NYSE:WHG

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

$10.15

+0.08 (+0.79%)

(As of 09/29/2023 ET)

Compare

Today's Range: $9.98
▼
$10.25
50-Day Range: $9.58
▼
$12.11
52-Week Range: $9.42
▼
$14.20

Volume: 14,032 shs
Average Volume: 12,937 shs
Market Capitalization: $93.18 million

P/E Ratio: N/A
Dividend Yield: 5.91%
Price Target: N/A

Westwood Holdings Group MarketRank™ Forecast

Analyst Rating: N/A
Upside/Downside: N/A
Short Interest: Healthy
0.07% of Float Sold Short
Dividend Strength: Weak
Based on Four Factors
Sustainability: N/A
News Sentiment: N/A
Insider Trading: Selling Shares
$25,828 Sold Last Quarter
Proj. Earnings Growth: N/A

Overall MarketRank^™

MarketRank is calculated as an average of available category scores, with extra weight given to analysis and valuation.

1.74 out of 5 stars

Finance Sector

779th out of 880 stocks

Investment Advice Industry

45th out of 49 stocks

N/A

Analyst's Opinion

Consensus Rating
There is not enough analysis data for Westwood Holdings Group.

5.0

Short Interest

Percentage of Shares Shorted
0.07% 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 0.5, 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 decreased by 59.56%, indicating that investor sentiment is improving significantly.

1.7

Dividend Strength

Dividend Leadership
Westwood Holdings Group is a leading dividend payer. It pays a dividend yield of 5.96%, 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.

N/A

Sustainability and ESG

Overall ESG (Environmental, Social, and Governance) Score
There is no current Upright™ data available for WHG.

0.0

News and Social Media Coverage

News Coverage This Week
MarketBeat has tracked 1 news article for Westwood Holdings Group this week, compared to 1 article on an average week.

2.5

Company Ownership

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 $25,828.00 in 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
55.58% 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.

0.6

Earnings and Valuation

Price to Earnings Ratio vs. the Market
The P/E ratio of Westwood Holdings Group is -101.50, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.
Price to Earnings Ratio vs. Sector
The P/E ratio of Westwood Holdings Group is -101.50, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.
Price to Book Value per Share Ratio
Westwood Holdings Group has a P/B Ratio of 0.77. P/B Ratios below 1 indicate that a company could be undervalued with respect to its assets and liabilities.

See Top Rated MarketRank™ Stocks Here

About Westwood Holdings Group (NYSE:WHG) Stock

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.

WHG Price History

30 days | 90 days | 365 days | Advanced Chart

WHG Stock News Headlines

September 25, 2023 | americanbankingnews.com

StockNews.com Initiates Coverage on Westwood Holdings Group (NYSE:WHG)

September 12, 2023 | finance.yahoo.com

Insider Sell: COO John Montgomery Sells 1,667 Shares of Westwood Holdings Group Inc

September 30, 2023 | Oxford Club (Ad)

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August 30, 2023 | seekingalpha.com

Westwood Holdings goes ex-dividend tomorrow

August 26, 2023 | finance.yahoo.com

Don't Buy Westwood Holdings Group, Inc. (NYSE:WHG) For Its Next Dividend Without Doing These Checks

August 5, 2023 | finance.yahoo.com

Westwood Holdings Group, Inc. (NYSE:WHG) Q2 2023 Earnings Call Transcript

August 3, 2023 | finanznachrichten.de

Westwood Holdings Group Inc: Westwood Holdings Group, Inc. Reports Second Quarter 2023 Results

August 3, 2023 | finance.yahoo.com

Westwood Holdings Group, Inc. Reports Second Quarter 2023 Results

September 30, 2023 | Oxford Club (Ad)

Better Than Oil Stocks

The best way to profit from energy is NOT a stock...Rather, it's this little-known alternative investment.

