Westwood Holdings Group - Daily Chart

Name
*Data as of: 2017-10-20
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 N/A Sector Finance
Close $70.84 Exp. Dividend Amount N/A Industry Finance - Investment Management
$ Change
+1.68
Dividend Yield 3.50 Market Cap 630M
% Change
+2.40%
Alpha 0.05 Enterprise Value 541M
Open 69.57 Beta 1.36 Shares 1000s 8,893
Days Range 69.16 - 71.00 Daily ATR 1.47 Incorp Date 1983
52 Week Range 49.96 - 69.39 Daily ATR% 2.07% IPO Date
Volume 43,600 Price/Earnings 13.00 Location Dallas,TX
Avg Vol 50d 30,524 Price/Book 4.31 ADR No
Vol % Chg vs 50 Day
+42.50%
Price/Sales 4.87 Options Yes
Up/Down Volume 1.60 PEG 0.98 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 92 86 A 87 B A B B B B 68 80 95 91 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 92.02 Full 81.579 Full 92.59
Earnings 79.78 Earnings 72.56 Earnings 85.19
Sales 48.75 Sales 42.86 Sales 43.52
Margins 92.31 Margins 87.97 Margins 91.67
Valuation 98.36 Valuation 94.36 Valuation 90.74
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 99.62 CIFS 99.07
YY 99.96 CIFS 99.25 DHIL 98.15
LRCX 99.94 NMIH 98.87 PZN 97.22
FB 99.92 PYPL 98.50 BX 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
+2.40%
1 Day
+0.99%
1 Day
+0.64%
1 Week
+5.62%
1 Week
+0.54%
1 Week
+1.26%
2 Weeks
+5.84%
2 Weeks
+1.58%
2 Weeks
+2.37%
3 Weeks
+5.31%
3 Weeks
+3.32%
3 Weeks
+4.44%
1 Month
+14.04%
1 Month
+5.13%
1 Month
+7.57%
3 Months
+22.56%
3 Months
+8.28%
3 Months
+8.34%
6 Months
+32.95%
6 Months
+20.85%
6 Months
+21.20%
1 year
+44.70%
1 year
+40.36%
1 year
+37.63%
YTD
+22.05%
YTD
+31.04%
YTD
+28.11%
 
Sector Info   Sector Ranking   Average Stock Gain % in Sector
Symbol WHG Current 7 1 Day
+0.99%
Sector Finance Yesterday 8 1 Week
+0.54%
Market Val(Bil) 1,775.85B 1 Week Ago 6 2 Weeks
+1.58%
Industry Groups 108 2 Week Ago 4 3 Week
+3.32%
Total Stocks 265 3 Week Ago 7 1 Month
+5.13%
New Highs 34 1 Month Ago 12 3 Month
+8.28%
New Highs % 12.83% 3 Month Ago 9 6 Months
+20.85%
New Lows 3 6 Month Ago 15 1 year
+40.36%
New Lows % 1.13% 1 Year Ago 18 YTD
+31.04%
 
