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WHG WESTWOOD HOLDINGS GROUP INC

$18.50 +3.09%

Financial · Investment Advice

WESTWOOD HOLDINGS GROUP INC (WHG) is a financial company in the Investment Advice industry, with a market capitalization of $165 million. Shares last traded at $18.50, 11.9% below their 52-week high. Over the past year the stock is up 18.2%. WHG trades at a price-to-earnings ratio of 23.28, above the Investment Advice median of 19.95. Net profit margin is 7.2%, below the peer median of 15.7%. Revenue grew 3.2% year over year. The shares yield 3.2% in dividends.

Market Cap
$165M
Shares Out
8.9M
EPS (TTM)
$0.90
P/E Ratio
20.56
P/S Ratio
1.69
P/B Ratio
1.32
Dividend / Share
$0.60
Dividend Yield
3.24%
52-Week High
$20.99
52-Week Low
$14.72
Volume
190
Avg Vol (3m)
551.333

Performance

1W
+5.41%
1M
+16.35%
3M
+19.74%
6M
+1.48%
YTD
+6.66%
1Y
+18.25%

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

Technicals

RSI (14)
70.09
SMA (50)
$16.60
SMA (200)
$16.85
Price vs SMA50
+11.48%
Price vs SMA200
+9.82%
ATR (14)
$1.02

Financials

Revenue
$98M
Net Income
$7M
Gross Margin
Operating Margin
5.1%
Net Margin
7.2%
Return on Equity
5.7%
Return on Assets
4.7%
Current Ratio
4.24
Debt / Equity
0.19
Revenue Growth (YoY)
+3.2%

Latest reported annual period ending 2025-12-31 · SEC EDGAR/XBRL.

Recent earnings

PeriodEPS (diluted)Reported
Q1 2026 $0.09 2026-04-30
FY 2025 $0.79 2026-03-04
Q3 2025 $0.59 2025-10-30
Q3 2025 $0.17 2025-08-08
Q1 2026 $0.05 2026-04-30
FY 2025 $0.26 2026-03-04

Full earnings history →

Investment Advice peers

WHG vs 14 industry peers (Investment Advice), by market cap.

P/E vs peers
23.28 / 19.95 med
+17% premium
P/S vs peers
1.69 / 2.43 med
-31% discount
Net margin vs peers
7.2% / 15.7% med
below median
1–14 of 14
BXBlackstone Inc.$92.0B30.466.3720.9%-0.99%
KKRKKR & Co.$87.1B36.734.4712.2%-0.21%
APOApollo Global Management$79.3B-0.96%
AMPAmeriprise Financial$42.0B11.792.2218.8%-0.97%
ARESAres Management$40.5B95.077.237.6%+0.85%
TROWT. Rowe Price$23.1B11.053.1528.5%-0.42%
BENFranklin Resources$17.2B32.691.966.0%-0.84%
CGCarlyle Group Inc.$16.1B19.953.3816.9%-1.88%
EVREvercore Inc.$14.5B24.493.7415.3%+1.32%
PSPERSHING SQUARE INC.$13.4B-3.40%
IVZInvesco$12.5B-71.351.96-2.7%-2.31%
HLIHoulihan Lokey, Inc.$9.4B22.013.5816.3%-0.42%
AMGAffiliated Managers Group, Inc.$9.3B13.014.4934.5%-0.81%
JHGJanus Henderson Group Plc$8.0B9.802.5826.3%+0.26%

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