Westwood Holdings Group Inc WHG

19.03 0.01 0.05% as of 25 Sep
Market cap
$180.4M
P/E
20.5×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 2.62
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 2 4 — 6 — 8 6 8 — — —
Insider Ownership 16.25%

Capital & Financial Ratios

Market Cap 180.39
Revenue 101.70
Net Income 7.88
Free Cash Flow 16.64
Net Debt (42.22)
Current Ratio 3.76
Debt/Equity 0.00
P/E ratio 20.46
P/S ratio 1.62
P/B ratio 1.29
Past 5Y EPS Growth (17.93%)
This Y EPS Growth —
Next Y EPS Growth —
Next 5Y EPS Growth —
in millions of $

Dividends

Payout Ratio 3.75
Annual Dividend Rate 0.60
Annual Dividend Yield 5.07%
total individual payouts
2026 0.45
0.15
0.15
0.15
2025 0.60
0.15
0.15
0.15
0.15
2024 0.60
0.15
0.15
0.15
0.15
2023 0.60
0.15
0.15
0.15
0.15
2022 0.60
0.15
0.15
0.15
0.15
2021 0.45
0.10
0.10
2.50
0.10
0.15
2020 0.43
0.43
2019 2.88
0.72
0.72
0.72
0.72
2018 2.76
0.68
0.68
0.68
0.72
2017 2.54
0.62
0.62
0.62
0.68
2016 2.33
0.57
0.57
0.57
0.62
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 53 47 48 42
Receivables 15 15 17 16
Inventory — — — —
Other 5 — — —
69 61 64 58
2023 2024 2025 Q'26
Payables 12 13 16 11
ST’ Debt — — — —
Other 10 5 — —
33 23 36 16
in millions of $

Compound Annual Growth

10y 5y 3y
Sales (2.88%) 8.47% 12.49%
Cash Flow (10.15%) 0.00% (28.37%)
Earnings (12.59%) 0.00% 0.00%
Book Value (0.55%) (0.62%) 4.63%

Revenue

Mar Jun Sep Dec Year
’26 25 25 — — —
’25 23 23 24 27 98
’24 23 23 24 26 95
’23 23 22 22 23 90
’22 17 16 15 20 69
’21 18 17 18 19 73
’20 17 16 15 17 65
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (3) 6 — — —
’25 (5) 7 9 8 19
’24 8 4 1 9 21
’23 (3) (1) (2) 4 (1)
’22 9 3 3 36 51
’21 (7) 6 22 (2) 19
’20 12 10 (29) (3) (10)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (3) 3 — — —
’25 (5) 7 8 8 18
’24 8 4 1 8 20
’23 (3) (1) (2) 4 (1)
’22 9 3 3 36 51
’21 (7) 6 22 (2) 20
’20 12 10 (29) (3) (10)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.09 0.17 — — —
’25 0.05 0.12 0.41 0.21 0.79
’24 0.27 (0.27) 0.01 0.24 0.26
’23 0.09 0.36 0.41 0.32 1.17
’22 0.01 (0.05) (0.15) (0.40) (0.59)
’21 0.52 0.12 0.24 0.36 1.23
’20 0.13 (0.33) (1.31) 0.36 (1.12)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
41.40 51.41 32.19 26.55 9.42 11.36 9.55 8.91 11.00 14.00

