Westwood Holdings Group - Daily Chart

Name
*Data as of: 2017-10-31
Company Summary Westwood is a well-established investment management company that has built a strong reputation of providing superior investment results with the highest level of client service.
Daily Stock Data   Dates and Ratios   Company Background
Symbol WHG Earnings Date 2018-02-08 Exchange NYSE
Name Westwood Holdings Group Ex Dividend Date 2017-12-07 Sector Finance
Close $64.90 Exp. Dividend Amount 0.68 Industry Finance - Investment Management
$ Change
+0.50
Dividend Yield 4.20 Market Cap 577M
% Change
+0.80%
Alpha 0.00 Enterprise Value 473M
Open 64.13 Beta 1.37 Shares 1000s 8,884
Days Range 63.81 - 65.84 Daily ATR 1.90 Incorp Date 1983
52 Week Range 50.16 - 71.00 Daily ATR% 2.93% IPO Date
Volume 52,300 Price/Earnings 12.00 Location Dallas,TX
Avg Vol 50d 31,476 Price/Book 3.95 ADR No
Vol % Chg vs 50 Day
+69.30%
Price/Sales 4.40 Options Yes
Up/Down Volume 1.40 PEG 1.03 ETF/Closed End Fund No
AD Rating Timeliness Rating Industry Group Rank
Symbol Comp Rating EPS Rating SMR Rating RS Rating Sponsor Rating Current Last Week Current Last Week Ind Group RS Current Last Week 3 Months Ago 6 Months Ago Industry Group Sector
WHG 76 58 B 74 B B B+ C B B+ 53 63 79 108 Finance-Investment Mgmt FINANCE
   
Stock Symbol   Sector   Industry Group
WHG   Finance   Finance - Investment Management
Overall Stock Ratings   Stock Ratings within Sector   Stock Ratings within Industry
Full 72.63 Full 57.3031 Full 68.52
Earnings 48.81 Earnings 46.44 Earnings 61.11
Sales 38.55 Sales 33.33 Sales 37.04
Margins 64.09 Margins 46.07 Margins 45.37
Valuation 98.75 Valuation 95.88 Valuation 92.59
Best Rated Stocks Overall   Best Rated Stocks in Sector:
Finance
  Best Rated Stocks in Industry:
Finance - Investment Management
JP 100.00 JP 100.00 JP 100.00
ESNT 99.98 ESNT 99.63 CIFS 99.07
LRCX 99.96 ESQ 99.25 DHIL 98.15
YY 99.94 CIFS 98.88 PZN 97.22
FB 99.92 NMIH 98.50 NOAH 96.30
*All ratings range from 0 to 100 with 100 being the highest.
 
Stock Symbol   Sector   Industry Group
WHG   Finance   Finance - Investment Management
% Gain   Average Stock Gain % in Sector   Average Stock Gain % in Industry
1 Day
+0.80%
1 Day
+0.09%
1 Day
-0.24%
1 Week
-4.04%
1 Week
+0.41%
1 Week
-2.14%
2 Weeks
-4.36%
2 Weeks
+1.46%
2 Weeks
-1.45%
3 Weeks
-4.39%
3 Weeks
+1.58%
3 Weeks
-0.83%
1 Month
-3.92%
1 Month
+3.32%
1 Month
+1.05%
3 Months
+11.86%
3 Months
+8.50%
3 Months
+6.11%
6 Months
+19.28%
6 Months
+19.17%
6 Months
+15.05%
1 year
+34.03%
1 year
+40.35%
1 year
+33.90%
YTD
+11.82%
YTD
+32.73%
YTD
+24.10%
 
