Westwood Holdings Group, Inc.

General ticker "WHG" information:

  • Sector: Financials
  • Industry: Financial - Capital Markets
  • Capitalization: $133.5M (TTM average)

Westwood Holdings Group, Inc. follows the US Stock Market performance with the rate: 43.5%.

Estimated limits based on current volatility of 2.1%: low 16.61$, high 17.37$

Factors to consider:

  • Company pays dividends (quarterly): last record date 2025-12-01, amount 0.15$ (Y3.72%)
  • 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 fluctuations, Volume throughput
  • Price in estimated range

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: [14.67$, 20.77$]
  • 2026-12-31 to 2027-12-31 estimated range: [15.62$, 22.03$]

Financial Metrics affecting the WHG estimates:

  • Positive: with PPE of 11.2 at the end of fiscal year the price was neutral
  • Positive: -4.75 < Operating profit margin, % of 7.06
  • Positive: 6.64 < Operating cash flow per share per price, % of 11.94
  • Positive: 1.87 < Return on assets ratio (scaled to [-100,100]) of 4.15
  • Positive: Interest expense per share per price, % of 0 <= 0.01
  • Positive: Industry inventory ratio change (median), % of 0 <= 0
  • Positive: Shareholder equity ratio, % of 76.95 > 64.29
  • Negative: Investing cash flow per share per price, % of -2.44 <= -0.63
  • Negative: -0.75 < Inventory ratio change, % of 0

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
Profit(Loss)* $2.21MM $7.08MM
Stockholders Equity $120.29MM $125.61MM
Assets $149.99MM $163.25MM
Operating Cash Flow $21.12MM $17.97MM
Capital expenditure $0.11MM $0.09MM
Investing Cash Flow $-4.61MM $-3.67MM
Financing Cash Flow $-18.08MM $-6.90MM
Earnings Per Share** $0.27 $0.85

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