Upgrade to FINVIZ*Elite to get real-time quotes, intraday charts, and advanced charting tools.

NEW: Price Reaction to Earnings Reports

View detailed tables showing price action before and after earnings announcements, ranging from intraday to one week out. Track how the market has reacted to past earnings to identify patterns and predict future behavior. Click here to open.

WHG

Westwood Holdings Group Inc

Dec 13 • 04:00PM ET

15.49

Dollar change -0.04
Percentage change -0.26	%

Financial • Asset Management • USA • NYSE

Peers: BLK APO KKR TROW BK BEN IVZ JHG DHIL GROW

| Held by: VTI VXF BSVO DFAT IWC DFAC DFAS DFSV DFSU DFUS

Scroll to Statements

Index	-	P/E	47.25	EPS (ttm)	0.33	Insider Own	24.34%	Shs Outstand	9.27M	Perf Week	0.45%
Market Cap	143.25M	Forward P/E	-	EPS next Y	-	Insider Trans	0.00%	Shs Float	7.02M	Perf Month	-0.83%
Income	2.73M	PEG	-	EPS next Q	-	Inst Own	51.72%	Short Float	0.02%	Perf Quarter	18.70%
Sales	93.52M	P/S	1.53	EPS this Y	-	Inst Trans	3.57%	Short Ratio	0.09	Perf Half Y	26.35%
Book/sh	12.77	P/B	1.21	EPS next Y	-	ROA	1.81%	Short Interest	0.00M	Perf Year	38.30%
Cash/sh	2.46	P/C	6.29	EPS next 5Y	-	ROE	2.32%	52W Range	11.00 - 18.03	Perf YTD	23.23%
Dividend Est.	-	P/FCF	12.60	EPS past 5Y	-17.81%	ROI	2.27%	52W High	-14.07%	Beta	1.14
Dividend TTM	0.60 (3.87%)	Quick Ratio	-	Sales past 5Y	-1.22%	Gross Margin	85.11%	52W Low	40.82%	ATR (14)	0.63
Dividend Ex-Date	Dec 02, 2024	Current Ratio	-	EPS Y/Y TTM	-42.32%	Oper. Margin	6.21%	RSI (14)	47.71	Volatility	2.90% 3.84%
Employees	145	Debt/Eq	0.03	Sales Y/Y TTM	0.35%	Profit Margin	2.92%	Recom	-	Target Price	-
Option/Short	Yes / Yes	LT Debt/Eq	0.02	EPS Q/Q	-97.70%	Payout	51.12%	Rel Volume	0.42	Prev Close	15.53
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	-11.24%	Earnings	Oct 30 AMC	Avg Volume	18.62K	Price	15.49
SMA20	-2.30%	SMA50	-0.35%	SMA200	15.95%	Trades		Volume	7,831	Change	-0.26%

