Symbols / WHG Stock $17.51 +2.82% Westwood Holdings Group, Inc.

Financial Services • Asset Management • United States • NYQ
WHG (Stock) Chart
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Stock Fundamentals
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Index EQUITY
Sector Financial Services
Industry Asset Management
CEO Mr. Brian O'Connor Casey CFP
Exch · Country NYQ · United States
Market Cap 166.13M
Enterprise Value 136.76M
Income 7.36M
Sales 99.48M
FCF (ttm) 14.51M
Book/sh 14.92
Cash/sh 2.75
Employees 148
Insider 10d —
IPO Jun 13, 2002
Div forward ($/yr)
Div TTM ($/yr)
Dividend Yield
Ex-Div Date
5Y Avg Yield
Yield vs 5Y Avg
Payout 72.29%
P/E 21.10
Forward P/E —
PEG —
P/S 1.67
P/B 1.17
P/C —
EV/EBITDA 17.77
EV/Sales 1.38
Quick Ratio 2.78
Current Ratio 2.78
Debt/Eq 7.95
LT Debt/Eq —
EPS (ttm) 0.83
EPS next Y —
EPS Growth 80.00%
Revenue Growth 7.40%
EPS Gr Q/Q 63.60%
Rev Gr Q/Q —
Earnings (next) 2026-04-30
Earnings (prior) 2026-04-30
ROA 1.55%
ROE 5.97%
ROIC —
Gross Margin 40.33%
Oper. Margin -5.99%
Profit Margin 7.40%
Shs Outstand 9.49M
Shs Float 5.79M
Insider Own 9.80%
Instit Own 64.53%
Short Float 1.55%
Short Ratio 8.72
Short Interest 121.61K
52W High 18.99
vs 52W High -7.79%
52W Low 14.70
vs 52W Low 19.12%
Beta 0.61
Impl. Vol. 1.27%
Rel Volume 1.71
Avg Volume 12.41K
Volume 21.20K
Target (mean) —
Tgt Median —
Tgt Low —
Tgt High —
# Analysts —
Recom None
Prev Close $17.03
Price $17.51
Change 2.82%
About

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.

Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
—
Mean price target
2. Current target
$17.51
Latest analyst target
3. DCF / Fair value
$27.52
Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$17.51
Low
—
High
—
Mean
—
News
RSS: Latest WHG news
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-06-02 BYRNE SUSAN M Divisional Officer — 2,830 $16.02 $45,901
2026-05-28 BYRNE SUSAN M Retired — 4,756 $16.20 $77,395
2026-05-22 BYRNE SUSAN M Divisional Officer — 1,119 $16.01 $17,924
2026-05-18 BYRNE SUSAN M Divisional Officer — 1,151 $16.00 $18,473
2026-05-13 BYRNE SUSAN M Divisional Officer — 2,167 $16.01 $35,341
2026-05-08 BYRNE SUSAN M Retired — 2,538 $16.01 $40,803
2026-05-04 BYRNE SUSAN M Retired — 1,711 $16.02 $27,768
2026-04-30 HOAK J HALE Director — 5,780 $0.00 $0
2026-04-30 BOWMAN RANDY A Director — 5,780 $0.00 $0
2026-04-30 MURRAY KATHERINE Director — 5,780 $0.00 $0
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Revenue
97.76
+3.21%
94.72
+5.50%
89.78
+30.72%
68.68
Operating Revenue
97.42
+4.69%
93.05
+4.26%
89.25
+28.62%
69.39
Cost Of Revenue
56.69
+1.21%
56.01
+5.84%
52.92
+31.89%
40.12
Reconciled Cost Of Revenue
56.69
+1.21%
56.01
+5.84%
52.92
+31.89%
40.12
Gross Profit
