/WHG
WHG Stock - Westwood Holdings Group, Inc.
Financial Services|Financial - Capital MarketsNYSE
$18.89+4.02%
+$0.73 (+4.02%) • Dec 19
73
GoAI Score
GoAI Score
Weighted average: Momentum (25%) + Sentiment (35%) + Risk (20%) + Value (20%). ≥70 = BUY, ≤35 = SELL.BUY
Medium Confidence
Momentum
Momentum Score
Based on price vs 50-day MA (40%), 200-day MA (40%), and MA crossover (20%). Higher = stronger uptrend.85
Sentiment
Sentiment Score
Based on analyst price target upside. 50 = neutral, 100 = very bullish (25%+ upside expected).70
Risk Score
Risk Score
Based on stock beta (volatility). Higher score = lower risk. Red (<40) = high volatility, Green (>60) = stable.87
Price Target
Price Target
Average analyst price target from the last quarter. Shows expected upside/downside from current price.+10.0%upside
Target: $20.78
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Active Trade Setup
ENTRY ZONE$18.70 – $19.08
TARGET (TP)$21.72
STOP LOSS$17.38
RISK/REWARD1:1.9
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Price Chart
Financial Statements
Revenue & Profitability Trend
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Revenue
Net Income (Profit)
Net Loss
Key Metrics
Market CapN/A
P/E RatioN/A
Beta0.84
52W High$18.99
52W Low$13.49
Avg VolumeN/A
Income Statement (Fiscal Year)
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $94.72M | $89.78M | $68.68M | $73.05M | $65.11M |
| Gross Profit | $38.71M | $36.86M | $28.56M | $30.52M | $22.97M |
| Gross Margin | 40.9% | 41.1% | 41.6% | 41.8% | 35.3% |
| Operating Income | $830,000 | $6.00M | $-4,873,000 | $5.96M | $-3,447,000 |
| Net Income | $2.21M | $10.57M | $-4,628,000 | $9.76M | $-8,947,000 |
| Net Margin | 2.3% | 11.8% | -6.7% | 13.4% | -13.7% |
| EPS | $0.27 | $1.20 | $-0.59 | $1.24 | $-1.12 |
Company Overview
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.
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Earnings History & Surprises
WHGBeat Rate
0%
Last 0 quarters
Avg Surprise
+0%
EPS vs Estimate
Beats / Misses
0/0
Last 12 quarters
Latest EPS
$0.64
Q4 2025
EPS Surprise History
Q1 24
No data
Q2 24
No data
Q3 24
No data
Q4 24
No data
Q1 25
No data
Q2 25
No data
Q3 25
No data
Q4 25
No data
Beat Estimate
Missed Estimate
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 28, 2026 | — | — | — | — |
Q1 2026 | Feb 11, 2026 | — | — | — | — |
Q4 2025 | Oct 30, 2025 | — | $0.64 | — | — |
Q3 2025 | Aug 8, 2025 | — | $0.32 | — | — |
Q2 2025 | Apr 30, 2025 | — | $0.29 | — | — |
Q1 2025 | Feb 12, 2025 | — | $0.39 | — | — |
Q4 2024 | Oct 30, 2024 | — | $0.13 | — | — |
Q3 2024 | Jul 31, 2024 | — | $-0.06 | — | — |
Q2 2024 | May 1, 2024 | — | $0.36 | — | — |
Q1 2024 | Feb 14, 2024 | — | $0.63 | — | — |
Q4 2023 | Oct 31, 2023 | — | $0.77 | — | — |
Q3 2023 | Aug 2, 2023 | — | $0.70 | — | — |
Q2 2023 | Apr 26, 2023 | — | $0.45 | — | — |
Q1 2023 | Feb 15, 2023 | — | $-0.09 | — | — |
Q4 2022 | Oct 26, 2022 | — | $0.10 | — | — |
Q3 2022 | Jul 27, 2022 | — | $0.20 | — | — |
Q2 2022 | Apr 27, 2022 | — | $0.24 | — | — |
Q1 2022 | Feb 9, 2022 | — | $0.59 | — | — |
Q4 2021 | Oct 27, 2021 | — | $0.47 | — | — |
Q3 2021 | Jul 27, 2021 | — | $0.35 | — | — |
Frequently Asked Questions about WHG
What is WHG's current stock price?
Westwood Holdings Group, Inc. (WHG) is currently trading at $18.89 per share. The stock has moved +4.02% today.
What is the analyst price target for WHG?
No analyst price targets are currently available for this stock.
What sector is Westwood Holdings Group, Inc. in?
Westwood Holdings Group, Inc. operates in the Financial Services sector, specifically within the Financial - Capital Markets industry. The company is traded on the NYSE exchange.
What is WHG's market cap?
Westwood Holdings Group, Inc. has a market capitalization of $0.18 billion, making it a small-cap company.
Does WHG pay dividends?
No, Westwood Holdings Group, Inc. does not currently pay a dividend to shareholders.
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