people have searched for WHG on MarketBeat in the last 30 days. This is an increase of 100% compared to the previous 30 days.

Company Ownership

• Score: 1.7 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Westwood Holdings Group insiders have not sold or bought any company stock.

Percentage Held by Insiders

10.10% of the stock of Westwood Holdings Group is held by insiders. A high percentage of insider ownership can be a sign of company health.

Percentage Held by Institutions

56.64% of the stock of Westwood Holdings Group is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

WHG Stock Analysis - Frequently Asked Questions

How have WHG shares performed this year?

Westwood Holdings Group's stock was trading at $12.57 on January 1st, 2024. Since then, WHG shares have increased by 6.8% and is now trading at $13.43.
View the best growth stocks for 2024 here.

How were Westwood Holdings Group's earnings last quarter?

Westwood Holdings Group, Inc. (NYSE:WHG) posted its quarterly earnings results on Wednesday, July, 31st. The asset manager reported ($0.18) EPS for the quarter. The asset manager earned $22.69 million during the quarter. Westwood Holdings Group had a net margin of 7.63% and a trailing twelve-month return on equity of 7.86%.

Who are Westwood Holdings Group's major shareholders?

Top institutional shareholders of Westwood Holdings Group include Allspring Global Investments Holdings LLC (6.14%), Deprince Race & Zollo Inc. (4.93%), Renaissance Technologies LLC (4.78%) and Dimensional Fund Advisors LP (2.63%). Insiders that own company stock include Matthew Lockridge, John Porter Montgomery, Leah Bennett, Jcp Investment Management, Llc, Richard M Frank and Brian O Casey.
View institutional ownership trends.

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.
Compare Top Brokerages Here.

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 Altria Group (MO), AT&T (T), Verizon Communications (VZ), Exxon Mobil (XOM), Energy Transfer (ET), International Business Machines (IBM) and Johnson & Johnson (JNJ).

Company Calendar

• Ex-Dividend for 7/1 Dividend: 6/03/2024
• Dividend Payable: 7/01/2024
• Last Earnings: 7/31/2024
• Ex-Dividend for 10/1 Dividend: 8/30/2024
• Today: 9/20/2024
• Dividend Payable: 10/01/2024
• Next Earnings (Estimated): 10/29/2024
• Fiscal Year End: 12/31/2024

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: Investment advice
• Sub-Industry: Asset Management & Custody Banks
• Current Symbol: NYSE:WHG
• CUSIP: 96176510
• CIK: 1165002
• Web: www.westwoodgroup.com
• Phone: 214-756-6900
• Fax: 214-756-6979
• Employees: N/A
• Year Founded: N/A

Profitability

• EPS (Most Recent Fiscal Year): $1.36
• Trailing P/E Ratio: 9.98
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: $10.57 million
• Net Margins: 7.63%
• Pretax Margin: 8.82%
• Return on Equity: 7.86%
• Return on Assets: 6.35%

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: 4.76
• Quick Ratio: 4.76

Sales & Book Value

• Annual Sales: $90.53 million
• Price / Sales: 1.40
• Cash Flow: $2.16 per share
• Price / Cash Flow: 6.28
• Book Value: $13.39 per share
• Price / Book: 1.01

Miscellaneous

• Outstanding Shares: 9,313,000
• Free Float: 8,372,000
• Market Cap: $126.38 million
• Optionable: Optionable
• Beta: 1.15