WHG
Westwood Holdings Group, Inc. NYSE Listed Jun 13, 2002$18.29
+1.22%
vs $18.07
Mkt Cap $173.5M
52w Low $14.70
83.7% of range
52w High $18.99
50d MA $16.70
200d MA $16.84
P/E (TTM)
22.4x
EV/EBITDA
9.4x
P/B
1.2x
Debt/Equity
0.1x
ROE
5.6%
P/FCF
9.1x
RSI (14)
66.50
ATR (14)
$0.87
Beta
0.76
50d MA
$16.70
200d MA
$16.84
Avg Volume
19.3K
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.
200 Crescent Court · Dallas, TX 75201 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 30, 2026 | AMC | — | 0.31 | — | 16.44 | +1.8% | -2.7% | -2.6% | +3.9% | -1.3% | +2.6% | — |
| Feb 13, 2026 | AMC | — | 0.36 | — | 17.69 | -8.1% | -6.0% | +1.8% | +0.1% | -2.1% | -2.3% | — |
| Oct 30, 2025 | AMC | — | 0.64 | — | 16.26 | -0.7% | +3.0% | -0.1% | -0.8% | +2.3% | -1.3% | — |
| Aug 8, 2025 | AMC | — | 0.32 | — | 16.38 | -0.5% | +6.2% | +5.3% | -3.4% | -0.1% | +1.6% | — |
| Apr 30, 2025 | AMC | — | 0.29 | — | 16.70 | -1.2% | -3.1% | +8.8% | -6.3% | -5.5% | +0.1% | — |
| Feb 12, 2025 | AMC | — | 0.39 | — | 16.39 | +3.0% | +2.2% | +0.6% | -0.4% | +2.4% | -0.6% | — |
| Oct 30, 2024 | AMC | — | 0.13 | — | 15.49 | +0.1% | +0.8% | -5.6% | -1.0% | -0.3% | +5.4% | — |
| Jul 31, 2024 | AMC | — | -0.06 | — | 13.27 | +2.0% | -2.0% | -2.0% | -3.5% | +1.9% | +0.0% | — |
| May 1, 2024 | AMC | — | 0.36 | — | 12.59 | -1.5% | -0.4% | -3.9% | -0.2% | +0.2% | -0.1% | — |
| Feb 14, 2024 | AMC | — | 0.63 | — | 12.30 | -2.0% | +1.5% | -1.0% | -2.0% | -0.2% | +0.3% | — |
| Oct 31, 2023 | AMC | — | 0.77 | — | 9.09 | -0.4% | +2.5% | +8.2% | +8.2% | +1.5% | -0.6% | — |
| Aug 2, 2023 | AMC | — | 0.70 | — | 11.80 | +0.4% | -0.8% | -0.2% | -1.6% | -2.2% | -2.6% | — |
No analyst ratings available.
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 22, 2026 | BYRNE SUSAN M | — | Sell | 1,000 | $18.31 | $18K | 255,811 | +1.98% | — |
| Jun 18, 2026 | BYRNE SUSAN M | — | Sell | 1,549 | $18.35 | $28K | 256,811 | +1.98% | — |
| Jun 17, 2026 | BYRNE SUSAN M | — | Sell | 350 | $18.10 | $6K | 258,360 | +1.98% | — |
| Jun 16, 2026 | BYRNE SUSAN M | — | Sell | 1,634 | $18.29 | $30K | 258,710 | -0.66% | -2.54% |
| Jun 15, 2026 | BYRNE SUSAN M | — | Sell | 2,910 | $17.96 | $52K | 260,344 | -0.66% | -2.54% |
| Jun 12, 2026 | BYRNE SUSAN M | — | Sell | 4,367 | $17.86 | $78K | 263,254 | -0.66% | -2.54% |
| Jun 9, 2026 | BYRNE SUSAN M | — | Sell | 1,900 | $17.46 | $33K | 272,721 | +0.46% | +0.67% |
| Jun 8, 2026 | BYRNE SUSAN M | — | Sell | 607 | $17.11 | $10K | 274,621 | +0.46% | +0.67% |
| Jun 5, 2026 | BYRNE SUSAN M | — | Sell | 616 | $17.34 | $11K | 275,228 | +0.46% | +0.67% |
| Jun 2, 2026 | BYRNE SUSAN M | — | Sell | 406 | $16.33 | $7K | 275,844 | -0.72% | +2.82% |
| Jun 1, 2026 | BYRNE SUSAN M | — | Sell | 1,300 | $16.02 | $21K | 276,250 | -0.72% | +2.82% |
| May 29, 2026 | BYRNE SUSAN M | — | Sell | 1,124 | $16.40 | $18K | 277,550 | -0.72% | +2.82% |
| May 28, 2026 | BYRNE SUSAN M | — | Sell | 2,028 | $16.37 | $33K | 278,674 | +0.12% | +2.30% |
| May 27, 2026 | BYRNE SUSAN M | — | Sell | 1,062 | $16.20 | $17K | 280,702 | +0.12% | +2.30% |
| May 26, 2026 | BYRNE SUSAN M | — | Sell | 1,666 | $16.21 | $27K | 281,764 | +0.12% | +2.30% |
| May 18, 2026 | BYRNE SUSAN M | — | Sell | 651 | $16.08 | $10K | 284,549 | -0.56% | +1.62% |
| May 14, 2026 | BYRNE SUSAN M | — | Sell | 500 | $16.00 | $8K | 285,200 | -0.56% | +1.62% |
| May 13, 2026 | BYRNE SUSAN M | — | Sell | 300 | $16.01 | $5K | 285,700 | -0.56% | +0.19% |
| May 12, 2026 | BYRNE SUSAN M | — | Sell | 991 | $16.27 | $16K | 286,000 | -0.56% | +0.19% |
| May 11, 2026 | BYRNE SUSAN M | — | Sell | 876 | $16.46 | $14K | 286,991 | -0.56% | +0.19% |
| May 4, 2026 | BYRNE SUSAN M | — | Sell | 239 | $16.02 | $4K | 290,405 | +3.85% | -0.30% |
| May 1, 2026 | BYRNE SUSAN M | — | Sell | 478 | $16.22 | $8K | 290,644 | +3.85% | -0.30% |
| Apr 30, 2026 | BYRNE SUSAN M | — | Sell | 994 | $16.28 | $16K | 291,122 | +3.85% | -0.30% |
| Apr 29, 2026 | BYRNE SUSAN M | — | Sell | 500 | $16.56 | $8K | 292,116 | -1.79% | -1.30% |
| Apr 28, 2026 | BYRNE SUSAN M | — | Sell | 660 | $16.97 | $11K | 292,616 | -1.79% | -1.30% |
| Apr 27, 2026 | BYRNE SUSAN M | — | Sell | 733 | $16.66 | $12K | 293,276 | -1.79% | -1.30% |
8-K · 7.01
! Medium
Westwood Holdings Group, Inc. -- 8-K 7.01: Regulation FD Disclosure
Westwood Holdings Group approved a $0.15 quarterly cash dividend payable July 1, 2026, signaling management confidence in sustained profitability and returning capital to shareholders.