July 21, 2023 | finance.yahoo.com

Westwood Holdings Group, Inc. to Host Second Quarter 2023 Conference Call/Webcast

July 20, 2023 | finance.yahoo.com

Here's How Wells Fargo Is Preparing to Deal With Issues in Its Office Loan Portfolio

June 10, 2023 | finance.yahoo.com

Westwood Holdings Group, Inc.'s (NYSE:WHG) Business And Shares Still Trailing The Industry

May 3, 2023 | finance.yahoo.com

Westwood Holdings Group, Inc. (NYSE:WHG) Q1 2023 Earnings Call Transcript

April 30, 2023 | finance.yahoo.com

Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15

April 27, 2023 | msn.com

Westwood Holdings Group (WHG) Declares $0.15 Dividend

April 27, 2023 | finance.yahoo.com

Q1 2023 Westwood Holdings Group Inc Earnings Call

April 26, 2023 | finance.yahoo.com

Westwood Holdings Group, Inc. Reports First Quarter 2023 Results

April 21, 2023 | msn.com

11 Financials Stocks Moving In Friday's Intraday Session

April 21, 2023 | finance.yahoo.com

Westwood Holdings Group, Inc. to Host First Quarter 2023 Conference Call/Webcast

April 18, 2023 | finance.yahoo.com

The past five years for Westwood Holdings Group (NYSE:WHG) investors has not been profitable

February 23, 2023 | finance.yahoo.com

Dividend Investors: Don't Be Too Quick To Buy Westwood Holdings Group, Inc. (NYSE:WHG) For Its Upcoming Dividend

February 19, 2023 | finance.yahoo.com

Westwood Holdings Group (NYSE:WHG) Has Announced A Dividend Of $0.15

February 18, 2023 | finance.yahoo.com

Westwood Holdings Group Full Year 2022 Earnings: US$0.59 loss per share (vs US$1.24 profit in FY 2021)

February 15, 2023 | finance.yahoo.com

Westwood Holdings Group Reports Fourth Quarter and Full Year 2022 Results

February 10, 2023 | finance.yahoo.com

Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2022 Conference Call/Webcast

February 6, 2023 | finance.yahoo.com

Rebel with a cause – the collectable legacy of Vivienne Westwood

January 17, 2023 | finance.yahoo.com

Does Westwood Holdings Group (WHG) Meet the Expectations?

See More Headlines

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WHG Company Calendar

Ex-Dividend for 7/3 Dividend: 6/01/2023
Dividend Payable: 7/03/2023
Last Earnings: 8/02/2023
Ex-Dividend for 10/2 Dividend: 8/31/2023
Today: 9/30/2023
Dividend Payable: 10/02/2023
Next Earnings (Estimated): 10/25/2023
Fiscal Year End: 12/31/2023

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Industry, Sector and Symbol

Stock Exchange: NYSE
Industry: Investment advice
Sub-Industry: Asset Management & Custody Banks
Sector: Finance
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): ($0.10)
Trailing P/E Ratio: N/A
Forward P/E Ratio: N/A
P/E Growth: N/A
Net Income: $-4,630,000.00
Net Margins: -0.85%
Pretax Margin: 0.38%
Return on Equity: 2.34%
Return on Assets: 1.88%

Debt

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

Sales & Book Value

Annual Sales: $68.68 million
Price / Sales: 1.36
Cash Flow: $0.02 per share
Price / Cash Flow: 609.51
Book Value: $13.15 per share
Price / Book: 0.77

Miscellaneous

Outstanding Shares: 9,180,000
Free Float: 8,256,000
Market Cap: $93.18 million
Optionable: Optionable
Beta: 1.19

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Key Executives

Mr. Brian O'Connor Casey (Age 55)
CFP, President, Chief Executive Officer and Director

Ms. Susan Montgomery Byrne (Age 71)
Founder & Vice Chairman

Ms. Tiffany B. Kice (Age 50)
CPA, Senior Vice President, CFO & Treasurer

Mr. Mark Richard Freeman (Age 50)
CFA, Executive Vice President, Chief Investment Officer, Senior Portfolio Manager

