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Westwood Holdings Group Inc (WHG)
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Upturn Advisory Summary
12/12/2025: WHG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -36.45% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/12/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 145.10M USD | Price to earnings Ratio 386.75 | 1Y Target Price - |
Price to earnings Ratio 386.75 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.84 | 52 Weeks Range 10.66 - 17.55 | Updated Date 06/29/2025 |
52 Weeks Range 10.66 - 17.55 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 3.88% | Basic EPS (TTM) 0.04 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.42% | Operating Margin (TTM) -0.29% |
Management Effectiveness
Return on Assets (TTM) 2.49% | Return on Equity (TTM) 0.43% |
Valuation
Trailing PE 386.75 | Forward PE - | Enterprise Value 120925649 | Price to Sales(TTM) 1.52 |
Enterprise Value 120925649 | Price to Sales(TTM) 1.52 | ||
Enterprise Value to Revenue 1.27 | Enterprise Value to EBITDA 11.67 | Shares Outstanding 9379680 | Shares Floating 6369375 |
Shares Outstanding 9379680 | Shares Floating 6369375 | ||
Percent Insiders 11.06 | Percent Institutions 58.48 |
About Westwood Holdings Group Inc
Exchange NYSE | Headquaters Dallas, TX, United States | ||
IPO Launch date 2002-06-13 | CEO & Director Mr. Brian O'Connor Casey CFP | ||
Sector Financial Services | Industry Asset Management | Full time employees 151 | Website https://www.westwoodgroup.com |
Full time employees 151 | Website https://www.westwoodgroup.com | ||
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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