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Westwood Holdings Group, Inc. (WHG)

Profile

Full Name

Westwood Holdings Group, Inc.

Ticker

NYSE: WHG

Exchange

NYSE

Sector

Financial Services

Industry

Asset Management

Country

United States

IPO

June 13, 2002

Indexes

Not included

Website

https://www.westwoodgroup.com

Employees

151

Key Details

Price

$16.50(0.79%)

Market Cap

$155.23M(Small cap)

Last Dividend

$0.15

TTM Dividend Yield

3.64%

Annual Revenue

$95.72M(-0.31% YoY)

Annual EPS

$0.26(-77.84% YoY)

PE Ratio

39.55

Next earnings date

Oct 29, 2025

Next ex-dividend date

N/A

Next split date

N/A

Quick Search

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    See Full Chart & Historical Data

    Analyst ratings

    Price

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    Current Price

    $16.50
    WHG price is $16.50

    30-Day Relative Volume

    0.39
    WHG 30-day relative volume is 0.39

    Price Performance

    Price 1-Day Change

    +0.79%
    WHG price is up +0.79% today

    Price YTD Change

    +13.71%
    WHG price is up +13.71% since January 1st

    Price 1-Year Change

    +5.5%
    WHG price is up +5.5% year-on-year

    Price 3-Year Change

    +66.84%
    WHG price is up +66.84% over the past 3 years

    Price Range

    Price All-Time High

    $71.00
    WHG price is currently -76.76% below its historical high of $71.00

    Price 3-Year Low

    $8.91
    WHG price is currently +85.19% above its 3-year low

    Capitalization

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    Market cap

    Market Cap

    $155.23M
    WHG market cap is $155.23 million

    Market Cap 3-Year Change

    +86.62%
    WHG market cap is up +86.62% over the past 3 years

    Market Cap All-Time High

    $629.37M
    WHG market cap is currently -75.34% below its historical high of $629.37 million

    Market Cap Sector Percentile

    23.55%
    WHG market cap is higher than 23.55% of companies in Financial Services sector

    Shares Outstanding

    Shares Outstanding 1-Year Change

    +1.47%
    WHG shares outstanding is up +1.47% year-on-year

    Shares Outstanding 3-Year Change

    +11.86%
    WHG shares outstanding is up +11.86% over the past 3 years

    Technical Indicators

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    Beta

    0.46
    WHG beta is 0.46

    200-day SMA

    $16.14
    WHG price is currently +2.25% above its 200-day simple moving average

    50-day SMA

    $17.26
    WHG price is currently -4.38% below its 50-day simple moving average

    14-Day RSI

    37.42
    WHG 14-day relative strength index is 37.42

    Volume

    0.39
    WHG 30-day relative volume is 0.39

    ATR

    $0.40
    WHG average true range is $0.40

    10-day Historical Volatility

    17.11%
    WHG 10-day historical volatility is 17.11%

    Dividend

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    Events

    Last Paid Dividend

    $0.15
    WHG last dividend was $0.15 per share, with an ex-dividend date of September 2, 2025

    Next Dividend

    -
    WHG next dividend has not yet been announced

    Dividend per share

    Dividend Per Share

    $0.60
    WHG annual dividend per share is $0.60

    Dividend Per Share Sector Percentile

    30.13%
    WHG annual dividend per share is higher than 30.13% of companies in Financial Services sector

    Dividend Per Share 1-Year Change

    0%
    WHG annual dividend per share has remained unchanged year-on-year

    Dividend Per Share 3-Year Change

    -79.66%
    WHG annual dividend per share is down -79.66% over the past 3 years

    Dividend yield

    Dividend Yield

    3.64%
    WHG annual dividend yield is 3.64%

    Dividend Yield Sector Percentile

    42.67%
    WHG annual dividend yield is higher than 42.67% of companies in Financial Services sector

    Other

    Payout Ratio

    246.04%
    WHG annual payout ratio is 246.04%

    Dividends Paid

    $5.44M
    WHG annual dividends paid is $5.44 million

    Free Cash Flow

    $13.96M
    WHG annual free cash flow is $13.96 million

    Income Statement

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    Revenue

    Revenue

    $95.72M
    WHG annual revenue is $95.72 million

    Revenue Analysts Estimate

    -
    WHG annual revenue consensus analysts' forecast is unknown

    Revenue 1-Year Change

    -0.31%
    WHG annual revenue is down -0.31% year-on-year

    Revenue Sector Percentile

    49.3%
    WHG annual revenue is higher than 49.3% of companies in Financial Services sector

