Westwood Holdings Group, Inc. (WHG)Financial Services | Asset Management | Dallas, United States | NYSE
19.42 USD
-0.07
(-0.359%) ⇩
(July 13, 2026, 4 p.m.
EDT)
|
Hot Take ↕ | July 11, 2026, 6:25 a.m. EDT
Westwood Holdings presents a classic value trap scenario where the market has priced out the business despite a recent recovery in share price. While the stock has rallied significantly over the last year (+37%), the underlying fundamentals remain deeply flawed: operating margins are negative (-6%), Return on Equity is a meager 6%, and the company carries a heavy debt load relative to its equity. The massive insider selling by a director emerita near the 52-week high is a stark warning sign that those closest to the business see limited upside. The 3.1% dividend yield is attractive on paper but is likely unsustainable given the poor profitability and high payout ratio; it serves more as a yield trap than a reliable income stream. Technically, the stock is trading above its moving averages, which provides some short-term support, but the lack of institutional accumulation and the weak statistical forecast suggest this rally may be running out of steam. Investors should view this as a speculative hold at best, avoiding it for any serious long-term capital allocation due to the deteriorating operational efficiency. |
| Model | MAE |
|---|---|
| MSTL_126 ✓ | 0.048088 |
| AutoTheta | 0.056946 |
| AutoARIMA | 0.056950 |
| AutoETS | 0.056951 |
| MSTL | 0.057274 |
| MSTL_90_126 | 0.064552 |
| MSTL_90 | 0.072149 |
Forecast horizon: 60 days | Selected: MSTL_126
| Forecast Reliability | |
|---|---|
| Score | 34% |
| H-stat | 13.02 |
| Ljung-Box p | 0.000 |
| Jarque-Bera p | 0.000 |
| Excess Kurtosis | 0.53 |
| Attribute | Value |
|---|---|
| Sector | Financial Services |
| Ex Dividend Date | 2026-05-31 |
| Last Dividend Date | 2026-05-31 |
| Debt to Equity Ratio | 7.946 |
| Revenue per Share | 11.793 |
| Market Cap | 184,256,528 |
| Trailing P/E | 23.40 |
| Beta | 0.58 |
| Profit Margins | 7.40% |
| Website | https://www.westwoodgroup.com |
As of July 11, 2026, 6:25 a.m. EDT: Options activity is sparse and lacks directional conviction. Call volume is concentrated in-the-money at the $15 strike, suggesting a floor or defensive positioning rather than aggressive upside speculation. Put open interest is skewed toward lower strikes ($12.50, $15.00), indicating a hedge against further downside rather than a bearish bet. Implied volatility is extremely low across all expirations, reflecting a lack of speculative interest and uncertainty regarding immediate price moves.
| Last Yield | 1yr Yield | 3yr Avg | 5yr Avg |
|---|---|---|---|
| 0.94% | 3.60% | 4.33% | 6.38% |
| Date | Dividend | Yield % |
|---|---|---|
| 2026-06-01 | 0.150 | 0.936914 |
| 2026-03-03 | 0.150 | 0.890208 |
| 2025-12-01 | 0.150 | 0.906892 |
