Stock Scorecard

Stock Summary for Westwood Holdings Group Inc (WHG) - $16.78 as of 11/11/2025 12:27:59 PM EST

Total Score

20 out of 30

Safety Score

42 out of 100

Currently on the following lists
None
Tim's Recommendation
Buy

Growth List Algorithm Criteria for WHG

Positive Quarterly and Annual earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the Annual earnings growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for WHG

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for WHG

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for WHG

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for WHG (42 out of 100)

Stock Price Rating (Max of 10) 6
Historical Stock Price Rating (Max of 10) 5
Stock Price Trend (Max of 10) 9
Book Value (Max of 10) 5
Book Value to Price (Max of 10) 1
Analyst Buy Ratings (Max of 5) 0
Analyst Strong Buy Ratings (Max of 5) 0
Dividend Yield Percentage (Max of 10) 6
Operating Margin (Max of 10) 2
Trading Volume (Max of 10) 0
Price to Earnings (Max of 10) 8
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) 0

Latest News for for WHG

Richardson Electronics to Present at the 17th Annual Southwest IDEAS Investor Conference on November 19th 11/5/2025 3:00:00 PM
Westwood ( WHG ) Q3 2025 Earnings Call Transcript 10/31/2025 12:20:00 AM
Westwood Holdings Group, Inc. to Host Third Quarter 2025 Conference Call/Webcast 10/17/2025 12:00:00 PM
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF ( MDST ) and Westwood Salient Enhanced Energy Income ETF ( WEEI ) 10/2/2025 12:00:00 PM
Hovnanian Enterprises to Present and Host 1x1 Investor Meetings at the 16th Annual Midwest IDEAS Investor Conference on August 27th in Chicago, IL - Hovnanian Enterprises ( NYSE:HOV ) 8/22/2025 5:30:00 PM
Hovnanian Enterprises to Present and Host 1x1 Investor Meetings at the 16th Annual Midwest IDEAS Investor Conference on August 27th in Chicago, IL 8/22/2025 5:30:00 PM
UFP Technologies to Present and Host 1x1 Investor Meetings at the 16th Annual Midwest IDEAS Investor Conference on August 26th in Chicago, IL - UFP Technologies ( NASDAQ:UFPT ) 8/20/2025 1:00:00 PM
UFP Technologies to Present and Host 1x1 Investor Meetings at the 16th Annual Midwest IDEAS Investor Conference on August 26th in Chicago, IL 8/20/2025 1:00:00 PM
Westwood Group Posts Q2 Profit Jump 8/8/2025 8:26:00 PM
Westwood Holdings Group, Inc. Reports Second Quarter 2025 Results 8/8/2025 8:10:00 PM

Financial Details for WHG

Company Overview
Ticker WHG
Company Name Westwood Holdings Group Inc
Country USA
Description Westwood Holdings Group, Inc. is a Dallas-based investment management firm renowned for its expertise in managing investment assets for institutional clients and high-net-worth individuals. The firm emphasizes a value-oriented investment philosophy and offers a comprehensive suite of investment solutions across equity, fixed income, and alternative asset classes. With a strong commitment to rigorous research and disciplined investment processes, Westwood has established itself as a trusted partner in the competitive asset management landscape, distinguishing itself through personalized service and strategic insights.
Sector Name FINANCIAL SERVICES
Industry Name ASSET MANAGEMENT
Most Recent Quarter 9/30/2025
Next Earnings Date N/A

Stock Price History
Last Day Price 16.78
Price 4 Years Ago 14.32
Last Day Price Updated 11/11/2025 12:27:59 PM EST
Last Day Volume 8,300
Average Daily Volume 7,187
52-Week High 18.81
52-Week Low 13.11
Last Price to 52 Week Low 27.99%

Valuation Measures
Trailing PE 20.22
Industry PE 23.68
Sector PE 24.89
5-Year Average PE 28.58
Free Cash Flow Ratio 7.30
Industry Free Cash Flow Ratio 106.14
Sector Free Cash Flow Ratio 33.03
Current Ratio Most Recent Quarter 39.28
Total Cash Per Share 2.30
Book Value Per Share Most Recent Quarter 14.86
Price to Book Ratio 1.27
Industry Price to Book Ratio 1.90
Sector Price to Book Ratio 2.07
Price to Sales Ratio Twelve Trailing Months 1.64
Industry Price to Sales Ratio Twelve Trailing Months 7.45
Sector Price to Sales Ratio Twelve Trailing Months 3.78
Analyst Buy Ratings N/A
Analyst Strong Buy Ratings N/A

Share Statistics
Total Shares Outstanding 9,408,100
Market Capitalization 157,867,918
Institutional Ownership 62.23%

Dividends
Ex-Dividend Date 12/1/2025
Previous Dividend Amount 0.1500
Current Dividend Amount 0.1500
Total Years Dividend Increasing 0
Trailing Annual Dividend Rate 0.60
Trailing Annual Dividend Yield 3.59%
Forward Annual Dividend Rate 0.60
Forward Annual Dividend Yield 3.59%
5-Year Dividend Payments Count 21
3-Year Average Dividend Yield 4.70%
5-Year Average Dividend Yield 4.66%
1-Year Dividend Growth Rate Percentage 0.00%
3-Year Dividend Growth Rate Percentage 0.00%
5-Year Dividend Growth Rate Percentage 7.46%
All-Time Dividend Growth Rate Percentage 8.91%
Dividend Payout Ratio 72.29%

Income Statement
Quarterly Earnings Growth YOY 4,000.00%
Annual Earnings Growth -79.08%
Reported EPS 12 Trailing Months 0.83
Reported EPS Past Year 0.58
Reported EPS Prior Year 0.29
Net Income Twelve Trailing Months 7,281,999
Net Income Past Year 2,211,000
Net Income Prior Year 10,571,000
Quarterly Revenue Growth YOY 2.40%
5-Year Revenue Growth 2.41%
Operating Margin Twelve Trailing Months 8.27%

Balance Sheet
Total Cash Most Recent Quarter 21,604,000
Total Cash Past Year 18,847,000
Total Cash Prior Year 20,422,000
Net Cash Position Most Recent Quarter 21,604,000
Net Cash Position Past Year 18,847,000
Long Term Debt Past Year 0
Long Term Debt Prior Year 0
Total Debt Most Recent Quarter 0
Equity to Debt Ratio Past Year 1.00
Equity to Debt Ratio Most Recent Quarter 1.00
Total Stockholder Equity Past Year 120,291,000
Total Stockholder Equity Prior Year 120,401,000
Total Stockholder Equity Most Recent Quarter 123,898,000

Free Cash Flow
Free Cash Flow Twelve Trailing Months 18,652,000
Free Cash Flow Per Share Twelve Trailing Months 1.98
Free Cash Flow Past Year 21,013,000
Free Cash Flow Prior Year -1,332,000

Options
Put/Call Ratio 0.00
Has Options False
Liquidity Rating None

Technical Analysis
Yahoo Finance Chart Yahoo Finance Chart
MACD 0.00
MACD Signal -0.06
20-Day Bollinger Lower Band 15.49
20-Day Bollinger Middle Band 16.92
20-Day Bollinger Upper Band 18.34
Beta 0.84
RSI 54.49
50-Day SMA 12.83
150-Day SMA 0.00
200-Day SMA 12.56

System
Modified 11/11/2025 12:28:47 PM EST