Westwood Holdings Group, Inc. (WHG)
Stock analysis · NYSE · Financial Services · Asset Management
Westwood Holdings Group, Inc. (WHG) is a publicly traded company in the Financial Services sector. Latest price: $18.84. Market cap $178.69M. Trailing PE 20.26. Dividend yield 3.18%. Sign in to Stocks360 for full DCF valuation, fundamentals, technicals, and AI-driven analysis.
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Earnings
Proprietary Signals
About Westwood Holdings Group, Inc.
Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment specializes in providing investment guidance and portfolio management services directly to a diverse client base, which includes corporate and public pension plans, endowments, foundations, private individuals, and the company's own Westwood Funds. Additionally, this segment offers specialized investment sub-advisory expertise to external mutual funds, various pooled investment vehicles, and its internal Trust segment. The Trust segment is responsible for delivering comprehensive trust and custodial services. It also manages and participates in common trust funds that it sponsors, primarily catering to institutional clients and affluent individuals. Westwood Holdings Group, Inc. was founded in 1983 and is headquartered in Dallas, Texas.
Valuation
| P/E (TTM) | 20.26× |
|---|---|
| P/S (TTM) | 1.76× |
| P/B | 1.29× |
| PEG | 0.18× |
| P/FCF (TTM) | 11.39× |
| EV / EBITDA | 12.80× |
| EV / Sales | 1.66× |
| Earnings Yield | 4.83% |
| Free Cash Flow Yield | 8.78% |
| Dividend Yield | 3.18% |
Fundamentals
| Enterprise Value | $168.48M |
|---|---|
| Revenue (TTM) | $101.70M |
| Net Income (TTM) | $8.64M |
| Free Cash Flow (TTM) | $15.69M |
| Net Debt | -$10.21M |
| Working Capital | $38.48M |
| Gross Margin | 78.19% |
| Operating Margin | 6.56% |
| Net Margin | 7.74% |
| Return on Equity | 6.29% |
| Return on Invested Capital | 3.66% |
Peers
Recent News
- Does It Matter Which Exchange Your ETF Lists On?
- Westwood Holdings Group, Inc. to Host Third Quarter 2026 Conference Call/Webcast
- The Texas Stock Exchange Has Its First New ETF. Its Power Bet Also Sells Calls
- Head to Head Review: Westwood Holdings Group (NYSE:WHG) versus Intercontinental Exchange (NYSE:ICE)
- Westwood Launches Westwood Salient Enhanced Power & Infrastructure ETF (PWRX), the First ETF to Launch on the Texas Stock Exchange
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