Dec-04-24 10:43AM	Westwood Professional Services expands US presence with Balzer acquisition (World Construction Network)
08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Nov-19-24 02:49AM	Westwood, OneVest forge wealth management technology alliance (Private Banker International)
Nov-05-24 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Oct-31-24 01:35PM	Q3 2024 Westwood Holdings Group Inc Earnings Call (Thomson Reuters StreetEvents)
05:36PM	Loading…
Oct-30-24 05:36PM	Westwood Holdings: Q3 Earnings Snapshot (Associated Press Finance)
04:10PM	Westwood Holdings Group, Inc. Reports Third Quarter 2024 Results (GlobeNewswire)
Oct-28-24 08:30AM	Westwood Holdings Group Partners With ETF Leader Ben Fulton to Expand and Scale ETF Platform (GlobeNewswire) -6.71%
Oct-23-24 03:14PM	Cora Corré Wants Carlo DAmario Removed as CEO of Vivienne Westwood Ltd. (WWD)
Oct-22-24 02:58PM	Cora Corré Quits Vivienne Westwood to Focus on Grandmothers Foundation (WWD)
08:00AM	Westwood Holdings Group, Inc. to Host Third Quarter 2024 Conference Call/Webcast (GlobeNewswire)
Oct-15-24 09:01AM	DePrince Race & Zollo Inc's Strategic Acquisition of Westwood Holdings Group Inc Shares (GuruFocus.com)
Oct-02-24 04:00PM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Sep-05-24 03:00PM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Aug-12-24 08:00AM	Westwood Hires Chris Doran as Head of ETF Distribution & National Accounts (GlobeNewswire)
08:00AM	Loading…
Aug-05-24 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Aug-01-24 01:40PM	Q2 2024 Westwood Holdings Group Inc Earnings Call (Thomson Reuters StreetEvents)
Jul-31-24 10:54PM	WHG Stock Earnings: Westwood Holdings Gr Reported Results for Q2 2024 (InvestorPlace)
04:24PM	Westwood Holdings: Q2 Earnings Snapshot (Associated Press Finance)
04:10PM	Westwood Holdings Group, Inc. Reports Second Quarter 2024 Results (GlobeNewswire)
Jul-18-24 08:00AM	Westwood Holdings Group, Inc. to Host Second Quarter 2024 Conference Call/Webcast (GlobeNewswire)
Jul-08-24 07:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Jun-13-24 03:51PM	Vivienne Westwoods Personal Wardrobe Is Going on Sale at Christies London (WWD)
Jun-03-24 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
May-02-24 11:03AM	Westwood Holdings Group, Inc. (NYSE:WHG) Q1 2024 Earnings Call Transcript (Insider Monkey)
06:13AM	Q1 2024 Westwood Holdings Group Inc Earnings Call (Thomson Reuters StreetEvents)
03:37AM	Westwood Holdings Group Inc (WHG) (Q1 2024) Earnings Call Transcript Highlights: Stability and ... (GuruFocus.com)
May-01-24 10:55PM	WHG Stock Earnings: Westwood Holdings Gr Reported Results for Q1 2024 (InvestorPlace)
06:24PM	Westwood Holdings: Q1 Earnings Snapshot (Associated Press Finance)
05:49PM	Westwood Holdings Group Inc. Reports Steady Earnings Amid Strategic Expansions (GuruFocus.com)
04:10PM	Loading…
04:10PM	Westwood Holdings Group, Inc. Reports First Quarter 2024 Results (GlobeNewswire)
09:09AM	Westwood Announces Launch of Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Apr-25-24 03:14PM	Westwood Holdings Group Hires Senior Solutions Portfolio Manager (Business Wire)
Apr-18-24 08:00AM	Westwood Holdings Group, Inc. to Host First Quarter 2024 Conference Call/Webcast (GlobeNewswire)
Apr-09-24 08:00AM	Westwood launches US energy ETF aiming to deliver 10% yield (Reuters)
08:00AM	Westwood Launches First Exchange-Traded Fund: Westwood Salient Enhanced Midstream Income ETF (MDST) (GlobeNewswire)
Apr-08-24 12:02AM	Vivienne Westwoods Most Iconoclastic Designs Through the Years (WWD)
Feb-22-24 04:15PM	Susan M. Byrne to Become Director Emerita of the Westwood Holdings Group Board of Directors (GlobeNewswire)
Feb-15-24 09:35AM	Westwood Holdings Group, Inc. (NYSE:WHG) Q4 2023 Earnings Call Transcript (Insider Monkey)