| 2025-09-02 | 0.150 | 0.865551 |
| 2025-06-02 | 0.150 | 1.025290 |
| 2025-03-03 | 0.150 | 0.973394 |
| 2024-12-02 | 0.150 | 0.968367 |
| 2024-08-30 | 0.150 | 1.124438 |
| 2024-06-03 | 0.150 | 1.239669 |
| 2024-02-29 | 0.150 | 1.237624 |
| 2023-11-30 | 0.150 | 1.363636 |
| 2023-08-31 | 0.150 | 1.470588 |
| 2023-06-01 | 0.150 | 1.154734 |
| 2023-02-28 | 0.150 | 1.167315 |
| 2022-12-01 | 0.150 | 1.280956 |
| 2022-09-01 | 0.150 | 1.183899 |
| 2022-06-02 | 0.150 | 0.929944 |
| 2022-03-03 | 0.150 | 0.923645 |
| 2021-12-02 | 0.150 | 0.914077 |
| 2021-09-02 | 0.100 | 0.447628 |
| 2021-08-05 | 2.500 | 10.879025 |
| 2021-06-03 | 0.100 | 0.488998 |
| 2021-03-01 | 0.100 | 0.569801 |
| 2020-03-05 | 0.430 | 1.962574 |
| 2019-12-05 | 0.720 | 2.421796 |
| 2019-09-05 | 0.720 | 2.605863 |
| 2019-06-06 | 0.720 | 2.473377 |
| 2019-03-07 | 0.720 | 1.908802 |
| 2018-12-06 | 0.720 | 1.943320 |
| 2018-09-06 | 0.680 | 1.197605 |
| 2018-06-07 | 0.680 | 1.144781 |
| 2018-03-08 | 0.680 | 1.222802 |
| 2017-12-07 | 0.680 | 1.014168 |
| 2017-09-07 | 0.620 | 1.055319 |
| 2017-06-07 | 0.620 | 1.143700 |
| 2017-03-08 | 0.620 | 1.138241 |
| 2016-12-07 | 0.620 | 0.995984 |
| 2016-09-07 | 0.570 | 1.122047 |
| 2016-06-08 | 0.570 | 0.988040 |
| 2016-03-09 | 0.570 | 1.001406 |
| 2015-12-11 | 0.570 | 1.101237 |
| 2015-09-09 | 0.500 | 0.992654 |
| 2015-06-10 | 0.500 | 0.865202 |
| 2015-03-11 | 0.500 | 0.830979 |
| 2014-12-11 | 0.500 | 0.842602 |
| 2014-09-11 | 0.440 | 0.746775 |
| 2014-06-11 | 0.440 | 0.776562 |
| 2014-03-12 | 0.440 | 0.747664 |
| 2013-12-11 | 0.440 | 0.792365 |
| 2013-09-11 | 0.400 | 0.813008 |
| 2013-06-12 | 0.400 | 0.909918 |
| 2013-03-13 | 0.400 | 0.938527 |
| 2012-11-29 | 0.400 | 1.024590 |
| 2012-09-12 | 0.370 | 0.989305 |
| 2012-06-13 | 0.370 | 1.070912 |
| 2012-03-13 | 0.370 | 0.942675 |
| 2011-12-13 | 0.370 | 1.038159 |
| 2011-09-13 | 0.350 | 1.074279 |
| 2011-06-13 | 0.350 | 0.997151 |
| 2011-03-11 | 0.350 | 0.953678 |
| 2010-11-29 | 0.660 | 1.815681 |
| 2010-09-13 | 0.330 | 0.977488 |
| 2010-06-11 | 0.330 | 0.900164 |
| 2010-03-11 | 0.330 | 0.836714 |
| 2009-12-11 | 0.330 | 0.874636 |
| 2009-09-11 | 0.300 | 0.831025 |
| 2009-06-11 | 0.300 | 0.706215 |
| 2009-03-11 | 0.300 | 0.903342 |
| 2008-12-11 | 0.300 | 1.153846 |
| 2008-09-11 | 0.300 | 0.669643 |
| 2008-06-11 | 0.300 | 0.783290 |
| 2008-03-12 | 0.300 | 0.882872 |
| 2007-12-12 | 0.250 | 0.691754 |
| 2007-09-12 | 0.500 | 1.751314 |
| 2007-06-13 | 0.200 | 0.675219 |
| 2007-03-13 | 0.200 | 0.860215 |
| 2006-12-13 | 0.150 | 0.623701 |
| 2006-09-13 | 1.000 | 5.232862 |
| 2006-06-13 | 0.090 | 0.482833 |
| 2006-03-13 | 0.090 | 0.455927 |
| 2005-12-13 | 0.090 | 0.491535 |
| 2005-09-13 | 0.090 | 0.490463 |
| 2005-06-13 | 0.080 | 0.438116 |
| 2005-03-11 | 0.080 | 0.425080 |
| 2004-12-13 | 0.080 | 0.410046 |
| 2004-09-13 | 0.830 | 4.334204 |
