WHG logo

WESTWOOD HOLDINGS GROUP INC

WHGNYSE
🏆 #3780 by market capUS Equity
$248.49▼ $0.75 (−0.30%)
Simulated price
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24h▼ 0.3%
7d▲ 1218.6%
14d▲ 1224.6%
30d▲ 1133.2%
ytd▲ 1311.9%
1y▲ 1386.6%
🏦Market Cap
$180M
Small Cap
📈Revenue Growth (YoY)
+3.2%
Slowing
📊Gross Margin
78.2%
High
💵FCF Margin
15.4%
Healthy
⚖️P/S Ratio
1.8x
Cheap
Otter Score
72
Fair

Trading Snapshot

Day Range
$245.31 – $252.88
52-Week Range
$14.70 – $20.97
Volume
$3.67B
Avg Volume
$4.32B
Shares Outstanding
9.5M
Next Earnings
Oct 24, 2026

Fundamentals Snapshot

Annual Revenue
$98M
Last Q Revenue
$25M
P/E Ratio
20.5
P/S Ratio
1.8x
EPS (TTM)
$0.91
Dividend Yield
3.15%
Dilution (1yr)
+5.7%

Why Investors Own WHG

  • ✓High-growth profile — revenue up +56.0% YoY with expanding US Equity exposure.
  • ✓Healthy economics — 52% gross margin and 4% free-cash-flow margin.
  • ✓New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

WHG logo

WESTWOOD HOLDINGS GROUP INC

WHG
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$98M▲ +3.2% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
86.5%▲ +111.8% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
$7M▲ +731.9% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
$18M▼ −14.9% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
9.0M▲ +5.7% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
$16M▲ +$428K YoY
StockOtter · stockotter.space

About WESTWOOD HOLDINGS GROUP INC

Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment specializes in providing investment guidance and portfolio management services directly to a diverse client base, which includes corporate and public pension plans, endowments, foundations, private individuals, and the company's own Westwood Funds. Additionally, this segment offers specialized investment sub-advisory expertise to external mutual funds, various pooled investment vehicles, and its internal Trust segment. The Trust segment is responsible for delivering comprehensive trust and custodial services. It also manages and participates in common trust funds that it sponsors, primarily catering to institutional clients and affluent individuals. Westwood Holdings Group, Inc. was founded in 1983 and is headquartered in Dallas, Texas.

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Otter Score Breakdown

How it's scoredFive components, each rated 1–5★ and equally weighted (20%), averaged to a 0–100 score:💎 Quality — gross margin🚀 Growth — revenue YoY⚖️ Valuation — P/S ratio⚡ Momentum — 30-day price change💧 Dilution — 1-yr share issuance (buybacks score higher)
💎Quality★★★★★
🚀Growth★★★★★
⚖️Valuation★★★★★
⚡Momentum★★★★★
💧Dilution★★★★★
Overall Score
Fair
72/100

Analyst Price Target

ⓘ
Average Target
$246.15
▼ −0.9% Downside
High Target$296.75
Low Target$230.83
Based on 28 analysts

Latest News & Updates

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MarketWatch·2h ago

WESTWOOD HOLDINGS GROUP INC tops quarterly estimates as demand accelerates

Revenue grew double digits with management guiding above consensus; margins continued to expand.

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MarketWatch·5h ago

Analysts lift WHG price targets on improving margins

Several firms raised targets, citing stronger free cash flow and a healthier backlog.

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Bloomberg·1d ago

WESTWOOD HOLDINGS GROUP INC announces new agreement to expand its footprint

The move broadens the company’s reach and could add incremental revenue over the next year.