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: $17.70 to $18.88
• 50-Day Range: $15.36 to $18.80
• 52-Week Range: $12.20 to $18.88
• Volume: 20,329 shs
• Average Volume: 11,394 shs
• Market Capitalization: $176.86 million
• P/E Ratio: 44.75
• Dividend Yield: 3.19%
• Price Target: N/A
• Consensus Rating: N/A

Westwood Holdings Group Stock Analysis - MarketRank™

Westwood Holdings Group scored higher than 5% of companies evaluated by MarketBeat, and ranked 912th out of 920 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: 0.0 / 5
• Proj. Earnings Growth: N/A

Price to Earnings Ratio vs. the Market

The P/E ratio of Westwood Holdings Group is 44.75, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 28.44.

Price to Earnings Ratio vs. Sector

The P/E ratio of Westwood Holdings Group is 44.75, which means that it is trading at a more expensive P/E ratio than the Finance sector average P/E ratio of about 19.41.

Price to Book Value per Share Ratio

Westwood Holdings Group has a P/B Ratio of 1.44. 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

2.17% 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 4.

Change versus previous month

Short interest in Westwood Holdings Group has recently increased by 0.53%, indicating that investor sentiment is decreasing.

Dividend

• Score: 0.8 / 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 142.86%. Payout ratios above 75% are not desirable because they may not be sustainable.

Sustainability and ESG

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

Percentage of Shares Shorted

2.17% 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 4.

Change versus previous month

Short interest in Westwood Holdings Group has recently increased by 0.53%, indicating that investor sentiment is decreasing.

News and Social Media

• Score: 1.4 / 5
• News Sentiment: N/A

News Sentiment

Westwood Holdings Group has a news sentiment score of 0.45. 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 lower news sentiment than the 1.05 average news sentiment score of Finance companies.

Company Ownership

• Score: 0.8 / 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

Only 8.20% of the stock of Westwood Holdings Group is held by insiders.

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 $14.51 at the beginning of the year. Since then, WHG shares have increased by 29.5% and is now trading at $18.7950.

How were Westwood Holdings Group's earnings last quarter?

Westwood Holdings Group Inc (NYSE:WHG) posted its quarterly earnings results on Friday, August, 8th. The asset manager reported $0.22 EPS for the quarter. The asset manager had revenue of $23.12 million for the quarter. Westwood Holdings Group had a trailing twelve-month return on equity of 5.19% and a net margin of 3.92%.
Read the conference call transcript.

Who are Westwood Holdings Group's major shareholders?

Westwood Holdings Group's top institutional investors include Allspring Global Investments Holdings LLC (6.28%), Gamco Investors INC. ET AL (4.72%), Settian Capital LP (4.58%) and North Star Investment Management Corp. (3.92%). Insiders that own company stock include Matthew Lockridge, John Porter Montgomery and Leah Bennett.
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.

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

• Record date for 7/1 Dividend: 6/02/2025
• Ex-Dividend for 7/1 Dividend: 6/02/2025
• Dividend Payable: 7/01/2025
• Last Earnings: 8/08/2025
• Today: 8/24/2025
• Record date for 10/1 Dividend: 9/02/2025
• Ex-Dividend for 10/1 Dividend: 9/02/2025
• Dividend Payable: 10/01/2025
• Next Earnings (Estimated): 10/29/2025
• 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: 130
• Year Founded: N/A

Profitability

• EPS (Trailing Twelve Months): $0.42
• Trailing P/E Ratio: 44.75
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: $2.21 million
• Net Margins: 3.92%
• Pretax Margin: 6.17%
• Return on Equity: 5.19%
• Return on Assets: 4.33%

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: 2.12
• Quick Ratio: 2.12

Sales & Book Value

• Annual Sales: $94.72 million
• Price / Sales: 1.87
• Cash Flow: $1.24 per share
• Price / Cash Flow: 15.19
• Book Value: $13.01 per share
• Price / Book: 1.44

Miscellaneous

• Outstanding Shares: 9,410,000
• Free Float: 8,637,000
• Market Cap: $176.86 million
• Optionable: Optionable
• Beta: 0.97