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Westwood Holdings Group, Inc. WHG R2K

Financial Services · Asset Management · United States
https://www.westwoodgroup.com
Company Profile ↓
$19.93
+24.67% 1Y
Mkt Cap$189.10M
P/E24.01
P/B1.33
Div. Yield3.00%
52W High$20.34
52W Low$14.63
Book Value$14.92
EPS (TTM)$0.83

Company Overview

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.

Why Investors Should Care

Consistent Profit Growth

Net profit has compounded at 84.2% per year over the last five years.

Steady Revenue Expansion

Revenue has grown at a 12.5% CAGR over the past five years.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.08.

Dividend Income

Offers a dividend yield of 3.00%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $97.76M (+3.2% YoY); net profit $7.06M.
  • Trailing 12 Months Year-on-year growth — revenue +7.4%, earnings +80.0%.
  • 5-Year Trend Long-term compounding — revenue CAGR 12.5%, profit CAGR 84.2%.

Growth & Price Performance

Compounded Sales Growth

5 Years:12.49%
1 Year:7.40%

Compounded Profit Growth

5 Years:84.17%
1 Year:80.00%

Stock Price Performance

1 Year:+24.67%
6 Months:+13.41%
3 Months:+21.31%
1 Month:+14.34%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 93% of range
$14.63 $20.34
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)62.39 · Neutral
Price Performance
1M+14.34%
3M+21.31%
6M+13.41%
1Y+24.67%
Valuation vs Sector

P/E of 24.01 is above the sector median of 13.52 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Compounding revenue at 12.5% over 5 years.
  • Profit CAGR of 84.2% over 5 years.
  • Attractive dividend yield of 3.00%.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
24.01
Industry PE
13.52
Forward P/E est.
13.34
PEG Ratio
-
Book Value
$14.92
Price to Book
1.33
P/S
1.89
EV/EBITDA
20.50
Dividend Yield
3.00%

Growth (CAGR)

Revenue 5Y
12.49%
Profit 5Y
84.17%
Revenue (YoY)
7.40%
Earnings (YoY)
80.00%

Profitability & Returns

ROCE
3.92%
ROE
5.97%
ROA
1.55%
Profit Margin
7.40%
Op Margin
-5.99%
Gross Margin
40.33%
EPS (Latest Qtr)
$0.09
EPS (TTM)
$0.83

Balance Sheet & Liquidity

Debt/Equity
0.08
Quick Ratio
2.78
Current Ratio
2.78
Debt
$10.02M
Total Assets
$150.38M
Current Assets
$39.78M
Working Capital
$28.86M

Ownership

Promoter Holding
9.80%
Chg in Prom Hold
-
FII / Inst Holding
64.29%
Chg in FII Hold
0.19%

