How have WHG shares performed in 2024?

Westwood Holdings Group's stock was trading at $12.57 on January 1st, 2024. Since then, WHG stock has increased by 0.6% and is now trading at $12.65. View the best growth stocks for 2024 here .

Are investors shorting Westwood Holdings Group?

Westwood Holdings Group saw a decline in short interest in the month of March. As of March 31st, there was short interest totaling 12,300 shares, a decline of 17.4% from the March 15th total of 14,900 shares. Based on an average daily volume of 12,400 shares, the days-to-cover ratio is presently 1.0 days. Currently, 0.2% of the company's shares are sold short. View Westwood Holdings Group's Short Interest .

When is Westwood Holdings Group's next earnings date?

The company is scheduled to release its next quarterly earnings announcement on Wednesday, April 24th 2024. View our WHG earnings forecast .

How were Westwood Holdings Group's earnings last quarter?

Westwood Holdings Group, Inc. (NYSE:WHG) announced its earnings results on Wednesday, February, 14th. The asset manager reported $0.47 earnings per share (EPS) for the quarter. The asset manager earned $23.23 million during the quarter. Westwood Holdings Group had a net margin of 11.77% and a trailing twelve-month return on equity of 12.78%.

How often does Westwood Holdings Group pay dividends? What is the dividend yield for Westwood Holdings Group?

Westwood Holdings Group announced a quarterly dividend on Wednesday, February 14th. Stockholders of record on Friday, March 1st will be paid a dividend of $0.15 per share on Wednesday, April 3rd. This represents a $0.60 dividend on an annualized basis and a dividend yield of 4.74%. The ex-dividend date of this dividend is Thursday, February 29th. Read our dividend analysis for WHG .

Is Westwood Holdings Group a good dividend stock?

Westwood Holdings Group (NYSE:WHG) pays an annual dividend of $0.60 per share and currently has a dividend yield of 4.63%. WHG has a dividend yield higher than 75% of all dividend-paying stocks, making it a leading dividend payer. The dividend payout ratio is 50.85%. This payout ratio is at a healthy, sustainable level, below 75%. Read our dividend analysis for WHG .

What is Brian O. Casey's approval rating as Westwood Holdings Group's CEO?

15 employees have rated Westwood Holdings Group Chief Executive Officer Brian O. Casey on Glassdoor.com . Brian O. Casey has an approval rating of 32% among the company's employees. This puts Brian O. Casey in the bottom 10% of approval ratings compared to other CEOs of publicly-traded companies.

What other stocks do shareholders of Westwood Holdings Group own?

Based on aggregate information from My MarketBeat watchlists, some companies that other Westwood Holdings Group investors own include Altria Group (MO) , AT&T (T) , Verizon Communications (VZ) , Exxon Mobil (XOM) , Energy Transfer (ET) , International Business Machines (IBM) , Johnson & Johnson (JNJ) , Enbridge (ENB) , Holly Energy Partners (HEP) and Occidental Petroleum (OXY) .

How do I buy shares of Westwood Holdings Group?

Shares of WHG stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here .

Positive News SentimentPositive News

NYSE:WHG

Westwood Holdings Group (WHG) Stock Price, News & Analysis

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$12.65

+0.09 (+0.72%)

(As of 04/18/2024 ET)

Compare

Today's Range: $12.62
▼
$12.90
50-Day Range: $11.74
▼
$13.36
52-Week Range: $8.91
▼
$14.20

Volume: 5,619 shs
Average Volume: 11,870 shs
Market Capitalization: $118.02 million

P/E Ratio: 10.72
Dividend Yield: 4.74%
Price Target: N/A

Get Westwood Holdings Group alerts:

Westwood Holdings Group MarketRank™ Stock Analysis

Analyst Rating: N/A
Upside/Downside: N/A
Short Interest: Healthy
0.18% of Float Sold Short
Dividend Strength: Moderate
Based on Four Factors
Sustainability: N/A
News Sentiment: 1.92
Based on 2 Articles This Week
Insider Trading: N/A
Proj. Earnings Growth: N/A

Overall MarketRank^™

New Rank-Based ScoringMarketRank^™ is calculated by averaging available category scores (with extra weight given to analysis and valuation), then ranking the company's weighted average against that of other companies.