Analyst estimates 2026–2028

Powerpack
Low Price
63.99 71.00 70.71 39.84 30.04 27.01 20.00 14.20 18.03 18.99
High Price
174 181 182 165 136 130 152 145 151 148
Employees
1 1 1 1 0 1 0 1 1 1
Revenue/Emp
123 134 122 84 65 73 69 90 95 98
Revenue
100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%
Gross Margin
34 34 36 9 (8) 14 (5) 13 4 10
EBT
27.65% 25.33% 29.81% 11.18% (11.65%) 19.17% (7.56%) 14.97% 4.24% 9.90%
EBT Margin
23 20 27 6 (9) 10 (5) 11 2 7
Net Income
3 3 3 3 3 2 3 5 5 4
Depreciation
15.45 16.42 14.62 10.00 8.15 9.28 8.76 11.27 11.60 11.67
Revenue/Sh
2.84 2.45 3.20 0.70 (1.12) 1.24 (0.59) 1.20 0.27 0.84
Earnings/Sh
5.95 5.89 3.76 3.83 (1.22) 2.46 6.56 (0.15) 2.59 2.26
Cash Flow/Sh
(0.23) (0.14) (0.12) (0.14) 0.00 0.04 (0.04) (0.02) (0.14) (0.06)
Capex/Sh
5.72 5.75 3.65 3.69 (1.22) 2.50 6.52 (0.17) 2.45 2.20
Free CF/Sh
18.35 19.19 19.26 17.64 16.36 14.97 14.11 15.37 14.99 15.13
Book Value/Sh
8 8 8 8 8 8 8 8 8 8
Shares
21.40 26.79 10.63 42.31 0.00 13.66 0.00 10.68 53.74 20.49
PE Ratio
3.95 4.00 2.33 2.96 1.78 1.83 1.34 1.13 1.25 1.47
PS Ratio
3.33 3.42 1.76 1.68 0.89 1.13 0.83 0.83 0.97 1.14
PB Ratio
3.22 3.21 1.36 1.77 0.51 0.73 0.77 0.53 0.76 0.99
EV/Sales
8.68 9.16 5.45 4.72 (3.40) 2.70 1.03 (35.95) 3.42 5.25
EV/FCF
47 48 31 32 (10) 19 51 (1) 21 19
Op' Cash Flow
(2) (1) (1) (1) 0 0 0 0 (1) (1)
Capex
46 47 30 31 (10) 20 51 (1) 20 18
FCF
86 107 113 96 85 78 41 36 38 29
Working Cap'
— — 11 9 8 6 6 — — —
Total Debt
(90) (106) (118) (100) (83) (80) (39) (53) (47) (48)
Net Debt
146 156 161 148 131 118 111 122 122 127
Sh' Equity
12.55% 10.74% 13.65% 3.13% (5.46%) 6.76% (3.24%) 6.31% 1.45% 4.52%
ROA
38.02% 41.68% 52.33% 6.02% (4.47%) 9.89% (4.26%) 5.43% 0.68% 3.93%
ROIC
16.17% 13.22% 16.85% 3.82% (6.41%) 7.85% (4.05%) 8.17% 1.81% 5.67%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Westwood Holdings Group Inc (WHG) key facts

  • Westwood Holdings Group Inc (WHG) is an Asset Management company in the Financial sector, listed on the New York Stock Exchange.
  • Westwood Holdings Group Inc’s revenue for fiscal 2025 (year ended December 2025) was $97.8 million, up 3.21% from fiscal 2024.
  • As of September 25, 2026, WHG traded at $19.03, a market capitalization of $180.4 million.
  • Westwood Holdings Group Inc pays an annual dividend of $0.60 per share, a yield of 5.07%.
  • Return on equity was 5.67% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

Westwood Holdings Group Inc (WHG) Latest News

News by impact score

Fine-tune

24 Sep

3

Dallas-based Westwood Holdings Group Inc. will list a Texas-focused power-generation ETF on the Texas Stock Exchange, a move CEO Brian Casey says aligns with the firm's Texas-focused strategy. In a Bloomberg interview, Casey discusses the ETF, TXSE prospects, and how AI regulation could affect technology stocks. Texas-focused ETF listing aligns growth potential with Westwood's regional focus, but overall impact depends on investor demand and ETF performance.

17 Sep

4

Westwood Holdings Group Inc launches Westwood Salient Enhanced Power & Infrastructure ETF (PWRX) as the first ETF on the Texas Stock Exchange. Launch of first ETF on Texas Stock Exchange marks major strategic product introduction for Westwood Holdings.

20 Aug

4

Westwood Holdings Group Inc plans to launch the Westwood Salient Enhanced Power & Infrastructure ETF (PWRX) as the first new ETF on the Texas Stock Exchange. New ETF launch marks major strategic product introduction with potential to expand company operations and market reach.

