Financial Services
Westwood Holdings Group, Inc.(WHG)
Live Price
Offline$18.30
+1.67% today
1Y Change
+10.91%
Window
Jun 23, 2025 โ Jun 17, 2026
- Market Cap
- $150.00M
- Revenue Growth
- +3.2%
- EPS Growth
- +211.1%
- Dividend Yield
- 3.9%
Coverage: 248 bars ยท Jun 23, 2025 โ Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Westwood Holdings Group, Inc. (WHG) is a Financial Services stock with a market cap of $150.00M and listed on NYSE. The stock last traded around $18.30 and up 10.9% across the available one-year price window (Jun 23, 2025 โ Jun 17, 2026). Baseline metrics include revenue growth of +3.2%, EPS growth of +211.1%, a dividend yield of 3.9%. What stands out right now is revenue +3.2%, EPS +211.1%, free cash flow -14.9% with operating margin 5.5% and ROIC 3.2%. The dividend matters to the case here, with a current yield around 3.9%. Valuation is more restrained than many high-expectation growth names at P/E 18.0 and price/sales 1.5. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines WHG price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+3.2% vs +3.4% peer median
Operating Margin
Near sector median
+5.5% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 29, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +3.2% and EPS at +211.1%, with operating margin around 5.5%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 3.9%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -3.3% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 29, 2026 | โ | -1.8% | -4.7% | -1.8% |
2026 Feb 13, 2026 | โ | -6.0% | -8.3% | -11.1% |
2025 Oct 30, 2025 | โ | +3.0% | +3.2% | +4.2% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
WHG
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
WHG Max Drawdown
-21.86%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for WHG and SPY.
Company Overview
Westwood Holdings Group, Inc.
New York Stock Exchange
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.
- Leadership
- Brian O'Connor Casey
- IPO Date
- Jun 13, 2002
- Employees
- 151
- Street Address
- 200 Crescent Court
- Mailing
- Dallas, TX, 75201
- Region
- Dallas, TX, US
- Reporting Currency
- USD
- Investor Line
- 214-756-6900
- Last Updated
- May 6, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 18.0
- EV/EBITDA
- 10.8
- Price/Sales
- 1.5
- Price/Book
- 1.1
Growth
- Revenue
- +3.2%
- EPS
- +211.1%
- Free Cash Flow
- -14.9%
Profitability
- Gross Margin
- 78.4%
- Operating Margin
- 5.5%
- Net Margin
- 7.4%
- ROE
- 6.0%
- ROIC
- 3.2%
Balance Sheet
- Debt/Equity
- 0.08
- Current Ratio
- 26.35
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.