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 .

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: -0.11
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

N/A

Analyst's Opinion

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

3.0

Short Interest

Percentage of Shares Shorted
0.11% 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 0.3, 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 increased by 38.33%, indicating that investor sentiment is decreasing significantly.

1.7

Dividend Strength

Dividend Leadership
Westwood Holdings Group is a leading dividend payer. It pays a dividend yield of 5.45%, 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.
Dividend Coverage
The dividend payout ratio of Westwood Holdings Group is 130.43%. Payout ratios above 75% are not desirable because they may not be sustainable.

N/A

Sustainability and ESG

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

1.1

News and Social Media Coverage

News Sentiment
Westwood Holdings Group has a news sentiment score of -0.11. 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 0.64 average news sentiment score of Finance companies.
News Coverage This Week
MarketBeat has tracked 3 news articles for Westwood Holdings Group this week, compared to 1 article on an average week.
MarketBeat Follows
Only 1 people have added Westwood Holdings Group to their MarketBeat watchlist in the last 30 days. This is a decrease of 0% compared to the previous 30 days.

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 $16,503.00 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.

1.9

Earnings and Valuation

Price to Earnings Ratio vs. the Market
The P/E ratio of Westwood Holdings Group is 23.80, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 120.16.
Price to Earnings Ratio vs. Sector
The P/E ratio of Westwood Holdings Group is 23.80, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 47.98.
Price to Book Value per Share Ratio
Westwood Holdings Group has a P/B Ratio of 0.84. 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 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

30 days | 90 days | 365 days | Advanced Chart

WHG Stock News Headlines

November 28, 2023 | americanbankingnews.com

Westwood Holdings Group (NYSE:WHG) Share Price Crosses Below Two Hundred Day Moving Average of $11.15

November 26, 2023 | finance.yahoo.com

Do These 3 Checks Before Buying Westwood Holdings Group, Inc. (NYSE:WHG) For Its Upcoming Dividend

December 2, 2023 | DTI Trader (Ad)

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November 14, 2023 | stocknews.com

POWR Income Stock of the Week: Westwood Holdings (WHG)

November 10, 2023 | morningstar.com

Westwood Holdings Group Inc WHG

November 4, 2023 | finance.yahoo.com

Westwood Holdings Group (NYSE:WHG) Is Paying Out A Dividend Of $0.15

November 1, 2023 | finanznachrichten.de

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

November 1, 2023 | finance.yahoo.com

Q3 2023 Westwood Holdings Group Inc Earnings Call

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November 1, 2023 | finance.yahoo.com

Westwood Holdings Group, Inc. (NYSE:WHG) Q3 2023 Earnings Call Transcript

October 31, 2023 | msn.com

Westwood Holdings Non-GAAP EPS of $0.77, revenue of $21.9M

October 31, 2023 | finance.yahoo.com

Westwood Holdings Group Inc (WHG) Reports Q3 2023 Earnings: Revenues and Net Income Rise

October 31, 2023 | finance.yahoo.com

Westwood Holdings Group, Inc. Reports Third Quarter 2023 Results

October 31, 2023 | finance.yahoo.com

Established Managed Investment Solutions Team Joins Westwood Holdings Group

October 27, 2023 | seekingalpha.com

WHG Dividend Yield Grade

October 23, 2023 | finance.yahoo.com

Here’s Why Merion Road Capital Exited Westwood Holdings Group (WHG)

October 20, 2023 | finance.yahoo.com

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

September 12, 2023 | finance.yahoo.com

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

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

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

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

Get Stock Alerts

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): $0.46
Trailing P/E Ratio: 23.80
Forward P/E Ratio: N/A
P/E Growth: N/A
Net Income: $-4,630,000.00
Net Margins: 5.59%
Pretax Margin: 6.19%
Return on Equity: 7.77%
Return on Assets: 6.12%

Debt

Debt-to-Equity Ratio: N/A
Current Ratio: 4.01
Quick Ratio: 4.01

Sales & Book Value

Annual Sales: $68.68 million
Price / Sales: 1.46
Cash Flow: $0.02 per share
Price / Cash Flow: 665.79
Book Value: $13.10 per share
Price / Book: 0.84

Miscellaneous

Outstanding Shares: 9,150,000
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

Key Competitors

View All Competitors

Insiders & Institutions

View All Insider Transactions
View All Institutional Transactions

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

Westwood Holdings Group MarketRank™ Stock Analysis

Overall MarketRank™

Analyst's Opinion

Short Interest

Percentage of Shares Shorted

Short Interest Ratio / Days to Cover

Change versus previous month

Dividend Strength

Sustainability and ESG

Overall ESG (Environmental, Social, and Governance) Score

News and Social Media Coverage

News Sentiment

News Coverage This Week

MarketBeat Follows

Company Ownership

Earnings and Valuation

About Westwood Holdings Group Stock (NYSE:WHG)

WHG Stock Price History

WHG Stock News Headlines

Company Calendar

Industry, Sector and Symbol

Profitability

Debt

Sales & Book Value

Miscellaneous

Key Executives

Key Competitors

Insiders & Institutions

WHG Stock Analysis - Frequently Asked Questions

Overall MarketRank^™