Westwood Holdings Group, Inc.
WHG
NYSE·Financial Services·Asset Management·Mkt cap $178.8M
$18.85
▼ -1.05%
P/E
21.18
Mkt Cap
$178.8M
52-Wk Range
$14.70–$20.97
52-Week Range
$14.70 - $20.97
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 9.7% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Established 40+ year track record and brand reputation in wealth management since 1983
- Integrated advisory and trust platform enabling cross-selling and comprehensive client solutions
- Diversified client base across institutional, retirement, and high-net-worth segments reducing concentration risk
- In-house Westwood Funds providing proprietary investment products and additional revenue streams
Bear Case
1 risk
- Low volatility (beta 0.6).
Growth
No forward estimates available
Rising assets under management (AUM) driven by market appreciation and net client inflows
Value
Valuation data unavailable
Momentum
Strong
+10.7% over 3m
Quality
Excellent
Strong fundamentals
Dividend
Solid
3.18% yield
Smart-money signal
Who's buying WHG right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
AUG 6, 2026
Most recent quarter reported revenue of $25.3M (+10% YoY). Reported EPS of $0.18. Gross margin 36.9%.
Reported EPS · last 4Q
0 of 1 beats
Q3 26
—
Revenue trend · last 8Q
—
+12%
+2%
+2%
+2%
+6%
+7%
+10%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$23.7M
$25.6M
$23.3M
$23.1M
$24.3M
$27.1M
$25.0M
$25.3M
Margins · last 8Q
Gross
36.9%
Operating
8.1%
Profit
6.0%
Wall Street consensus
Analyst coverage
Live ratings and price targets aggregated across covering analysts.
vs Industry
How WHG stacks vs Asset Management
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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