Westwood Holdings Group (WHG) Stock Price, News & Analysis

Company Overview

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.

Key Stats

• Today's Range: $16.19 to $16.90
• 50-Day Range: $12.59 to $16.70
• 52-Week Range: $10.75 to $18.03
• Volume: 10,734 shs
• Average Volume: 12,382 shs
• Market Capitalization: $150.95 million
• P/E Ratio: 49.33
• Dividend Yield: 3.69%
• Price Target: N/A
• Consensus Rating: N/A

WHG Stock Analysis - Frequently Asked Questions

How have WHG shares performed this year?

Westwood Holdings Group's stock was trading at $12.57 at the beginning of the year. Since then, WHG shares have increased by 29.5% and is now trading at $16.28.
View the best growth stocks for 2024 here.

How were Westwood Holdings Group's earnings last quarter?

Westwood Holdings Group, Inc. (NYSE:WHG) issued its quarterly earnings data on Wednesday, May, 1st. The asset manager reported $0.21 earnings per share (EPS) for the quarter. The asset manager earned $22.73 million during the quarter. Westwood Holdings Group had a net margin of 2.92% and a trailing twelve-month return on equity of 3.27%.

Who are Westwood Holdings Group's major shareholders?

Westwood Holdings Group's top institutional shareholders include Allspring Global Investments Holdings LLC (6.27%), North Star Investment Management Corp. (3.87%), King Luther Capital Management Corp (2.00%) and Garner Asset Management Corp (1.36%). Insiders that own company stock include Matthew Lockridge, John Porter Montgomery, Leah Bennett, Jcp Investment Management, Llc and Richard M Frank.
View institutional ownership trends.

How do I buy shares of Westwood Holdings Group?

Shares of WHG stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
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What other stocks do shareholders of Westwood Holdings Group own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Westwood Holdings Group investors own include Walt Disney (DIS), AFC Gamma (AFCG), American Lithium (AMLI), BOTS (BTZI), Altria Group (MO), AT&T (T) and Energy Transfer (ET).

Company Calendar

• Last Earnings: 5/01/2024
• Ex-Dividend for 10/1 Dividend: 8/30/2024
• Dividend Payable: 10/01/2024
• Today: 11/22/2024
• Ex-Dividend for 1/3 Dividend: 12/02/2024
• Fiscal Year End: 12/31/2024
• Dividend Payable: 1/03/2025
• Next Earnings (Estimated): 2/12/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: Investment advice
• Sub-Industry: Asset Management & Custody Banks
• Current Symbol: NYSE:WHG
• CUSIP: 96176510
• CIK: 1165002
• Web: www.westwoodgroup.com
• Phone: 214-756-6900
• Fax: 214-756-6979
• Employees: N/A
• Year Founded: N/A

Profitability

• EPS (Most Recent Fiscal Year): $0.33
• Trailing P/E Ratio: 49.33
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: $10.57 million
• Net Margins: 2.92%
• Pretax Margin: 4.76%
• Return on Equity: 3.27%
• Return on Assets: 2.64%

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: 4.24
• Quick Ratio: 4.24

Sales & Book Value

• Annual Sales: $92.37 million
• Price / Sales: 1.63
• Cash Flow: $2.11 per share
• Price / Cash Flow: 7.70
• Book Value: $12.98 per share
• Price / Book: 1.25

Miscellaneous

• Outstanding Shares: 9,272,000
• Free Float: 8,336,000
• Market Cap: $150.95 million
• Optionable: Optionable
• Beta: 1.13