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Westwood Holdings Group Inc

WHG

Last
$18.92
Day
-1.5%
1y
+15.2%
5y
-1.1%
52w
-8.4%
SPY YTD
+13.3%
XLF
-1.3%
Earnings
2026-10-2919d
EMA 21
19.07
EMA 50
19.01
EMA 200
18.03
20d high
-2.1%
5y high
-8.4%
5y range
85th
Website · 148 employees · United States

Positions held

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Score
38
Hold
swing
Signal
Strong Buy
Target
$20.83
Stop
$18.39
Stop distance
2.8%
Target vs last
+10.1%

Fundamentals

Market cap$183.23MEnterprise value$155.40MTrailing P/E22.33Forward P/E—
PEG—Price / book—Beta0.53Dividend yield3.13%
Revenue growth9.6%Earnings growth41.7%Gross margin40.9%Operating margin8.1%
Profit margin7.7%ROE6.3%ROA2.0%Debt / equity0.10
Current ratio2.50Free cash flow$10.28MAnalyst recommendationnoneMean target—
52w high$20.9752w low$14.70

Quarterly

2026-Q22026-Q12025-Q42025-Q32025-Q22025-Q1
Revenue$25.3M$25.0M$27.1M$24.3M$23.1M—
Op margin8.1%-6.0%8.0%8.3%3.8%—
Net income$1.5M$0.8M$1.9M$3.7M$1.0M—
Gross margin44.0%31.2%43.1%45.3%41.7%—
Gross profit$11.2M$7.8M$11.7M$11.0M$9.6M—
Operating income$2.1M-$1.5M$2.2M$2.0M$0.9M—
  • Revenue +2% vs prior quarter ($25M vs $25M).
  • Gross margin 44% (was 31.2% prior quarter).
  • Operating margin expanded to 8.1%.

Yearly (6y)

20252024202320222021
Revenue$97.8M$94.7M$89.8M$68.7M—
Op margin5.1%6.0%3.8%3.2%—
Net income$7.1M$2.2M$9.5M-$4.6M—
Gross margin42.0%40.9%41.1%41.6%—
Gross profit$41.1M$38.7M$36.9M$28.6M—
Operating income$5.0M$5.7M$3.4M$2.2M—
Headline scan

No flags

• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).

News

WHG · daily+2.0% over 13 sessions
Close EMA21 EMA50 EMA200
18.4418.7519.0519.3619.672026-092026-092026-092026-092026-102026-102026-10
Quarterly · revenue, net income, margins
Revenue Net income Gross margin Op margin
$0M$7M$14M$20M$27M-6%20%45%2025-Q22025-Q32025-Q42026-Q12026-Q2