Apr 30
8-K · 7.01
! Medium
WESTWOOD HOLDINGS GROUP, INC. -- 8-K 7.01: Regulation FD Disclosure
Westwood Holdings Group approved a quarterly cash dividend of $0.15 per share payable April 1, 2026, signaling management confidence in sustained cash generation and shareholder returns.
Feb 13
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, Llc | 613,114 | $10M | Added | Mar 2026 |
| 2 | North Star Investment Management Corp. | 380,809 | $6M | Added | Mar 2026 |
| 3 | Renaissance Technologies Llc | 350,767 | $6M | Reduced | Mar 2026 |
| 4 | Vanguard Capital Management Llc | 320,516 | $5M | New | Mar 2026 |
| 5 | King Luther Capital Management Corp | 185,000 | $3M | — | Mar 2026 |
| 6 | Aegis Financial Corp | 99,926 | $2M | — | Mar 2026 |
| 7 | Peapod Lane Capital Llc | 78,859 | $1M | Reduced | Mar 2026 |
| 8 | Northern Trust Corp | 69,256 | $1M | Added | Mar 2026 |
| 9 | De Lisle Partners Llp | 58,199 | $956K | Reduced | Mar 2026 |
| 10 | Bank Of America Corp /de/ | 55,856 | $920K | Reduced | Mar 2026 |
| 11 | Vanguard Portfolio Management Llc | 42,866 | $706K | New | Mar 2026 |
| 12 | Morgan Stanley | 39,218 | $675K | Added | Dec 2025 |
| 13 | Sei Investments Co | 31,659 | $521K | Added | Mar 2026 |
| 14 | Bank Of New York Mellon Corp | 21,436 | $353K | Added | Mar 2026 |
| 15 | Connor, Clark & Lunn Investment Management Ltd. | 13,757 | $237K | Added | Dec 2025 |
| 16 | Gabelli & Co Investment Advisers, Inc. | 11,192 | $184K | Added | Mar 2026 |
| 17 | Wells Fargo & Company/mn | 5,256 | $87K | New | Mar 2026 |
| 18 | Jpmorgan Chase & Co | 3,034 | $50K | Reduced | Mar 2026 |
| 19 | Barclays Plc | 2,758 | $45K | Reduced | Mar 2026 |
| 20 | Ubs Group Ag | 2,518 | $41K | Reduced | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$173.5M
Enterprise Value
$117.1M
P/E (TTM)
22.37x
Forward P/E
—
PEG Ratio
0.10x
P/B
1.20x
P/S
1.63x
P/FCF
9.09x
EV/EBITDA
9.44x
Shares Out
8.9M
Financials (TTM)
Revenue
$99.5M
Net Income
$7.4M
EBITDA
$12.4M
Free Cash Flow
$17.9M
Op Cash Flow
$18.0M
EPS Basic
$0.84
EPS Diluted
$0.83
EPS Forward
—
Gross Margin
78.4%
Op Margin
5.5%
Net Margin
7.4%
Balance Sheet
Total Assets
$163.2M
Total Liab.
$35.6M
Total Equity
$127.7M
Cash
$47.7M
LT Debt
$0
Book Value/Sh
$15.25
Debt/Equity
0.08x
Current Ratio
6.33
Quick Ratio
6.33
Returns & Growth
ROE
5.6%
ROA
4.4%
ROIC
2.9%
Rev Growth YoY
+3.2%
EPS Growth YoY
+211.1%
Price Returns
2W
+2.5%
1M
+0.1%
3M
-1.8%
6M
-2.8%
12M
+11.3%
Technicals
52W High
$18.99
52W Low
$14.70
50d MA
$16.70
200d MA
$16.84
RSI (14)
66.50
ATR (14)
$0.87
Beta
0.76
Avg Volume
19K
Dividends
Div Rate
$0.64
Div Yield
4.0%
Frequency
4
Ex-Div Date
Mar 3, 2026
Analyst Price Targets
Consensus
—
High
—
Low
—
Median
—
Data updated apr 27, 2026 9:19am
· Source: financialmodelingprep.com