Westwood Holdings Group - Daily Chart

Name
*Data as of: 2017-08-18
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 2017-10-26 Exchange NYSE
Name Westwood Holdings Group Ex Dividend Date 2017-09-07 Sector Finance
Close $58.31 Exp. Dividend Amount 0.62 Industry Finance - Investment Management
$ Change
-0.32
Dividend Yield 4.30 Market Cap 519M
% Change
-0.50%
Alpha 0.01 Enterprise Value 430M
Open 58.10 Beta 1.29 Shares 1000s 8,893
Days Range 58.02 - 59.60 Daily ATR 1.60 Incorp Date 1983
52 Week Range 49.01 - 63.99 Daily ATR% 2.74% IPO Date
Volume 23,800 Price/Earnings 11.00 Location Dallas,TX
Avg Vol 50d 31,638 Price/Book 3.55 ADR No
Vol % Chg vs 50 Day
-24.50%
Price/Sales 4.01 Options Yes
Up/Down Volume 0.80 PEG 0.83 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 83 86 A 64 B B B+ C C B- 92 85 109 95 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 89.07 Full 80.2241 Full 89.91
Earnings 79.18 Earnings 73.13 Earnings 85.32
Sales 49.21 Sales 42.54 Sales 44.04
Margins 95.77 Margins 93.66 Margins 96.33
Valuation 98.69 Valuation 95.90 Valuation 92.66
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 CSWC 99.08
ANET 99.96 PYPL 99.25 NOAH 98.17
FB 99.94 HLI 98.88 BX 96.33
YY 99.92 NMIH 98.51 SEIC 95.41
*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
-0.50%
1 Day
-0.05%
1 Day
-0.12%
1 Week
-1.95%
1 Week
+0.39%
1 Week
-0.68%
2 Weeks
-3.01%
2 Weeks
-1.32%
2 Weeks
-2.24%
3 Weeks
-2.77%
3 Weeks
-0.64%
3 Weeks
-1.84%
1 Month
-0.26%
1 Month
-0.11%
1 Month
-2.72%
3 Months
+10.79%
3 Months
+8.73%
3 Months
+6.78%
6 Months
-2.53%
6 Months
+11.16%
6 Months
+7.61%
1 year
+18.25%
1 year
+28.38%
1 year
+20.33%
YTD
-0.58%
YTD
+20.09%
YTD
+14.92%
 
Sector Info   Sector Ranking   Average Stock Gain % in Sector
Symbol WHG Current 7 1 Day
-0.05%
Sector Finance Yesterday 7 1 Week
+0.39%
Market Val(Bil) 1,566.80B 1 Week Ago 6 2 Weeks
-1.32%
Industry Groups 99 2 Week Ago 6 3 Week
-0.64%
Total Stocks 235 3 Week Ago 7 1 Month
-0.11%
New Highs 1 1 Month Ago 9 3 Month
+8.73%
New Highs % 0.43% 3 Month Ago 17 6 Months
+11.16%
New Lows 6 6 Month Ago 15 1 year
+28.38%
New Lows % 2.55% 1 Year Ago 17 YTD
+20.09%
 
