Join over 2,000+ Investors
Register now and embark on your journey to informed and successful investing.
Westwood Holdings Group Inc
WHG | US
16.41
USD0.40
2.50%
WHG | US
Loading StockChartView...
About Westwood Holdings Group Inc
Sector
Financial Services
Industry
Asset Management
Earnings date
30/06/2024
As of date
24/04/2026
Close
16.41
Open
15.99
High
16.41
Low
15.64
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
34.7
Sharpe
-0.07
Luna's Score
55/100
Recommendation
Hold
Luna says (WHG | US)
What's Working
Strength based on increasing price with high volume
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%)
Weak Sharpe Ratio (< 0.3)
Volatility Signals
Bearish: Increased Volatility (6-month > 1-month volatility)
Risk Meter
Loading RiskMeterView...
10 days
39.7%1 month
34.7%3 months
40.8%6 months
37.7%Returns
Loading ReturnMeterView...
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
152.39M
MarketCap(USD)
152.39M
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: Bearish (SMA1M < SMA3M)
Long-term: Bullish (SMA6M > SMA12M)
SMAs: Stock Price Trends
Loading MovingAverageView...
Range10D
1.45
Range1M
1.95
Range3M
3.94
Volumes: Market Activity
Volume Averages
Loading VolumeAverageView...
Rel. volume
1.10
Price X volume
129.52K
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) | 40.76 | 21.97 | Riskier |
| Debt to Equity | 0.03 | 50.50 | Cheaper |
| Debt to Assets | 0.03 | 44.08 | Cheaper |
| Market Cap | 152.39M | 8.59B | Emerging |