06:51AM	Q4 2023 Westwood Holdings Group Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-14-24 05:20PM	Westwood Holdings Group Inc Reports Robust Q4 and Full Year 2023 Results (GuruFocus.com)
04:55PM	Westwood Holdings: Q4 Earnings Snapshot (Associated Press Finance)
04:10PM	Westwood Holdings Group Reports Fourth Quarter and Full Year 2023 Results (GlobeNewswire)
04:21AM	Jim Simons Adds Westwood Holdings Group Inc to Portfolio (GuruFocus.com)
Jan-31-24 08:00AM	Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2023 Conference Call/Webcast (GlobeNewswire)
Nov-01-23 08:40AM	Westwood Holdings Group, Inc. (NYSE:WHG) Q3 2023 Earnings Call Transcript (Insider Monkey)
06:27AM	Q3 2023 Westwood Holdings Group Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-31-23 05:43PM	Westwood Holdings Group Inc (WHG) Reports Q3 2023 Earnings: Revenues and Net Income Rise (GuruFocus.com)
04:10PM	Westwood Holdings Group, Inc. Reports Third Quarter 2023 Results (GlobeNewswire)
08:00AM	Established Managed Investment Solutions Team Joins Westwood Holdings Group (GlobeNewswire)
Oct-23-23 06:45AM	Heres Why Merion Road Capital Exited Westwood Holdings Group (WHG) (Insider Monkey)
Oct-20-23 08:00AM	Westwood Holdings Group, Inc. to Host Third Quarter 2023 Conference Call/Webcast (GlobeNewswire)
Sep-12-23 09:05PM	Insider Sell: COO John Montgomery Sells 1,667 Shares of Westwood Holdings Group Inc (GuruFocus.com)
Aug-10-23 04:57PM	Wells Fargo offers down-payment grants to boost minority homeownership (American Banker)
09:40AM	Is Wells Fargo Stock a Buy? (Motley Fool)
09:00AM	Wells Fargo Insiders Sell US$1.6m Of Stock, Possibly Signalling Caution (Simply Wall St.)
Aug-06-23 08:09AM	Westwood Holdings Group (NYSE:WHG) Is Due To Pay A Dividend Of $0.15 (Simply Wall St.)
Aug-05-23 09:04AM	Westwood Holdings Group, Inc. (NYSE:WHG) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-02-23 05:11PM	Westwood Holdings: Q2 Earnings Snapshot (AP Finance)
04:05PM	Westwood Holdings Group, Inc. Reports Second Quarter 2023 Results (GlobeNewswire)
Jul-21-23 08:00AM	Westwood Holdings Group, Inc. to Host Second Quarter 2023 Conference Call/Webcast (GlobeNewswire)
Jul-20-23 05:14AM	Here's How Wells Fargo Is Preparing to Deal With Issues in Its Office Loan Portfolio (Motley Fool)
Jun-10-23 09:24AM	Westwood Holdings Group, Inc.'s (NYSE:WHG) Business And Shares Still Trailing The Industry (Simply Wall St.)
May-14-23 08:24AM	Westwood Holdings Group (NYSE:WHG) Has Announced A Dividend Of $0.15 (Simply Wall St.)
May-03-23 04:46AM	Westwood Holdings Group, Inc. (NYSE:WHG) Q1 2023 Earnings Call Transcript (Insider Monkey)
Apr-30-23 08:19AM	Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15 (Simply Wall St.)
Apr-27-23 05:56AM	Q1 2023 Westwood Holdings Group Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-26-23 04:56PM	Westwood Holdings: Q1 Earnings Snapshot (AP Finance)
04:10PM	Westwood Holdings Group, Inc. Reports First Quarter 2023 Results (GlobeNewswire)
Apr-21-23 08:00AM	Westwood Holdings Group, Inc. to Host First Quarter 2023 Conference Call/Webcast (GlobeNewswire) +19.71%
Apr-18-23 03:29PM	The past five years for Westwood Holdings Group (NYSE:WHG) investors has not been profitable (Simply Wall St.)
Feb-23-23 05:48AM	Dividend Investors: Don't Be Too Quick To Buy Westwood Holdings Group, Inc. (NYSE:WHG) For Its Upcoming Dividend (Simply Wall St.) +6.38%
Feb-19-23 07:22AM	Westwood Holdings Group (NYSE:WHG) Has Announced A Dividend Of $0.15 (Simply Wall St.)
Feb-18-23 07:20AM	Westwood Holdings Group Full Year 2022 Earnings: US$0.59 loss per share (vs US$1.24 profit in FY 2021) (Simply Wall St.)
Feb-15-23 04:10PM	Westwood Holdings Group Reports Fourth Quarter and Full Year 2022 Results (GlobeNewswire)