Industry Group Info   Industry Group Ranking   Average Stock Gain % in Industry
Symbol WHG Current 73 1 Day
-0.12%
Industry Group Finance - Investment Management Yesterday 75 1 Week
-0.68%
Market Val(Bil) 343.88B 1 Week Ago 66 2 Weeks
-2.24%
Total Stocks 99 2 Weeks Ago 61 3 Weeks
-1.84%
New Highs 1 3 Weeks Ago 63 1 Month
-2.72%
New Highs % 1.01% 1 Month Ago 68 3 Months
+6.78%
New Lows 3 3 Months Ago 101 6 Months
+7.61%
New Lows % 3.03% 6 Months Ago 92 1 Year
+20.33%
      1 Year Ago 101 YTD
+14.92%
Data as of: 2017-08-18
Daily Stock Data   Dates and Ratios   Company Background
Symbol WHG Earnings Date 2017-10-26 Exchange NYSE
Name Westwood Holdings Group Ex Dividend Date 2017-09-07 Sector FINANCE
Close 58.31 Exp. Dividend Amt 0.62 Industry Finance-Investment Mgmt
$ Change -0.32 Dividend Yield 4.3 Market_Cap_mil 518.6
% Change -0.5 Alpha 0.01 Enterprise_Val_mil 429.7
Open 58.1 Beta 1.29 Shares_1000s 8893
Day's Range 58.02 - 59.6 Daily ATR 1.6 Incorp_Date 1983
52 Week Range 49.01 - 63.99 Daily ATR% 2.74 IPO Date
Volume 2,380,000 Price/Earnings 11 Location Dallas,TX
Avg Vol 50d 3,163,800 Price/Book 3.55 ADR No
Short Volume 175,617 Price/Sales 4.01 Options Yes
Shrt Int Pcnt Chg -18.5 PEG 0.83 ETF/Closed End Fund No
Data as of: 2017-08-18
Daily Stock Data   Dates and Ratios   Company Background
Symbol WHG Earnings Date 2017-10-26 Exchange NYSE
Name Westwood Holdings Group Ex Dividend Date 2017-09-07 Sector FINANCE
Close 58.31 Exp. Dividend Amt 0.62 Industry Finance-Investment Mgmt
$ Change -0.32 Dividend Yield 4.3 Market_Cap_mil 518.6
% Change -0.5 Alpha 0.01 Enterprise_Val_mil 429.7
Open 58.1 Beta 1.29 Shares_1000s 8893
Day's Range 58.02 - 59.6 Daily ATR 1.6 Incorp_Date 1983
52 Week Range 49.01 - 63.99 Daily ATR% 2.74 IPO Date
Volume 2,380,000 Price/Earnings 11 Location Dallas,TX
Avg Vol 50d 3,163,800 Price/Book 3.55 ADR No
Short Volume 175,617 Price/Sales 4.01 Options Yes
Shrt Int Pcnt Chg -18.5 PEG 0.83 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 49.21 42.54 44.04 123M No No 9 -6 6 14
Data as of: 2017-08-18
Daily Stock Data   Dates and Ratios   Company Background
Symbol WHG Earnings Date 2017-10-26 Exchange NYSE
Name Westwood Holdings Group Ex Dividend Date 2017-09-07 Sector FINANCE
Close 58.31 Exp. Dividend Amt 0.62 Industry Finance-Investment Mgmt
$ Change -0.32 Dividend Yield 4.3 Market_Cap_mil 518.6
% Change -0.5 Alpha 0.01 Enterprise_Val_mil 429.7
Open 58.1 Beta 1.29 Shares_1000s 8893
Day's Range 58.02 - 59.6 Daily ATR 1.6 Incorp_Date 1983
52 Week Range 49.01 - 63.99 Daily ATR% 2.74 IPO Date
Volume 2,380,000 Price/Earnings 11 Location Dallas,TX
Avg Vol 50d 3,163,800 Price/Book 3.55 ADR No
Short Volume 175,617 Price/Sales 4.01 Options Yes
Shrt Int Pcnt Chg -18.5 PEG 0.83 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 95.77 93.66 96.33 42.2 No 34.7 33.6 35.3 34.8 34.5 33.4
 
Stock Symbol   Sector   Industry Group
WHG   Finance   Finance - Investment Management
Ratios   Average Ratios in Sector   Average Ratios in Industry
Price/Earnings (PE) 11.00 Price/Earnings (PE) 20.53 Price/Earnings (PE) 20.66
Price/Book (PB) 3.55 Price/Book (PB) 3.15 Price/Book (PB) 2.30
Price/Sales (PS) 4.01 Price/Sales (PS) 4.32 Price/Sales (PS) 5.98
Price/Cash Flow (PCF) 10.94 Price/Cash Flow (PCF) 27.24 Price/Cash Flow (PCF) 14.76
PEG 0.83 PEG 2.54 PEG 2.83
Dividend Adj PEG 0.62 Dividend Adj PEG 1.44 Dividend Adj PEG 1.02
Return on Equity (ROE) 29.40 Return on Equity (ROE) 17.47 Return on Equity (ROE) 36.72
Yield 4.30 Yield 3.63 Yield 6.76
Current Ratio 5.06 Current Ratio 12.09 Current Ratio 14.81
Debt % 0.00% Debt % 184.50% Debt % 78.37%
Long Term Debt/Work Capital 0.00 Long Term Debt/Work Capital -1.94 Long Term Debt/Work Capital 1.01
 
Stock WHG   Exponential Moving Averages   Simple Moving Averages
Name Westwood Holdings Group EMA 10 days
58.94(-1.07%)
SMA 10 days
59.09(-1.32%)
Close $58.31 EMA 20 days
58.86(-0.93%)
SMA 20 days
59.09(-1.32%)
$ Change
-0.32
EMA 50 days
57.97(0.59%)
SMA 50 days
58.15(0.28%)
% Change
-0.50%
EMA 89 days
57.12(2.08%)
SMA 79 days
56.67(2.89%)
Volume 23,800 EMA 100 days
56.95(2.39%)
SMA 100 days
56.01(4.11%)
Avg Volume 31,638 EMA 200 days
55.85(4.4%)
SMA 200 days
56.48(3.24%)
Vol% vs. Avg Vol
-24.50%
           
Up/Down Vol 0.80   Keltner Channel   Bollinger Band
Distribution Days 4   Upper
61.00(-4.41%)
  Upper
60.20(-3.14%)
ATR 1.60   Mid
58.93(-1.05%)
  Mid
59.09(-1.32%)
ATR% 2.74%   Lower
56.85(2.57%)
  Lower
57.98(0.57%)