Westwood Holdings Group, Inc.

General ticker "WHG" information:

  • Sector: Financials
  • Industry: Financial - Capital Markets
  • Capitalization: $139.5M (TTM average)

Westwood Holdings Group, Inc. follows the US Stock Market performance with the rate: 16.1%.

Estimated limits based on current volatility of 1.8%: low 16.05$, high 16.63$

Factors to consider:

  • Company pays dividends (quarterly): last record date 2026-03-03, amount 0.15$ (Y3.63%)
  • Total employees count: 151 (+4.1%) as of 2024
  • US accounted for 72.6% of revenue in the fiscal year ended 2024-12-31
  • Top business risk factors: Economic downturns and volatility, Equity market risks, Commodity price volatility, Interest rate risk, Volume throughput
  • Price in estimated range
  • Earnings for 3 months up through Q1 are close to our estimates

Stock Forecast*

* forecast is subjective and experimental, should not be used for any investment decisions

Long term estimates were made for the period from 2025-12-31 to 2027-12-31

  • 2025-12-31 to 2026-12-31 estimated range: [14.27$, 20.31$]
  • 2026-12-31 to 2027-12-31 estimated range: [15.08$, 21.38$]

Financial Metrics affecting the WHG estimates:

  • Positive: with PPE of 11.9 at the end of fiscal year the price was neutral
  • Positive: 6.59 < Operating cash flow per share per price, % of 12.57
  • Positive: -5.39 < Operating profit margin, % of 7.06
  • Negative: negative Industry operating cash flow (median)
  • Negative: Industry operating profit margin (median), % of 2.68 <= 2.88
  • Negative: Investing cash flow per share per price, % of -2.44 <= -0.60
  • Positive: Interest expense per share per price, % of 0 <= 0.01
  • Positive: Inventory ratio change, % of 0 <= 0
  • Positive: 1.81 < Return on assets ratio (scaled to [-100,100]) of 4.18

Similar symbols

Short-term WHG quotes

Long-term WHG plot with estimates

Financial data

YTD 2024-12-31 2025-12-31
Operating Revenue $94.72MM $97.76MM
Operating Expenses $93.89MM $90.86MM
Operating Income $0.83MM $6.91MM
Non-Operating Income $3.19MM $2.77MM
Income(Loss) $4.01MM $9.68MM
Taxes $1.80MM $2.60MM
Net Income(Loss)* $2.21MM $7.08MM
Stockholders Equity $120.29MM $125.61MM
Assets $149.99MM $162.30MM
Operating Cash Flow $21.12MM $18.92MM
Capital expenditure $0.11MM $0.09MM
Investing Cash Flow $-4.61MM $-3.67MM
Financing Cash Flow $-18.08MM $-7.85MM
Earnings Per Share** $0.27 $0.85

* Profit(Loss) attributable to entity.
** EPS are Split Adjusted, recent splits may be reflected with a delay.