Feb-10-23 04:30PM	Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2022 Conference Call/Webcast (GlobeNewswire) +5.06%
Feb-06-23 11:55AM	Rebel with a cause the collectable legacy of Vivienne Westwood (Financial Times)
Jan-17-23 07:15AM	Does Westwood Holdings Group (WHG) Meet the Expectations? (Insider Monkey)
Jan-07-23 07:25AM	After losing 27% in the past year, Westwood Holdings Group, Inc. (NYSE:WHG) institutional owners must be relieved by the recent gain (Simply Wall St.)
Dec-30-22 05:34AM	UK fashion designer Vivienne Westwood dies aged 81 (Financial Times)
Dec-29-22 05:38PM	Vivienne Westwood, influential fashion maverick, dies at 81 (MarketWatch)
Nov-26-22 07:38AM	Here's Why We're Wary Of Buying Westwood Holdings Group's (NYSE:WHG) For Its Upcoming Dividend (Simply Wall St.)
Nov-22-22 01:29PM	Westwood Holdings closes acquisition of Houston-based asset manager Salient Partners (American City Business Journals)
Nov-18-22 04:56PM	Westwood Acquires Salient Partners Asset Management Business (GlobeNewswire)
Nov-17-22 05:54AM	Westwood Holdings Group (NYSE:WHG) Has Affirmed Its Dividend Of $0.15 (Simply Wall St.)
Oct-30-22 08:07AM	Westwood Holdings Group (NYSE:WHG) Is Due To Pay A Dividend Of $0.15 (Simply Wall St.)
Oct-28-22 07:32AM	Multiple insiders bought Westwood Holdings Group, Inc. (NYSE:WHG) stock earlier this year, a positive sign for shareholders (Simply Wall St.)
Oct-26-22 04:10PM	Westwood Holdings Group, Inc. Reports Third Quarter 2022 Results (GlobeNewswire)
Oct-18-22 11:18AM	Should You Continue to Hold Westwood Holdings Group (WHG) Stock? (Insider Monkey)
Oct-13-22 08:00AM	Westwood Holdings Group, Inc. to Host Third Quarter 2022 Conference Call/Webcast (GlobeNewswire)
Jul-27-22 04:10PM	Westwood Holdings Group, Inc. Reports Second Quarter 2022 Results (GlobeNewswire) +8.37%
Jul-19-22 08:00AM	Westwood Holdings Group, Inc. to Host Second Quarter 2022 Conference Call/Webcast (GlobeNewswire)
Jun-27-22 07:42AM	Shareholders in Westwood Holdings Group (NYSE:WHG) are in the red if they invested five years ago (Simply Wall St.)
May-26-22 03:39PM	Westwood Group acquiring Houston investment manager in deal worth up to $60M (American City Business Journals) +5.92%
08:00AM	Westwood to Acquire Salient Partners Asset Management Business (GlobeNewswire)
May-11-22 02:30PM	Here's What Westwood Holdings Group, Inc.'s (NYSE:WHG) Shareholder Ownership Structure Looks Like (Simply Wall St.)
Apr-27-22 04:10PM	Westwood Holdings Group, Inc. Reports First Quarter 2022 Results (GlobeNewswire)
Apr-08-22 08:00AM	Westwood Holdings Group, Inc. to Host First Quarter 2022 Conference Call/Webcast (GlobeNewswire)
Apr-07-22 04:00PM	Whitehorse Gold Announces Grant of Stock Options (Newsfile)
Apr-05-22 06:55AM	Whitehorse Gold Entered into a Loan Agreement With a Right of First Refusal to Acquire a High Grade Gold Project in Guinea (Newsfile)

Westwood Holdings Group, Inc. engages in managing investment assets and providing services to clients. It operates through the Advisory and Trust segments. The Advisory segment offers investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub advisory services to mutual funds and its trust segment. The Trust segment focuses on trust and custodial services and participation in common trust funds that sponsors institutions and high net worth individuals. The company was founded by Susan Montgomery Byrne on December 12, 2001 and is headquartered in Dallas, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Lockridge Matthew	Head, U.S. Value Inv.	Mar 06 '24	Sale	12.01	14,000	168,087	56,283	Mar 08 04:36 PM

open in yahoo | open in reuters | open in marketwatch | open in google | open in EDGAR

WHG

Westwood Holdings Group Inc

Upgrade your FINVIZ experience