3.67 out of 5 stars

Finance Sector

394th out of 822 stocks

Investment Advice Industry

24th out of 44 stocks

N/A

Analyst's Opinion

Consensus Rating
There is not enough analysis data for Westwood Holdings Group.

5.0

Short Interest

Percentage of Shares Shorted
0.18% of the float of Westwood Holdings Group has been sold short.
Short Interest Ratio / Days to Cover
Westwood Holdings Group has a short interest ratio ("days to cover") of 1, which is generally considered an acceptable ratio of short interest to trading volume.
Change versus previous month
Short interest in Westwood Holdings Group has recently decreased by 17.45%, indicating that investor sentiment is improving significantly.

2.5

Dividend Strength

Dividend Leadership
Westwood Holdings Group is a leading dividend payer. It pays a dividend yield of 4.63%, putting its dividend yield in the top 25% of dividend-paying stocks.
Dividend Growth
Westwood Holdings Group does not have a long track record of dividend growth.
Dividend Coverage
The dividend payout ratio of Westwood Holdings Group is 50.85%. This payout ratio is at a healthy, sustainable level, below 75%.

N/A

Sustainability and ESG

Overall ESG (Environmental, Social, and Governance) Score
There is no current Upright™ data available for WHG.

3.8

News and Social Media Coverage

News Sentiment
Westwood Holdings Group has a news sentiment score of 1.92. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.57 average news sentiment score of Finance companies.
News Coverage This Week
MarketBeat has tracked 2 news articles for Westwood Holdings Group this week, compared to 1 article on an average week.
MarketBeat Follows
2 people have added Westwood Holdings Group to their MarketBeat watchlist in the last 30 days.

1.7

Company Ownership

Insider Buying vs. Insider Selling
In the past three months, Westwood Holdings Group insiders have not sold or bought any company stock.
Percentage Held by Insiders
10.10% of the stock of Westwood Holdings Group is held by insiders. A high percentage of insider ownership can be a sign of company health.
Percentage Held by Institutions
56.64% of the stock of Westwood Holdings Group is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

1.9

Earnings and Valuation

Price to Earnings Ratio vs. the Market
The P/E ratio of Westwood Holdings Group is 10.72, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 142.54.
Price to Earnings Ratio vs. Sector
The P/E ratio of Westwood Holdings Group is 10.72, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 60.17.
Price to Book Value per Share Ratio
Westwood Holdings Group has a P/B Ratio of 0.94. P/B Ratios below 1 indicate that a company could be undervalued with respect to its assets and liabilities.

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About Westwood Holdings Group Stock (NYSE:WHG)

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 corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.

WHG Stock Price History

30 days | 90 days | 365 days | Advanced Chart

WHG Stock News Headlines

April 15, 2024 | americanbankingnews.com

Westwood Holdings Group, Inc. (NYSE:WHG) Short Interest Update

April 9, 2024 | finance.yahoo.com

Westwood launches US energy ETF aiming to deliver 10% yield

April 18, 2024 | Gold Safe Exchange (Ad)

The “Perfect Storm” for Gold

Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

April 9, 2024 | globenewswire.com

Westwood Launches First Exchange-Traded Fund: Westwood Salient Enhanced Midstream Income ETF (MDST)

March 29, 2024 | finance.yahoo.com

Westwood Holdings Group (NYSE:WHG) investors are sitting on a loss of 53% if they invested five years ago

March 16, 2024 | finance.yahoo.com

WHG Jun 2024 15.000 call

March 16, 2024 | finance.yahoo.com

WHG Jun 2024 12.500 put

February 27, 2024 | morningstar.com

Westwood Holdings Group Inc

April 18, 2024 | Gold Safe Exchange (Ad)

The “Perfect Storm” for Gold

Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

February 26, 2024 | businesswire.com

Westwood Financial Announces Fourth Quarter and Full Year 2023 Results

February 22, 2024 | msn.com

Jason Reitman Completes Purchase of Westwood’s Village Theater With Coalition of Filmmakers

February 22, 2024 | globenewswire.com

Susan M. Byrne to Become Director Emerita of the Westwood Holdings Group Board of Directors

February 17, 2024 | finance.yahoo.com

With 55% ownership of the shares, Westwood Holdings Group, Inc. (NYSE:WHG) is heavily dominated by institutional owners

February 16, 2024 | wsj.com

Westwood Holdings Group Inc.

