Financhill
Sell
50

WHG Quote, Financials, Valuation and Earnings

Last price:
$16.37
Seasonality move :
6.36%
Day range:
$16.06 - $17.27
52-week range:
$14.37 - $18.99
Dividend yield:
3.6%
P/E ratio:
21.10x
P/S ratio:
1.50x
P/B ratio:
1.26x
Volume:
7.7K
Avg. volume:
12.8K
1-year change:
1.57%
Market cap:
$158.2M
Revenue:
$98.9M
EPS (TTM):
$0.79

Analysts' Opinion

  • Consensus Rating
    No consensus rating exists at this time due to lack of analyst coverage.
  • Price Target Downside
    No price target exists because of limited analyst coverage.
  • Price Target Upside
    Similarly, at this time, analysts have not provided a price target so downside risk can't be assessed accurately at this time.

Fair Value

  • According to the consensus of 0 analysts, Westwood Holdings Group, Inc. has -- downside to fair value with a price target of -- per share.

WHG vs. S&P 500

  • Over the past 5 trading days, Westwood Holdings Group, Inc. has underperformed the S&P 500 by -2.04% suggesting its relative strength compared to the major market average is weak at this time.

Share Buyback

  • Westwood Holdings Group, Inc. does have a share repurchase program in place at this time. The scale of a buyback program can materially affect share price and usually results in a higher earnings per share, all else being equal, when the share count drops.

Revenue Growth

  • Westwood Holdings Group, Inc. has grown year-over-year revenues for 5 quarters straight. In the most recent quarter Westwood Holdings Group, Inc. reported revenues of $27.4M.

Earnings Growth

  • Westwood Holdings Group, Inc. earnings have been falling on a year-over-year basis for 1 quarter in a row. In the most recent quarter Westwood Holdings Group, Inc. reported earnings per share of $0.21.
Enterprise value:
138.7M
EV / Invested capital:
--
Price / LTM sales:
1.50x
EV / EBIT:
17.29x
EV / Revenue:
1.40x
PEG ratio (5yr expected):
0.10x
EV / Free cash flow:
11.56x
Price / Operating cash flow:
12.35x
Enterprise value / EBITDA:
11.13x
Gross Profit (TTM):
$83.3M
Return On Assets:
4.68%
Net Income Margin (TTM):
7.16%
Return On Equity:
5.72%
Return On Invested Capital:
5.4%
Operating Margin:
8.96%
Trailing 12 Months Fiscal Quarters
Period Ending 2023-12-31 2024-12-31 2025-12-31 2024-12-31 2025-12-31
Income Statement
Revenue $96M $95.7M $98.9M $25.8M $27.4M
Gross Profit $82.3M $82.3M $83.3M $23M $22.9M
Operating Income $10.8M $6.7M $8M $4M $2.5M
EBITDA $16.2M $11.5M $12.5M $5.2M $3.4M
Diluted EPS $1.30 $0.25 $0.79 $0.23 $0.21
Period Ending 2021-12-31 2022-12-31 2023-12-31 2024-12-31 2025-12-31
Balance Sheet
Current Assets $93.9M $58.2M $72.2M $61.3M $64.4M
Total Assets $143.1M $149.8M $159.4M $153.4M $167.8M
Current Liabilities $15.8M $17.6M $18.6M $21.6M $25.4M
Total Liabilities $25.2M $39.1M $37M $31.1M $41.1M
Total Equity $117.9M $110.6M $122.4M $122.3M $126.7M
Total Debt $4.7M $4.6M $3.3M $1.4M $10.2M
Trailing 12 Months Fiscal Quarters
Period Ending 2023-12-31 2024-12-31 2025-12-31 2024-12-31 2025-12-31
Cash Flow Statement
Cash Flow Operations $15.4M $15.1M $12.5M $9.1M $9.4M
Cash From Investing -$12.5M $1.4M $2.2M -$3.3M -$3.1M
Cash From Financing -$6.4M -$18.1M -$7.3M -$9.8M -$1.7M
Free Cash Flow $15.3M $14M $12M $8.1M $9.4M
WHG
Sector
Market Cap
$158.2M
$544.9M
Price % of 52-Week High
85.31%
86.06%
Dividend Yield
3.6%
1.93%
Shareholder Yield
2.67%
2.67%
1-Year Price Total Return
1.57%
7.54%
Beta (5-Year)
0.762
0.429
Dividend yield:
3.6%
Annualized payout:
$0.60
Payout ratio:
72.5%
Growth streak:
0 years

