WHGWestwood Holdings Group, Inc.

NYSE · US · Financial Services · Asset Management · westwoodgroup.com

19.65USD+0.67%Mkt Cap: 187.52M $P/E: 22.593d ago

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 Cap187.52M $

Enterprise Value159.08M $

Revenue (TTM)101.70M $

Gross Profit41.08M $

Net Income (TTM)7.06M $

Revenue/Share11.97 USD

Last Price19.65 USD

Fiscal Year EndDec 2025

MR QuarterJun 2026

Employees148

CountryUS

SectorFinancial Services

IndustryAsset Management

ISIN—

Valuation

P/E (Trailing)22.59

P/E (Forward)—

PEG—

EV/EBITDA18.80

EV/Revenue1.56

P/S1.84

P/B1.32

EPS (TTM)0.87

EPS (Forward)—

52W Range

14.7079% 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 $

CapEx (TTM)535.00K $

FCF Margin10.10%

FCF Yield5.48%

Net Debt-10.21M $

Net Debt/EBITDA-1.21

Balance Sheet

Debt/Equity0.08

Current Ratio2.50

Quick Ratio2.50

Book Value/Sh14.92 USD

Cash/Share2.640 USD

Dividends

Fwd Div Rate0.6000 USD

Trail. Div Rate0.6000 USD

Div. Yield3.07%

5Y Avg Yield3.98%

Payout Ratio68.97%

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%

Institutions66.44%

Short Interest

Short Ratio4.7d

Short % Float1.36%

Short % Out.1.13%

Shares Short107.54K

Short (prev mo.)125.40K

Technical

SMA 5019.17 (+2.5%)

SMA 20017.38 (+13.0%)

Beta0.58

S&P 52W Chg18.16%

Avg Vol (30d)15.75K

Avg Vol (10d)19.34K

Technical Indicators

RSI (14)56.5

MACD0.1042

MACD Signal0.1082

MACD Hist.-0.0039

BB Upper19.84 USD

BB Middle19.36 USD

BB Lower18.87 USD

BB Width5.02%

ATR (14)0.6431 USD

Vol Ratio (20d)1.96x