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WHG NYSE US

Westwood Holdings Group Inc Common Stock

Financial Services · Financial Services Website · IPO Jun 2002
$15.96
▲ +$0.00 (+0.00%)
Vol 56
Mkt Cap
$151.4M
P/E
21.4
ROE
5.8%
Margin
7.2%
Beta
0.68
Div Yield
3.61%
52W
$15–$19

Price Chart

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Earnings

Beat rate: 0.0%
Quarter EPS Est EPS Act Surprise
Dec 2025 — $0.36 —
Sep 2025 — $0.64 —
Jun 2025 — $0.32 —
Mar 2025 — $0.29 —

Quarterly Revenue & Earnings

Quarter 2024-1… 2025-0… 2025-0… 2025-0… 2025-1…
Revenue $25.6M $23.3M $23.1M $24.3M $27.1M
Net Income $2.1M $478K $1.0M $3.7M $1.9M

Key Ratios

ROA (TTM)
4.7%
P/S (TTM)
1.55
P/B
1.3
EPS (TTM)
$0.79
CF/Share
$1.17
Rev Growth 3Y
+12.5%
52W High
$18.99
52W Low
$14.51
$14.51 52-Week Range $18.99

Financial Health

Free Cash Flow
$8.0M
Net Debt
-$16.1M
Cash
$26.2M
Total Debt
$10.2M
As of Dec 31, 2025

How does WHG compare to Financial Services peers?

Peer group: Peers · Financial Services (Peers) · 10 companies

WHG BCIC OXSQ WHF MRCC SAMG BLK SPMC BANX EARN

WHG valuation vs Financial Services peers

P/E ratio
21.5
▲ 31% above peers (16.4)
vs Peers
vs Industry
Pricier
P/S ratio
1.6
▼ 51% below peers (3.2)
vs Peers
vs Industry
Undervalued
P/B ratio
1.3
▲ 25% above peers (1.0)
vs Peers
vs Industry
Overvalued
Div yield
3.6%
▼ 67% below peers (10.9%)
vs Peers
vs Industry
Low yield

WHG profitability vs Financial Services peers

ROE
5.8%
▲ 0% above peers (5.8%)
vs Peers
vs Industry
In line
Net margin
7.2%
▼ 34% below peers (11.0%)
vs Peers
vs Industry
Weak
Gross margin
—
▼ 0% below peers (50.4%)
vs Peers
vs Industry
Top tier
ROA
4.7%
▲ 35% above peers (3.5%)
vs Peers
vs Industry
Top tier

WHG financial health vs Financial Services peers

D/E ratio
—
▼ 0% below peers (108.6)
vs Peers
vs Industry
High debt
Current ratio
1.2
▲ 53% above peers (0.8)
vs Peers
vs Industry
Below avg
Beta
0.7
▼ 4% below peers (0.7)
vs Peers
vs Industry
Less volatile

WHG fundamentals radar

WHG Peer median Industry

WHG profitability vs leverage

Bubble size = market cap · X = net margin · Y = D/E ratio

WHG vs peers: key metrics

Insider Activity

Bearish
Buys
9
Sells
7
$817460
BYRNE SUSAN M
Former · Apr 08
sale
3498 shs
GOMEZ FABIAN
President · Feb 23
award
32287 shs
GOMEZ FABIAN
President · Feb 23
sale
6223 shs
GOMEZ FABIAN
President · Feb 23
award
32287 shs
FORBES MURRAY III
Chief Financial Officer · Feb 23
award
11098 shs
FORBES MURRAY III
Chief Financial Officer · Feb 23
sale
2859 shs
FORBES MURRAY III
Chief Financial Officer · Feb 23
award
11098 shs
LOCKRIDGE MATTHEW
Officer · Feb 23
sale
5379 shs
HELFERT ADRIAN
Officer · Feb 23
sale
10772 shs
EHINGER JOHN ANTHONY JR
Officer · Feb 23
award
5549 shs
Last 90 days

Top Holders

Top 5: 25.65%
Allspring Global Investment…
6.40%
$9.7M
Blackrock Inc.
5.41%
$8.2M
Settian Capital Lp
4.96%
$7.5M
Gamco Investors, Inc ET AL
4.68%
$7.1M
Vanguard Group Inc
4.20%
$6.4M
As of Dec 31, 2025

Dividends

$0.60
/ year
Mar 03, 2026 $0.1500
Dec 01, 2025 $0.1500
Sep 02, 2025 $0.1500
Jun 02, 2025 $0.1500
Mar 03, 2025 $0.1500
Dec 02, 2024 $0.1500
Aug 30, 2024 $0.1500
Jun 03, 2024 $0.1500

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