41.08
+6.11%
38.71
+5.01%
36.86
+29.09%
28.56
Operating Expense
36.10
+9.41%
33.00
-1.25%
33.42
+26.88%
26.34
Selling General And Administration
20.95
+4.32%
20.08
-2.67%
20.63
+25.69%
16.42
Selling And Marketing Expense
2.74
+2.85%
2.67
-10.77%
2.99
+49.28%
2.00
General And Administrative Expense
18.21
+4.55%
17.41
-1.30%
17.64
+22.41%
14.41
Other Gand A
18.21
+4.55%
17.41
-1.30%
17.64
+22.41%
14.41
Other Operating Expenses
15.15
+17.31%
12.92
+1.04%
12.78
+28.86%
9.92
Total Expenses
92.79
+4.25%
89.01
+3.10%
86.33
+29.90%
66.46
Operating Income
4.97
-12.92%
5.71
+65.73%
3.45
+55.23%
2.22
Total Operating Income As Reported
4.97
+499.16%
0.83
-86.18%
6.00
+223.23%
-4.87
EBITDA
9.42
-9.96%
10.46
+26.57%
8.27
+72.33%
4.80
Normalized EBITDA
5.83
-55.68%
13.16
+191.84%
4.51
-65.63%
13.12
Reconciled Depreciation
4.45
-6.40%
4.75
-1.43%
4.82
+87.07%
2.58
EBIT
4.97
-12.92%
5.71
+65.73%
3.45
+55.23%
2.22
Total Unusual Items
3.59
+232.95%
-2.70
-171.83%
3.76
+145.13%
-8.32
Total Unusual Items Excluding Goodwill
3.59
+232.95%
-2.70
-171.83%
3.76
+145.13%
-8.32
Special Income Charges
0.00
+100.00%
-4.88
-290.74%
2.56
+136.08%
-7.09
Impairment Of Capital Assets
—
—
—
0.00
Restructuring And Mergern Acquisition
0.00
-100.00%
4.88
+290.74%
-2.56
-136.08%
7.09
Net Income
7.06
+218.65%
2.21
-76.73%
9.52
+305.70%
-4.63
Pretax Income
9.68
+141.02%
4.01
-70.13%
13.44
+358.77%
-5.20
Other Income Expense
4.70
+377.36%
-1.70
-116.97%
10.00
+234.82%
-7.42
Other Non Operating Income Expenses
1.12
+11.48%
1.00
-83.94%
6.24
+588.09%
0.91
Gain On Sale Of Security
3.59
+64.32%
2.18
+82.37%
1.20
+197.40%
-1.23
Tax Provision
2.60
+44.12%
1.80
-37.19%
2.87
+606.53%
-0.57
Tax Rate For Calcs
0.00
+28.10%
0.00
-9.09%
0.00
+111.93%
0.00
Tax Effect Of Unusual Items
0.96
+270.30%
-0.57
-165.30%
0.87
+195.65%
-0.91
Net Income Including Noncontrolling Interests
7.08
+220.08%
2.21
-79.08%
10.57
+328.41%
-4.63
Net Income From Continuing Operation Net Minority Interest
7.06
+218.65%
2.21
-76.73%
9.52
+305.70%
-4.63
Net Income From Continuing And Discontinued Operation
7.06
+218.65%
2.21
-76.73%
9.52
+305.70%
-4.63
Net Income Continuous Operations
7.08
+220.08%
2.21
-79.08%
10.57
+328.41%
-4.63
Minority Interests
-0.02
-575.00%
0.00
+100.38%
-1.05
—
Normalized Income
4.44
+2.06%
4.35
-34.46%
6.63
+137.96%
2.79
Net Income Common Stockholders
7.06
+218.65%
2.21
-76.73%
9.52
+305.70%
-4.63
Diluted EPS
0.79
+203.85%
0.26
-80.05%
1.30
+320.87%
-0.59
Basic EPS
0.84
+211.11%
0.27
-79.66%
1.33
+324.96%
-0.59
Basic Average Shares
8.37
+2.58%
8.16
+2.50%
7.96
+1.53%
7.84
Diluted Average Shares
8.89
+4.34%
8.52
+4.98%
8.11
+3.41%
7.84
Diluted NI Availto Com Stockholders
7.06
+218.65%
2.21
-76.73%
9.52
+305.70%
-4.63
