Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

WHG stock hub

Westwood Holdings Group, Inc. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

Browse stocks

WHGis not in this month’s coverageGet our monthly research letter — no spam

Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

139.8M

NYSE

Market data

Live price

Current market quote for this ticker.

Current price

WHG

In the news

Latest news · WHG

Recent company headlines from major financial publishers.

—

Fetching the latest headlines.

—

Fetching the latest headlines.

—

Fetching the latest headlines.

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/En/a

P25 8.8P50 10.4P75 13.1

Trailing P/E19.9

P25 10.9P50 14.7P75 36.2

ROE6

P25 4.9P50 10.4P75 15

ROIC2.6

P25 -1.3P50 6.6P75 12.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All WHG market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

248

Groups with data

Currency

USD

Showing 248 of 248 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0001165002
Company name	Westwood Holdings Group, Inc.
Country	United States
Country code	US
Cusip	961765104
Employees	148
Employees Change	-3%
Employees Change Percent	-1.99
Enterprise value	$126.4M
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
Industry	Asset Management
IPO Date	2002-06-13
Isin	US9617651040
Last refreshed	2026-05-10
Market cap	$139.8M
Market cap category	Micro-Cap
Price	$16.42
Price currency	USD
Rev Per Employee	672,135.14x
Sector	Financials
Sic	6282
Symbol	WHG
Website	https://www.westwoodgroup.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	5.27%
EV Earnings	17.17x
EV/EBIT	35.65x
EV/EBITDA	16.42x
EV/FCF	6.04x
EV/Sales	1.27x
FCF yield	14.97%
P/B ratio	1.12x
P/E ratio	19.88x
P/S ratio	1.41x
PE Ratio10 Y	34.55x
PE Ratio3 Y	53.3x
PE Ratio5 Y	45.12x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	3.56%
EBITDA Margin	7.74%
FCF margin	21.04%
Gross margin	40.33%
Gross Profit	$40.1M
Gross Profit Growth	1.73%
Gross Profit Growth Q	-10.91%
Gross Profit Growth3 Y	9.93%
Gross Profit Growth5 Y	9.28%
Net Income	$7.4M
Net Income Growth	1,754.41%
Net Income Growth Q	63.6%
Net Income Growth Quarters	1%
Net Income Growth Years	1%
Pretax Margin	9.97%
Profit Margin	7.4%
Profit Per Employee	$49,743
Profitable Years	3
ROA	1.55
Roa5y	1.86
ROCE	2.61
ROE	5.97
Roe5y	4.07
ROIC	2.57
Roic5y	4.76

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	-6.8%
Cagr15y	-0.23%
Cagr1y	9.01%
Cagr20y	3.93%
Cagr3y	14.48%
Cagr5y	2.34%
Div CAGR10	-12.22%
Div CAGR3	0%
Div CAGR5	24.57%
EPS Growth	1,737.6
EPS Growth Q	80
EPS Growth Quarters	1
EPS Growth Years	1
FCF Growth	162.37%
FCF Growth3 Y	-18.85%
OCF Growth	162.76%
OCF Growth10 Y	-9.65%
OCF Growth3 Y	-18.69%
Revenue Growth	4.45x
Revenue Growth Q	7.37x
Revenue Growth Quarters	14x
Revenue Growth Years	3x
Revenue Growth3 Y	10.27x
Revenue Growth5 Y	8.3x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$0.7
Assets	$150.4M
Cash	$23.4M
Current Assets	$39.8M
Current Liabilities	$14.3M
Debt	$10M
Debt EBITDA	$1.17
Debt Equity	$0.08
Debt FCF	$0.48
Equity	$126.1M
Liabilities	$24.3M
Long Term Assets	$110.6M
Long Term Liabilities	$10M
Net Cash	$13.4M
Net Cash By Market Cap	$9.58
Net Cash Growth	-44.59%
Net Debt EBITDA	$-1.74
Net Debt Equity	$-0.11
Net Debt FCF	$-0.64
Tangible Book Value	$68M
Tangible Book Value Per Share	$7.99
WACC	7.15

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	2.78
Net Working Capital	$2.1M
Quick ratio	2.78
Working Capital	$25.5M
Working Capital Turnover	$3.61

