Westwood Holdings Group Inc (WHG)

Currency in USD
17.40
0.00(0.00%)
Real-time Data·
WHG Scorecard
Full Analysis
Trading at a high earnings multiple
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Fair Value
Day's Range
17.4017.40
52 wk Range
12.0818.65
Key Statistics
Prev. Close
17.4
Open
17.4
Day's Range
17.4-17.4
52 wk Range
12.08-18.65
Volume
1.5K
Average Volume (3m)
38.67K
1-Year Change
39.31%
Book Value / Share
14.48
Fair Value
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Fair Value Upside
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Company’s Health
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Fair Value
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Fair Price
Upside
Analysts Sentiment
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Members' Sentiments
Bearish
Bullish
ProTips
Has maintained dividend payments for 24 consecutive years
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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Buy
Technical Indicators
Buy
Moving Averages
Strong Buy

Westwood Holdings Group Inc Company Profile

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.

Westwood Holdings Group Inc Earnings Call Summary for Q2/2025

  • Q2 2025 revenue stable at $23.1M; EPS doubled to $0.12 from Q1
  • AUM reached $18.3B, up 9% YoY despite $200M net outflows
  • Added to Russell 2000 Index; launched new ETFs for strategic growth
  • FY2025/2026 guidance: EPS $0.22, revenue $98.04M/$100M
  • Transitioning to multifamily office model for ultra-high-net-worth clients
Last Updated: 08/08/2025, 22:04
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Compare WHG to Peers and Sector

Metrics to compare
WHG
Peers
Sector
Relationship
P/E Ratio
39.6x13.2x9.6x
PEG Ratio
−0.950.120.03
Price/Book
1.2x1.8x1.0x
Price / LTM Sales
1.5x2.6x2.8x
Upside (Analyst Target)
-2.5%13.0%
Fair Value Upside
Unlock12.9%1.6%Unlock

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 0.44%
Dividend Yield
3.45%
Industry Median 1.70%
Annualised payout
0.60
Paid quarterly
5-Years Growth
-20.34%
Growth Streak

Earnings

Latest Release
Aug 08, 2025
EPS / Forecast
0.12 / --
Revenue / Forecast
23.12M / --
EPS Revisions
Last 90 days

WHG Income Statement

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FAQ

What Stock Exchange Does Westwood Trade On?

Westwood is listed and trades on the New York Stock Exchange stock exchange.

What Is the Stock Symbol for Westwood?

The stock symbol for Westwood is "WHG."

What Is the Westwood Market Cap?

As of today, Westwood market cap is 145.06M.

What Is Westwood's Earnings Per Share (TTM)?

The Westwood EPS (TTM) is 0.44.

From a Technical Analysis Perspective, Is WHG a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Neutral.

How Many Times Has Westwood Stock Split?

Westwood has split 0 times.

How Many Employees Does Westwood Have?

Westwood has 151 employees.

What is the current trading status of Westwood (WHG)?

As of 12 Aug 2025, Westwood (WHG) is trading at a price of 17.40, with a previous close of 17.40. The stock has fluctuated within a day range of 17.40 to 17.40, while its 52-week range spans from 12.08 to 18.65.
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