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Westwood Holdings Group Inc
WHG | US
17.27
USD0.35
2.07%
WHG | US
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About Westwood Holdings Group Inc
Sector
Financial Services
Industry
Asset Management
Earnings date
30/06/2024
As of date
05/06/2026
Close
17.27
Open
16.86
High
17.68
Low
16.86
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.
View LessWHG | US
Risk
23.5
Sharpe
0.35
Luna's Score
58/100
Recommendation
Hold
Luna says (WHG | US)
What's Working
Positive Momentum
Good Dividend Yield (2% <= Dividend Yield <= 8%)
Low Debt to Equity (< 0.25)
Low Debt to Asset (< 0.2)
Value Stock (Price to Book < 3)
What's not Working
Microcap (<300M USD)
High Market Beta (> 0.8)
Weak Operating Margin (< 10%)
Volatility Signals
Bearish: Increased Volatility (6-month > 1-month volatility)
Risk Meter
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10 days
27.4%1 month
23.5%3 months
35.7%6 months
37.2%Returns
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Fundamental Ratios
PE
22.18
Fwd. PE
-
Price to book
1.25
Debt to equity
0.03
Debt to assets
0.03
Ent. to EBITDA
11.78
Ent. to rev.
1.20
PEG
-
Other Fundamentals
EBITDA
9.19M
MarketCap
160.38M
MarketCap(USD)
160.38M
Div. yield
3.75
Op. margin
2.77
Erngs. growth
206.00
Rev. growth
3.40
Ret. on equity
5.87
Short ratio
0.39
Short perc.
0.06
Market Sentiment (SMA and Price signals)
Short-term: Bullish (SMA10D > SMA1M)
Intermediate-term: Bullish (SMA1M > SMA3M)
Long-term: Bullish (SMA6M > SMA12M)
SMAs: Stock Price Trends
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Range10D
2.02
Range1M
2.06
Range3M
2.98
Volumes: Market Activity
Volume Averages
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Rel. volume
0.65
Price X volume
150.18K
Peers
Diversifiers
Industry Comparison
| Parameter | Company | Industry | Indicator |
|---|---|---|---|
| Enterprise to EBITDA | 11.78 | 332.92 | Cheaper |
| Ent. to Revenue | 1.20 | 18.60 | Cheaper |
| PE Ratio | 22.18 | 20.20 | Par |
| Price to Book | 1.25 | 2.63 | Cheaper |
| Dividend Yield | 3.75 | 7.25 | Poor |
| Std. Deviation (3M) | 35.68 | 21.97 | Riskier |
| Debt to Equity | 0.03 | 50.50 | Cheaper |
| Debt to Assets | 0.03 | 44.08 | Cheaper |
| Market Cap | 160.38M | 8.59B | Emerging |
