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WHG Westwood Holdings Group, Inc. logo

WHG Westwood Holdings Group, Inc.

Financial Services
$16.00-0.50%ClosedMarket Cap: $151.8M

As of 2026-05-25

Valuation

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P/E (TTM)

21.78

PEG

0.10

P/B

1.09

P/S

1.53

EV/EBITDA

11.16

DCF Value

$25.55

FCF Yield

13.1%

Div Yield

3.8%

Margins & Returns

Gross Margin

78.4%

Operating Margin

5.5%

Net Margin

7.4%

ROE

6.0%

ROA

4.9%

ROIC

3.2%

Financials

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PeriodRevenueNet IncomeEPS
Q1 null$25.0M$782.0K$—
Q4 null$27.1M$1.9M$—
FY null$97.8M$7.1M$—
Q3 null$24.3M$3.7M$—

Analyst Ratings

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Consensus

—

Target (Consensus)

$—

Target (Median)

$—

Target Range

$— - $—

0 Strong Buy0 Buy0 Hold0 Sell0 Strong Sell

Trading Activity

Insider Trades

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BYRNE SUSAN Mother: Director Emerita
SellFri May 22
BYRNE SUSAN Mother: Director Emerita
SellFri May 22
BYRNE SUSAN Mother: Director Emerita
SellFri May 22
BYRNE SUSAN Mother: Director Emerita
SellMon May 18
BYRNE SUSAN Mother: Director Emerita
SellMon May 18

Company Info

Sector

Financial Services

Industry

Financial - Capital Markets

Country

US

Exchange

—

Beta

0.62

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.

Peers

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