13 Aug

3

Westwood Salient Enhanced Energy Income ETF (WEEI) surpasses $100 million in assets. WEEI asset milestone increases fee revenue and supports Westwood Holdings ETF growth in energy income products.

12 Aug

3 transcript

Westwood Holdings Group Inc (WHG) released its Q2 2026 earnings call transcript detailing quarterly financial results and management commentary. Quarterly earnings data and outlook comments typically drive near-term share price shifts and investor positioning.

9 Aug

3 transcript

Westwood Holdings Group Inc held its Q2 earnings call, covering financial results, operational updates, and management outlook for the asset management firm. Q2 earnings call details provide performance metrics and guidance that can shift near-term investor views without altering core strategy.

7 Aug

4

Westwood Holdings Group Inc held its Q2 2026 earnings call covering financial results, operational updates and forward outlook for the asset manager. Q2 2026 earnings release supplies material data on revenue, AUM and strategy that can shift WHG valuation and investor positioning.

3

Westwood Holdings Group Inc's ETF platform surpassed key asset thresholds in Q2 2026, driving higher assets under management and revenue growth amid steady institutional inflows. ETF platform expansion points to improved revenue and competitive positioning but remains balanced by overall market conditions.

6 Aug

3

Westwood Holdings Group reported its second quarter 2026 financial results. Quarterly results disclosure can moderately shift investor views on performance and outlook.

3 transcript

Westwood Holdings Group Inc reported Q3 2025 revenue of $24 million. Revenue growth in quarterly results can moderately shift investor views and near-term stock movement.

9 May

3

Westwood Holdings Group (NYSE:WHG) trades 68.3% below estimated fair value, delivers 14.7% ROE surpassing industry 10.2%, and faces 28.6% annual earnings growth forecast, positioning it as a strong watchlist candidate despite modest revenue growth outlook. Superior ROE, undervaluation, and robust earnings growth projections could moderately enhance investor sentiment and financial performance.

2 May

3

Westwood Holdings Group Inc (WHG) released highlights from its Q1 earnings call, covering financial results, assets under management, revenue, expenses, and outlook amid market conditions. Q1 earnings highlights provide updates on financial performance and operations with moderate influence on investor sentiment and trajectory.

1 May

4

Westwood Holdings Group Inc (WHG) Q1 2026 earnings call highlighted assets under management growth alongside strategic initiatives. AUM growth and strategic initiatives indicate significant positive influence on WHG's financial trajectory and investor sentiment.

30 Apr

4

Westwood Holdings Group, Inc. released Q1 2026 earnings call summary detailing financial results, assets under management, revenue, net income, and forward guidance amid market challenges. Quarterly earnings summaries directly reveal financial performance and strategic outlook, significantly impacting investor sentiment and stock trajectory.

4 transcript

Westwood Holdings Group Inc (WHG) Q1 2026 earnings call transcript details financial results, management discussion, and forward outlook. Q1 2026 earnings transcript discloses key financial metrics and strategic insights that can significantly sway investor sentiment and stock performance.

4

Westwood Holdings Group, Inc. reported first quarter 2026 results. Quarterly earnings reports directly impact financial performance, investor sentiment, and stock trajectory.

27 Apr

4

Westwood Holdings Group Inc engages ETF Capital Markets Advisors to enhance ETF trading, liquidity, and market quality. Engaging specialized advisors directly targets core ETF operations improvements, likely boosting liquidity, trading efficiency, and competitive positioning for significant performance gains.

1 Apr

4

Westwood Holdings Group Inc launches new fund positioned as potential first listing on Texas Stock Exchange. New fund as possible first Texas Stock Exchange listing represents major strategic move likely to alter Westwood Holdings Group trajectory and investor sentiment.

31 Mar

3

Westwood Holdings Group launches an energy ETF as the first primary listing commitment on the Texas Stock Exchange. ETF launch as first Texas Stock Exchange listing may boost WHG visibility and energy product offerings without fundamentally shifting company trajectory.

