WHG · Westwood Holdings Group Inc
$19.20
-0.05 (-0.26%)
At close · Oct 8
Return incl. dividend (before tax)
Market Cap
$182.10M
Shares
9.48M
Volume · Oct 8
12.11K
Avg daily vol (3M)
18.65K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$19.20
Open$19.10
Day$19.00–19.29
52W close$14.76–20.34
Avg vol 30d19K
Short int108K · 1.1% float · 5.1d
Short vol56%
Last earningsAug 6, 2026
DataJan 2020–Oct 2026
Filing10-Q · Aug 6
Up next
Next earnings call
Nov 5, 2026
Est · unconfirmed
· in 4 wks
filed Aug 6, 2026
call held Aug 6, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$101.70M
Trailing 12 months
Net income (TTM)
$7.88M
Trailing 12 months
Revenue growth YoY
+9.6%
Year over year
Operating margin
4.7%
Trailing 12 months
P / E (TTM)
21.9
Trailing earnings · reciprocal yield 4.6%
FCF yield
10.2%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
$42.22M
Latest balance sheet
Dividend yield
3.1%
Trailing 12 months
Shares change YoY
+3.0%
Year over year · more shares
Price change (1Y)
+16.2%
Trailing year
Short interest
1.1%
Latest settlement · 5.1 days to cover
Equibles Rating
blended score · not investment adviceOverall
Buy
SellHoldBuy
Technical
Buy
Momentum
Very Strong
Sentiment
Bullish
Fundamentals
Strong
Quant / Vol
Moderate
Market backdrop
VIX 15.4 · calm
Equity put/call 0.62
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+8%
above
Price vs 50-day avg
+0%
above
RSI (14)
52
neutral
MACD trend
Positive
52-week position
80%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+3%
trailing
6-month return
+14%
trailing
YTD return
+12%
this year
Relative strength
+5%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $19 › 200d $18 — 50d above 200d
Institutional flow
Accumulating
2 of 70 funds reported for Sep 30 · net +7 sh shares · +1 new
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
1.13% of float · ▼ -5.6% MoM · 5.1 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
70 holders — near 3-yr high, broad support
Squeeze score
49
elevated · 0–100
Fundamentals
Revenue growth
+3%
Y/Y
EPS growth
+204%
Y/Y
Free cash flow
$18.8M
Valuation
P/E 21.8
rich
Buyback
$5.5M
remaining
Quant / Vol
risk profile
Volatility
34%
annualized · 1-yr
Max drawdown
−22%
past year
ATR
2.8%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+8%
Bullish
Price vs 50-day avg
+0%
Bullish
RSI (14)
52
Neutral
MACD trend
Positive
Bullish
52-week position
80%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross)
No cross
50d $19 › 200d $18 — 50d above 200d
Institutional flow
Accumulating
2 of 70 funds reported for Sep 30 · net +7 sh shares · +1 new
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
1.13% of float · ▼ -5.6% MoM · 5.1 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
70 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $15
Now $19 · 80%
Range high $20
vs 200-day avg +8%
vs 50-day avg +0%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Assets under advisement | 1B | Q2 2026 | — |
| Assets under management | 17B | Q2 2026 | — |
| Economic Earnings non-GAAP | 3M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Income attributable to Westwood Holdings Group, Inc. 1.52M
+1.29M Stock-based compensation expense
+646K Intangible amortization
+136K Tax benefit from goodwill amortization
-624K Tax impact of adjustments to GAAP income
= Economic earnings 2.97M
|
|||
| Economic EPS non-GAAP | $0.33 | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Earnings per share $0.17
+$0.14 Stock-based compensation expense
+$0.08 Intangible amortization
+$0.01 Tax benefit from goodwill amortization
-$0.07 Tax impact of adjustments to GAAP income
= Economic earnings per share $0.33
|
|||
| Firmwide assets under management and advisement | 17.9B | Q2 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WHG
this stock
Westwood Holdings Group Inc
|
$182.10M | +11.6% | +3.2% | 21.8 | 1.1% |
|
BLK
BlackRock, Inc.
|
$347.58B | -0.5% | +16.2% | 25.6 | 0.6% |
|
BX
Blackstone Inc.
|
$83.53B | -26.9% | +9.2% | 25.0 | 2.6% |
|
BN
BROOKFIELD Corp /ON/
|
$81.88B | -19.9% | — | — | 0.9% |
|
KKR
KKR & Co. Inc.
|
$80.39B | -29.7% | -11.0% | — | 1.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WHG | -1.1% | +2.8% | +14.3% | +3.1% | +11.6% |
| SPY | +1.3% | +2.1% | +9.0% | +1.5% | +13.5% |
| vs SPY | -2.4% | +0.7% | +5.3% | +1.6% | -1.9% |
Capital returns
Latest dividend
$0.15
/ share · ex Sep 1, 2026
Paid (TTM)
$0.60
/ share · 4 payouts
Dividend yield (TTM, derived)
3.13%
Buyback program
· as of Jun 30, 2026
Authorized
—
Spent (derived)
—
Remaining
$5.50M
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.