| 2004-06-14 | 0.040 | 0.229885 |
| 2004-03-11 | 0.030 | 0.175234 |
| 2003-12-11 | 0.023 | 0.135215 |
| 2003-09-11 | 1.030 | 5.889080 |
| 2003-06-12 | 0.020 | 0.125786 |
| 2003-03-13 | 0.100 | 0.762777 |
| 2002-12-12 | 0.020 | 0.153846 |
| 2002-09-12 | 0.020 | 0.133869 |
| Attribute | Value |
|---|---|
| 52 Week Change | 0.17693233 |
| Address1 | 200 Crescent Court |
| Address2 | Suite 1200 |
| All Time High | 71.0 |
| All Time Low | 8.91 |
| Ask | 30.87 |
| Ask Size | 200 |
| Audit Risk | 6 |
| Average Daily Volume10 Day | 50,530 |
| Average Daily Volume3 Month | 21,991 |
| Average Volume | 21,991 |
| Average Volume10Days | 50,530 |
| Beta | 0.576 |
| Bid | 7.81 |
| Bid Size | 100 |
| Board Risk | 2 |
| Book Value | 14.922 |
| City | Dallas |
| Compensation As Of Epoch Date | 1,767,139,200 |
| Compensation Risk | 6 |
| Country | United States |
| Crypto Tradeable | 0 |
| Currency | USD |
| Current Price | 19.42 |
| Current Ratio | 2.784 |
| Custom Price Alert Confidence | HIGH |
| Date Short Interest | 1,782,777,600 |
| Day High | 19.755 |
| Day Low | 19.3 |
| Debt To Equity | 7.946 |
| Display Name | Westwood |
| Dividend Date | 1,782,864,000 |
| Dividend Rate | 0.6 |
| Dividend Yield | 3.09 |
| Earnings Call Timestamp End | 1,777,581,000 |
| Earnings Call Timestamp Start | 1,777,581,000 |
| Earnings Growth | 0.8 |
| Earnings Quarterly Growth | 0.636 |
| Earnings Timestamp | 1,777,579,200 |
| Earnings Timestamp End | 1,777,579,200 |
| Earnings Timestamp Start | 1,777,579,200 |
| Ebitda | 7,697,000 |
| Ebitda Margins | 0.07738 |
| Enterprise To Ebitda | 19.88 |
| Enterprise To Revenue | 1.538 |
| Enterprise Value | 153,016,736 |
| Eps Trailing Twelve Months | 0.83 |
| Esg Populated | 0 |
| Ex Dividend Date | 1,780,272,000 |
| Exchange | NYQ |
| Exchange Data Delayed By | 0 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fifty Day Average | 17.3872 |
| Fifty Day Average Change | 2.0328007 |
| Fifty Day Average Change Percent | 0.11691363 |
| Fifty Two Week Change Percent | 17.693233 |
| Fifty Two Week High | 20.97 |
| Fifty Two Week High Change | -1.5499992 |
| Fifty Two Week High Change Percent | -0.07391508 |
| Fifty Two Week Low | 14.7 |
| Fifty Two Week Low Change | 4.7200003 |
| Fifty Two Week Low Change Percent | 0.32108846 |
| Fifty Two Week Range | 14.7 - 20.97 |
| Financial Currency | USD |
| First Trade Date Milliseconds | 1,023,975,000,000 |
| Five Year Avg Dividend Yield | 3.98 |
| Float Shares | 5,831,716 |
| Free Cashflow | 14,505,625 |
| Full Exchange Name | NYSE |
| Full Time Employees | 148 |
| Gmt Off Set Milliseconds | -14,400,000 |
| Governance Epoch Date | 1,782,864,000 |
| Gross Margins | 0.40332 |
| Gross Profits | 40,121,000 |
| Has Pre Post Market Data | 1 |
| Held Percent Insiders | 0.09798 |
| Held Percent Institutions | 0.64212 |
