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Westwood Holdings Group Inc (WHG)
$18.67-0.18 (-0.95%)
Market ClosedLast close Sep 8
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients.
Historical Price
Price (Candle)
50-Day SMA
200-Day SMA
Whystock Brain
The Narrative
Westwood Holdings Group, Inc. in the Financial Services sector is trading at $18.67 with a market capitalization of $181M. The stock is currently 11% below its 52-week high of $20.97, remaining 8.1% above its 200-day moving average. On fundamentals, Piotroski 6/9 shows mixed financial quality, Altman Z in the safe zone. The Whystock Score of 100/100 reflects bullish alignment across trend, valuation and analyst targets.
Ecosystem Influences
Long-term trend bullish (price vs 200-day SMA)
Oversold momentum (RSI 35) — potential for technical mean-reversion
Macro-economic sensitivity to interest rate and inflation shifts
Quarterly Financials
| Metric (USD) | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Total Revenue | $24.97M↓ | $27.10M↑ | $24.29M↑ | $23.12M↓ | $23.25M |
| Gross Profit | $7.80M↓ | $11.67M↑ | $11.00M↑ | $9.65M↑ | $8.75M |
| Operating Income | -$1.50M↓ | $2.16M↑ | $2.01M↑ | $868,000↑ | -$68,000 |
| Net Income | $782,000↓ | $1.86M↓ | $3.70M↑ | $1.02M↑ | $478,000 |
Peer Comparison
JPMBACGS
Fundamentals
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporat...
Market Cap
Total dollar market value of a company's outstanding shares of stock (Price * Shares).
$181.32M
P/E Ratio
Priced for growth. Investors expect sustained double-digit expansion.
21.84
Beta
Defensive asset. Lower volatility than the S&P 500.
0.58
Div Yield
Strong income play. Yield provides a meaningful total return floor.
2.41%
ROE
Average efficiency. Growth may require heavy reinvestment.
6.22%
Volume
Today's trading volume
13,569
Recent News
Westwood Holdings (WHG) Q2 2026 Earnings Call Transcript
CEO Casey discusses shift to ETFs and private capital amid legacy outflows.
Westwood Holdings Group Q2 Earnings Call Highlights
Westwood Holdings Group (NYSE:WHG) reported second-quarter 2026 revenue of $25.3 million, up from $23.1 million a year earlier and roughly level with $25 million in the first quarter, as growth in its exchange-traded fund and private energy secondaries businesses supported results. Net income total
Westwood Holdings Group, Inc. Q2 2026 Earnings Call Summary
Moby summary of Westwood Holdings Group, Inc.'s Q2 2026 earnings call
Westwood Holdings Group Inc (WHG) (Q2 2026) Earnings Call Highlights: ETF Platform Surpasses ...
Despite $1.6B in net outflows from legacy value strategies, Westwood's strategic pivot toward ETFs, private capital, and managed solutions drives growth and positions the firm for future expansion.
Westwood Holdings Group Inc (WHG) (Q3 2025) Earnings Call Highlights: Revenue Climbs to $24. ...
Strong quarterly results fueled by record ETF inflows and a robust $1.6 billion pipeline, despite institutional outflows.