February 16, 2024 | finanznachrichten.de

Westwood Holdings Group Inc: Westwood Holdings Group Reports Fourth Quarter and Full Year 2023 Results

February 15, 2024 | finance.yahoo.com

Q4 2023 Westwood Holdings Group Inc Earnings Call

February 14, 2024 | finance.yahoo.com

Westwood Holdings Group Reports Fourth Quarter and Full Year 2023 Results

February 14, 2024 | finance.yahoo.com

Westwood Holdings Group Inc Reports Robust Q4 and Full Year 2023 Results

February 14, 2024 | globenewswire.com

Westwood Holdings Group Reports Fourth Quarter and Full Year 2023 Results

February 14, 2024 | finance.yahoo.com

Jim Simons Adds Westwood Holdings Group Inc to Portfolio

February 13, 2024 | finance.yahoo.com

WHG Feb 2024 12.500 call

January 31, 2024 | finance.yahoo.com

Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2023 Conference Call/Webcast

January 10, 2024 | stocknews.com

3 Asset Management Stocks Driving Monthly Gains

December 30, 2023 | finance.yahoo.com

If EPS Growth Is Important To You, Westwood Holdings Group (NYSE:WHG) Presents An Opportunity

November 26, 2023 | finance.yahoo.com

Do These 3 Checks Before Buying Westwood Holdings Group, Inc. (NYSE:WHG) For Its Upcoming Dividend

November 14, 2023 | stocknews.com

POWR Income Stock of the Week: Westwood Holdings (WHG)

November 10, 2023 | morningstar.com

Westwood Holdings Group Inc WHG

See More Headlines

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Company Calendar

Last Earnings: 2/14/2024
Ex-Dividend for 4/3 Dividend: 2/29/2024
Dividend Payable: 4/03/2024
Today: 4/18/2024
Next Earnings (Estimated): 4/24/2024
Fiscal Year End: 12/31/2024

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Industry, Sector and Symbol

Stock Exchange: NYSE
Sector: Finance
Industry: Investment advice
Sub-Industry: Asset Management & Custody Banks
Current Symbol: NYSE:WHG
CUSIP: 96176510
CIK: 1165002
Web: www.westwoodgroup.com
Phone: 214-756-6900
Fax: 214-756-6979
Employees: N/A
Year Founded: N/A

Profitability

EPS (Most Recent Fiscal Year): $1.18
Trailing P/E Ratio: 10.72
Forward P/E Ratio: N/A
P/E Growth: N/A
Net Income: $10.57 million
Net Margins: 11.77%
Pretax Margin: 14.97%
Return on Equity: 12.78%
Return on Assets: 10.17%

Debt

Debt-to-Equity Ratio: N/A
Current Ratio: 3.87
Quick Ratio: 3.87

Sales & Book Value

Annual Sales: $89.78 million
Price / Sales: 1.31
Cash Flow: $2.03 per share
Price / Cash Flow: 6.23
Book Value: $13.39 per share
Price / Book: 0.94

Miscellaneous

Outstanding Shares: 9,330,000
Free Float: 8,389,000
Market Cap: $118.02 million
Optionable: Optionable
Beta: 1.23

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Key Executives

Mr. Brian O'Connor Casey (Age 55)
CFP, President, Chief Executive Officer and Director
Ms. Susan Montgomery Byrne (Age 71)
Founder & Vice Chairman
Ms. Tiffany B. Kice (Age 50)
CPA, Senior Vice President, CFO & Treasurer
Mr. Mark Richard Freeman (Age 50)
CFA, Executive Vice President, Chief Investment Officer, Senior Portfolio Manager
Ms. Julie Kramer Gerron (Age 50)
CFA, Senior Vice President, General Counsel

