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WHG

Westwood Holdings Group, Inc. (NYSE)

Financial Services — Asset Management

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.

None
$19.22
+$0.06 (+0.31%)
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Price History

52-Week Range

Fundamentals

Market Cap$182.36M
P/E Ratio (TTM)23.16
Forward P/E-
EPS (TTM)$0.83
Dividend Yield3.12%
Profit Margin7.40%
Revenue Growth7.40%
ROE5.97%
Debt/Equity7.95
Recommendation None
Analyst Target-
Analysts-
Indexes NYSE

Technical Indicators

RSI (14)63.8
Beta0.61
SMA 20-
SMA 40-
52-Week High$20.97
52-Week Low$14.70
50-Day Avg$16.98
200-Day Avg$16.90
Avg Volume19.5K
Volume102

Performance Analysis

BULLISH

WHG shows predominantly bullish signals based on its fundamentals and technicals.

+ Showing strength at 72% of its 52-week range.
+ RSI at 63.8 shows positive momentum.
+ Price is above both the 50-day and 200-day moving averages — strong uptrend.
~ Modest revenue growth of 7.4% year-over-year.
~ Wall Street consensus is "none".

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Last updated: Jul 02, 2026 13:37 UTC

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