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StockVS

NYSE · Asset Management · USD

Westwood Holdings Group, Inc. (WHG) Stock Analysis

Westwood Holdings Group, Inc. (WHG) is a Asset Management stock listed on NYSE and quoted in US Dollar.

WHG

$18.85

−$0.20 (−1.05%)

Sep 4, 2026 · Market close

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Price History

Hover for the daily close. The dotted line marks the period open.

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WHG Key Statistics

As of Sep 4, 2026
Trading
Open
$19.00
Previous Close
$19.05
Day's Range
18.10–19.04
52-Week Range
14.70–20.97
Volume
36.10K
BetaHow much the share price moves relative to the wider market. 1.0 moves in line with it; above 1.0 swings more, below 1.0 less.
0.58
Valuation
Market Cap
$179.89M
P/E Ratio
21.67
P/S ratioMarket value divided by annual revenue. Useful for companies that are not yet profitable, where a P/E cannot be calculated.
1.77
EPS (ttm)Profit attributable to each share over the last twelve months.
0.87
Financials (FY)
Revenue (FY)
$97.76M+3.21%
Net Income (FY)
$7.06M+218.65%
Profit marginThe share of revenue left as profit after all costs and taxes.
7.73%
Shares OutstandingThe total number of shares held by all investors. Market value is this figure multiplied by the share price.
9.54M
1-Year Return
+11.08%
Dividend and dates
Dividend
$0.60+3.18%
Ex-Dividend Date
September 1, 2026
Earnings Date
October 29, 2026estimated
Avg Volume
26.12K

Only metrics the company reports are shown. Data provided by Yahoo Finance via yfinance. Updated daily.

WHG Stock Return by Calendar Year

Calendar-year returns computed from daily closing prices. Partial years are shown muted and marked with an asterisk.

YearReturn
2026 (partial year)+11.51%
2025+23.09%
2024+20.87%
2023+19.04%
2022−31.45%
2021+32.00%
2020−50.15%
2019−4.41%
2018−45.76%
2017+15.24%
2016 (partial year)+15.67%

As of September 4, 2026.

WHG Revenue and Earnings by Fiscal Year

FY ends December
Fiscal yearRevenueNet incomeNet margin
2025$97.76M$7.06M7.2%
2024$94.72M$2.22M2.3%
2023$89.78M$9.52M10.6%
2022$68.68M−$4.63M−6.7%
Fiscal yearRevenueGross profitOperating incomeNet incomeNet margin
2025$97.76M$41.08M$4.97M$7.06M7.2%
2024$94.72M$38.71M$5.71M$2.22M2.3%
2023$89.78M$36.86M$3.45M$9.52M10.6%
2022$68.68M$28.56M$2.22M−$4.63M−6.7%

Annual figures as reported, in the company's reporting currency. As of December 31, 2025.

WHG Dividend History

$0.60+0.0% vs 2024

Dividends per share, 2025 · 4 payments

YearDividends per sharePaymentsChange
2026*$0.453—
2025$0.604+0.0%
2024$0.604+0.0%
2023$0.604+0.0%
YearDividends per sharePaymentsChange
2026 (partial year)$0.453—
2025$0.604+0.0%
2024$0.604+0.0%
2023$0.604+0.0%
2022$0.604−79.7%
2021$2.955+586.0%
2020$0.431−85.1%
2019$2.884+4.3%
2018$2.764+8.7%
2017$2.544+113.4%
2016$1.192—

Most recent payment: $0.15 per share, ex-dividend September 1, 2026. Per-share amounts summed by calendar year from ex-dividend dates. Partial years are shown muted and marked with an asterisk.

WHG Valuation vs Asset Management Median

Median of 561 stocks
MetricWHGAsset Management medianvs median
P/E21.6710.34110% above
P/S ratio1.7710.420.2x the median
Profit margin7.73%24.09%16.4 pts below

Medians across 561 Asset Management stocks that report the metric. Medians, not averages, so one outlier cannot move them. As of September 4, 2026.

Recent News

News provided by third-party sources. Not financial advice.

Analysis

Data-derived

Company Overview

The market values Westwood Holdings Group, Inc. (WHG) at $179.89M. The company sits in the Financial Services sector, in the Asset Management industry. The company reports 148 employees.

Over the past 52 weeks the price has ranged from $14.70 to $20.97. WHG last closed at $18.85 on September 4, 2026. That is −$0.20 (−1.05%) against the previous close. The latest close sits 28.23% above that 52-week low.

Financial Health

Fiscal 2025 revenue came to $97.76M. That is +3.21% against the prior fiscal year, when revenue was $94.72M. The same year closed with net income of $7.06M. That is +218.65% against the prior fiscal year. The reported profit margin is 7.73%. That is 16.4 percentage points below the Asset Management median of 24.09%. Earnings per share on a trailing basis come to 0.87.

Across the 4 fiscal years on file, revenue moves from $68.68M in 2022 to $97.76M in 2025. Of those 4 years, 3 report positive net income.

Valuation Assessment

The trailing P/E ratio stands at 21.67. That is 109.57% above the Asset Management median of 10.34. The price-to-sales ratio is 1.77. On price-to-sales that is 0.2 times the Asset Management median of 10.42. The medians here are taken across 561 Asset Management companies that report the metric.

The reported beta is 0.58. Annualized volatility over the trailing 10 years is 44.4%. The trailing one-year price return is +11.08%. Measured over 10 years, that is −4.28% a year compounded.

Growth & Income

WHG pays a dividend yielding 3.18%. That is 4.9 percentage points below the Asset Management median yield of 8.11%. The indicated annual rate is $0.60 a share. The ex-dividend date on file is September 1, 2026. Dividends are recorded for 11 calendar years; 2026 shows 3 payments totalling $0.45 a share. The year before, 2025, totalled $0.60 a share.

Across the complete calendar years on file, 2021 returned +32.00% and 2020 returned −50.15%. Of the 9 complete calendar years on file, 5 finished higher. So far in 2026 the price is +11.51%.

Peer Comparison

Westwood Holdings Group, Inc. (WHG) operates in the Asset Management industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
Westwood Holdings Group, Inc. WHG $179.89M 21.7
BlackRock, Inc. BLK $182.35B 26.9
Blackstone Inc. BX $162.74B 30.5
KKR & Co. Inc. KKR $99.50B 34.4

The Asset Management industry average P/E ratio is 10.3x. Westwood Holdings Group, Inc. trades at a P/E of 21.7.

Every figure above is read from this page's own data on each nightly rebuild. Informational only, not financial advice. As of September 4, 2026.

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About Westwood Holdings Group, Inc.

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.

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