WESTWOOD HOLDINGS GROUP INC

WHGNYSE

🏆 #3074 by market capEarnings Nov 4US Equity

$248.49▼ $0.75 (−0.30%)

Simulated price

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24h▼ 0.3%

7d—

14d—

30d—

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🏦Market Cap

$182M

Small Cap

📈Revenue Growth (YoY)

+6.6%

Slowing

📊Gross Margin

—

💵FCF Margin

23.8%

Strong

⚖️P/S Ratio

1.9x

Cheap

Otter Score

Weak

No chart data available for WHG.

Trading Snapshot

Day Range: $245.31 – $252.88
52-Week Range: $14.70 – $20.97
Volume: $3.67B
Avg Volume: $4.32B
Shares Outstanding: 9.5M
Next Earnings: Sep 5, 2026

Fundamentals Snapshot

Annual Revenue: $98M
Last Q Revenue: $25M
P/E Ratio: 25.6
P/S Ratio: 1.9x
EPS (TTM): $0.82
Dividend Yield: 2.87%

Why Investors Own WHG

✓High-growth profile — revenue up +56.0% YoY with expanding US Equity exposure.
✓Healthy economics — 52% gross margin and 4% free-cash-flow margin.
✓New products and segments could unlock additional revenue streams.

⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)

$98M▲ +62.0% YoY

Gross Margin (TTM)

52.1%▲ +2.5% YoY

Operating Income (TTM)

$18M▲ +62.0% YoY

Free Cash Flow (TTM)

$4M▲ +62.0% YoY

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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