WHG logo

Westwood Holdings (WHG)

Profile

Full Name

Westwood Holdings Group, Inc.

Ticker Symbol

WHG

Exchange

NYSE

Sector

Financial Services

Industry

Asset Management

Country

United States

IPO

June 13, 2002

Indexes

Not included

Website

http://www.westwoodgroup.com

Employees

151

Key Details

Price

$15.63

Market Cap

$146.60M(Small cap)

Last Dividend

$0.15

TTM Dividend Yield

3.84%

Annual Revenue

$94.72M(+5.50% YoY)

Annual EPS

$0.26(-77.78% YoY)

PE Ratio

62.52

Next earnings date

May 1, 2025

Next ex-dividend date

N/A

Next split date

N/A

Price

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Current Price

$15.63
WHG price is $15.63

Price All-time High

$70.84
WHG price is currently -77.94% below its historical high of $70.84

Price Most Recent Change

-2.01%
WHG price was down -2.01% on Apr 3, 2025

Price YTD Change

+10.07%
WHG price is up +10.07% since January 1st

Price 1-year Change

+18.23%
WHG price is up +18.23% year-on-year

Price 3-year Change

+0.13%
WHG price is up +0.13% over the past 3 years

Capitalization

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Market cap

Market Cap

$146.60M
WHG market capitalization is $146.60 million

Market Cap 3-year Change

+9.52%
WHG market capitalization is up +9.52% over the past 3 years

Market Cap All-time High

$629.37M
WHG market capitalization is currently -76.71% below its historical high of $629.37 million

Market Cap Sector Rank

27.77%
WHG market capitalization is higher than 27.77% of companies in Financial Services sector

Shares Outstanding

Shares Outstanding 1-Year Change

+0.52%
WHG shares outstanding is up +0.52% year-on-year

Shares Outstanding 3-Year Change

+9.38%
WHG shares outstanding is up +9.38% over the past 3 years

Technical Indicators

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Beta

0.58
WHG beta is 0.58

200-day SMA

$14.48
WHG price is currently +7.95% above its 200-day simple moving average

50-day SMA

$15.82
WHG price is currently -1.20% below its 50-day simple moving average

RSI

46.11
WHG 14-day relative strength index is 46.11

Volume

0.71
WHG 30-day relative volume is 0.71

ATR

$0.71
WHG average true range is $0.71

10-day Historical Volatility

37.10%
WHG 10-day historical volatility is 37.10%

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 March 3, 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 Rank

32.95%
WHG annual dividend per share is higher than 32.95% of companies in Financial Services sector

Dividend per share 1-Year Change

0%
WHG {parameterFullLabel} 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

3.84%
WHG annual dividend yield is 3.84%

Dividend yield Sector Rank

39.22%
WHG annual dividend yield is higher than 39.22% 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

$20.01M
WHG annual free cash flow is $20.01 million

Income Statement

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Revenue

Revenue

$94.72M
WHG annual revenue is $94.72 million

Revenue Analysts Estimate

-
WHG annual revenue consensus analysts' forecast is unknown

Revenue 1-year Change

+5.5%
WHG annual revenue is up +5.5% year-on-year

Revenue Sector Rank

45.79%
WHG annual revenue is higher than 45.79% 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

-77.78%
WHG annual earnings per share is down -77.78% year-on-year

EPS Sector Rank

26.87%
WHG annual earnings per share is higher than 26.87% of companies in Financial Services sector

Profit

Gross Profit

$38.71M
WHG annual gross profit is $38.71 million

Gross Margin

40.87%
WHG annual gross profit margin is 40.87%

Operating Profit

$5.71M
WHG annual operating income is $5.71 million

Operating Margin

6.03%
WHG annual operating profit margin is 6.03%

Net Income

$2.21M
WHG annual net profit is $2.21 million

Net Margin

2.33%
WHG annual net profit margin is 2.33%

Expenses

Total Expenses

$89.01M
WHG annual total expenses is $89.01 million

Operating Expenses

$33.00M
WHG annual total operating expenses is $33.00 million

Cost Of Goods Sold

$56.01M
WHG annual cost of goods sold is $56.01 million

Selling, General & Administrative Expenses

$20.08M
WHG annual SGA is $20.08 million

Depreciation And Amortization

$4.75M
WHG annual depreciation & amortization is $4.75 million

Interest Expense

-
WHG annual interest expense value is unknown

Income Tax

$1.80M
WHG annual income tax is $1.80 million

EBIT & EBITDA

EBIT

$5.71M
WHG annual earnings before interest & taxes is $5.71 million

EBITDA

$10.46M
WHG annual EBITDA is $10.46 million

Balance Sheet

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Assets

Total Assets

$149.99M
WHG annual total assets is $149.99 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