    EPS

    EPS

    $0.26
    WHG annual earnings per share is $0.26

    EPS Analysts Estimate

    -
    WHG annual earnings per share consensus analysts' forecast is unknown

    EPS 1-Year Change

    -77.84%
    WHG annual earnings per share is down -77.84% year-on-year

    EPS Sector Percentile

    32.22%
    WHG annual earnings per share is higher than 32.22% of companies in Financial Services sector

    Profit

    Gross Profit

    $82.25M
    WHG annual gross profit is $82.25 million

    Gross Margin

    85.93%
    WHG annual gross profit margin is 85.93%

    Operating Profit

    $6.71M
    WHG annual operating income is $6.71 million

    Operating Margin

    7.01%
    WHG annual operating profit margin is 7.01%

    Net Income

    $2.21M
    WHG annual net profit is $2.21 million

    Net Margin

    2.31%
    WHG annual net profit margin is 2.31%

    Expenses

    Total Expenses

    $93.51M
    WHG annual total expenses is $93.51 million

    Operating Expenses

    $75.54M
    WHG annual total operating expenses is $75.54 million

    Cost Of Goods Sold

    $13.47M
    WHG annual cost of goods sold is $13.47 million

    Selling, General & Administrative Expenses

    $0.00
    WHG annual SG&A is $0.00

    Depreciation & Amortization

    $4.75M
    WHG annual D&A is $4.75 million

    Interest Expense

    $0.00
    WHG annual interest expense is $0.00

    Income Tax

    $1.80M
    WHG annual income tax is $1.80 million

    EBIT & EBITDA

    EBIT

    $6.71M
    WHG annual earnings before interest & taxes is $6.71 million

    EBITDA

    $11.46M
    WHG annual EBITDA is $11.46 million

    Balance Sheet

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    Assets

    Total Assets

    $153.44M
    WHG annual total assets is $153.44 million

    Non Current Assets

    $88.70M
    WHG annual long term assets is $88.70 million

    Current Assets

    $61.29M
    WHG annual total current assets is $61.29 million

    Cash and Cash Equivalents

    $18.85M
    WHG annual cash & cash equivalents is $18.85 million

    Accounts Receivable

    $14.45M
    WHG annual accounts receivable is $14.45 million

    Inventory

    $0.00
    WHG annual inventory is $0.00

    Liabilities

    Total Liabilities

    $31.11M
    WHG annual total liabilities is $31.11 million

    Long Term Liabilities

    $27.91M
    WHG annual total long term liabilities is $27.91 million

    Current Liabilities

    $21.59M
    WHG annual current liabilities is $21.59 million

    Accounts Payable

    $6.41M
    WHG annual accounts payable is $6.41 million

    Debt

    Total Debt

    $3.20M
    WHG annual total debt is $3.20 million

    Total Debt 1-Year Change

    -29.77%
    WHG annual total debt is down -29.77% year-on-year

    Long Term Debt

    $1.41M
    WHG annual long term debt is $1.41 million

    Short Term Debt

    $1.79M
    WHG annual short term debt is $1.79 million

    Equity & Capital

    Shareholders Equity

    $120.29M
    WHG annual stockholders equity is $120.29 million

    Book Value

    $120.29M
    WHG annual book value is $120.29 million

    Retained Earnings

    $6.21M
    WHG annual retained earnings is $6.21 million

    Working Capital

    $39.70M
    WHG annual working capital is $39.70 million

    Cash Flow Statement

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    Cashflow Activities

    Cash From Operations

    $15.08M
    WHG annual cash from operations is $15.08 million

    Cash From Operations 1-Year Change

    -2.26%
    WHG annual cash from operations is down -2.26% year-on-year

    Cash From Investing

    $1.43M
    WHG annual cash from investing is $1.43 million

    Cash From Investing 1-Year Change

    +111.47%
    WHG annual cash from investing is up +111.47% year-on-year

    Cash From Financing

    -$18.08M
    WHG annual cash from financing is -$18.08 million

    Cash From Financing 1-Year Change

    -184.16%
    WHG annual cash from financing is down -184.16% year-on-year

    CAPEX

    CAPEX

    $1.11M
    WHG annual capital expenditures is $1.11 million

    CAPEX 1-Year Change

    +657.14%
    WHG annual capital expenditures is up +657.14% year-on-year

    Free Cash Flow

    Free Cash Flow

    $13.96M
    WHG annual free cash flow is $13.96 million

    Free Cash Flow 1-Year Change

    -8.6%
    WHG annual free cash flow is down -8.6% year-on-year

    Profitability Ratios

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    Margins

    Gross Margin

    85.93%
    WHG annual gross profit margin is 85.93%

    Operating Margin

    7.01%
    WHG annual operating profit margin is 7.01%

    Net Margin

    2.31%
    WHG annual net profit margin is 2.31%

    ROA & ROE

    ROA

    1.41%
    WHG annual return on assets is 1.41%

    ROE

    1.81%
    WHG annual return on equity is 1.81%

    Valuation

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    PE Ratio

    PE Ratio

    39.55
    WHG price to earnings ratio is 39.55

    PE Ratio Sector Percentile

    74.36%
    WHG price to earnings ratio is higher than 74.36% of companies in Financial Services sector

