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WHG Stock Chart & Stats
$19.48
$0.41(2.10%)
At close: 4:00 PM EDT
$19.48
$0.41(2.10%)
Day’s Range― - ―
52-Week Range$14.70 - $20.97
Previous Close$19.48
Volume6.13K
Average Volume (3M)19.65K
Market Cap
$180.68M
Enterprise Value$164.88
Total Cash (Recent Filing)$22.62M
Total Debt (Recent Filing)$12.41M
Price to Earnings (P/E)20.3
Beta0.58
Next Earnings
Nov 04, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield3.18%
Share Statistics
EPS (TTM)0.93
Shares Outstanding9,484,473
10 Day Avg. Volume20,964
30 Day Avg. Volume19,649
Financial Highlights & Ratios
PEG Ratio0.10
Price to Book (P/B)1.15
Price to Sales (P/S)1.47
P/FCF Ratio8.06
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Bulls Say, Bears Say
Bulls Say
Debt-free Balance Sheet And Strong Financial FlexibilityA debt-free balance sheet and substantial equity base reduce solvency risk and interest burden. This gives WHG flexibility to fund product growth, retain talent, withstand asset outflows, and return capital while remaining resilient through market cycles.
Scaling ETFs And Private Capital Can Improve Growth And Fee MixNewer ETF, Managed Investment Solutions, and private capital platforms are expanding from relatively small bases and could diversify legacy strategies. Their expected fee characteristics and potential carry may support stronger long-term revenue quality as assets scale.
Revenue Recovery And Strong Long-term Investment PerformanceRevenue growth, restored profitability, and credible long-term strategy rankings strengthen WHG’s ability to retain clients and win mandates. Sustained investment outcomes can support distribution across institutional and wealth channels and reinforce the firm’s competitive position.
Bears Say
Large And Concentrated Net Outflows Threaten The Asset BasePersistent redemptions reduce fee-generating AUM and can weaken operating leverage. Concentration in legacy value strategies also signals product and positioning challenges, while continued movement toward lower-fee passive products may make replacing lost assets more difficult.
Cash Generation Has Been Positive But Historically InconsistentRecent positive cash generation supports operations and capital returns, but the sharp year-over-year decline and prior negative periods indicate limited consistency. Because WHG’s fee revenue depends on markets and client flows, cash conversion may remain cyclical.
Earnings Remain Sensitive To Expenses, Taxes, Markets, And Client FlowsWHG’s relatively small operating scale leaves profitability exposed to compensation, professional-service costs, and tax changes. Combined with market-sensitive AUM and volatile client flows, this can make margins and earnings less predictable even when revenue is growing.
Westwood Holdings Group News
WHG FAQ
What was Westwood Holdings Group Inc’s price range in the past 12 months?
Westwood Holdings Group Inc lowest stock price was $14.70 and its highest was $20.97 in the past 12 months.
What is Westwood Holdings Group Inc’s market cap?
Westwood Holdings Group Inc’s market cap is $180.68M.
When is Westwood Holdings Group Inc’s upcoming earnings report date?
Westwood Holdings Group Inc’s upcoming earnings report date is Nov 04, 2026 which is in 59 days.
How were Westwood Holdings Group Inc’s earnings last quarter?
Westwood Holdings Group Inc released its earnings results on Aug 06, 2026. The company reported $0.167 earnings per share for the quarter.
Is Westwood Holdings Group Inc overvalued?
According to Wall Street analysts Westwood Holdings Group Inc’s price is currently Overvalued.
Does Westwood Holdings Group Inc pay dividends?
Westwood Holdings Group Inc pays a Quarterly dividend of $0.15 which represents an annual dividend yield of 3.18%. See more information on Westwood Holdings Group Inc dividends here
What is Westwood Holdings Group Inc’s EPS estimate?
Westwood Holdings Group Inc’s EPS estimate for its next earnings report is not yet available.
How many shares outstanding does Westwood Holdings Group Inc have?
Westwood Holdings Group Inc has 9,484,473 shares outstanding.
What happened to Westwood Holdings Group Inc’s price movement after its last earnings report?
Westwood Holdings Group Inc reported an EPS of $0.167 in its last earnings report. Following the earnings report the stock price went up 2.054%.
Which hedge fund is a major shareholder of Westwood Holdings Group Inc?
Currently, no hedge funds are holding shares in WHG
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Westwood Holdings Group Stock Smart Score
Neutral
1
2
3
4
5
6
7
8
9
10
Technicals
SMA
Positive
20 days / 200 days
Momentum
11.94%
12-Months-Change
Fundamentals
Return on Equity
3.18%
Trailing 12-Months
Asset Growth
6.22%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Westwood Holdings Group Inc
Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment specializes in providing investment guidance and portfolio management services directly to a diverse client base, which includes corporate and public pension plans, endowments, foundations, private individuals, and the company's own Westwood Funds. Additionally, this segment offers specialized investment sub-advisory expertise to external mutual funds, various pooled investment vehicles, and its internal Trust segment. The Trust segment is responsible for delivering comprehensive trust and custodial services. It also manages and participates in common trust funds that it sponsors, primarily catering to institutional clients and affluent individuals. Westwood Holdings Group, Inc. was founded in 1983 and is headquartered in Dallas, Texas.
WHG Company Deck
WHG Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Neutral
The call presented a mix of encouraging operational and financial progress—revenue and net income improvements, growing ETF and private capital businesses, strong long-term strategy rankings, product launches, and a declared dividend—balanced against material net outflows (notably $1.6B) concentrated in legacy value strategies, continued shift toward passive products, and near-term expense and tax pressures. Management framed outflows as anticipated and emphasized a robust pipeline and strategic repositioning toward ETFs, alternatives, and Managed Investment Solutions.View all WHG earnings summariesTechnical Analysis
Oppenheimer Holdings
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Siebert Financial
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Dominari Holdings
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Perella Weinberg Partners
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Ownership Overview
14.89% Insiders
17.28% Mutual Funds
23.10% Other Institutional Investors
35.70% Public Companies and
Individual Investors