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Metrics as of 10/13/2026, 06:34 PM (Berlin time), refresh in progress.

Westwood Holdings Group Stock

Westwood Holdings Group, Inc.

WHGNYSEMarkt
US$18.74
+0.0% today

Company data

Sector
Financial Services
Industry
Asset Management
Country
United States
CEO
Brian O'Connor Casey
Employees
148
Market cap
$178 M
IPO
13/06/2002

Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment…

Westwood Holdings Group stock: price history

13/10/25+14.5 %13/10/26

1D

+0.0%

1W

-1.4%

1M

-0.3%

6M

+13.0%

YTD

+8.9%

1Y

+14.5%

2Y

+12.8%

5Y

-0.2%

10Y

-63.1%

Next earnings date

Next earnings date

29/10/2026 (in 12 days)

Volatility around earnings

~22% stronger price swings than usual

Ask the agents about Westwood Holdings Group

Westwood Holdings Group stock metrics

P/E

20.15

P/B

1.28

EV/EBITDA

12.72

RETURN ON EQUITY

1.2%

NET MARGIN

6.0%

DEBT/EQUITY

0.1

DIVIDEND YIELD

3.2%

AS OF

30/06/2026

Free float & liquidity

FREE FLOAT

76.4%

FLOAT SHARES

7,246,144

AVG. DAILY VOLUME (30D)

17,644

Insider transactions (SEC)

ROLETRANSACTIONSHARESPRICEPLAN TYPEDATE

Ryan Janice

DirectorGrant5,889–Spontaneous07/08/2026

BYRNE SUSAN M

InsiderSale40016.13Pre-planned07/07/2026

BYRNE SUSAN M

InsiderSale4,48119.88Pre-planned07/07/2026

BYRNE SUSAN M

InsiderSale3,58419.35Pre-planned07/07/2026

BYRNE SUSAN M

InsiderSale7,12920.03Pre-planned30/06/2026
Page 1 / 10

Institutional holders

FUND / INSTITUTIONSHARESCHANGEAS OF
Marquette Asset Management, LLC0-10,80130/09/2026
Allspring Global Investments Holdings, LLC592,567-20,54730/06/2026
BlackRock, Inc.582,224+72,80930/06/2026
WESTWOOD HOLDINGS GROUP INC518,966+74,72130/06/2026
Settian Capital LP470,515+030/06/2026
Page 1 / 3

Dividends

EX-DATEPAY DATEAMOUNTYIELD
01/09/202601/10/2026US$0.153.1 %
01/06/202601/07/2026US$0.153.7 %
03/03/202601/04/2026US$0.153.6 %
01/12/202502/01/2026US$0.153.6 %
02/09/202501/10/2025US$0.153.5 %
Page 1 / 8

Comparable stocks

Frequently asked questions about Westwood Holdings Group stock

What does Westwood Holdings Group do?

Westwood Holdings Group, Inc. is a company in the Financial Services sector, Asset Management industry, headquartered in United States.

The CEO is Brian O'Connor Casey, the company employs around 148 people.

The IPO was on 13/06/2002; the stock trades on NYSE under the ticker WHG.

When does Westwood Holdings Group report next?

The next earnings date is 29/10/2026.

Around past earnings, price swings were roughly 22% stronger than usual.

Does Westwood Holdings Group pay a dividend?

Yes. The last dividend was US$0.15 per share, ex-date 01/09/2026, paid on 01/10/2026.

The dividend yield is 3.2% (as of 30/06/2026).

Which stocks are comparable to Westwood Holdings Group?

Comparable stocks include BlackRock, Blackstone, KKR &, Apollo Global Management, State Street, Ameriprise Financial, Ares Management and Northern Trust.

How can I get Westwood Holdings Group stock analyzed?

Clicking "Analyze stock" lets five strategies assess Westwood Holdings Group against fixed, published rules and judge it bullish, neutral or bearish. The jury states where it disagrees. A free account starts with 5 credits, a quick check costs 1 credit, a full analysis 2 credits.

Not investment advice. Past performance is not an indicator of future results.