Sector Info   Sector Ranking   Average Stock Gain % in Sector
Symbol WHG Current 7 1 Day
+0.09%
Sector Finance Yesterday 6 1 Week
+0.41%
Market Val(Bil) 1,690.82B 1 Week Ago 8 2 Weeks
+1.46%
Industry Groups 103 2 Week Ago 5 3 Week
+1.58%
Total Stocks 246 3 Week Ago 5 1 Month
+3.32%
New Highs 23 1 Month Ago 7 3 Month
+8.50%
New Highs % 9.35% 3 Month Ago 8 6 Months
+19.17%
New Lows 7 6 Month Ago 17 1 year
+40.35%
New Lows % 2.85% 1 Year Ago 22 YTD
+32.73%
 
Industry Group Info   Industry Group Ranking   Average Stock Gain % in Industry
Symbol WHG Current 71 1 Day
-0.24%
Industry Group Finance - Investment Management Yesterday 62 1 Week
-2.14%
Market Val(Bil) 365.82B 1 Week Ago 51 2 Weeks
-1.45%
Total Stocks 103 2 Weeks Ago 54 3 Weeks
-0.83%
New Highs 2 3 Weeks Ago 52 1 Month
+1.05%
New Highs % 1.94% 1 Month Ago 67 3 Months
+6.11%
New Lows 6 3 Months Ago 50 6 Months
+15.05%
New Lows % 5.83% 6 Months Ago 102 1 Year
+33.90%
      1 Year Ago 128 YTD
+24.10%
Data as of: 2017-10-31
Daily Stock Data   Dates and Ratios   Company Background
Symbol WHG Earnings Date 2018-02-08 Exchange NYSE
Name Westwood Holdings Group Ex Dividend Date 2017-12-07 Sector FINANCE
Close 64.9 Exp. Dividend Amt 0.68 Industry Finance-Investment Mgmt
$ Change 0.5 Dividend Yield 4.2 Market_Cap_mil 576.6
% Change 0.8 Alpha 0 Enterprise_Val_mil 472.6
Open 64.13 Beta 1.37 Shares_1000s 8884
Day's Range 63.81 - 65.84 Daily ATR 1.9 Incorp_Date 1983
52 Week Range 50.16 - 71 Daily ATR% 2.93 IPO Date
Volume 5,230,000 Price/Earnings 12 Location Dallas,TX
Avg Vol 50d 3,147,600 Price/Book 3.95 ADR No
Short Volume 87,595 Price/Sales 4.4 Options Yes
Shrt Int Pcnt Chg -15.5 PEG 1.03 ETF/Closed End Fund No
Data as of: 2017-10-31
Daily Stock Data   Dates and Ratios   Company Background
Symbol WHG Earnings Date 2018-02-08 Exchange NYSE
Name Westwood Holdings Group Ex Dividend Date 2017-12-07 Sector FINANCE
Close 64.9 Exp. Dividend Amt 0.68 Industry Finance-Investment Mgmt
$ Change 0.5 Dividend Yield 4.2 Market_Cap_mil 576.6
% Change 0.8 Alpha 0 Enterprise_Val_mil 472.6
Open 64.13 Beta 1.37 Shares_1000s 8884
Day's Range 63.81 - 65.84 Daily ATR 1.9 Incorp_Date 1983
52 Week Range 50.16 - 71 Daily ATR% 2.93 IPO Date
Volume 5,230,000 Price/Earnings 12 Location Dallas,TX
Avg Vol 50d 3,147,600 Price/Book 3.95 ADR No
Short Volume 87,595 Price/Sales 4.4 Options Yes
Shrt Int Pcnt Chg -15.5 PEG 1.03 ETF/Closed End Fund No
Sales Ratings (0 to 10) Sales Accelerating % Sales Growth % Sales Growth Rank
Symbol Overall within Sector within Industry Annual Sales 2Q 3Q Last Qtr Last Yr 3 Years 5 Years Last Qtr Last Yr 3 Years 5 Years
WHG 38.55 33.33 37.04 123M No No 5 -6 4 12
Data as of: 2017-10-31
Daily Stock Data   Dates and Ratios   Company Background
Symbol WHG Earnings Date 2018-02-08 Exchange NYSE
Name Westwood Holdings Group Ex Dividend Date 2017-12-07 Sector FINANCE
Close 64.9 Exp. Dividend Amt 0.68 Industry Finance-Investment Mgmt
$ Change 0.5 Dividend Yield 4.2 Market_Cap_mil 576.6
% Change 0.8 Alpha 0 Enterprise_Val_mil 472.6
Open 64.13 Beta 1.37 Shares_1000s 8884
Day's Range 63.81 - 65.84 Daily ATR 1.9 Incorp_Date 1983
52 Week Range 50.16 - 71 Daily ATR% 2.93 IPO Date
Volume 5,230,000 Price/Earnings 12 Location Dallas,TX
Avg Vol 50d 3,147,600 Price/Book 3.95 ADR No
Short Volume 87,595 Price/Sales 4.4 Options Yes
Shrt Int Pcnt Chg -15.5 PEG 1.03 ETF/Closed End Fund No
Margins Ratings (0 to 10) Average After Tax Margins
Symbol Overall within Sector within Industry Pretax Margin Last Qtr After Tax Margin Accel 3Q After Tax Margin Last Qtr 2 Qtr 3 Qtr 4 Qtr 5 Qtr 6 Qtr
WHG 64.09 46.07 45.37 42.2 No 26.8 30.8 31.3 33.2 33.2 33.3
 