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Assets
162.30
+8.21%
149.99
-3.34%
155.17
+5.97%
146.43
Current Assets
64.43
+5.13%
61.29
-9.78%
67.94
+16.74%
58.19
Cash Cash Equivalents And Short Term Investments
47.68
+2.45%
46.54
-12.74%
53.34
+36.06%
39.20
Cash And Cash Equivalents
26.25
+39.27%
18.85
-7.71%
20.42
-14.41%
23.86
Other Short Term Investments
21.43
-22.61%
27.69
-15.86%
32.91
+114.54%
15.34
Receivables
16.75
+13.58%
14.75
+1.02%
14.60
+1.76%
14.35
Accounts Receivable
16.75
+15.90%
14.45
+0.41%
14.39
+3.55%
13.90
Taxes Receivable
0.00
-100.00%
0.29
+43.90%
0.20
-54.04%
0.45
Other Current Assets
—
—
4.54
-2.20%
4.64
Total Non Current Assets
97.86
+10.33%
88.70
+1.68%
87.23
-1.14%
88.23
Net PPE
10.21
+190.94%
3.51
-31.41%
5.12
-24.79%
6.80
Gross PPE
19.16
+60.58%
11.93
-21.46%
15.20
-5.03%
16.00
Accumulated Depreciation
-8.95
-6.27%
-8.42
+16.41%
-10.08
-9.59%
-9.20
Properties
0.00
0.00
0.00
0.00
Machinery Furniture Equipment
4.32
+1.96%
4.24
-33.23%
6.35
+4.03%
6.10
Other Properties
9.68
+278.12%
2.56
-30.33%
3.67
-26.19%
4.98
Leases
5.17
+0.58%
5.14
-0.72%
5.17
+5.12%
4.92
Goodwill And Other Intangible Assets
57.70
-5.67%
61.17
-4.88%
64.30
-0.59%
64.68
Goodwill
39.50
+0.00%
39.50
+0.00%
39.50
+10.55%
35.73
Other Intangible Assets
18.20
-16.01%
21.67
-12.64%
24.80
-14.33%
28.95
Investments And Advances
20.00
+33.36%
15.00
+30.06%
11.53
-17.96%
14.06
Long Term Equity Investment
4.30
+1.25%
4.25
-0.79%
4.28
-34.83%
6.57
Other Investments
15.70
+46.06%
10.75
+48.30%
7.25
-3.14%
7.48
Non Current Deferred Assets
2.45
+9.27%
2.24
+209.09%
0.73
-58.80%
1.76
Non Current Deferred Taxes Assets
2.45
+9.27%
2.24
+209.09%
0.73
-58.80%
1.76
Other Non Current Assets
7.50
+10.63%
6.78
+22.10%
5.55
+497.74%
0.93
Total Liabilities Net Minority Interest
35.58
+28.63%
27.66
-15.48%
32.72
-8.55%
35.78
Current Liabilities
35.58
+54.67%
23.00
+1.82%
22.59
+28.24%
17.61
Payables And Accrued Expenses
25.40
+28.28%
19.80
+9.80%
18.04
+11.94%
16.11
Payables
25.40
+28.28%
19.80
+9.80%
18.04
+11.94%
16.11
Accounts Payable
7.58
+18.26%
6.41
+4.62%
6.13
+7.96%
5.68
Other Payable
13.63
+24.73%
10.92
+14.52%
9.54
+9.78%
8.69
Dividends Payable
2.70
+9.53%
2.47
+4.18%
2.37
+35.64%
1.75
Pensionand Other Post Retirement Benefit Plans Current
—
—
—
8.69
Total Tax Payable
1.49
0.00
—
0.00
Income Tax Payable
1.49
0.00
—
0.00
Current Debt And Capital Lease Obligation
10.17
+218.14%
3.20
-29.77%
4.55
+203.06%
1.50
Current Capital Lease Obligation
10.17
+218.14%
3.20
-29.77%
4.55
+203.06%
1.50
Total Non Current Liabilities Net Minority Interest
0.00
-100.00%
4.66
-54.04%
10.13
-44.22%
18.16
Long Term Debt And Capital Lease Obligation
—
—
3.27
-28.42%
4.56
Long Term Capital Lease Obligation
—
—
