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WHG · Westwood Holdings Group Inc · Metrics

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$18.70 -0.04 (-0.21%) At close · Oct 21
Russell 2000 member Rebalance outlook locked
Market Cap
$176.03M
Shares
9.48M
Volume · Oct 21 9966 Avg daily vol (3M) 17.41K

WHG metrics

91 of 122 screener metrics currently available.

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Market overview

2 metrics
Share price
$18.70
Market cap
$176.03M

Price action

20 metrics
Price change (1W)
-2.3%
Price change (30D)
-0.7%
Price change (3M)
-2.6%
Price change (6M)
+14.8%
Price change (YTD)
+8.7%
Price change (1Y)
+12.9%
Trailing year
Price change (5Y)
+2.8%
52-week high
$20.34
52-week low
$14.76
Change from 52-week high
-8.1%
Change from 52-week low
+26.7%
Annualized volatility
33.8%
Annualized volatility (3M)
21.7%
Beta
0.4
RSI (14D)
44.9
Price vs SMA 50
-2.0%
Price vs SMA 200
+4.9%
Avg volume (3M)
17,408
Relative volume
0.6
Average dollar volume
$333,804

Company

3 metrics
Sector
Financial Services
Industry
Asset Management
Shares outstanding
9.48M

Valuation

12 metrics
P / E (TTM)
21.3
Trailing earnings · reciprocal yield 4.7%
PEG ratio
0.5
EV / revenue
—
EV / EBITDA
—
EV / EBIT
—
P / sales
1.7×
reciprocal yield 57.8%
P / book
1.4
reciprocal yield 71.8%
FCF yield
10.6%
TTM · current market cap
Buyback yield
—
P / FCF
9.4
reciprocal yield 10.6%
P / operating cash flow
9.0
reciprocal yield 11.1%
Earnings yield
4.5%

Historical valuation

8 metrics
P / E historical average (3Y)
21.0×
reciprocal yield 4.8%
P / E historical average (5Y)
24.2×
reciprocal yield 4.1%
EV / revenue historical average (3Y)
—
EV / revenue historical average (5Y)
—
EV / EBIT historical average (3Y)
—
EV / EBIT historical average (5Y)
—
EV / EBITDA historical average (3Y)
—
EV / EBITDA historical average (5Y)
—

Dividends & buybacks

7 metrics
Dividend yield
3.2%
Trailing 12 months
Payout ratio
69.3%
Shareholder yield
3.1%
Dividend / share (TTM)
$0.60
Dividend growth YoY
+0.0%
Dividend growth streak
0
Last ex-dividend
2026-09-01

Earnings calendar

2 metrics
Next earnings
—
Last earnings
2026-08-06

Profitability

9 metrics
Gross margin
—
Operating margin
4.7%
Trailing 12 months
Net margin
7.7%
Gross profit (TTM)
—
Operating profit (TTM)
$4.74M
Net income (TTM)
$7.88M
Trailing 12 months
Diluted EPS (TTM)
$0.88
FCF margin
18.4%
Effective tax rate
26.4%

Per share

11 metrics
Revenue per diluted share (TTM)
$11.28
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
$0.53
EBITDA per diluted share (TTM)
—
Net income per diluted share (TTM)
$0.88
Operating cash flow per diluted share (TTM)
$2.17
Free cash flow per diluted share (TTM)
$2.08
Capital expenditures per diluted share (TTM)
$0.09
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
$0.56
Book value per share
$14.19

Growth

11 metrics
Revenue growth YoY
+9.6%
Year over year
Net income growth YoY
+48.1%
Revenue (TTM)
$101.70M
Trailing 12 months
EPS growth YoY
+41.7%
Shares change YoY
+3.0%
Year over year · more shares
Revenue CAGR (3Y)
+12.5%
Revenue CAGR (5Y)
+8.5%
EPS CAGR (3Y)
—
EPS CAGR (5Y)
—
FCF CAGR (3Y)
-28.3%
FCF CAGR (5Y)
—

Quality

14 metrics
Return on equity
6.2%
Return on assets
5.1%
Debt / equity
—
Current ratio
4.2
EBITDA (TTM)
—
Free cash flow (TTM)
$18.68M
Quick ratio
4.2
Interest coverage
—
Net debt / EBITDA
—
Return on invested capital
—
Trailing 12 months
Net cash
$42.22M
Latest balance sheet
Cash & equivalents
$22.62M
Total assets
$155.38M
Total debt
—

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$19.54M
Capital expenditures (TTM)
$860,000
R&D (TTM)
—
SG&A (TTM)
—
Stock compensation (TTM)
$5.08M
R&D / revenue
—
Stock compensation / revenue
5.0%

Ownership (13F)

9 metrics
13F filers
70
13F filer change QoQ
+1
Institutional ownership
57.4%
Conviction holders (share of 13F filers)
1.4%
Crowding (high-turnover and private-fund holders)
21.0%
Private-fund adviser ownership
21.0%
Active holders' share change QoQ
+1.9%
Holder tenure
13.4
Price vs estimated holder cost
+20.5%

Ownership (registered funds)

1 metrics
Index-fund ownership
8.8%

Short interest

3 metrics
Short interest
1.1%
Latest settlement · 6.0 days to cover
Days to cover
6.0d
Short-squeeze score
57 / 100

Insider activity

2 metrics
Net insider buying (90D)
—
Insider-sentiment score
—

Risk flags

1 metrics
Going concern
—
Key facts CIK 1165002 CUSIP 961765104 13F (30d) 10 filings 10 filers Visit website