WHG Stock Forecast, Price Targets, Chart, Dividends & Analysis
Westwood Holdings Group Inc
WHG 
NYE
Sector: Financial Services
Industry: Asset Management
16.76
USD
0.17
(1.02%)
Previous close: 16.59 Open: 16.6 Bid: 6.7 Ask: 18.0
52 week range
11.01 18.03
Mkt Cap: 157 M Avg Vol (90 Days): 16,878
Last updated: Friday 25th April 2025
Metrics
Valuation
Returns
7 Day Return | 3.01% | |
1 Month Return | 7.02% | |
3 Month Return | 6.62% | |
1 Year Return | 34.09% | |
3 Year Return | 19.84% | |
5 Year Return | -4.57% | |
YTD Return | 15.51% |
Risk
Financial Health
Technicals
RSI (14 Day) | 60.06 |
14 Day SMA ($) | 15.79 |
14 Day EMA ($) | 16.05 |
Money Flow Index | 48.83 |
Average True Range | 0.81 |
50 Day SMA ($) | 15.92 |
200 Day SMA ($) | 14.74 |
ADX | 17.79 |
MACD | 0.17 |
Growth
Peers
| Stock | Dividend | Market Cap (B) | PE | Price ($) |
|---|
Financials
WHG Income Statement
Annual
| Dec-15 | Dec-16 | Dec-17 | Dec-18 | Dec-19 | Dec-20 | Dec-21 | Dec-22 | Dec-23 | Dec-24 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Amortization of intangibles | -2 M | -2 M | -2 M | 2 M | 2 M | 2 M | 2 M | 2 M | 4 M | 4 M |
| Basic EPS from continuing operations | 0.7 | -1.12 | 1.24 | -0.59 | 1.2 | 0.27 | ||||
| Basic EPS total | 3.49 | 2.84 | 2.45 | 3.2 | 0.7 | -1.12 | 1.24 | -0.59 | 1.2 | 0.27 |
| Basic weighted shares outstanding | 8 M | 8 M | 8 M | 8 M | 8 M | 8 M | 8 M | 8 M | 8 M | 8 M |
| Cost of sales | 3 M | 3 M | 4 M | 4 M | -3 M | 42 M | 43 M | 40 M | 53 M | 56 M |
| Depreciation | -3 M | 3 M | 3 M | 2 M | 3 M | 700000.0 | 602000.0 | |||
| Depreciation unreconciled | -3 M | -3 M | -3 M | 2 M | 2 M | 2 M | 2 M | 2 M | 4 M | 4 M |
| DepreciationAndAmortization | -3 M | -3 M | -3 M | 2 M | 2 M | 2 M | 2 M | 2 M | 4 M | 4 M |
| Diluted EPS total | 3.33 | 2.77 | 2.38 | 3.13 | 0.7 | -1.12 | 1.23 | -0.59 | 1.17 | 0.26 |
| Diluted normalized net income/share | 0.7 | -1.12 | 1.23 | -0.59 | 1.17 | 0.26 | ||||
| Diluted weighted shares outstanding | 8 M | 8 M | 8 M | 9 M | 8 M | 8 M | 8 M | 8 M | 8 M | 9 M |
| Dividends paid per share | 2.88 | 2.88 | 2.88 | 2.88 | 2.88 | |||||
| Fees | 102 M | 92 M | 101 M | |||||||
| GainOnSaleOfBusiness | 2 M | |||||||||
| GainOnSaleOfSecurity | 499000.0 | 510000.0 | 617000.0 | 524000.0 | 3 M | -107000.0 | 7 M | -1 M | 1 M | 2 M |
| GeneralAndAdministrativeExpense | 20 M | 22 M | 23 M | 23 M | 22 M | 21 M | 21 M | 22 M | 27 M | 27 M |
| Gross operating profit | 128 M | 120 M | -4 M | -4 M | 87 M | 23 M | 31 M | 29 M | 90 M | 95 M |
| ImpairmentOfCapitalAssets | 3 M | 3 M | ||||||||
| Income before tax | 42 M | 34 M | 34 M | 36 M | 9 M | -8 M | 14 M | -5 M | 13 M | 4 M |
| Income restructuring and M&A | 500000.0 | 2 M | 100000.0 | 100000.0 | -11 M | |||||
| Income taxes | 15 M | 11 M | 14 M | 10 M | 3 M | 1 M | 4 M | -567000.0 | 3 M | 2 M |
| InterestIncomeOperating | 143000.0 | 282000.0 | 334000.0 | 996000.0 | 894000.0 | 786000.0 | 716000.0 | 414000.0 | 640000.0 | 793000.0 |
