WHG · Westwood Holdings Group Inc
Market Cap
$181.32M
Shares
9.54M
WHG metrics
76 of 114 screener metrics currently available.
Market overview
2 metricsShare price
$19.26
Market cap
$181.32M
Price action
19 metricsPrice change (1W)
-2.0%
Price change (30D)
+1.1%
Price change (3M)
+15.6%
Price change (6M)
+14.3%
Price change (YTD)
+11.9%
Price change (1Y)
+8.4%
Trailing year
Price change (5Y)
-13.7%
52-week high
$20.34
52-week low
$14.76
Change from 52-week high
-5.3%
Change from 52-week low
+30.5%
Annualized volatility
33.6%
Beta
0.5
RSI (14D)
47.0
Price vs SMA 50
-0.9%
Price vs SMA 200
+10.1%
Avg volume (3M)
24,752
Relative volume
0.7
Average dollar volume
$474,231
Company
3 metricsSector
Financial Services
Industry
Asset Management
Shares outstanding
9.54M
Valuation
12 metricsP / E (TTM)
21.9
Trailing earnings · reciprocal yield 4.6%
PEG ratio
0.5
EV / revenue
—
EV / EBITDA
—
EV / EBIT
—
P / sales
1.8×
reciprocal yield 54.2%
P / book
1.5
reciprocal yield 67.3%
FCF yield
10.0%
TTM · current market cap
Buyback yield
—
P / FCF
10.0
reciprocal yield 10.0%
P / operating cash flow
9.6
reciprocal yield 10.4%
Earnings yield
4.2%
Historical valuation
8 metricsP / 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 metricsDividend yield
3.1%
Trailing 12 months
Payout ratio
69.3%
Shareholder yield
2.9%
Dividend / share (TTM)
$0.60
Dividend growth YoY
+0.0%
Dividend growth streak
—
Last ex-dividend
2026-09-01
Earnings calendar
2 metricsNext earnings
—
Last earnings
2026-08-06
Profitability
9 metricsGross 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%
Growth
11 metricsRevenue 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 metricsReturn 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 metricsOperating 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)
3 metrics13F filers
71
13F filer change QoQ
+2
Institutional ownership
57.1%
Short interest
3 metricsShort interest
1.2%
Latest settlement · 5.7 days to cover
Days to cover
5.7d
Short-squeeze score
55 / 100
Insider activity
2 metricsNet insider buying (90D)
−$842,668
Insider-sentiment score
—
Risk flags
1 metricsGoing concern
—