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

Company Overview

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

Westwood offers a range of investment strategies, including equity, fixed-income, multi-asset, and alternative solutions. Its products and services may be delivered through separately managed accounts, commingled funds, mutual funds, and other investment vehicles, depending on client requirements and market availability.

The company serves clients in the United States and select international markets. Westwood Holdings Group was founded in 1983 and became a publicly traded company on the New York Stock Exchange in 2002. Its business is centered on active investment management, research, portfolio construction, and client service.

Key Stats

• Today's Range: $18.50 to $18.71
• 50-Day Range: $18.60 to $20.06
• 52-Week Range: $14.70 to $20.97
• Volume: 14,083 shs
• Average Volume: 18,606 shs
• Market Capitalization: $177.65 million
• P/E Ratio: 21.27
• Dividend Yield: 3.21%
• Price Target: N/A
• Consensus Rating: Buy

Westwood Holdings Group Stock Analysis - MarketRank™

Westwood Holdings Group scored higher than 30% of companies evaluated by MarketBeat, and ranked 726th out of 851 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 21.27, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 38.86.

Price to Earnings Ratio vs. Sector

The P/E ratio of Westwood Holdings Group is 21.27, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 25.21.

Price to Book Value per Share Ratio

Westwood Holdings Group has a P/B Ratio of 1.39. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 2.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

1.45% 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 6.21.

Change versus previous month

Short interest in Westwood Holdings Group has recently increased by 2.07%, indicating that investor sentiment is decreasing.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

Westwood Holdings Group pays a meaningful dividend of 3.20%, 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: 0.6 / 5
• News Sentiment: N/A

Search Interest

5 people have searched for WHG on MarketBeat in the last 30 days. This is an increase of 400% compared to the previous 30 days.

Company Ownership

• Score: 2.0 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Westwood Holdings Group insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $567,015.00 in 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

• Record date for 7/1 Dividend: 6/01/2026
• Ex-Dividend for 7/1 Dividend: 6/01/2026
• Dividend Payable: 7/01/2026
• Last Earnings: 8/06/2026
• Record date for 10/1 Dividend: 9/01/2026
• Ex-Dividend for 10/1 Dividend: 9/01/2026
• Today: 9/16/2026
• Dividend Payable: 10/01/2026
• 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: 21.27
• 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: 1.82
• Cash Flow: $1.59 per share
• Price / Cash Flow: 11.81
• Book Value: $13.47 per share
• Price / Book: 1.39

Miscellaneous

• Outstanding Shares: 9,490,000
• Free Float: 7,837,000
• Market Cap: $177.65 million
• Optionable: Optionable
• Beta: 0.56