Ms. Julie Kramer Gerron (Age 50)
CFA, Senior Vice President, General Counsel

Key Competitors

View All Competitors

Insiders & Institutions

View All Insider Transactions
View All Institutional Transactions

WHG Stock - Frequently Asked Questions

How have WHG shares performed in 2023?: Westwood Holdings Group's stock was trading at $11.1337 at the beginning of the year. Since then, WHG stock has decreased by 8.8% and is now trading at $10.15.
View the best growth stocks for 2023 here.
Are investors shorting Westwood Holdings Group?: Westwood Holdings Group saw a decline in short interest in August. As of August 31st, there was short interest totaling 13,600 shares, a decline of 24.4% from the August 15th total of 18,000 shares. Based on an average daily trading volume, of 11,400 shares, the days-to-cover ratio is presently 1.2 days. Currently, 0.2% of the shares of the company are short sold.
View Westwood Holdings Group's Short Interest.
When is Westwood Holdings Group's next earnings date?: The company is scheduled to release its next quarterly earnings announcement on Wednesday, October 25th 2023.
View our WHG earnings forecast.
How were Westwood Holdings Group's earnings last quarter?: Westwood Holdings Group, Inc. (NYSE:WHG) issued its quarterly earnings data on Wednesday, August, 2nd. The asset manager reported $0.50 earnings per share for the quarter. The asset manager had revenue of $21.95 million for the quarter. Westwood Holdings Group had a negative net margin of 0.85% and a positive trailing twelve-month return on equity of 2.34%.
How often does Westwood Holdings Group pay dividends? What is the dividend yield for Westwood Holdings Group?: Westwood Holdings Group declared a quarterly dividend on Wednesday, August 2nd. Investors of record on Friday, September 1st will be given a dividend of $0.15 per share on Monday, October 2nd. This represents a $0.60 annualized dividend and a yield of 5.91%. The ex-dividend date of this dividend is Thursday, August 31st.
Read our dividend analysis for WHG.
Is Westwood Holdings Group a good dividend stock?: Westwood Holdings Group (NYSE:WHG) pays an annual dividend of $0.60 per share and currently has a dividend yield of 5.96%. WHG has a dividend yield higher than 75% of all dividend-paying stocks, making it a leading dividend payer.
Read our dividend analysis for WHG.

What is Brian O. Casey's approval rating as Westwood Holdings Group's CEO?: 15 employees have rated Westwood Holdings Group Chief Executive Officer Brian O. Casey on Glassdoor.com. Brian O. Casey has an approval rating of 32% among the company's employees. This puts Brian O. Casey in the bottom 10% of approval ratings compared to other CEOs of publicly-traded companies.
What other stocks do shareholders of Westwood Holdings Group own?: Based on aggregate information from My MarketBeat watchlists, some companies that other 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), Johnson & Johnson (JNJ), Enbridge (ENB), Holly Energy Partners (HEP) and Occidental Petroleum (OXY).
What is Westwood Holdings Group's stock symbol?: Westwood Holdings Group trades on the New York Stock Exchange (NYSE) under the ticker symbol "WHG."
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 WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.
Compare Top Brokerages Here.
What is Westwood Holdings Group's stock price today?: One share of WHG stock can currently be purchased for approximately $10.15.
How much money does Westwood Holdings Group make?: Westwood Holdings Group (NYSE:WHG) has a market capitalization of $93.18 million and generates $68.68 million in revenue each year. The asset manager earns $-4,630,000.00 in net income (profit) each year or ($0.10) on an earnings per share basis.
How can I contact Westwood Holdings Group?: Westwood Holdings Group's mailing address is 200 CRESCENT COURT SUITE 1200, DALLAS TX, 75201. The official website for the company is www.westwoodgroup.com. The asset manager can be reached via phone at 214-756-6900, via email at ir@westwoodgroup.com, or via fax at 214-756-6979.

This page (NYSE:WHG) was last updated on 9/30/2023 by MarketBeat.com Staff

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