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	-3.92%
Dividend Growth	0%
Dividend Growth Years	0%
Dividend per share	$0.6
Dividend Years	25
Dividend Yield	3.65%
Ex Div Date	2026-06-01
Last Dividend	$0.15
Payout Frequency	Quarterly
Payout Ratio	72.63%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	-50.56%
1Y total return	9.01%
200-day SMA	16.97
3Y total return	50.06%
50-day SMA	16.17
50-day SMA vs 200-day SMA	50under200
5Y total return	12.25%
All Time High	71
All Time High Change	-76.87%
All Time High Date	2017-10-20
All Time Low	8.91
All Time Low Change	84.29%
All Time Low Date	2023-10-19
ATR	0.74
Beta	0.62
Beta1y	0.23
Beta2y	0.61
Ch YTD	-4.59
High	16.42
High52	18.99
High52 Date	2025-12-22
High52ch	-13.53%
Low	15.82
Low52	14.51
Low52 Date	2025-05-22
Low52ch	13.16%
Ma50ch	1.55%
Price vs 200-day SMA	-3.24%
RSI	51.38
RSI Monthly	53.31
RSI Weekly	48.08
Sharpe ratio	0.31x
Sortino ratio	0.6
Total Return	-0.27%
Tr YTD	-3.75
Tr15y	-3.42%
Tr1m	1.3%
Tr1w	2.69%
Tr3m	-7.15%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Operating Income	$3.5M
Operating Income Growth	-37.27
Operating Income Growth3 Y	23.11
Operating Income Growth5 Y	11.44
Operating margin	3.56

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	5,774,319%
Float Percent	67.84%
Shares Insiders	17.82%
Shares Institutions	51.69%
Shares Out	8,512,087
Shares Qo Q	0.43%
Shares Yo Y	3.92%
Short Float	2.5%
Short Ratio	12.81
Short Shares	1.7

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$15.8M
Average Volume	11,813.25x
Bv Per Share	14.68
CAPEX	$-326,000
Ch10y	-71.46
Ch15y	-53.67
Ch1m	1.3
Ch1w	2.69
Ch1y	5.12
Ch20y	-17.11
Ch3m	-7.96
Ch3y	31.47
Ch5y	-17.11
Ch6m	-1.74
Change	0.24%
Change From Open	1.05
Close	16.38
Days Gap	-0.79
Depreciation Amortization	4,152,000
Dollar Volume	186,317.7
Earnings Date	2026-04-30
Earnings Time	amc
EBIT	$3.5M
EBITDA	$7.7M
EPS	$0.83
F Score	5
FCF	$20.9M
FCF EV Yield	16.56x
FCF Per Share	$2.46
Financing CF	-7,656,000
Fiscal Year End	December
Founded	1,983
Goodwill	39,501,000
Graham Number	16.51868
Graham Upside	0.6
Income Tax	$2.5M
Investing CF	396,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-04-30
Last Report Date	2026-03-31
Last Split Type	Never
Last10k Filing Date	2026-03-04
Ma150	16.81
Ma150ch	-2.31%
Ma20	16.38
Ma20ch	0.26%
Net CF	13,995,000
Next Earnings Date	2026-08-07
Open	16.25
Optionable	Yes
P FCF Ratio	6.68
P OCF Ratio	6.58
Payment Date	2026-07-01
Position In Range	100
Ppne	10,193,000
Price Date	2026-05-08
Price EBITDA	$18.16
Ptbv Ratio	2.05
Relative Volume	0.96x
Revenue	99,476,000x
SBC By Revenue	5.11x
Share Based Comp	5,082,000
Tax By Revenue	2.54x
Tax Rate	25.53%
Tr20y	116.09%
Tr6m	0.01%
Us State	Texas
Volume	11,347
Z Score	4.45

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

WHG dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+3.7%

$0.60 annual per share

Payout ratio

+72.6%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+24.6%

0 consecutive years of growth

Total shareholder yield

-0.3%

Next ex-dividend date: 2026-06-01

Performance

WHG stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns WHG?

Insider, institutional, and short-interest positioning.

Institutional ownership

+51.7%

Float: +67.8% of shares outstanding

Insider ownership

+17.8%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

WHG momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

51.4

Neutral momentum band

Price vs 200-day MA

-3.2%

50/200-day relationship not available

Beta (5Y)

0.62

Less volatile than the market

Sharpe ratio

0.31

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

WHG vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	215.6B	19.7x	3.1x	11.5%	+15.5%	+15.6%	घटाएँ
BAC	Bank of America Corporation	364.1B	12.7x	3.3x	—	+6.3%	+28.2%	घटाएँ
BK	The Bank of New York Mellon Corporation	89.6B	16.2x	4.3x	—	+6.0%	+58.4%	घटाएँ

Questions

About WHG

Hub-level FAQ points readers to the deeper analysis pages.

What is the current WHG stock rating?

Westwood Holdings Group, Inc. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full WHG analysis?

The full report lives at /stocks/WHG/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for WHG?

The latest report frames WHG around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the WHG page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.