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Westwood Holdings Group Inc (WHG)
$20.15+0.23 (+1.15%)
After Hours$20.15+0.00 (+0.00%)· Last close Jun 29
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 $20.15 with a market capitalization of $157M. The stock is currently near its 52-week high of $20.97, remaining 21.3% above its 200-day moving average. On fundamentals, Piotroski 5/9 shows mixed financial quality, Altman Z in the safe zone. The Whystock Score of 95/100 reflects bullish alignment across trend, valuation and analyst targets.
Ecosystem Influences
Long-term trend bullish (price vs 200-day SMA)
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).
$156.93M
P/E Ratio
Priced for growth. Investors expect sustained double-digit expansion.
19.93
Beta
Defensive asset. Lower volatility than the S&P 500.
0.62
Div Yield
Strong income play. Yield provides a meaningful total return floor.
2.23%
ROE
Average efficiency. Growth may require heavy reinvestment.
5.89%
Volume
Today's trading volume
59,400
Recent News
Westwood Holdings Group, Inc. (NYSE:WHG) Looks Interesting, And It's About To Pay A Dividend
Regular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Westwood...
Is Now The Time To Put Westwood Holdings Group (NYSE:WHG) On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Westwood Holdings Group Q1 Earnings Call Highlights
Westwood Holdings Group (NYSE:WHG) reported first-quarter 2026 results highlighting higher assets under management, continued growth in its ETF and private capital platforms, and a modest gain from the sale of its Vista Bank interest. Assets under management rose to $18.3 billion Chief Executive Of
Westwood Holdings Group Inc (WHG) Q1 2026 Earnings Call Highlights: AUM Growth and Strategic ...
Despite a challenging market environment, Westwood Holdings Group Inc (WHG) reports increased assets under management and strategic advancements in its ETF and energy sectors.
Westwood Holdings Group, Inc. Q1 2026 Earnings Call Summary
Moby summary of Westwood Holdings Group, Inc.'s Q1 2026 earnings call