Westwood Holdings Group Inc
Research Westwood Holdings Group Inc (WHG) on Bullrun: valuation model: 13.9% undervalued, market cap USD 175.10M, P/E 22.5, dividend yield 3.0%. Explore financials, valuation history, model signals, and stock context.
Key Metrics
- TickerWHG
- ExchangeNYSE
- CountryUnited States
- SectorFinancial Services
- IndustryAsset Management
- CurrencyUSD
- Valuation signal13.9% undervalued
- Market capUSD 175.10M
- P/E22.5
- Dividend yield3.0%
- Financial periodQ2 2026
- RevenueUSD 25.34M
- Net incomeUSD 1.52M
- Free cash flowUSD 3.02M
- Gross margin44.0%
Valuation Snapshot
Bullrun's latest valuation model marks Westwood Holdings Group Inc as 13.9% undervalued; latest market cap is USD 175.10M; P/E is 22.5; dividend yield is 3.0%.
Peer valuation comparison
Latest P/E is 22.48x versus a Financial Services sector median of 13.84x (62.5% above).
Latest dividend yield is 3.03% versus a Financial Services sector median of 3.86% (21.4% below).
Five-year financial history
| Year | Revenue | Net income | Free cash flow | Gross margin | Diluted EPS | Cash | Total debt | Equity |
|---|---|---|---|---|---|---|---|---|
| FY2025 | USD 97.76M | USD 7.08M | USD 18.84M | 42.0% | 0.79 | USD 26.25M | USD 10.17M | USD 125.62M |
| FY2024 | USD 94.72M | USD 2.21M | USD 21.01M | 40.9% | 0.26 | USD 18.85M | USD 3.20M | USD 120.29M |
| FY2023 | USD 89.78M | USD 10.57M | -USD 1.33M | 41.1% | 1.17 | USD 20.42M | USD 4.55M | USD 122.33M |
| FY2022 | USD 68.68M | -USD 4.63M | USD 51.17M | n/a | -0.59 | USD 23.86M | USD 5.55M | USD 110.65M |
Valuation history
| Year | Snapshot date | Market cap | P/E | Dividend yield | Annual dividend/share |
|---|---|---|---|---|---|
| 2026 | 2026-08-25 | USD 175.10M | 22.5 | 3.1% | 0.6 |
| 2025 | 2025-12-31 | USD 161.67M | 21.8 | 3.5% | 0.6 |
| 2024 | 2024-12-31 | USD 133.99M | 58.0 | 4.1% | 0.6 |
| 2023 | 2023-12-29 | USD 114.96M | 21.7 | 4.8% | 0.6 |
| 2022 | 2022-12-30 | USD 93.64M | 69.6 | 5.4% | 0.6 |
| 2021 | 2021-12-31 | USD 139.81M | 13.8 | 17.4% | 2.95 |
Dividend history
Latest trailing dividend snapshot: annual dividend/share 0.6 USD, yield 3.0%.
| Year | Dividends/share |
|---|---|
| FY2025 | 0.6 USD |
| FY2024 | 0.6 USD |
| FY2023 | 0.6 USD |
| FY2022 | 0.6 USD |
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;
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Frequently asked questions
Is Westwood Holdings Group Inc overvalued or undervalued?
Bullrun's valuation model currently marks Westwood Holdings Group Inc as 13.9% undervalued.
What is Westwood Holdings Group Inc's market cap?
Westwood Holdings Group Inc's market capitalization is USD 175.10M.
What is Westwood Holdings Group Inc's P/E ratio?
Westwood Holdings Group Inc's price-to-earnings (P/E) ratio is 22.5.
Does Westwood Holdings Group Inc pay a dividend?
Westwood Holdings Group Inc has a dividend yield of 3.0%.
What does Westwood Holdings Group Inc do?
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.