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Ticker
WHG

Price
16.26
Stock movement up
+- (%)
Company name
Westwood Holdings Group Inc
Exchange
(NYSE
,
Currency
USD
)
Sector
Financial Services >
Asset Management
Market cap
152.98M
Ent value
161.30M
Price/Sales
1.65
Price/Book
1.27
Div yield
3.69%
Div growth
-26.30%
Growth years
-
FCF payout
-
Trailing P/E
57.40
Forward P/E
-
PEG
-
EPS growth
-16.07%
1 year return
9.27%
3 year return
-
5 year return
-
10 year return
-
Last updated: 2025-10-30

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iO Charts is a Seeking Alpha partner

DIVIDENDS

Dividend yield - 5y

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Dividend yield data
Dividend per share0.60
Dividend yield3.69%
Payout frequencyQuarterly
Maximum yield4.31%
Average yield3.75%
Minimum yield3.20%
Discount to avg yield-1.75%
Upside potential-1.72%
Yield as % of max yield85.61%

Yield distribution (inverse percentile) - 5y

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Yield distribution data
Dividend yield3.69%
Current yield distribution61.65%
Yield at 100% (Min)3.20%
Yield at 90%3.44%
Yield at 80%3.57%
Yield at 50% (Median)3.79%
Yield at 20%3.93%
Yield at 10%4.02%
Yield at 0% (Max)4.31%

Dividend per share

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Dividend per share data
Years of growth-
CCC status-
Dividend per share0.60
Payout frequencyQuarterly
Ex-div date2 Sep 2025
EPS (TTM)-
EPS (1y forward)-
EPS growth (5y)-16.07%
EPS growth (5y forward)-

Dividend growth

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Dividend growth data
WHGS&P500
DGR MR50.00%-13.74%
DGR TTM-6.60%
DGR 3 years11.74%5.24%
DGR 5 years-26.30%5.40%
DGR 10 years-9.57%7.07%
DGR 15 years-4.52%6.12%
Time since last change announced1475 days
EPS growth (5y)-16.07%
EPS growth (5y forward)-

Payout ratio

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Payout ratio data
EPS coverageFCF coverage
TTM--
Average--
Forward--

VALUATION

Valuation Ratios

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Valuation Ratios data
Trailing P/E57.40
Price to OCF8.66
Price to FCF10.46
Price to EBITDA15.00
EV to EBITDA15.82

Valuation (Sales/Book Value)

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Valuation (Sales/Book Value) data
Price to Sales1.65
Price to Book1.27
EV to Sales1.74

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iO Charts is a Seeking Alpha partner

FINANCIALS

Per share

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Per share data
Current share count9.41M
EPS (TTM)-
FCF per share (TTM)-

Income statement

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Income statement data
Revenue (TTM)-
Gross profit (TTM)-
Operating income (TTM)-
Net income (TTM)-
EPS (TTM)-
EPS (1y forward)-

Margins

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Margins data
Gross margin (TTM)-
Operating margin (TTM)-
Profit margin (TTM)-

Balance Sheet

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Balance Sheet data
Cash21.60M
Net receivables14.57M
Total current assets36.17M
Goodwill39.50M
Intangible assets18.98M
Property, plant and equipment0.00
Total assets154.05M
Accounts payable0.00
Short/Current long term debt0.00
Total current liabilities921.00K
Total liabilities28.07M
Shareholder's equity125.98M
Net tangible assets0.00

Cash flow

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Cash flow data
Operating cash flow (TTM)-
Capital expenditures (TTM)-
Free cash flow (TTM)-
Dividends paid (TTM)-

Financial returns

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Financial returns data
Return on Equity-
Return on Assets-
Return on Invested Capital-
Cash Return on Invested Capital-

iO Charts is a Seeking Alpha partner

iO Charts is a Seeking Alpha partner

STOCK INFORMATION

Stock chart

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Stock price data
Open16.25
Daily high16.43
Daily low16.20
Daily Volume3K
All-time high70.84
1y analyst estimate-
Beta0.84
EPS (TTM)-
Dividend per share0.60
Ex-div date2 Sep 2025
Next earnings date-

Downside potential

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Downside potential data
WHGS&P500
Current price drop from All-time high-77.05%-1.10%
Highest price drop-80.35%-19.00%
Date of highest drop30 Dec 20248 Apr 2025
Avg drop from high-77.36%-2.76%
Avg time to new high-5 days
Max time to new high266 days89 days
COMPANY DETAILS
WHG (Westwood Holdings Group Inc) company logo
Marketcap
152.98M
Marketcap category
Small-cap
Description
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two 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; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
Employees
151
Investor relations
SEC filings
CEO
Country
USA
City
Stock type
Common stock
CCC status
-
Dividend Frequency
Quarterly
EVENTS AND PRESENTATIONS
EventsPresentations
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iO Charts is a Seeking Alpha partner

iO Charts is a Seeking Alpha partner

UNDERSTAND THE BUSINESS
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