Why Westwood Holdings Group, Inc.’s (WHG) Stock Is Down 6.53%
As of Tuesday, June 30, Westwood Holdings Group, Inc.’s WHG share price has dipped by 6.53%, which has investors questioning if this is right time to buy.Jenna Brashear
A+ Stock Grade Summary:
| VALUE: |
|
|
| GROWTH: |
|
|
| MOMENTUM: |
|
|
| EPS REVISIONS: |
|
|
| QUALITY: |
|
|
COMPANY SUMMARY
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.
Commentary & Analysis
Why Westwood Holdings Group, Inc.’s (WHG) Stock Is Down 7.21%
As of Monday, June 22, Westwood Holdings Group, Inc.’s WHG share price has dipped by 7.21%, which has investors questioning if this is right time to buy.Rosalio Madrigal
Why Westwood Holdings Group, Inc.’s (WHG) Stock Is Up 8.62%
As of Thursday, April 02, Westwood Holdings Group, Inc.’s WHG share price has surged by 8.62%, which has investors questioning if this is right time to sell.Jenna Brashear
Why Westwood Holdings Group, Inc.’s (WHG) Stock Is Down 6.55%
As of Monday, March 16, Westwood Holdings Group, Inc.’s WHG share price has dipped by 6.55%, which has investors questioning if this is right time to buy.Jenna Brashear
Why Westwood Holdings Group, Inc.’s (WHG) Stock Is Down 8.87%
As of Friday, March 06, Westwood Holdings Group, Inc.’s WHG share price has dipped by 8.87%, which has investors questioning if this is right time to buy.Cynthia McLaughlin
Financial Summary
| Share Statistics | WHG | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $163.4 | $2,967.8 | 26% |
|
| Shares Out (Mil) | 9.1 | 83.1 | 20% |
|
| Institutional Ownership | 77.8% | 76.4% | 47% |
|
| Float (Mil) | 5.9 | 73.3 | 13% |
|
| Beta | 0.58 | 0.94 | 34% |
|
| Avg Daily Volume (000s) | 15 | 564 | 20% |
|
| Price Change (52-week) |
17.6% | 71.4% | 65% |
|
| Growth | WHG | Industry Median |
Percentile (All Stocks) |
|
| Sales (5yr) | 8.5% | 8.4% | 53% |
|
| Net Income (5yr) | 22.8% | 8.1% | 77% |
|
| EPS (5yr) | 22.0% | 9.0% | 72 |
|
| Dividends (5yr) | 6.9% | 1.4% | 71% |
|
| Cash Flow (5yr) | 17.0% | 0.1% | 76% |
|
| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
|
| # of Estimates | na | na | na | |
| Current EPS | na | na | na | |
| Month Ago EPS | na | na | na | |
| # Rev Up | na | na | na | |
| # Rev Down | na | na | na | |
| Three Months Ago EPS | na | na | na | |
| Year/Year Chg | na | na | na | |
| Financials | WHG | Industry Median |
Percentile (All Stocks) |
|
| Sales (TTM) (Mil) | $102 | $1,066 | 26% |
|
| Net Income (TTM) (Mil) | $8 | $87 | 44% |
|
| EPS (TTM) | $0.925 | $0.900 | 60% |
|
| Operating Cash Flow (TTM) (Mil) | $20 | $56 | 41% |
|
| Net Cash Flow (TTM) (Mil) | $7 | $16 | 54% |
|
| Long-Term Debt (Q1) (Mil) | $12 | $209 | 29% |
|
| Enterprise Value (Q1) (Mil) | $161 | $1,362 | 24% |
|
| Valuation | WHG | Industry Median |
Percentile (All Stocks) |
|
| P/B | 1.29 | 2.48 | 36% |
|
| P/E | 22.1 | 19.4 | 58% |
|
| Dividend Yield | 3.1% | 0.9% | 85% |
|
| PEG (5yr hist) | 1.0 | 1.4 | 47% |
|
| Ratios | WHG | Industry Median |
Percentile (All Stocks) |
|
| Gross Margin | 40.9% | 72.1% | 51% |
|
| Net Margin | 7.7% | 14.8% | 56% |
|
| ROA | 5.2% | 1.4% | 72% |
|
| ROE | 6.4% | 12.4% | 47% |
|
| Liabilities to Assets | 18.0% | 60.3% | 11% |
|
| F-Score | 6 | 5 | 67% |
|
Westwood Holdings Group, Inc. did not pass any screens on 10/13/2026.
