Westwood Holdings Group, Inc. (WHG)
Financial Services · NYQ
Fundamentals
Valuation and ratings
Westwood Holdings Group, Inc. trades at USD19.03, which is 68% below the USD31.95 our discounted cash flow model puts on the business. On that measure alone it screens as undervalued, though a DCF is an argument rather than a measurement, and the market is frequently right about why something is cheap.
Our moat model scores it 39 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 23.2 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
WHG dividend history
Dividends per share by year
| Year | Total per share | Payments |
|---|---|---|
| 2026 (year to date) | USD0.300 | 2 |
| 2025 | USD0.600 | 4 |
| 2024 | USD0.600 | 4 |
| 2023 | USD0.600 | 4 |
| 2022 | USD0.600 | 4 |
| 2021 | USD2.95 | 5 |
| 2020 | USD0.430 | 1 |
| 2019 | USD2.88 | 4 |
| 2018 | USD2.76 | 4 |
| 2017 | USD2.54 | 4 |
| 2016 | USD2.33 | 4 |
Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.
WHG earnings and analyst estimates
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Westwood Holdings Group, Inc.
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.
WHG passes 5 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Common questions
Is Westwood Holdings Group, Inc. (WHG) undervalued?
Against our discounted cash flow estimate of USD31.95, WHG at USD19.03 is 68% below fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
What is WHG's P/E ratio?
WHG trades at 23.2 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Does Westwood Holdings Group, Inc. (WHG) pay a dividend?
Yes. Westwood Holdings Group, Inc. yields 3.03% at the current share price. It has paid USD0.600 per share over the trailing twelve months. It has paid a dividend in each of the last 24 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.
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Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.