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

Company Overview

Westwood Holdings Group, Inc. is an investment management firm headquartered in Dallas, Texas. Through its investment advisory subsidiaries, the company provides portfolio management and related services to institutional investors, financial intermediaries, private wealth clients and other investment vehicles.

Westwood’s offerings have included U.S. and international equity strategies, multi-asset and income-oriented portfolios, alternative investments and customized institutional mandates. Its services are designed for a range of client objectives, including long-term capital appreciation, income generation and risk management.

Founded in 1983, Westwood has expanded its platform through internal development and acquisitions, including the addition of alternative investment capabilities. The company serves clients in the United States and selected international markets. Brian O. Casey has served as Westwood’s president and chief executive officer.

Key Stats

• Today's Range: $18.81 to $19.11
• 50-Day Range: $18.60 to $19.93
• 52-Week Range: $14.70 to $20.97
• Volume: 3,453 shs
• Average Volume: 17,388 shs
• Market Capitalization: $179.76 million
• P/E Ratio: 21.53
• Dividend Yield: 3.17%
• Price Target: N/A
• Consensus Rating: Buy

Westwood Holdings Group Stock Analysis - MarketRank™

Westwood Holdings Group scored higher than 28% of companies evaluated by MarketBeat, and ranked 718th out of 853 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: 1.7 / 5
• Analyst Rating: Buy

Consensus Rating

Westwood Holdings Group has received a consensus rating of Buy. The company's average rating score is 3.00, and is based on no strong buy ratings, 1 buy rating, no hold ratings, and no sell ratings.

Amount of Analyst Coverage

Westwood Holdings Group has only been the subject of 1 research reports in the past 90 days.

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 16.89, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 39.06.

Price to Earnings Ratio vs. Sector

The P/E ratio of Westwood Holdings Group is 16.89, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 24.74.

Price to Book Value per Share Ratio

Westwood Holdings Group has a P/B Ratio of 1.41. 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

1.31% 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 5.95.

Change versus previous month

Short interest in Westwood Holdings Group has recently decreased by 4.79%, indicating that investor sentiment is improving.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

Westwood Holdings Group pays a meaningful dividend of 3.17%, higher than the bottom 25% of all stocks that pay dividends.

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 68.18%. This payout ratio is at a healthy, sustainable level, below 75%.

News and Social Media

• Score: 0.0 / 5
• News Sentiment: N/A

Search Interest

Only 2 people have searched for WHG on MarketBeat in the last 30 days. This is a decrease of -50% compared to the previous 30 days.

Company Ownership

• Score: 1.3 / 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

17.40% 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.

Company Calendar

• Last Earnings: 8/06/2026
• Record date for 10/1 Dividend: 9/01/2026
• Ex-Dividend for 10/1 Dividend: 9/01/2026
• Dividend Payable: 10/01/2026
• Today: 10/10/2026
• Next Earnings (Estimated): 10/29/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: Capital Markets
• 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: 148
• Year Founded: 1983

Profitability

• EPS (Trailing Twelve Months): $0.88
• Trailing P/E Ratio: 21.53
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: $7.06 million
• Net Margins: 7.73%
• Pretax Margin: 10.52%
• Return on Equity: 8.10%
• Return on Assets: 6.59%

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: 3.76
• Quick Ratio: 3.76

Sales & Book Value

• Annual Sales: $97.76 million
• Price / Sales: 1.84
• Cash Flow: $1.59 per share
• Price / Cash Flow: 11.91
• Book Value: $13.47 per share
• Price / Book: 1.41

Miscellaneous

• Outstanding Shares: 9,490,000
• Free Float: 7,837,000
• Market Cap: $179.76 million
• Optionable: Optionable
• Beta: 0.51