Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc.

WHGยทNYSE

$16.54

+0.70%
Financial ServicesFinancial - Capital Markets

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.

At a Glance

Live Snapshot
Market Cap$156.87M
EPS0.8400
P/E Ratio19.69
Earnings Date07/29/2026
whg

Westwood Holdings Group, Inc. Street Expectations Map

WHG ยท NYSE

No Target Data

No analyst price targets available for whg.

whg

Westwood Holdings Group, Inc. Forward Estimates of Revenue

WHG ยท NYSE
Latest Revenue
97.76M
FY 2025
Avg Estimate
62.97M
FY 2010
Estimate Range
50.37M - 75.56M
Analyst Spread

Forward Growth Analysis

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread40%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

whg

Westwood Holdings Group, Inc. Forward Estimates of Net Income

WHG ยท NYSE
Latest Net Income
7.08M
FY 2025
Avg Estimate
12.11M
FY 2010
Estimate Range
9.69M - 14.54M
Analyst Spread

Forward Growth Analysis

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread40%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

whg

Westwood Holdings Group, Inc. Forward Estimates of EPS

WHG ยท NYSE
Latest EPS
0.84
FY 2025
Avg Estimate
$2.17
FY 2010
Estimate Range
$1.73 - $2.61
Analyst Spread

Forward Growth Analysis

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread41%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

whg

Westwood Holdings Group, Inc. Forward Estimates of EBIT

WHG ยท NYSE
Latest EBIT
9.68M
FY 2025
Avg Estimate
19.04M
FY 2010
Estimate Range
15.24M - 22.85M
Analyst Spread

Forward Growth Analysis

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread40%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

whg

Westwood Holdings Group, Inc. Forward Estimates of EBITDA

WHG ยท NYSE
Latest EBITDA
14.12M
FY 2025
Avg Estimate
19.45M
FY 2010
Estimate Range
15.56M - 23.33M
Analyst Spread

Forward Growth Analysis

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread40%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

whg

Westwood Holdings Group, Inc. Forward Estimates of SG&A Expense

WHG ยท NYSE
Latest SG&A Expense
14.03M
FY 2025
Avg Estimate
40.23M
FY 2010
Estimate Range
32.19M - 48.28M
Analyst Spread

Forward Growth Analysis

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread40%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

whg

Westwood Holdings Group, Inc. Insider Positioning

WHG ยท NYSE

During the last 12 months, insiders have sold $1.70M worth of WHG shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

29.6K

482.49K

Net Activity

-482K

-$482K

3-6 Months

Bought

0

0.00

Sold

58.5K

952.90K

Net Activity

-953K

-$953K

6-9 Months

Bought

0

0.00

Sold

1.9K

30.86K

Net Activity

-31K

-$31K

9-12 Months

Bought

0

0.00

Sold

13.8K

230.00K

Net Activity

-230K

-$230K

Top Buyers

No buying activity

Top Sellers

1
CBO

Casey Brian O

Director, Officer: Ceo

39.3K sharesโ€ข9 transactions

$653K

2
BSM

Byrne Susan M

Other: Director Emerita

29.6K sharesโ€ข40 transactions

$482K

3
GF

Gomez Fabian

Officer: President

13.2K sharesโ€ข2 transactions

$209K

4
HA

Helfert Adrian

Officer: Cio, Multi-Asset Inv.

10.8K sharesโ€ข1 transactions

$175K

5
LM

Lockridge Matthew

Officer: Head, U.S. Value Inv.

5.4K sharesโ€ข1 transactions

$87K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.70M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$482K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.