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Westwood Group(NYSE) WHG

Current Price$19.20
Market Cap$182.01MMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.
Since IPO (2002)+274%
5 Year+15%
1 Year+11%
1 Month+6%
Westwood Group last closing stock price
MetricPriceDate
Last closeUSD 19.192026-07-22
Westwood Group stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week-3.71%USD 19.932026-07-15
1 month+5.56%USD 18.182026-06-22
3 month+20.96%USD 15.862026-04-23
Year to date+13.52%USD 16.912025-12-31
1 year+11.3%USD 17.242025-07-22
3 year+79.91%USD 10.672023-07-21
5 year+14.62%USD 16.742021-07-23
Since inception+273.54%USD 5.142002-06-13

Westwood Group Financials at a Glance

Market Cap

$182.01MMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Revenue (TTM)

$99.48M

Net Income (TTM)

$7.36M

EPS (TTM)

$0.82

P/E Ratio

23.33

Dividend

$0.60

Beta (Volatility)

0.52 (Low)

Price

$19.20

Volume

0

Open

$19.23

Previous Close

$19.20

Daily Range

$19.07 - $19.29

52-Week Range

$14.70 - $20.97

Estimated Earnings Date

Jul 29, 2026

WHG News

Foolcom-Featured.png

Westwood Group Posts Q2 Profit Jump

Motley Fool Markets TeamAug 8, 2025

Westwood Holdings Group Crushes Earnings Estimates

Seth JaysonJul 19, 2013

Westwood Holdings Group Beats on Both Top and Bottom Lines

Seth JaysonFeb 7, 2013

Westwood Holdings Group Misses Where it Counts

Seth JaysonOct 19, 2012

Westwood Holdings Group Increases Sales but Misses Estimates on Earnings

Seth JaysonJul 20, 2012

How the Wheels Came Off Westwood Holdings Group's Bus

Seth JaysonApr 20, 2012

Westwood Holdings Group Beats Analyst Estimates on EPS

Seth JaysonFeb 2, 2012

5-Star Stocks on the Upswing

Motley Fool StaffOct 17, 2008
Page 1

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About Westwood Group

Westwood Holdings Group, Inc. is an established investment management firm known for managing a wide range of investment assets. It provides a variety of financial services through its subsidiaries like Westwood Management Corp. and Westwood Trust. By advising both institutional and individual investors, Westwood covers multiple investment strategies including mutual funds, energy infrastructure, tactical absolute return, and exchange-traded funds (ETFs). Headquartered in Texas, Westwood is listed on the New York Stock Exchange under the ticker "WHG".

Products and Services

Investment advisory services for institutional investors and individual clients.

Management of mutual funds and exchange-traded funds (ETFs).

Trust, custodial, and investment management services through Westwood Trust.

Multi-asset investment strategies and customized investment solutions.

Private investment opportunities through strategic investments and partnerships.

What Makes Westwood Holdings Group, Inc. Special

Westwood Holdings Group, Inc. stands out due to its independent ownership structure, which provides strategic flexibility and aligns with client interests. The firm emphasizes a disciplined investment approach, rooted in fundamental research and risk management. A strong focus on integrating Environmental, Social, and Governance (ESG) criteria into its investment processes showcases its commitment to responsible investing.

Five Things You Need to Know

Westwood has approximately $16.6 billion in assets under management, as of December 31, 2024.

The company's revenue is primarily generated from fees based on assets under management and advisement.

Westwood has made significant recent acquisitions, including Salient Partners and Broadmark Asset Management.

The firm launched its first two ETFs in 2024, focused on midstream and energy income strategies.

A majority of Westwood's board members are independent, enabling strong oversight and governance.

AI Generated • Apr 16, 2026

Industry

Capital Markets

Sector

Financials

Employees

148

CEO

Brian O'Connor Casey, MBA

Website

www.westwoodgroup.com

Headquarters

Dallas, TX 75201, US

WHG Financials

Key Financial Metrics (TTM)

Gross Margin

78.42%

Operating Margin

5.51%

Net Income Margin

7.40%

Return on Equity

5.95%

Return on Capital

5.09%

Return on Assets

4.90%

Earnings Yield

4.29%

Dividend Yield

3.13%

Payout Ratio

73.54%

Stock Overview

Market Cap

$182.01MMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Shares Outstanding

9.48M

Volume

0

Avg. Volume

22.95K

Financials (TTM)

Gross Profit

$78.01M

Operating Income

$5.48M

EBITDA

$12.40M

Operating Cash Flow

$20.30M

Capital Expenditure

-$363.00K

Free Cash Flow

$19.94M

Cash & ST Invst.

$23.41M

Total Debt

$10.02M

Westwood Group Performance Analysis

Westwood Group annual revenue and year-over-year revenue growth by fiscal year
Fiscal yearPeriod endRevenueYoY growth
20222022-12-31USD 69,588,000-15.2%
20232023-12-31USD 96,022,00038.0%
20242024-12-31USD 95,723,000-0.3%
20252025-12-31USD 98,879,0003.3%
Westwood Group sequential (quarter-over-quarter) revenue growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q22025-06-30-0.6%
Q32025-09-305.1%
Q42025-12-3111.6%
Q12026-03-31-7.9%
Westwood Group annual diluted earnings per share and year-over-year EPS growth by fiscal year
Fiscal yearPeriod endDiluted EPSYoY growth
20222022-12-31USD -0.59N/A
20232023-12-31USD 1.17N/A
20242024-12-31USD 0.26-77.8%
20252025-12-31USD 0.79205.4%
Westwood Group sequential (quarter-over-quarter) diluted earnings per share growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q22025-06-30120.6%
Q32025-09-30241.7%
Q42025-12-31-48.8%
Q12026-03-31-57.1%

Revenue Growth Rate

Annual and quarterly growth comparison

Earnings Per Share Growth Rate

Annual and quarterly EPS growth comparison

Quarterly Performance

Name
Q1 2026YOY CHG

Revenue

$24.97M

+7.4%

Gross Profit

$2.15M

-75.4%

Gross Margin

8.61%

N/A

Market Cap

$182.01MMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

N/A

Market Cap/Employee

$1.23M

N/A

Employees

148

N/A

Net Income

$782.00K

+63.9%

EBITDA

-$613.00K

-155.3%

Quarterly Fundamentals

Name
Q1 2026YOY CHG

Total Cash

$23.41M

-13.4%

Total Debt

$10.02M

+251.2%

Accounts Receivable

$16.37M

+0.8%

Inventory

$0.00

N/A

Long Term Debt

$0.00

N/A

Short Term Debt

$10.02M

+251.2%

Return on Assets

4.90%

N/A

Return on Invested Capital

3.68%

N/A

Free Cash Flow

-$2.81M

+42.7%

Operating Cash Flow

-$2.57M

+47.6%

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Questions About WHG

What is the current price of Westwood Group?

Westwood Group is trading at $19.20 per share.

What is the 52-week range for Westwood Group?

Over the past 52 weeks, Westwood Group has traded between $14.70 and $20.97.

How much debt does Westwood Group have?

As of the most recent reporting period, Westwood Group reported total debt of $10.02M.

How much cash does Westwood Group have on hand?

Westwood Group reported $23.41M in cash and cash equivalents in its most recent financial results.

What is Westwood Group’s dividend yield?

Westwood Group currently has a dividend yield of 3.13%.

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