3.27
-28.42%
4.56
Tradeand Other Payables Non Current
—
—
—
—
Other Non Current Liabilities
—
4.66
-54.04%
10.13
-21.46%
12.90
Stockholders Equity
125.61
+4.43%
120.29
-0.09%
120.40
+8.81%
110.65
Common Stock Equity
125.61
+4.43%
120.29
-0.09%
120.40
+8.81%
110.65
Capital Stock
0.12
+1.64%
0.12
+2.52%
0.12
+3.48%
0.12
Common Stock
0.12
+1.64%
0.12
+2.52%
0.12
+3.48%
0.12
Share Issued
12.38
+1.98%
12.14
+2.36%
11.86
+2.86%
11.53
Ordinary Shares Number
9.39
+1.73%
9.23
+1.03%
9.14
+2.92%
8.88
Treasury Shares Number
2.98
+2.80%
2.90
+6.87%
2.72
+2.66%
2.65
Additional Paid In Capital
206.12
+1.92%
202.24
+0.31%
201.62
+0.85%
199.91
Retained Earnings
8.98
+44.72%
6.21
+33.48%
4.65
+209.33%
-4.25
Treasury Stock
89.61
+1.51%
88.28
+2.66%
85.99
+1.01%
85.13
Minority Interest
1.11
-45.71%
2.04
-0.20%
2.04
0.00
Total Equity Gross Minority Interest
126.72
+3.59%
122.33
-0.09%
122.45
+10.66%
110.65
Total Capitalization
125.61
+4.43%
120.29
-0.09%
120.40
+8.81%
110.65
Working Capital
28.86
-24.63%
38.29
-15.57%
45.35
+11.76%
40.58
Invested Capital
125.61
+4.43%
120.29
-0.09%
120.40
+8.81%
110.65
Total Debt
10.17
+218.14%
3.20
-29.77%
4.55
-24.95%
6.07
Capital Lease Obligations
10.17
+218.14%
3.20
-29.77%
4.55
-24.95%
6.07
Net Tangible Assets
67.92
+14.87%
59.12
+5.39%
56.10
+22.05%
45.96
Tangible Book Value
67.92
+14.87%
59.12
+5.39%
56.10
+22.05%
45.96
Financial Assets Designatedas Fair Value Through Profitor Loss Total
—
—
—
3.03
Investmentin Financial Assets
—
—
—
3.03
Non Current Accrued Expenses
—
—
0.68
-3.71%
0.70
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Operating Cash Flow
18.92
-10.42%
21.12
+1882.45%
-1.19
-102.30%
51.49
Cash Flow From Continuing Operating Activities
18.92
-10.42%
21.12
+1882.45%
-1.19
-102.30%
51.49
Net Income From Continuing Operations
7.08
+220.08%
2.21
-79.08%
10.57
+328.41%
-4.63
Depreciation Amortization Depletion
4.45
-6.40%
4.75
-1.43%
4.82
+87.07%
2.58
Depreciation
0.50
-16.78%
0.60
-10.15%
0.67
-2.47%
0.69
Amortization Cash Flow
3.94
-4.89%
4.15
-0.02%
4.15
+119.64%
1.89
Depreciation And Amortization
4.45
-6.40%
4.75
-1.43%
4.82
+87.07%
2.58
Amortization Of Intangibles
3.94
-4.89%
4.15
-0.02%
4.15
+119.64%
1.89
Other Non Cash Items
2.96
-75.39%
12.04
+151.48%
-23.39
-146.70%
50.09
Stock Based Compensation
5.15
-7.03%
5.54
-15.05%
6.52
+8.62%
6.00
Asset Impairment Charge
—
—
—
0.00
Deferred Tax
-0.21
+86.30%
-1.52
-246.53%
1.04
+213.10%
-0.92
Deferred Income Tax
-0.21
+86.30%
-1.52
-246.53%
1.04
+213.10%
-0.92
Operating Gains Losses
—
—
0.07
—
Gain Loss On Investment Securities
—
—
—
—
Unrealized Gain Loss On Investment Securities
-2.00
-153.04%
-0.79
+5.84%
-0.84
-139.28%
2.14
Net Foreign Currency Exchange Gain Loss
—
—
—
0.00