Stock Symbol   Sector   Industry Group
WHG   Finance   Finance - Investment Management
Ratios   Average Ratios in Sector   Average Ratios in Industry
Price/Earnings (PE) 12.00 Price/Earnings (PE) 25.65 Price/Earnings (PE) 21.98
Price/Book (PB) 3.95 Price/Book (PB) 3.66 Price/Book (PB) 2.92
Price/Sales (PS) 4.40 Price/Sales (PS) 7.89 Price/Sales (PS) 7.03
Price/Cash Flow (PCF) 12.17 Price/Cash Flow (PCF) 7.40 Price/Cash Flow (PCF) 10.74
PEG 1.03 PEG 2.74 PEG 3.10
Dividend Adj PEG 0.76 Dividend Adj PEG 1.57 Dividend Adj PEG 1.20
Return on Equity (ROE) 29.40 Return on Equity (ROE) 17.12 Return on Equity (ROE) 36.55
Yield 4.20 Yield 3.51 Yield 6.29
Current Ratio 3.86 Current Ratio 94.36 Current Ratio 12.92
Debt % 0.00% Debt % 181.38% Debt % 74.11%
Long Term Debt/Work Capital 0.00 Long Term Debt/Work Capital -2.41 Long Term Debt/Work Capital -1.98
 
Stock WHG   Exponential Moving Averages   Simple Moving Averages
Name Westwood Holdings Group EMA 10 days
66.73(-2.74%)
SMA 10 days
67.58(-3.97%)
Close $64.90 EMA 20 days
66.71(-2.71%)
SMA 20 days
67.49(-3.84%)
$ Change
+0.50
EMA 50 days
64.49(0.64%)
SMA 50 days
63.90(1.56%)
% Change
+0.80%
EMA 89 days
62.21(4.32%)
SMA 79 days
61.82(4.98%)
Volume 52,300 EMA 100 days
61.73(5.14%)
SMA 100 days
60.74(6.85%)
Avg Volume 31,476 EMA 200 days
58.87(10.24%)
SMA 200 days
57.51(12.85%)
Vol% vs. Avg Vol
+69.30%
           
Up/Down Vol 1.40   Keltner Channel   Bollinger Band
Distribution Days 4   Upper
69.33(-6.39%)
  Upper
70.23(-7.59%)
ATR 1.90   Mid
66.86(-2.93%)
  Mid
67.49(-3.84%)
ATR% 2.93%   Lower
64.39(0.79%)
  Lower
64.75(0.23%)