19 Feb

4

Westwood Holdings Group Inc's Enhanced Income Series™ ETF Platform has surpassed $250 million in assets under management, marking a key growth milestone for the firm's ETF offerings. Surpassing $250 million in AUM for the ETF platform indicates strong investor interest and revenue potential, significantly boosting WHG's growth trajectory.

14 Feb

4 transcript

Westwood Holdings Group Inc (WHG) reported strong sales growth in its Q4 2025 earnings call, highlighting robust performance across key segments despite challenging market conditions. The company emphasized its strategic initiatives aimed at enhancing operational efficiency and expanding its market presence. Management expressed optimism about future growth prospects and outlined plans for continued investment in innovation and customer engagement. Strong sales growth and strategic initiatives indicate significant potential for future performance improvement.

3

Westwood Holdings Group Inc released Q4 2025 earnings call summary detailing quarterly financial results, assets under management, and future outlook. Q4 earnings call summaries highlight financial performance and guidance, moderately influencing investor sentiment and stock trajectory.

13 Feb

3 transcript

Westwood Holdings Group Inc reported its Q4 earnings, highlighting key financial metrics and strategic initiatives. The company discussed its performance in various segments, emphasizing growth areas and challenges faced during the quarter. Management provided insights into future expectations and market conditions, aiming to reassure investors about the company's direction and resilience. The earnings call revealed moderate influences on financial performance and strategic direction, but no transformative changes were indicated.

3

Westwood Holdings Group Inc (WHG) reported its Q4 earnings, revealing key financial metrics and performance indicators. The results showed fluctuations in revenue and net income compared to previous quarters, reflecting the company's ongoing strategic adjustments in a competitive market. Analysts are closely monitoring these developments to gauge future performance and market positioning. The earnings report indicates moderate fluctuations in financial performance that could influence investor sentiment and market positioning.

3

Westwood Holdings Group Inc (WHG) reported its financial results for the fourth quarter and full year of 2025, highlighting key metrics such as revenue, net income, and assets under management. The company experienced growth in its investment strategies and client base, contributing to a positive outlook for future performance. Management emphasized their commitment to enhancing shareholder value and adapting to market conditions. Overall, the results reflect a solid performance amid a challenging economic environment. The financial results indicate moderate growth and strategic positioning, which may influence investor sentiment and operational aspects.

30 Jan

3

Westwood Holdings Group, Inc. has announced it will host a conference call and webcast to discuss its fourth quarter and fiscal year 2025 results. The event is scheduled for a specific date and time, and participants can access the call via a provided link or phone number. This call will provide insights into the company's financial performance and strategic direction. The conference call will provide insights into financial performance, which may influence market sentiment and operational aspects.

23 Jan

4

Westwood Holdings Group Inc (WHG) has attracted significant interest from institutional investors, holding a 48% stake in the company. This substantial ownership indicates confidence in WHG's potential and may influence its market performance moving forward. The significant institutional stake suggests a strong endorsement of WHG's future prospects, likely impacting investor sentiment and market dynamics.

14 Jan

4

Westwood Holdings Group Inc (WHG) has successfully closed its second flagship Energy Secondaries Fund, raising over $300 million. This fund aims to capitalize on the growing demand for energy investments, particularly in secondary markets, and reflects WHG's commitment to expanding its energy-focused investment strategies. The significant capital raised for the Energy Secondaries Fund indicates a strong strategic move that could enhance WHG's market positioning and investor sentiment.

27 Dec

4

Investors in Westwood Holdings Group Inc (NYSE:WHG) have seen an impressive return of 83% over the past three years, reflecting strong market performance and investor confidence in the company's growth potential. The significant return on investment indicates a strong market position and potential for future growth.

12 Dec

3

Westwood Holdings Group Inc has launched the Westwood Enhanced Income Opportunity ETF (YLDW), expanding its Enhanced Income Series™ of ETFs. This new fund aims to provide investors with enhanced income opportunities through a diversified portfolio. The launch reflects Westwood's commitment to offering innovative investment solutions tailored to meet the needs of income-focused investors. The launch of a new ETF may moderately influence Westwood's financial performance and product offerings.

stockrow.com/WHG · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com