WHG

Westwood Holdings Group, Inc.

$18.55

-0.80%
SectorFinancial ServicesIndustryAsset ManagementCountryUnited States

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.

Source: Yahoo Finance
AI summary

Price & performance

1M-2.0%
3M-2.3%
YTD+8.0%
1Y+14.4%
52-week range—
Beta0.49
Full chart and returns against a benchmark

Q-Score

62/ 100

Quality against peers; 50 is the peer median.

Growth60
Risk54
Performance66
Valuation54
Profitability50
Leverage58
Sentiment—
Every score and metric

News sentiment

Open News

Latest results · FY 2025

Revenue$97.8M+3.2%
Net income$7.1M+220.1%
Net margin7.2%+4.9 pts
Historical fundamentals

Revenue exposure

1%of revenue from outside the US
United States99%
Canada1%
Regions, segments, customers and suppliers

Valuation

WHGIndustryP/E24.2927.78P/S1.703.72EV/EBITDA33.4833.03P/B1.372.44PEG—4.92
Dividend yield3.11%
Every valuation metric

Earnings

Nov 5next report
EPS estimate—
Beats (last 4 quarters)—
Average surprise—
EPS revisions (30d)—
Every quarter against its estimate