NYSE : WHG
Westwood Holdings Group, Inc. — Key statistics
Financials · Asset Management · United States
Overview · Financial statements · Key statistics · Dividends · Company profile · Price history · Reports
Key statistics
Valuation
| Measure | Value |
|---|
| Market Cap | 160.29M |
| Enterprise Value | 150.09M |
Dates
| Measure | Value |
|---|
| Earnings Date | Nov 5, 2026 |
| Ex-Dividend Date | Sep 1, 2026 |
Shares
| Measure | Value |
|---|
| Current Share Class | 8.57M |
| Shares Outstanding | 8.57M |
| Shares Change (YoY) | +3.70% |
| Shares Change (QoQ) | +0.42% |
| Owned by Insiders (%) | 17.11% |
| Owned by Institutions (%) | 59.70% |
| Float | 5.88M |
Ratios
| Measure | Value |
|---|
| PE Ratio | 21.66 |
| Forward PE | n/a |
| PS Ratio | 1.63 |
| Forward PS | n/a |
| PB Ratio | 1.28 |
| P/TBV Ratio | 2.36 |
| P/FCF Ratio | 9.95 |
| P/OCF Ratio | 8.48 |
| PEG Ratio | n/a |
Evratios
| Measure | Value |
|---|
| EV / Earnings | 19.77 |
| EV / Sales | 1.53 |
| EV / EBITDA | 18.36 |
| EV / EBIT | 32.78 |
| EV / FCF | 9.34 |
Financialposition
| Measure | Value |
|---|
| Current Ratio | 2.50 |
| Quick Ratio | 2.50 |
| Debt / Equity | 0.10 |
| Debt / EBITDA | 1.32 |
| Debt / FCF | 0.75 |
| Interest Coverage | n/a |
Financialefficiency
| Measure | Value |
|---|
| Return on Equity (ROE) | 6.31% |
| Return on Assets (ROA) | 1.96% |
| Return on Invested Capital (ROIC) | 3.04% |
| Return on Capital Employed (ROCE) | 3.39% |
| Weighted Average Cost of Capital (WACC) | 6.66% |
| Revenue Per Employee | $687,155 |
| Profits Per Employee | $53,122 |
| Employee Count | 148 |
| Asset Turnover | 0.67 |
| Inventory Turnover | n/a |
Taxes
| Measure | Value |
|---|
| Income Tax | 2.82M |
| Effective Tax Rate | 26.35% |
Stockprice
| Measure | Value |
|---|
| Beta (5Y) | 0.53 |
| 52-Week Price Change | +11.70% |
| 50-Day Moving Average | 18.98 |
| 200-Day Moving Average | 17.87 |
| Relative Strength Index (RSI) | 45.00 |
| Average Volume (20 Days) | 8,396 |
Shortselling
| Measure | Value |
|---|
| Short Interest | 96,510 |
| Short Previous Month | 107,556 |
| Short % of Shares Out | 1.13% |
| Short % of Float | 1.64% |
| Short Ratio (days to cover) | 5.99 |
Incomestatement
| Measure | Value |
|---|
| Revenue | 101.70M |
| Gross Profit | 41.63M |
| Operating Income | 4.74M |
| Pretax Income | 10.70M |
| Net Income | 7.86M |
| EBITDA | 8.46M |
| EBIT | 4.74M |
| Earnings Per Share (EPS) | $0.86 |
Balancesheet
| Measure | Value |
|---|
| Cash & Cash Equivalents | 22.62M |
| Total Debt | 12.41M |
| Net Cash | 10.21M |
| Net Cash Per Share | $1.19 |
| Equity (Book Value) | 127.45M |
| Book Value Per Share | 14.75 |
| Working Capital | 23.25M |
Cashflow
| Measure | Value |
|---|
| Operating Cash Flow | 19.54M |
| Capital Expenditures | -2.90M |
| Depreciation & Amortization | 3.72M |
| Net Borrowing | n/a |
| Free Cash Flow | 16.64M |
| FCF Per Share | $1.94 |
Margins
| Measure | Value |
|---|
| Gross Margin | 40.93% |
| Operating Margin | 4.66% |
| Pretax Margin | 10.52% |
| Profit Margin | 7.73% |
| EBITDA Margin | 8.32% |
| EBIT Margin | 4.66% |
| FCF Margin | 16.36% |
Dividends
| Measure | Value |
|---|
| Dividend Per Share | $0.60 |
| Dividend Yield | 3.21% |
| Dividend Growth (YoY) | n/a |
| Years of Dividend Growth | n/a |
| Payout Ratio | 69.46% |
| FCF Payout Ratio | 30.89% |
| Buyback Yield | -3.70% |
| Shareholder Yield | -0.59% |
| Earnings Yield | 4.62% |
| FCF Yield | 10.05% |
Analystforecasts
| Measure | Value |
|---|
| Price Target | n/a |
| Price Target Difference | n/a |
| Analyst Consensus | n/a |
| Analyst Count | n/a |
| Revenue Growth Forecast (3Y) | n/a |
| EPS Growth Forecast (3Y) | n/a |
Stocksplits
| Measure | Value |
|---|
| Last Split Date | n/a |
| Split Type | n/a |
| Split Ratio | n/a |
Scores
| Measure | Value |
|---|
| Altman Z-Score | 4.07 |
| Piotroski F-Score | 6 |
Fairvalue
| Measure | Value |
|---|
| Lynch Fair Value | n/a |
| Lynch Upside | n/a |
| Graham Number | |
| Graham Upside | |