| Implied Shares Outstanding | 9,487,978 |
| Industry | Asset Management |
| Industry Disp | Asset Management |
| Industry Key | asset-management |
| Ir Website | http://ir.westwoodgroup.com/ |
| Is Earnings Date Estimate | 0 |
| Language | en-US |
| Last Dividend Date | 1,780,272,000 |
| Last Dividend Value | 0.15 |
| Last Fiscal Year End | 1,767,139,200 |
| Long Business 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. |
| Long Name | Westwood Holdings Group, Inc. |
| Market | us_market |
| Market Cap | 184,256,528 |
| Market State | PRE |
| Max Age | 86,400 |
| Message Board Id | finmb_2433574 |
| Most Recent Quarter | 1,774,915,200 |
| Net Income To Common | 7,362,000 |
| Next Fiscal Year End | 1,798,675,200 |
| Non Diluted Market Cap | 184,920,691 |
| Open | 19.43 |
| Operating Cashflow | 21,255,000 |
| Operating Margins | -0.05992 |
| Overall Risk | 3 |
| Payout Ratio | 0.72290003 |
| Phone | 214 756 6900 |
| Previous Close | 19.49 |
| Price Hint | 2 |
| Price To Book | 1.3014342 |
| Price To Sales Trailing12 Months | 1.8522712 |
| Profit Margins | 0.07401 |
| Quick Ratio | 2.784 |
| Quote Source Name | Nasdaq Real Time Price |
| Quote Type | EQUITY |
| Recommendation Key | none |
| Region | US |
| Regular Market Change | -0.0699997 |
| Regular Market Change Percent | -0.359157 |
| Regular Market Day High | 19.755 |
| Regular Market Day Low | 19.3 |
| Regular Market Day Range | 19.3 - 19.755 |
| Regular Market Open | 19.43 |
| Regular Market Previous Close | 19.49 |
| Regular Market Price | 19.42 |
| Regular Market Time | 1,783,972,802 |
| Regular Market Volume | 19,866 |
| Return On Assets | 0.0155299995 |
| Return On Equity | 0.059660003 |
| Revenue Growth | 0.074 |
| Revenue Per Share | 11.793 |
| Sand P52 Week Change | 0.20847368 |
| Sector | Financial Services |
| Sector Disp | Financial Services |
| Sector Key | financial-services |
| Share Holder Rights Risk | 2 |
| Shares Outstanding | 9,487,978 |
| Shares Percent Shares Out | 0.013200001 |
| Shares Short | 125,400 |
| Shares Short Previous Month Date | 1,780,012,800 |
| Shares Short Prior Month | 121,605 |
| Short Name | Westwood Holdings Group Inc |
| Short Percent Of Float | 0.016 |
| Short Ratio | 3.68 |
| Source Interval | 15 |
| State | TX |
| Symbol | WHG |
| Total Cash | 23,413,000 |
| Total Cash Per Share | 2.751 |
| Total Debt | 10,017,000 |
| Total Revenue | 99,476,000 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 0.6 |
| Trailing Annual Dividend Yield | 0.03078502 |
| Trailing Eps | 0.83 |
| Trailing P E | 23.39759 |
| Trailing Peg Ratio | None |
| Triggerable | 1 |
| Two Hundred Day Average | 16.975 |
| Two Hundred Day Average Change | 2.4449997 |
| Two Hundred Day Average Change Percent | 0.14403532 |
| Type Disp | Equity |
| Volume | 19,866 |
| Website | https://www.westwoodgroup.com |
| Zip | 75,201 |