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Westwood Holdings (WHG)
:WHG
US Market

Westwood Holdings Group (WHG) Price & Analysis

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WHG Stock Chart & Stats


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Financials

Quarterly

Ownership Overview

12.16%18.74%8.22%55.78%
12.16% Insiders
8.22% Other Institutional Investors
55.78% Public Companies and
Individual Investors

Risk Analysis

Main Risk Category
Finance & CorporateFinancial and accounting risks. Risks related to the execution of corporate activity and strategy

WHG FAQ

What was Westwood Holdings’s price range in the past 12 months?
Westwood Holdings lowest stock price was $11.01 and its highest was $18.03 in the past 12 months.
    What is Westwood Holdings’s market cap?
    Westwood Holdings’s market cap is $158.45M.
      When is Westwood Holdings’s upcoming earnings report date?
      Westwood Holdings’s upcoming earnings report date is Apr 23, 2025 which is in 59 days.
        How were Westwood Holdings’s earnings last quarter?
        Westwood Holdings released its earnings results on Feb 12, 2025. The company reported $0.24 earnings per share for the quarter, beating the consensus estimate of N/A by $0.24.
          Is Westwood Holdings overvalued?
          According to Wall Street analysts Westwood Holdings’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Westwood Holdings pay dividends?
            Westwood Holdings pays a Quarterly dividend of $0.15 which represents an annual dividend yield of 3.51%. See more information on Westwood Holdings dividends here
              What is Westwood Holdings’s EPS estimate?
              Westwood Holdings’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Westwood Holdings have?
              Westwood Holdings has 9,271,573 shares outstanding.
                What happened to Westwood Holdings’s price movement after its last earnings report?
                Westwood Holdings reported an EPS of $0.24 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 2.196%.
                  Which hedge fund is a major shareholder of Westwood Holdings?
                  Currently, no hedge funds are holding shares in WHG
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                  Westwood Holdings Group Stock Smart Score

                  6
                  Neutral
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                  Technicals

                  SMA
                  Positive
                  20 days / 200 days
                  Momentum
                  42.38%
                  12-Months-Change

                  Fundamentals

                  Return on Equity
                  1.84%
                  Trailing 12-Months
                  Asset Growth
                  -5.93%
                  Trailing 12-Months

                  Company Description

                  Westwood Holdings

                  Westwood Holdings Group, Inc. which through its subsidiaries, engages in managing investment assets and provision of services for its clients. The firm operates through the following 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, as well as investment sub advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and to its advisory segment and sponsors common trust funds to institutions and high net worth individuals. The company was founded by Susan Montgomery Byrne on December 12, 2001 and is headquartered in Dallas, TX.
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                  WHG Company Deck

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                  WHG Earnings Call

                  Q4 2025
                  0:00 / 0:00
                  Earnings Call Sentiment|Neutral
                  The earnings call highlighted strong institutional growth, successful entry into the ETF market, and increased revenues and comprehensive income. However, there were notable challenges with net outflows in assets under management and a decrease in economic earnings year-over-year.Read More>
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