tradmap

WHG WESTWOOD HOLDINGS GROUP INC

$18.98 -1.79%

Data as of close

Financial · Investment Advice

WESTWOOD HOLDINGS GROUP INC (WHG) is a financial company in the Investment Advice industry, with a market capitalization of $169 million. Shares last traded at $18.98, 9.6% below their 52-week high. Over the past year the stock is up 16.2%. WHG trades at a price-to-earnings ratio of 21.34, below the Investment Advice median of 21.70. Net profit margin is 7.8%, below the peer median of 15.2%. Revenue grew 3.2% year over year. The shares yield 3.2% in dividends.

Market Cap
$169M
Shares Out
8.9M
EPS (TTM)
$0.88
P/E (TTM)*
21.34
P/S Ratio
1.66
P/B Ratio
1.34
Dividend / Share
$0.60
Dividend Yield
3.16%
52-Week High
$20.99
52-Week Low
$14.72
Volume (venue)
40
Avg Vol (3m, venue)
331.698

* P/E (TTM) = market cap ÷ net income over the trailing twelve months where four consecutive quarters are reported, otherwise the latest fiscal year — the same basis as the peer table and the screener, so it can differ from price ÷ EPS.

Performance

1W
+0.29%
1M
-1.30%
3M
-1.22%
6M
+17.42%
YTD
+6.18%
1Y
+16.23%

Daily candles · volume · SMA(20)/SMA(50) · Databento EQUS.MINI.

Technicals

RSI (14)
50.76
SMA (50)
$18.99
SMA (200)
$17.90
Price vs SMA50
-0.08%
Price vs SMA200
+5.99%
ATR (14)
$0.36

Full technical analysis (26 indicators, D/W/M) →

Financials

Revenue
$102M
Net Income
$8M
Gross Margin
—
Operating Margin
4.7%
Net Margin
7.8%
Return on Equity
6.3%
Return on Assets
5.1%
Current Ratio
4.24
Debt / Equity
0.22
Revenue Growth (YoY)
+3.2%

Trailing twelve months where four consecutive quarters are reported, otherwise the latest fiscal year; revenue is the fiscal-year figure where quarterly revenue covers under half of it (typical for banks, insurers and REITs), and margins are taken on it; latest reported period ends 2026-06-30. Source: SEC EDGAR/XBRL.

Full financials — revenue, cash flow & debt over time →

WHG Dividend History

Dividend / share (TTM)
$0.60
Dividend yield
3.16%
Per-share growth (5y CAGR)
-15.3%
Payout ratio (latest FY)
76%
Fiscal year endTotal dividends paidPer share*Payout ratio
2025-12-31 $5M $0.00 76%
2024-12-31 $5M $0.00 246%
2023-12-31 $6M $0.00 52%
2022-12-31 $6M $0.00 —
2021-12-31 $23M $0.00 235%
2020-12-31 $11M $0.00 —
2019-12-31 $26M $0.00 441%
2018-12-31 $25M $0.00 92%
2017-12-31 $22M $0.00 110%
2016-12-31 $19M $0.00 86%
2015-12-31 $17M $0.00 61%
2014-12-31 $14M $0.00 51%

*Per share derived as total dividends paid ÷ weighted diluted shares (SEC EDGAR/XBRL annual cash-flow facts). Reported history — not a forecast of future dividends.

Compare payers on the highest-dividend-yield screener.

Recent earnings

PeriodEPS (diluted)Reported
Q2 2026 $0.17 2026-08-06
Q1 2026 $0.09 2026-04-30
Q4 2025 (derived) $0.21 2026-03-04
FY 2025 $0.79 2026-03-04
Q3 2025 $0.41 2025-10-30
Q3 2025 $0.12 2025-08-08

Q4 marked "derived" = fiscal-year EPS minus Q1–Q3 (10-Ks report only the annual figure); EPS is not strictly additive, so it can differ by a cent or two from the issuer's own Q4.

Full earnings history →

Investment Advice peers

WHG vs 14 industry peers (Investment Advice), by market cap. Data as of close

P/E vs peers
21.34 / 21.70 med
-2% discount
P/S vs peers
1.66 / 2.41 med
-31% discount
Net margin vs peers
7.8% / 15.2% med
below median
1–14 of 14
BXBlackstone Inc.$88.7B25.215.5121.8%-1.63%
KKRKKR & Co.$86.1B27.334.0414.8%-2.08%
BAMBrookfield Asset Management Ltd.$81.3B26.5419.8674.8%-1.04%
APOApollo Global Management$67.1B35.801.875.2%-4.91%
AMPAmeriprise Financial$43.8B10.532.1820.7%+0.05%
ARESAres Management$40.4B63.456.7410.6%-3.00%
TROWT. Rowe Price$22.7B10.362.9428.4%+0.34%
PSPERSHING SQUARE INC.$18.6B———-0.34%
BENFranklin Resources$16.4B20.231.768.7%+1.30%
CGCarlyle Group Inc.$14.6B40.064.0410.1%-0.37%
IVZInvesco$12.4B—1.74-1.2%+1.65%
EVREvercore Inc.$11.4B15.342.4115.7%-1.99%
HLIHoulihan Lokey, Inc.$10.2B25.253.9915.8%+0.16%
AMGAffiliated Managers Group, Inc.$9.6B11.154.2137.7%-0.29%

Source: SEC EDGAR (fundamentals/EPS/dividends) · Databento EQUS.MINI (prices) · market cap & yield computed by tradmap. Informational only — not financial advice.