WHG Westwood Holdings Group, Inc.
USFinancial ServicesAs of 2026-07-10 16:00
Why WHG matters now
Westwood Holdings Group, Inc. (WHG) is a US stock in Financial Services. The latest InvestLog snapshot shows $19.49 with +0.93% on the session and $184.9M in market capitalization; recent performance reads 1-month +16.56% and YTD +7.96%.
The latest financial table shown here is Q1 2026, with revenue of $25.0M, net income of $782.0K, and EPS of $0.09. Investors can compare that operating picture with valuation signals such as P/E 21.78 and FCF yield 11.3%.
The latest indexable market news headline is "Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)" from GlobeNewsWire.
Additional event context on this page matters because analyst consensus is available with a median target of $—; recent insider activity includes BYRNE SUSAN M filing S-Sale. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
21.78
PEG
0.10
P/B
1.26
P/S
1.77
EV/EBITDA
13.13
DCF Value
$25.86
FCF Yield
11.3%
Div Yield
3.2%
Margins & Returns
Gross Margin
78.4%
Operating Margin
5.5%
Net Margin
7.4%
ROE
6.0%
ROA
4.9%
ROIC
3.2%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $25.0M | $782.0K | $0.09 |
| Q4 2025 | $27.1M | $1.9M | $0.21 |
| FY 2025 | $97.8M | $7.1M | $0.79 |
| Q3 2025 | $24.3M | $3.7M | $0.41 |
Analyst Ratings
Consensus
—
Target (Consensus)
$—
Target (Median)
$—
Target Range
$— - $—
Trading Activity
Insider Trades
Related Stocks
Latest News
Company Info
Sector
Financial Services
Industry
Financial - Capital Markets
Country
US
Exchange
—
Beta
0.61
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.