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S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
15 best consumer discretionary stocks for the rest of 2023
All the trading advice you’ve ever received boils down to this (Ad)
Stock market today: Wall Street extends its rally and closes at highest level since March 2022
Energy traders: A rebound is coming
All the trading advice you’ve ever received boils down to this (Ad)
Kroger shares are begging to be bought 
Dallas Mavericks purchase turns LVS stock into a cheaper bet
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Behind the tech boom: Big price leaders selectively laying off
Earnings propel Crowdstrike, cybersecurity sector, to new highs
S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
15 best consumer discretionary stocks for the rest of 2023
All the trading advice you’ve ever received boils down to this (Ad)
Stock market today: Wall Street extends its rally and closes at highest level since March 2022
Energy traders: A rebound is coming
All the trading advice you’ve ever received boils down to this (Ad)
Kroger shares are begging to be bought 
Dallas Mavericks purchase turns LVS stock into a cheaper bet
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Behind the tech boom: Big price leaders selectively laying off
Earnings propel Crowdstrike, cybersecurity sector, to new highs
S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
15 best consumer discretionary stocks for the rest of 2023
All the trading advice you’ve ever received boils down to this (Ad)
Stock market today: Wall Street extends its rally and closes at highest level since March 2022
Energy traders: A rebound is coming
All the trading advice you’ve ever received boils down to this (Ad)
Kroger shares are begging to be bought 
Dallas Mavericks purchase turns LVS stock into a cheaper bet
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Behind the tech boom: Big price leaders selectively laying off
Earnings propel Crowdstrike, cybersecurity sector, to new highs

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

$10.95
-0.05 (-0.45%)
(As of 12/1/2023 ET)
Compare
Today's Range
$10.92
$11.06
50-Day Range
$8.96
$11.14
52-Week Range
$8.91
$14.20
Volume
26,100 shs
Average Volume
15,682 shs
Market Capitalization
$100.19 million
P/E Ratio
23.80
Dividend Yield
5.48%
Price Target
N/A

Westwood Holdings Group MarketRank™ Stock Analysis

Analyst Rating
N/A
Upside/​Downside
N/A
Short Interest
Healthy
0.11% of Float Sold Short
Dividend Strength
Weak
Based on Four Factors
Sustainability
N/A
News Sentiment
-0.11mentions of Westwood Holdings Group in the last 14 days
Based on 3 Articles This Week
Insider Trading
Selling Shares
$16,503 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.

1.99 out of 5 stars

Finance Sector

606th out of 851 stocks

Investment Advice Industry

34th out of 48 stocks


WHG stock logo

About Westwood Holdings Group Stock (NYSE:WHG)

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 Stock Price History

WHG Stock News Headlines

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Westwood Holdings Group Inc WHG
Q3 2023 Westwood Holdings Group Inc Earnings Call
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WHG Dividend Yield Grade
Westwood Holdings goes ex-dividend tomorrow
See More Headlines
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Company Calendar

Ex-Dividend for 10/2 Dividend
8/31/2023
Dividend Payable
10/02/2023
Last Earnings
10/31/2023
Ex-Dividend for 1/3 Dividend
11/30/2023
Today
12/01/2023
Fiscal Year End
12/31/2023
Dividend Payable
1/03/2024
Next Earnings (Estimated)
2/21/2024

Industry, Sector and Symbol

Industry
Investment advice
Sub-Industry
Asset Management & Custody Banks
Sector
Finance
CUSIP
96176510
Employees
N/A
Year Founded
N/A

Profitability

Net Income
$-4,630,000.00
Pretax Margin
6.19%

Debt

Sales & Book Value

Annual Sales
$68.68 million
Cash Flow
$0.02 per share
Book Value
$13.10 per share

Miscellaneous

Free Float
8,222,000
Market Cap
$100.19 million
Optionable
Optionable
Beta
1.14
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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














WHG Stock Analysis - 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 1.6% and is now trading at $10.95.
View the best growth stocks for 2023 here
.

Are investors shorting Westwood Holdings Group?

Westwood Holdings Group saw a increase in short interest during the month of November. As of November 15th, there was short interest totaling 8,300 shares, an increase of 38.3% from the October 31st total of 6,000 shares. Based on an average trading volume of 24,100 shares, the days-to-cover ratio is currently 0.3 days. Approximately 0.1% of the company's shares are sold short.
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, February 21st 2024.
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 Tuesday, October, 31st. The asset manager reported $0.56 EPS for the quarter. The asset manager had revenue of $21.88 million for the quarter. Westwood Holdings Group had a trailing twelve-month return on equity of 7.77% and a net margin of 5.59%.

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 Tuesday, October 31st. Stockholders of record on Friday, December 1st will be paid a dividend of $0.15 per share on Wednesday, January 3rd. This represents a $0.60 annualized dividend and a dividend yield of 5.48%. The ex-dividend date of this dividend is Thursday, November 30th.
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 5.45%. WHG has a dividend yield higher than 75% of all dividend-paying stocks, making it a leading dividend payer. The dividend payout ratio is 130.43%. Payout ratios above 75% are not desirable because they may not be sustainable.
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).

Who are Westwood Holdings Group's major shareholders?

Westwood Holdings Group's stock is owned by a variety of institutional and retail investors. Top institutional investors include Allspring Global Investments Holdings LLC (6.24%), Gamco Investors INC. ET AL (4.93%), Gabelli Funds LLC (1.07%), Repertoire Partners LP (0.92%), Arete Wealth Advisors LLC (0.16%) and Concourse Financial Group Securities Inc. (0.00%). Insiders that own company stock include Brian O Casey, Fabian Gomez, Jcp Investment Management, Llc, John Porter Montgomery, Leah Bennett, Matthew Lockridge and Richard M Frank.
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 WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.
Compare Top Brokerages Here.

This page (NYSE:WHG) was last updated on 12/2/2023 by MarketBeat.com Staff

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