Technicals

8-day SMA
Buy
Level $16.10
200-day SMA
Sell
Level $16.95
Bollinger Bands (100)
Sell
Level 16.01 - 17.95
Chaikin Money Flow
Buy
Level 963.1K
20-day SMA
Buy
Level $15.74
Relative Strength Index (RSI14)
Buy
Level 50.23
ADX Line
Sell
Level 16.57
Williams %R
Neutral
Level -42.9658
50-day SMA
Sell
Level $16.78
MACD (12, 26)
Sell
Level -0.12
25-day Aroon Oscillator
Sell
Level -8
On Balance Volume
Neutral
Level 2.1M

Financial Scores

Buy
Altman Z-Score (Annual)
Level (3.4632)
Buy
CA Score (Annual)
Level (1.2206)
Buy
Beneish M-Score (Annual)
Level (-3.3611)
Buy
Momentum Score
Level (6)
Buy
Ohlson Score
Level (-1.5542)
Buy
Piotroski F Score (Annual)
Level (6)
Buy
Quality Ratio Score
Level (7)
Buy
Fundamental Score
Level (6)

Revenue Forecast

Earnings per Share Forecast

Company Profile

Westwood Holdings Group, Inc. engages in managing investment assets and providing services to clients. It operates through the Advisory and Trust segments. The Advisory segment offers investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub advisory services to mutual funds and its trust segment. The Trust segment focuses on trust and custodial services and participation in common trust funds that sponsors institutions and high net worth individuals. The company was founded by Susan Montgomery Byrne on December 12, 2001 and is headquartered in Dallas, TX.

Stock Forecast FAQ

In the current month, WHG has received 0 Buy ratings 0 Hold ratings, and 0 Sell ratings. The WHG average analyst price target in the past 3 months is --.

  • Where Will Westwood Holdings Group, Inc. Stock Be In 1 Year?

    According to analysts, the consensus estimate is that Westwood Holdings Group, Inc. share price will drop to -- per share over the next 12 months.

  • What Do Analysts Say About Westwood Holdings Group, Inc.?

    Analysts are divided on their view about Westwood Holdings Group, Inc. share price and where it will be in the next 12 months. The majority of analysts rate the stock a Buy. However, a smaller subset of analysts suggest that Westwood Holdings Group, Inc. is a Sell and believe this share price will rise from its current level to --.

  • What Is Westwood Holdings Group, Inc.'s Price Target?

    The price target for Westwood Holdings Group, Inc. over the next 1-year time period is forecast to be -- according to 0 Wall Street analysts, 0 of them rate the stock a Buy, 0 rate the stock a Sell, and 0 analysts rate the stock a Hold.

  • Is WHG A Buy, Sell Or Hold?

    According to Wall Street analysts, the consensus rating for Westwood Holdings Group, Inc. is a --. 0 of 0 analysts rate the stock a -- at this time.

  • How Can I Buy Shares Of WHG?

    You can purchase shares of Westwood Holdings Group, Inc. via an online brokerage firm such as TD Ameritrade.com, thinkorswim.com, e-trade.com, or Schwab.com. Many other digital online brokerages exist such as RobinHood and Webull where you can purchase Westwood Holdings Group, Inc. shares.

  • What Is The Westwood Holdings Group, Inc. Share Price Today?

    Westwood Holdings Group, Inc. was last trading at $16.37 per share. This represents the most recent stock quote for Westwood Holdings Group, Inc.. Yesterday, Westwood Holdings Group, Inc. closed at $16.20 per share.

  • How To Buy Westwood Holdings Group, Inc. Stock Online?

    In order to purchase Westwood Holdings Group, Inc. stock online, open a brokerage account, deposit funds into the account, and select an order type to purchase shares whether it be market or limit.

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