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WESTWOOD HOLDINGS GROUP INC

WHGNYSE
πŸ† #3664 by market capEarnings Nov 5US Equity
$18.50β–Ό $0.19 (βˆ’1.02%)
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24hβ–Ό 1.0%
7dβ–² 0.0%
14dβ–Ό 2.9%
30dβ–Ό 1.6%
ytdβ–² 5.1%
1yβ–² 14.0%
🏦Market Cap
$176M
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
$18.50 – $18.50
52-Week Range
$14.70 – $20.97
Volume (shares)
119
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.

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