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WHG stock logo

WHG

Westwood Holdings Group, Inc.

$16.2
0.3
 (1.89%)
[ms_data_label text=’Delayed data’]
Exchange:  NYSE
Market Cap:  153.648M
Shares Outstanding:  7.988M
Overview
Earnings
Financials
Valuation
Chart

About The Company

Sector:  Financial Services
Industry:  Financial – Capital Markets
   
CEO:  Brian O’Connor Casey
Full Time Employees:  151
Address: 
200 Crescent Court
Dallas
TX
75201
US
Website:  https://www.westwoodgroup.com
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.

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Revenue Segmentation

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EPS

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Earnings Call

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Earnings transcript

Read the complete earnings call transcript.

AI summary

Key takeaways

Short, structured highlights from the call so you can focus on what matters.

2026/04/30 — Q1 quarter 2026

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Income Statement
Balance Sheet
Cash Flow Statement
Analyst Estimates

Income Statement

Year202320242025
Revenue89,78194,72197,762
Gross Profit36,86338,71084,612
EBITDA8,26510,46114,123
Operating Income6,0058306,905
Net Income10,5712,2117,077

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(* All numbers are in thousands)

Balance Sheet

Year202320242025
Total Assets155,167149,989163,250
Total Liabilities32,72127,65735,575
Total Stockholders Equity120,401120,291125,615
Total Debt9,1043,19710,171
Cash and Cash Equivalents20,42218,84726,249

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(* All numbers are in thousands)

Cash Flow Statement

Year202320242025
Operating Cash Flow-1,18521,12217,969
Capital Expenditure-147-109-86
Free Cash Flow-1,33221,01317,883
Net Income10,5712,2117,077
Net Change in Cash-3,437-1,5757,402

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(* All numbers are in thousands)

Analyst Estimates

Fiscal Year2023Full AccessFull AccessFull AccessFull Access
Estimated Revenue (Low)191,021.861Full AccessFull AccessFull AccessFull Access
Estimated Revenue (High)286,532.818Full AccessFull AccessFull AccessFull Access
Estimated Revenue (Avg)238,777.340Full AccessFull AccessFull AccessFull Access
Estimated Ebitda (Low)59,260.761Full AccessFull AccessFull AccessFull Access
Estimated Ebitda (High)88,891.193Full AccessFull AccessFull AccessFull Access
Estimated Ebitda (Avg)74,075.977Full AccessFull AccessFull AccessFull Access
Estimated Net Income (Low)36,913.564Full AccessFull AccessFull AccessFull Access
Estimated Net Income (High)55,370.360Full AccessFull AccessFull AccessFull Access
Estimated Net Income (Avg)46,141.962Full AccessFull AccessFull AccessFull Access
Estimated SGA Expense (Low)122,752.687Full AccessFull AccessFull AccessFull Access
Estimated SGA Expense (High)184,129.039Full AccessFull AccessFull AccessFull Access
Estimated SGA Expense (Avg)153,440.863Full AccessFull AccessFull AccessFull Access
Estimated EPS (Avg)8.130Full AccessFull AccessFull AccessFull Access
Estimated EPS (High)9.790Full AccessFull AccessFull AccessFull Access
Estimated EPS (Low)6.460Full AccessFull AccessFull AccessFull Access
Number of Analysts (Estimated Revenue)16Full AccessFull AccessFull AccessFull Access
Number of Analysts (Estimated EPS)16Full AccessFull AccessFull AccessFull Access

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(* All numbers are in thousands)

Current Key Metrics

?Revenue
 (TTM)
: 
95.723M  ?P/S
 (TTM)
: 
1.63
?Net Income
 (TTM)
: 
2.215M  ?P/E
 (TTM)
: 
20.04
?Enterprise Value
 (TTM)
: 
143.261M  ?EV/FCF
 (TTM)
: 
8.03
?Dividend Yield
 (TTM)
: 
0.04  ?Payout Ratio
 (TTM)
: 
0.76
?ROE
 (TTM)
: 
0.06  ?ROIC
 (TTM)
: 
0.04
?Net Debt
 (TTM)
: 
-15650000  ?Debt/Equity
 (TTM)
: 
0.08
?P/B
 (TTM)
: 
1.13  ?Current Ratio
 (TTM)
: 
4.23

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Forward P/E Ratios

?

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Forward P/E 1YFull AccessFull AccessFull AccessFull Access
N/AFull AccessFull AccessFull AccessFull Access

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SWOT Analysis

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At what price to buy it? -
Intrinsic Value Calculator

This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.


Calculate WHG Intrinsic Value

Common questions about WHG valuation

Is Westwood Holdings Group, Inc. (WHG) overvalued or undervalued right now?

MARKETSnap estimates intrinsic value for Westwood Holdings Group, Inc. (WHG) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.

Is WHG a buy, hold, or sell for long-term investors?

MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether WHG trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.

What is WHG’s P/E ratio?

You can see WHG’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.

How is intrinsic value calculated for WHG?

MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.

Is WHG a good long-term investment?

Whether WHG fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.

WHG

1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.

[ms_data_label text="Daily snapshot"]

1.89
MARKETSnap

Trading Metrics:

[ms_session_rows_unavailable]
Open: [ms_cell_or_dash table='trading_quote' column='open']   Previous Close: [ms_cell_or_dash table='trading_quote' column='previousClose']
Day Low: [ms_cell_or_dash table='trading_quote' column='dayLow']   Day High: [ms_cell_or_dash table='trading_quote' column='dayHigh']
Year Low: 14.37   Year High: 18.99
Price Avg 50: 16.78   Price Avg 200: 16.95
Volume: 5932   Average Volume: 10516

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Relevant news

Westwood Enhanced Income Series™ ETF Platform Surpasses $250 Million in Assets
19-02-2026 16:30
Westwood Enhanced Income Series™ ETF Platform Surpasses $250 Million in Assets
Westwood Holdings Group Announces Liquidation of Westwood LBRTY Global Equity ETF
17-02-2026 16:30
Westwood Holdings Group Announces Liquidation of Westwood LBRTY Global Equity ETF
Westwood Holdings Group, Inc. (WHG) Q4 2025 Earnings Call Transcript
13-02-2026 18:57
Westwood Holdings Group, Inc. (WHG) Q4 2025 Earnings Call Transcript
Westwood Holdings Group Reports Fourth Quarter and Full Year 2025 Results
13-02-2026 16:10
Westwood Holdings Group Reports Fourth Quarter and Full Year 2025 Results

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