Change In Working Capital
1.50
+234.68%
-1.11
-3364.71%
0.03
+100.90%
-3.77
Change In Receivables
-2.30
-3794.92%
-0.06
-143.70%
0.14
+143.13%
-0.31
Changes In Account Receivables
-2.30
-3794.92%
-0.06
-143.70%
0.14
+143.13%
-0.31
Change In Payables And Accrued Expense
5.66
+258.75%
1.58
+144.65%
0.65
+317.17%
-0.30
Change In Payable
5.66
+258.75%
1.58
+144.65%
0.65
+317.17%
-0.30
Change In Account Payable
1.17
+313.78%
0.28
+163.31%
-0.45
-135.73%
1.25
Change In Other Working Capital
—
—
-16.61
-133.91%
48.98
Change In Other Current Assets
-0.72
+41.32%
-1.23
-285.91%
0.66
+135.83%
-1.84
Investing Cash Flow
-3.67
+20.53%
-4.61
-212.18%
4.11
+112.19%
-33.74
Cash Flow From Continuing Investing Activities
-3.67
+20.53%
-4.61
-212.18%
4.11
+112.19%
-33.74
Net PPE Purchase And Sale
-0.09
+21.10%
-0.11
+25.85%
-0.15
+54.06%
-0.32
Purchase Of PPE
-0.09
+21.10%
-0.11
+25.85%
-0.15
+54.06%
-0.32
Sale Of PPE
—
—
0.00
0.00
Capital Expenditure
-0.54
+51.93%
-1.11
-657.14%
-0.15
+54.06%
-0.32
Net Investment Purchase And Sale
-3.13
+10.54%
-3.50
0.00
0.00
Purchase Of Investment
-3.13
+10.54%
-3.50
0.00
0.00
Sale Of Investment
—
—
0.00
0.00
Net Business Purchase And Sale
0.00
0.00
+100.00%
-0.74
+97.78%
-33.42
Purchase Of Business
0.00
0.00
+100.00%
-0.74
+97.78%
-33.42
Net Intangibles Purchase And Sale
-0.45
+55.28%
-1.00
0.00
0.00
Purchase Of Intangibles
-0.45
+55.28%
-1.00
0.00
0.00
Net Other Investing Changes
—
—
5.00
—
Financing Cash Flow
-7.85
+56.57%
-18.08
-184.16%
-6.36
+30.09%
-9.10
Cash Flow From Continuing Financing Activities
-7.85
+56.57%
-18.08
-184.16%
-6.36
+30.09%
-9.10
Net Common Stock Issuance
0.00
+100.00%
-1.35
0.00
+100.00%
-2.85
Common Stock Payments
0.00
+100.00%
-1.35
0.00
+100.00%
-2.85
Common Stock Dividend Paid
-5.37
+1.38%
-5.44
+1.13%
-5.50
+2.19%
-5.62
Cash Dividends Paid
-5.37
+1.38%
-5.44
+1.13%
-5.50
+2.19%
-5.62
Repurchase Of Capital Stock
0.00
+100.00%
-1.35
0.00
+100.00%
-2.85
Proceeds From Stock Option Exercised
—
—
—
0.00
Net Other Financing Charges
-2.49
+77.97%
-11.30
-1210.44%
-0.86
-37.48%
-0.63
Changes In Cash
7.40
+569.97%
-1.57
+54.18%
-3.44
-139.74%
8.65
Effect Of Exchange Rate Changes
—
0.00
0.00
-100.00%
0.01
Beginning Cash Position
18.85
-7.71%
20.42
-14.41%
23.86
+56.91%
15.21
End Cash Position
26.25
+39.27%
18.85
-7.71%
20.42
-14.41%
23.86
Free Cash Flow
18.39
-8.11%
20.01
+1602.18%
-1.33
-102.60%
51.17
Income Tax Paid Supplemental Data
1.02
-70.30%
3.43
+115.24%
1.59
-14.21%
1.86
Change In Income Tax Payable
1.79
+2086.67%
-0.09
-137.34%
0.24
+135.08%
-0.69
Change In Tax Payable
1.79
+2086.67%
-0.09
-137.34%
0.24
+135.08%
-0.69
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

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