Westwood Holdings (WHG) stock price, chart and financials

Price chart

Revenue (trailing twelve months)

$101.7M

Revenue (quarter)

$25.3M

Revenue growth (year over year)

+9.62%

Gross profit (trailing twelve months)

$93.9M

Gross margin

92.35%

Net income (trailing twelve months)

$7.9M

Net income (quarter)

$1.5M

Net income growth (year over year)

+48.11%

Net margin

7.75%

Return on equity

6.38%

EPS (trailing twelve months)

$0.93

Book value per share

$13.24

P/E (trailing twelve months)

23.23

Price to book

1.43

Debt to assets

17.97%

Payout ratio

79.86%

Dividend yield

3.11%

Company profile

Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It operates its business through the Advisory and Trust segments. Its Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and its advisory segment sponsors common trust funds to institutions and high net-worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of its revenue from the United States, and also has its presence in Canada.

• Is Westwood Holdings (WHG) profitable?

  Yes. Westwood Holdings earned $7.9M in net income over the trailing twelve months, a net margin of 7.75%.

• How much revenue does Westwood Holdings (WHG) make?

  Westwood Holdings generated $101.7M in revenue over the trailing twelve months, up 9.62% year over year.

• What is WHG's P/E ratio?

  Westwood Holdings trades at 23.2 times trailing twelve-month earnings, on an EPS of $0.93.

• How do I buy stock in Westwood Holdings (WHG)?

  WHG trades commission-free with a Light Horse Securities brokerage account — from the mobile app, the web at Light Horse Dashboard, the trading API, or an AI agent connected over MCP. The trade panel on this page places the order once you are signed in.