WHG logo

WESTWOOD HOLDINGS GROUP INC

WHGNYSE
πŸ† #3663 by market capEarnings Nov 5US Equity
$18.94β–² $0.09 (+0.48%)
πŸŒ™ After hours$18.94β–² 0.00%Regular close Β· extended-hours price shown
πŸ””
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24hβ–² 0.5%
7dβ–² 2.4%
14dβ–Ό 0.6%
30dβ–² 0.8%
ytdβ–² 7.6%
1yβ–² 16.7%
🏦Market Cap
$181M
Small Cap
πŸ“ˆRevenue Growth (YoY)
8.4%
Slowing
πŸ“ŠGross Margin
β€”
πŸ’΅FCF Margin
19.7%
Healthy
βš–οΈP/S Ratio
1.8x
Cheap
Otter Score
β€”
Insufficient data

Trading Snapshot

Day Range
$18.85 – $19.06
52-Week Range
$14.70 – $20.97
Volume (shares)
4,480
Avg Volume (shares)
β€”
Shares Outstanding
9.5M
Next Earnings
2026-11-05

Fundamentals Snapshot

Annual Revenue
$98M
Last Q Revenue
$25M
P/E Ratio
23.1
P/S Ratio
1.8x
EPS (TTM)
$0.87
Dividend Yield
3.00%
Dilution (1yr)
+5.7%
WHG logo

WESTWOOD HOLDINGS GROUP INC

WHG
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$98Mβ–² +3.2% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
86.5%β–² +111.8% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
$7Mβ–² +731.9% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
$18Mβ–Ό βˆ’14.9% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
9.0Mβ–² +5.7% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
$16Mβ–² +$428K YoY
StockOtter Β· stockotter.space

About 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.

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Otter Score Breakdown

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)

Insufficient data for all five components.

πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Insufficient data
β€”/100
Analyst data unavailable.

Latest News & Updates

24/7 Wall StreetΒ·3d ago

Does It Matter Which Exchange Your ETF Lists On?

The Texas Stock Exchange is already drawing ETF launches from major fund issuers, but the exchange's address may be the last thing you should care about when placing a trade.

GlobeNewsWireΒ·7d ago

Westwood Holdings Group, Inc. to Host Third Quarter 2026 Conference Call/Webcast

DALLAS, Oct. 22, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its third quarter 2026 earnings after the close of the New York Stock Exchange on Thursday, November 5, 2026. Following the

247 WallstΒ·16d ago

The Texas Stock Exchange Has Its First New ETF. Its Power Bet Also Sells Calls

Westwood just debuted the first new ETF on the Texas Stock Exchange, betting on a surge in power demand from AI and data centers. But the fund's income strategy comes with a catch that can cap how much of that boom inves

Defense WorldΒ·Sep 28

Head to Head Review: Westwood Holdings Group (NYSE:WHG) versus Intercontinental Exchange (NYSE:ICE)

Westwood Holdings Group (NYSE: WHG - Get Free Report) and Intercontinental Exchange (NYSE: ICE - Get Free Report) are both finance companies, but which is the superior investment? We will contrast the two businesses base

GlobeNewsWireΒ·Sep 17

Westwood Launches Westwood Salient Enhanced Power & Infrastructure ETF (PWRX), the First ETF to Launch on the Texas Stock Exchange

DALLAS, Sept. 17, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG) , a leading boutique asset manager, today announced the launch of the Westwood Salient Enhanced Power & Infrastructure ETF (TXSE: PWRX), the

GlobeNewsWireΒ·Sep 2

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

DALLAS, Sept. 02, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings GroupΒ (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enh