-
WHG annual inventory value is unknown

Liabilities

Total Liabilities

$27.66M
WHG annual total liabilities is $27.66 million

Long Term Liabilities

$4.66M
WHG annual total long term liabilities is $4.66 million

Current Liabilities

$23.00M
WHG annual total current liabilities is $23.00 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

-
WHG annual long term debt value is unknown

Short Term Debt

$3.20M
WHG annual short term debt is $3.20 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

$38.29M
WHG annual working capital is $38.29 million

Cash Flow Statement

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Cashflow Activities

Cash From Operations

$21.12M
WHG annual cash flow from operations is $21.12 million

Cash From Operations 1-year Change

+1882.45%
WHG annual cash flow from operations is up +1882.45% year-on-year

Cash From Investing

-$4.61M
WHG annual cash flow from investing activities is -$4.61 million

Cash From Investing 1-year Change

-212.18%
WHG annual cash flow from investing activities is down -212.18% year-on-year

Cash From Financing

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

Cash From Financing 1-year Change

-184.16%
WHG annual cash flow from financing activities 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

$20.01M
WHG annual free cash flow is $20.01 million

Free Cash Flow 1-year Change

+1602.18%
WHG annual free cash flow is up +1602.18% year-on-year

Profitability Ratios

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Margins

Gross Margin

40.87%
WHG annual gross profit margin is 40.87%

Operating Margin

6.03%
WHG annual operating profit margin is 6.03%

Net Margin

2.33%
WHG annual net profit margin is 2.33%

ROA & ROE

ROA

1.45%
WHG annual return on assets is 1.45%

ROE

1.81%
WHG annual return on equity is 1.81%

Valuation

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PE Ratio

PE Ratio

62.52
WHG price to earnings ratio is 62.52

PE Ratio Sector Rank

92.92%
WHG price to earnings ratio is higher than 92.92% of companies in Financial Services sector

PB Ratio

PB Ratio

1.22
WHG price to book ratio is 1.22

PB Ratio Sector Rank

58.74%
WHG price to book ratio is higher than 58.74% of companies in Financial Services sector

PS Ratio

PS Ratio

1.55
WHG price to sales ratio is 1.55

PS Ratio Sector Rank

24.52%
WHG price to sales ratio is higher than 24.52% of companies in Financial Services sector

Enterprise value

Enterprise Value

$130.95M
WHG enterprise value is $130.95 million

Enterprise Value Sector Rank

28.6%
WHG enterprise value is higher than 28.6% of companies in Financial Services sector

EV/EBITDA

EV/EBITDA

12.52
WHG EV/EBITDA is 12.52

EV/EBITDA Sector Rank

86.86%
WHG EV/EBITDA is higher than 86.86% of companies in Financial Services sector

Financial Health

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Liquidity

Current Ratio

2.66
WHG annual current ratio is 2.66

Quick Ratio

-
WHG annual quick ratio value is unknown

Leverage

Debt To Equity

0.00
WHG annual debt to equity ratio is 0.00

Interest Coverage Ratio

-
WHG annual interest coverage ratio value is unknown

Risk & Stability

Piotroski F-Score

-
WHG piotroski f-score value is unknown

Altman Z-Score

4.30
WHG altman z-score is 4.30

Analyst ratings

Recent major analysts updates

No data about analysts updates

Institutional Ownership

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

What is the ticker symbol for Westwood Holdings?

The ticker symbol for Westwood Holdings is NYSE:WHG

Does Westwood Holdings pay dividends?

Yes, Westwood Holdings pays dividends. The last payment was $0.15, with an ex-dividend date on March 3, 2025

What sector is Westwood Holdings in?

Westwood Holdings is in the Financial Services sector

What industry is Westwood Holdings in?

Westwood Holdings is in the Asset Management industry

What country is Westwood Holdings based in?

Westwood Holdings is headquartered in United States

When did Westwood Holdings go public?

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

Is Westwood Holdings in the S&P 500?

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

Is Westwood Holdings in the NASDAQ 100?

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

Is Westwood Holdings in the Dow Jones?

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

When was Westwood Holdings's last earnings report?

Westwood Holdings's most recent earnings report was on Feb 12, 2025

When does Westwood Holdings report earnings?

The next expected earnings date for Westwood Holdings is May 1, 2025
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