Westwood Holdings Group Inc (WHG) stock
Close on Nov 13, 2026Market cap $179.03MP/E 23.7Yield –
Westwood Holdings Group Inc grew revenue 3.2% to $97.76M over fiscal 2025. Operating income rose 499.2% to $4.97M, moving the operating margin from 0.9% to 5.1%. Free cash flow was $18.84M, down 10.4% from a year earlier. At the latest close the market valued the company at $179.03M, 23.7 times its earnings.
Key statistics
Valuation at the latest close; fundamentals over fiscal 2025, balances at Sep 30, 2026
Valuation
- Market cap
- $179.03M
- P/E ratio
- 23.7
- Price to sales
- 1.83
- Price to book
- 1.39
- Dividend yield
- –
- Free cash flow yield
- 10.52%
Fundamentals
- Revenue
- $97.76M
- Net income
- $7.08M
- EPS, diluted
- $0.79
- Free cash flow
- $18.84M
- Book value per share
- $14.04
- Diluted shares
- 9M
Trading
- Next earnings
- Feb 12, 2027 (estimated, during market hours)
- Previous close
- $18.63
- Open
- $19.01
- Day's range
- $18.76 – $19.01
- Volume
- 2,619
- Average volume (20 days)
- 8,291
- Index membership
- Russell 2000 (since Jun 2025)
- Beta (5 years)
- 0.59
- 52-week range
- $14.70 – $20.97
- RSI (14 days)
- 48.9
- Volatility (1 year)
- 33.7%
- Relative volume
- 0.17×
- WACC
- 8.1%
Index membership is inferred from the holdings of funds that track each index (IWM), as reported to the SEC for Jun 30, 2026. Join dates come from quarterly fund reports since 2019, so they are accurate to the quarter.
Market cap history
Month-end market cap since 2011, using shares outstanding reported at the time
Total return vs. the S&P 500
Price change plus reinvested dividends, to the close on Nov 13, 2026. The S&P 500 is measured by the SPY fund.
| Period | WHG | S&P 500 | Difference | WHG per year | S&P 500 per year |
|---|---|---|---|---|---|
| 1 month | -1.6% | -3.0% | +1.4 pts | ||
| 3 months | -1.9% | -2.8% | +0.9 pts | ||
| Year to date | +11.8% | +11.5% | +0.4 pts | ||
| 1 year | +19.4% | +13.5% | +6.0 pts | ||
| 3 years | +96.7% | +77.7% | +19.0 pts | +25.3% | +21.1% |
| 5 years | +23.2% | +72.6% | −49.4 pts | +4.3% | +11.5% |
| 10 years | -44.6% | +308.2% | −352.8 pts | -5.7% | +15.1% |
Fifteen years at a glance
Fiscal years 2011 to 2025, USD
Revenue
Operating income
Net income
EPS, diluted
Free cash flow
Press releases
Releases Westwood filed with the SEC as exhibits to Form 8-K or 6-K
- Results
- Results
- Results
- Results
- Results
- Results
About Westwood
Investment Advice
Westwood Holdings Group, Inc. is an investment management holding company that operates primarily through its advisory and trust subsidiaries. The firm provides investment advisory, trust, custodial, and portfolio management services. Its offerings encompass multiple investment capabilities, including value equity, multi-asset strategies, energy and real assets, tactical absolute return, income alternatives, and managed investment solutions. The company also oversees mutual funds under the Westwood Funds brand, exchange-traded funds, commingled funds, and private capital vehicles. Its client base includes corporate and public retirement plans, endowments, foundations, financial intermediaries, high-net-worth individuals, and families.
Company profile, executives and historyWestwood stock: common questions
What is Westwood's stock price?
WHG closed at $18.76 on Nov 13, 2026, up 0.70% on the day. Over the past 52 weeks it traded between $14.70 and $20.97.
What is Westwood's market cap?
Westwood was worth $179.03M at the close on Nov 13, 2026: the share price times the diluted shares outstanding.
What is WHG's P/E ratio?
WHG trades at 23.7 times earnings, based on diluted earnings per share of $0.79 over fiscal 2025.
How much revenue does Westwood make?
Westwood reported revenue of $97.76M for fiscal 2025, up 3.2% from a year earlier.
Does Westwood pay a dividend?
No. Westwood has not paid a cash dividend over the last twelve months.
When does Westwood report earnings next?
Westwood is expected to report Q4 FY2026 results on Feb 12, 2027, during market hours. The date is estimated from its past reporting pattern until the company confirms it.
How has WHG stock performed over the past year?
Including dividends, WHG returned +19.4% over the past year, against +13.5% for the S&P 500.
How many WHG shares are sold short?
0M shares were sold short at the latest FINRA report, 1.24% of the float, or 12.9 days of average trading volume.
Who are Westwood's competitors?
Companies most similar to Westwood by business, industry and size include SAMG, HNNA, HKHC, RPC, VRTS.
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