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WHG Westwood Holdings Group, Inc.

NYSE · US · Financial Services · Asset Management · westwoodgroup.com
19.25USD+1.26%Mkt Cap: 183.71M $P/E: 22.38

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…

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Key Statistics

Company
Market Cap183.71M USD
Enterprise Value153.77M USD
Revenue (TTM)101.70M USD
Gross Profit41.08M USD
Net Income (TTM)7.06M USD
Revenue/Share11.97 USD
Last Price19.25 USD
Fiscal Year EndDec 2025
MR QuarterJun 2026
Employees148
CountryUS
SectorFinancial Services
IndustryAsset Management
ISIN—
Valuation
P/E (Trailing)22.38
P/E (Forward)—
PEG—
EV/EBITDA18.17
EV/Revenue1.51
P/S1.78
P/B1.27
EPS (TTM)0.86
EPS (Forward)—
52W Range
14.7073% of range20.97
52W High20.97 USD
52W Low14.70 USD
Profitability
Gross Margin42.02%
Oper. Margin8.14%
EBITDA Margin8.32%
Profit Margin7.22%
ROE5.62%
ROA4.35%
Growth
Revenue Growth9.60%
Earnings Growth41.70%
Cash Flow & Leverage
Operating CF18.92M USD
CapEx (TTM)535.00K USD
FCF Margin10.10%
FCF Yield5.59%
Net Debt-10.21M USD
Net Debt/EBITDA-1.21
Balance Sheet
Debt/Equity0.08
Current Ratio2.50
Quick Ratio2.50
Book Value/Sh14.92 USD
Cash/Share2.64 USD
Dividends
Fwd Div Rate0.60 USD
Trail. Div Rate0.60 USD
Div. Yield3.15%
5Y Avg Yield3.85%
Payout Ratio69.77%
Ex-Div DateSep 1, 2026
Pay DateOct 1, 2026
Analyst Consensus
Rating—
Target (Mean)—
Target Range—
# Analysts—
Ownership
Shares Out.9.54M
Float5.88M
Insiders9.80%
Institutions66.42%
Short Interest
Short Ratio5.5d
Short % Float1.36%
Short % Out.1.13%
Shares Short107.56K
Short (prev mo.)111.68K
Technical
SMA 5019.18 (+0.4%)
SMA 20017.76 (+8.4%)
Beta0.53
S&P 52W Chg15.78%
Avg Vol (30d)18.88K
Avg Vol (10d)18.38K
Technical Indicators
RSI (14)53.3
MACD0.0348
MACD Signal-0.0196
MACD Hist.+0.0544
BB Upper19.50 USD
BB Middle18.90 USD
BB Lower18.31 USD
BB Width6.27%
ATR (14)0.5208 USD
Vol Ratio (20d)0.43x