Financial Snapshot

Enterprise Value
$189.10M
Total Revenue (TTM)
$99.48M
EBITDA
$7.70M
Free Cash Flow
$14.51M
Operating Cash Flow
$21.25M
Shares Outstanding
9.49M
Gross Margin
40.33%
Payout Ratio
72.29%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 WHG Westwood Holdings Group, Inc. R2K 19.93 24.01 $189.10M 3.00% 3.92% 5.97% 12.49% 84.17%
2 JPM JPMorgan Chase & Co. SPX 346.91 16.61 $929.55B 1.87% - 16.47% 5.35% 7.56%
3 BRK-B Berkshire Hathaway Inc. SPX 488.35 14.54 $682.86B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPX 355.14 30.99 $589.43B 0.75% 37.15% 60.35% 14.33% 13.04%
5 MA Mastercard Incorporated SPX 535.21 30.99 $469.40B 0.65% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPX 61.59 15.28 $432.24B 1.88% - 10.64% 6.00% 3.49%
7 MS Morgan Stanley SPX 228.55 20.70 $360.49B 1.76% - 16.39% 3.76% 9.66%
8 GS The Goldman Sachs Group, Inc. SPX 1,152.07 17.79 $339.87B 1.58% - 16.95% - 2.21%
9 WFC Wells Fargo & Company SPX 87.51 13.53 $267.80B 2.11% - 12.03% 4.02% 15.98%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue ---32.62M33.76M33.49M-33.57M32.76M29.85M-23.86M21.71M19.89M-16.67M15.88M15.45M-18.32M17.48M17.86M-17.22M15.60M15.41M-22.73M21.95M21.88M-22.73M22.69M23.72M-23.25M23.12M24.29M27.10M24.97M
Cost of Revenue -----------------------------------14.50M13.47M13.29M15.43M17.17M
Gross Profit -----------------------------------8.75M9.65M11.00M11.67M7.80M
Operating Expenses -----------------------------------8.82M8.78M8.99M9.51M9.29M
Operating Income ---7.77M10.58M5.75M-9.96M10.94M7.15M-1.50M2.58M1.53M-416.00K-2.13M-4.04M-769.00K778.00K2.04M-415.00K-398.00K-1.08M-946.00K3.67M-1.45M-2.94M-4.18M-494.00K--68.00K868.00K2.01M2.16M-1.50M
EBITDA -----------------------------------1.11M2.03M3.19M3.09M-613.00K
Interest Expense ----------------------------------------
Pretax Income -----------------------------------592.00K1.47M4.69M2.92M828.00K
Tax Provision -----------------------------------115.00K437.00K963.00K1.08M46.00K
Net Income 5.66M5.89M7.58M6.06M6.90M4.13M2.90M7.98M7.99M5.37M5.41M392.00K1.86M1.12M2.54M1.10M-2.58M-10.29M2.81M4.10M970.00K1.88M2.81M4.10M970.00K1.88M2.81M4.10M970.00K1.88M2.81M50.00K-378.00K-1.18M-478.00K1.02M3.70M1.86M782.00K
Diluted EPS 0.690.720.920.730.830.490.340.930.940.620.640.050.220.130.300.13-0.33-1.310.360.520.120.240.360.520.120.240.360.520.120.240.360.01-0.05-0.15-0.050.120.410.210.09

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 42.55M55.31M68.91M77.50M91.83M113.24M130.94M123.02M133.78M122.30M84.08M65.11M-68.68M89.78M94.72M97.76M
Cost of Revenue -------------40.12M52.92M56.01M56.69M
Gross Profit -------------28.56M36.86M38.71M41.08M
Operating Expenses -------------26.34M33.42M33.00M36.10M
Operating Income -------34.01M33.89M35.94M4.64M-3.45M-2.22M3.45M5.71M4.97M
EBITDA -------------4.80M8.27M10.46M9.42M
Interest Expense -----------------
Pretax Income --------------5.20M13.44M4.01M9.68M
Tax Provision --------------567.00K2.87M1.80M2.60M
Net Income 7.89M11.28M14.69M12.09M17.84M27.25M27.11M22.65M19.99M26.75M5.91M-8.95M--4.63M9.52M2.21M7.06M
Diluted EPS 1.091.582.041.652.323.453.332.772.383.130.70-1.12--0.591.300.260.79