    PB Ratio

    PB Ratio

    1.29
    WHG price to book ratio is 1.29

    PB Ratio Sector Percentile

    50.05%
    WHG price to book ratio is higher than 50.05% of companies in Financial Services sector

    PS Ratio

    PS Ratio

    1.60
    WHG price to sales ratio is 1.60

    PS Ratio Sector Percentile

    31.54%
    WHG price to sales ratio is higher than 31.54% of companies in Financial Services sector

    Enterprise value

    Enterprise Value

    $150.30M
    WHG enterprise value is $150.30 million

    Enterprise Value Sector Percentile

    21.56%
    WHG enterprise value is higher than 21.56% of companies in Financial Services sector

    EV/EBITDA

    EV/EBITDA

    14.21
    WHG EV/EBITDA is 14.21

    EV/EBITDA Sector Percentile

    83.2%
    WHG EV/EBITDA is higher than 83.2% of companies in Financial Services sector

    Financial Health

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    Liquidity

    Current Ratio

    2.84
    WHG annual current ratio is 2.84

    Quick Ratio

    2.84
    WHG annual quick ratio is 2.84

    Leverage

    Debt To Equity

    0.03
    WHG annual debt to equity ratio is 0.03

    Interest Coverage Ratio

    -
    WHG annual interest coverage ratio value is unknown

    Risk & Stability

    F-Score

    6
    WHG piotroski f-score is 6

    Altman Z-Score

    4.13
    WHG altman z-score is 4.13

    Analyst ratings

    Recent major analysts updates

    No data about analysts updates

    Institutional Ownership

    Screeners with WHG included

    Growing Shares Outstanding
    US stocks
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    • What is the ticker symbol for Westwood Holdings Group, Inc.?
    • Does Westwood Holdings Group, Inc. pay dividends?
    • What sector is Westwood Holdings Group, Inc. in?
    • What industry is Westwood Holdings Group, Inc. in?
    • What country is Westwood Holdings Group, Inc. based in?
    • When did Westwood Holdings Group, Inc. go public?
    • Is Westwood Holdings Group, Inc. in the S&P 500?
    • Is Westwood Holdings Group, Inc. in the NASDAQ 100?
    • Is Westwood Holdings Group, Inc. in the Dow Jones?
    • When was Westwood Holdings Group, Inc.'s last earnings report?
    • When does Westwood Holdings Group, Inc. report earnings?

    What is the ticker symbol for Westwood Holdings Group, Inc.?

    The ticker symbol for Westwood Holdings Group, Inc. is NYSE:WHG

    Does Westwood Holdings Group, Inc. pay dividends?

    Yes, Westwood Holdings Group, Inc. pays dividends. The last payment was $0.15, with an ex-dividend date on September 2, 2025

    What sector is Westwood Holdings Group, Inc. in?

    Westwood Holdings Group, Inc. is in the Financial Services sector

    What industry is Westwood Holdings Group, Inc. in?

    Westwood Holdings Group, Inc. is in the Asset Management industry

    What country is Westwood Holdings Group, Inc. based in?

    Westwood Holdings Group, Inc. is headquartered in United States

    When did Westwood Holdings Group, Inc. go public?

    Westwood Holdings Group, Inc.'s initial public offering (IPO) was on June 13, 2002

    Is Westwood Holdings Group, Inc. in the S&P 500?

    No, Westwood Holdings Group, Inc. is not included in the S&P 500 index

    Is Westwood Holdings Group, Inc. in the NASDAQ 100?

    No, Westwood Holdings Group, Inc. is not included in the NASDAQ 100 index

    Is Westwood Holdings Group, Inc. in the Dow Jones?

    No, Westwood Holdings Group, Inc. is not included in the Dow Jones index

    When was Westwood Holdings Group, Inc.'s last earnings report?

    Westwood Holdings Group, Inc.'s most recent earnings report was on August 8, 2025

    When does Westwood Holdings Group, Inc. report earnings?

    The next expected earnings date for Westwood Holdings Group, Inc. is October 29, 2025
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