| MinorityInterests | 994000.0 | 4000.0 | ||||||||
| MiscOtherSpecialCharges | 284000.0 | 265000.0 | 132 M | 121 M | -1 M | -469000.0 | -266000.0 | 907000.0 | 6 M | 1 M |
| Net income from total operations | 27 M | 23 M | 20 M | 25 M | 6 M | -9 M | 10 M | -5 M | 11 M | 2 M |
| NetIncomeCommonStockholders | 27 M | 23 M | 20 M | 25 M | 2 M | -9 M | 10 M | -5 M | -153 M | 2 M |
| NetIncomeContinuousOperations | 27 M | 23 M | 20 M | 25 M | 6 M | -9 M | 10 M | 11 M | 2 M | |
| NetIncomeExtraordinary | -9 M | 10 M | -5 M | 11 M | 2 M | |||||
| NetNonOperatingInterestIncomeExpense | 426000.0 | 547000.0 | 636000.0 | 910000.0 | ||||||
| NonRecurringOperationExpense | 4 M | -10 M | 5 M | |||||||
| Normalized income | -129 M | |||||||||
| Operating income | 42 M | 34 M | -94 M | -91 M | 5 M | -3 M | 6 M | -5 M | 6 M | 830000.0 |
| Operating income before depreciation (EBITDA) | 45 M | 37 M | 37 M | 39 M | 12 M | 1 M | 8 M | 2 M | 18 M | 7 M |
| OperatingExpense | 85 M | 86 M | 90 M | 87 M | 76 M | 69 M | 67 M | 74 M | 84 M | 94 M |
| Other income net | -6 M | -5 M | -134 M | -122 M | -2 M | 576000.0 | -7 M | -7 M | -7 M | -3 M |
| Other special charges | -56 M | -52 M | -52 M | -46 M | -31 M | -19 M | -23 M | -23 M | -32 M | -33 M |
| OtherGandA | 20 M | 22 M | 23 M | 23 M | 22 M | 21 M | 21 M | 22 M | 27 M | 27 M |
| OtherImpairmentOfCapitalAssets | 300000.0 | |||||||||
| OtherOperatingExpenses | -89 M | -89 M | -100 M | -86 M | 79 M | 69 M | 67 M | 74 M | 84 M | 94 M |
| RentAndLandingFees | 14 M | 17 M | 17 M | 19 M | ||||||
| RestructringAndMnAIncome | 500000.0 | 2 M | 100000.0 | 100000.0 | -11 M | |||||
| Revenue per share | -2 M | -2 M | -2 M | 2 M | 2 M | 2 M | 2 M | 2 M | 4 M | 4 M |
| SalariesAndWages | 64 M | 62 M | 65 M | 60 M | 50 M | 42 M | 43 M | 40 M | 53 M | 56 M |
| Selling Gen & administrative expense | 22 M | 24 M | 25 M | 25 M | 24 M | 23 M | 22 M | 24 M | 30 M | 30 M |
| SellingAndMarketingExpense | 2 M | 2 M | 2 M | 2 M | 2 M | 1 M | 1 M | 2 M | 3 M | 3 M |
| SellingExpense | 2 M | 2 M | 2 M | 2 M | ||||||
| Special income/charges | 56 M | 52 M | -4 M | 63 M | -5 M | -3 M | -3 M | 23 M | 32 M | 44 M |
| Total Income available for interest expense (EBIT) | 42 M | 34 M | 34 M | 36 M | 9 M | -1 M | 6 M | -567000.0 | 13 M | 2 M |
| Total common shares outstanding | 9 M | 9 M | 9 M | 9 M | 9 M | 8 M | 8 M | 9 M | 9 M | 9 M |
| Total net income | 27 M | 23 M | 20 M | 25 M | 6 M | -9 M | 10 M | -5 M | 11 M | 2 M |
| Total ordinary shares | 9 M | 9 M | 9 M | 9 M | 9 M | 9 M | 9 M | 9 M | 9 M | 9 M |
| Total revenues | 29 M | 31 M | 134 M | 122 M | 83 M | 65 M | 73 M | 69 M | 90 M | 95 M |
| TotalExpenses | 89 M | 89 M | 94 M | 91 M | 73 M | 67 M | 64 M | 114 M | 84 M | 94 M |
| TotalRevenue | 131 M | 123 M | 134 M | 122 M | 84 M | 65 M | 73 M | 69 M | 90 M | 95 M |
| WriteDown | -7 M | 3 M | 19 M |
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