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --72.63M90.60M96.62M116.05M139.87M181.34M179.68M192.66M199.18M178.71M149.15M-146.43M155.17M149.99M162.30M
Current Assets --------------58.19M67.94M61.29M64.43M
Cash & Equivalents 3.50M2.88M1.74M5.26M3.82M10.86M18.13M22.74M33.68M54.25M52.45M49.77M13.02M-23.86M20.42M18.85M26.25M
Inventory ------------------
Receivables --------------13.90M14.39M14.45M16.75M
Total Liabilities --11.95M19.84M20.06M27.39M29.87M47.37M33.61M36.26M38.03M30.42M18.44M-35.78M32.72M27.66M35.58M
Current Liabilities --11.74M17.52M18.83M24.85M27.20M44.85M29.67M31.53M27.13M21.36M11.79M-17.61M22.59M23.00M35.58M
Long Term Debt ------------------
Total Debt --------------6.07M4.55M3.20M10.17M
Total Equity 38.79M47.22M60.68M71.06M76.55M88.66M110.01M133.97M146.07M156.40M161.15M148.29M130.71M-110.65M120.40M120.29M125.61M
Shares Outstanding --------------11.53M11.86M12.14M12.38M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 10.61M18.28M18.55M13.78M21.71M---48.01M31.48M32.17M-9.77M-51.49M-1.19M21.12M18.92M
Investing Cash Flow -1.72M-5.66M-2.24M1.64M-1.20M----1.17M3.60M-4.85M-4.00K--33.74M4.11M-4.61M-3.67M
Financing Cash Flow -9.50M-13.75M-12.78M-16.89M-13.30M----28.58M-34.12M-31.87M-25.81M--9.10M-6.36M-18.08M-7.85M
Capital Expenditure -86.00K-49.00K-1.43M-264.00K-1.20M-478.00K-816.00K-1.82M-884.00K-991.00K-593.00K-93.00K--320.00K-147.00K-1.11M-535.00K
Free Cash Flow 10.52M18.23M17.12M13.52M20.51M---47.12M30.49M31.58M-9.86M-51.17M-1.33M20.01M18.39M
Net Change in Cash -------------8.65M-3.44M-1.57M7.40M
Share Buybacks 2.53M2.72M5.96M3.80M878.00K005.63M04.00M2.41M12.95M2.99M2.85M01.35M0
Dividends Paid 8.53M12.27M7.92M13.98M9.33M13.96M16.62M19.44M21.92M24.62M26.09M11.04M22.93M5.62M5.50M5.44M5.37M

Ratios (Annual)

Figures in %.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -------------41.6%41.1%40.9%42.0%
Operating Margin % -------27.6%25.3%29.4%5.5%-5.3%-3.2%3.8%6.0%5.1%
Net Margin % 18.6%20.4%21.3%15.6%19.4%24.1%20.7%18.4%14.9%21.9%7.0%-13.7%--6.7%10.6%2.3%7.2%
ROE % 16.7%18.6%20.7%15.8%20.1%24.8%20.2%15.5%12.8%16.6%4.0%-6.8%--4.2%7.9%1.8%5.6%
ROCE % -------22.7%21.0%20.9%3.0%-2.5%-1.7%2.6%4.5%3.9%

Shareholding Pattern

Insiders
9.80%
Institutions
64.29%
Public Float
71.27%

Top Institutional Holders

#Holder% HeldSharesValue
1 Allspring Global Investments Holdings, LLC 6.46% 613.11K $12.22M
2 Blackrock Inc. 5.37% 509.42K $10.15M
3 Settian Capital Lp 4.96% 470.51K $9.38M
4 Gamco Investors, Inc ET AL 4.68% 443.80K $8.84M
5 Westwood Holdings Group Inc. 4.68% 444.25K $8.85M
6 North Star Investment Management Corp 4.01% 380.81K $7.59M
7 Renaissance Technologies, LLC 3.70% 350.77K $6.99M
8 Vanguard Capital Management LLC 3.38% 320.52K $6.39M
9 Dimensional Fund Advisors LP 2.95% 279.69K $5.57M
10 King Luther Capital Management 1.95% 185.00K $3.69M

Analyst View

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Latest News

Recent headlines for WHG

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WHG — Frequently Asked Questions

What is the current share price of Westwood Holdings Group, Inc. (WHG)?

As of 2026-07-15 16:51 PDT, Westwood Holdings Group, Inc. (WHG) trades at $19.93 on NYSE. Its 52-week range is $14.63 to $20.34.

What is the market capitalisation of WHG?

Westwood Holdings Group, Inc. (WHG) has a market capitalisation of $189.10M on NYSE.

What is the P/E ratio of WHG?

WHG trades at a trailing price-to-earnings (P/E) ratio of 24.01. The industry average P/E is 13.52. Its price-to-book (P/B) ratio is 1.33.

Does WHG pay a dividend?

Westwood Holdings Group, Inc. (WHG) currently offers a dividend yield of 3.00%.

What is the return on equity (ROE) of WHG?

WHG has a return on equity (ROE) of 5.97%. Its return on capital employed (ROCE) is 3.92%.

Is WHG a good stock to buy?

This page provides a data-driven analysis of Westwood Holdings Group, Inc. (WHG), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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