Key Competitors

View All Competitors

Insiders & Institutions

View All Insider Transactions
View All Institutional Transactions

WHG Stock Analysis - Frequently Asked Questions

How have WHG shares performed in 2024?: Westwood Holdings Group's stock was trading at $12.57 on January 1st, 2024. Since then, WHG stock has increased by 0.6% and is now trading at $12.65.
View the best growth stocks for 2024 here.
Are investors shorting Westwood Holdings Group?: Westwood Holdings Group saw a decline in short interest in the month of March. As of March 31st, there was short interest totaling 12,300 shares, a decline of 17.4% from the March 15th total of 14,900 shares. Based on an average daily volume of 12,400 shares, the days-to-cover ratio is presently 1.0 days. Currently, 0.2% of the company's shares are sold short.
View Westwood Holdings Group's Short Interest.
When is Westwood Holdings Group's next earnings date?: The company is scheduled to release its next quarterly earnings announcement on Wednesday, April 24th 2024.
View our WHG earnings forecast.
How were Westwood Holdings Group's earnings last quarter?: Westwood Holdings Group, Inc. (NYSE:WHG) announced its earnings results on Wednesday, February, 14th. The asset manager reported $0.47 earnings per share (EPS) for the quarter. The asset manager earned $23.23 million during the quarter. Westwood Holdings Group had a net margin of 11.77% and a trailing twelve-month return on equity of 12.78%.
How often does Westwood Holdings Group pay dividends? What is the dividend yield for Westwood Holdings Group?: Westwood Holdings Group announced a quarterly dividend on Wednesday, February 14th. Stockholders of record on Friday, March 1st will be paid a dividend of $0.15 per share on Wednesday, April 3rd. This represents a $0.60 dividend on an annualized basis and a dividend yield of 4.74%. The ex-dividend date of this dividend is Thursday, February 29th.
Read our dividend analysis for WHG.

Is Westwood Holdings Group a good dividend stock?: Westwood Holdings Group (NYSE:WHG) pays an annual dividend of $0.60 per share and currently has a dividend yield of 4.63%. WHG has a dividend yield higher than 75% of all dividend-paying stocks, making it a leading dividend payer. The dividend payout ratio is 50.85%. This payout ratio is at a healthy, sustainable level, below 75%.
Read our dividend analysis for WHG.
What is Brian O. Casey's approval rating as Westwood Holdings Group's CEO?: 15 employees have rated Westwood Holdings Group Chief Executive Officer Brian O. Casey on Glassdoor.com. Brian O. Casey has an approval rating of 32% among the company's employees. This puts Brian O. Casey in the bottom 10% of approval ratings compared to other CEOs of publicly-traded companies.
What other stocks do shareholders of Westwood Holdings Group own?: Based on aggregate information from My MarketBeat watchlists, some companies that other Westwood Holdings Group investors own include Altria Group (MO), AT&T (T), Verizon Communications (VZ), Exxon Mobil (XOM), Energy Transfer (ET), International Business Machines (IBM), Johnson & Johnson (JNJ), Enbridge (ENB), Holly Energy Partners (HEP) and Occidental Petroleum (OXY).
How do I buy shares of Westwood Holdings Group?: Shares of WHG stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

This page (NYSE:WHG) was last updated on 4/18/2024 by MarketBeat.com Staff

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Westwood Holdings Group (WHG) Stock Price, News & Analysis

Westwood Holdings Group MarketRank™ Stock Analysis

Overall MarketRank™

Analyst's Opinion

Short Interest

Percentage of Shares Shorted

Short Interest Ratio / Days to Cover

Change versus previous month

Dividend Strength

Sustainability and ESG

Overall ESG (Environmental, Social, and Governance) Score

News and Social Media Coverage

News Sentiment

News Coverage This Week

MarketBeat Follows

Company Ownership

Earnings and Valuation

About Westwood Holdings Group Stock (NYSE:WHG)

WHG Stock Price History

WHG Stock News Headlines

Company Calendar

Industry, Sector and Symbol

Profitability

Debt

Sales & Book Value

Miscellaneous

Key Executives

Key Competitors

Insiders & Institutions

WHG Stock Analysis - Frequently Asked Questions

Overall MarketRank^™