Industry Group Info   Industry Group Ranking   Average Stock Gain % in Industry
Symbol WHG Current 45 1 Day
+0.64%
Industry Group Finance - Investment Management Yesterday 48 1 Week
+1.26%
Market Val(Bil) 388.69B 1 Week Ago 51 2 Weeks
+2.37%
Total Stocks 108 2 Weeks Ago 53 3 Weeks
+4.44%
New Highs 15 3 Weeks Ago 67 1 Month
+7.57%
New Highs % 13.89% 1 Month Ago 78 3 Months
+8.34%
New Lows 2 3 Months Ago 63 6 Months
+21.20%
New Lows % 1.85% 6 Months Ago 79 1 Year
+37.63%
      1 Year Ago 112 YTD
+28.11%
Data as of: 2017-10-20
Daily Stock Data   Dates and Ratios   Company Background
Symbol WHG Earnings Date 2017-10-26 Exchange NYSE
Name Westwood Holdings Group Ex Dividend Date N/A Sector FINANCE
Close 70.84 Exp. Dividend Amt N/A Industry Finance-Investment Mgmt
$ Change 1.68 Dividend Yield 3.5 Market_Cap_mil 630
% Change 2.4 Alpha 0.05 Enterprise_Val_mil 541.2
Open 69.57 Beta 1.36 Shares_1000s 8893
Day's Range 69.16 - 71 Daily ATR 1.47 Incorp_Date 1983
52 Week Range 49.96 - 69.39 Daily ATR% 2.07 IPO Date
Volume 4,360,000 Price/Earnings 13 Location Dallas,TX
Avg Vol 50d 3,052,400 Price/Book 4.31 ADR No
Short Volume 100,465 Price/Sales 4.87 Options Yes
Shrt Int Pcnt Chg -35.9 PEG 0.98 ETF/Closed End Fund No
Data as of: 2017-10-20
Daily Stock Data   Dates and Ratios   Company Background
Symbol WHG Earnings Date 2017-10-26 Exchange NYSE
Name Westwood Holdings Group Ex Dividend Date N/A Sector FINANCE
Close 70.84 Exp. Dividend Amt N/A Industry Finance-Investment Mgmt
$ Change 1.68 Dividend Yield 3.5 Market_Cap_mil 630
% Change 2.4 Alpha 0.05 Enterprise_Val_mil 541.2
Open 69.57 Beta 1.36 Shares_1000s 8893
Day's Range 69.16 - 71 Daily ATR 1.47 Incorp_Date 1983
52 Week Range 49.96 - 69.39 Daily ATR% 2.07 IPO Date
Volume 4,360,000 Price/Earnings 13 Location Dallas,TX
Avg Vol 50d 3,052,400 Price/Book 4.31 ADR No
Short Volume 100,465 Price/Sales 4.87 Options Yes
Shrt Int Pcnt Chg -35.9 PEG 0.98 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 48.75 42.86 43.52 123M No No 9 -6 6 14
Data as of: 2017-10-20
Daily Stock Data   Dates and Ratios   Company Background
Symbol WHG Earnings Date 2017-10-26 Exchange NYSE
Name Westwood Holdings Group Ex Dividend Date N/A Sector FINANCE
Close 70.84 Exp. Dividend Amt N/A Industry Finance-Investment Mgmt
$ Change 1.68 Dividend Yield 3.5 Market_Cap_mil 630
% Change 2.4 Alpha 0.05 Enterprise_Val_mil 541.2
Open 69.57 Beta 1.36 Shares_1000s 8893
Day's Range 69.16 - 71 Daily ATR 1.47 Incorp_Date 1983
52 Week Range 49.96 - 69.39 Daily ATR% 2.07 IPO Date
Volume 4,360,000 Price/Earnings 13 Location Dallas,TX
Avg Vol 50d 3,052,400 Price/Book 4.31 ADR No
Short Volume 100,465 Price/Sales 4.87 Options Yes
Shrt Int Pcnt Chg -35.9 PEG 0.98 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 92.31 87.97 91.67 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) 13.00 Price/Earnings (PE) 21.28 Price/Earnings (PE) 21.45
Price/Book (PB) 4.31 Price/Book (PB) 3.58 Price/Book (PB) 2.80
Price/Sales (PS) 4.87 Price/Sales (PS) 4.79 Price/Sales (PS) 6.88
Price/Cash Flow (PCF) 13.29 Price/Cash Flow (PCF) 23.98 Price/Cash Flow (PCF) 10.31
PEG 0.98 PEG 2.85 PEG 3.05
Dividend Adj PEG 0.77 Dividend Adj PEG 1.62 Dividend Adj PEG 1.17
Return on Equity (ROE) 29.40 Return on Equity (ROE) 17.07 Return on Equity (ROE) 35.27
Yield 3.50 Yield 3.34 Yield 6.16
Current Ratio 5.06 Current Ratio 90.01 Current Ratio 13.35
Debt % 0.00% Debt % 187.33% Debt % 75.76%
Long Term Debt/Work Capital 0.00 Long Term Debt/Work Capital -3.34 Long Term Debt/Work Capital -1.87
 
Stock WHG   Exponential Moving Averages   Simple Moving Averages
Name Westwood Holdings Group EMA 10 days
68.35(3.64%)
SMA 10 days
68.16(3.93%)
Close $70.84 EMA 20 days
66.95(5.81%)
SMA 20 days
67.27(5.31%)
$ Change
+1.68
EMA 50 days
63.80(11.03%)
SMA 50 days
62.74(12.91%)
% Change
+2.40%
EMA 89 days
61.45(15.28%)
SMA 79 days
60.90(16.32%)
Volume 43,600 EMA 100 days
60.98(16.17%)
SMA 100 days
59.88(18.3%)
Avg Volume 30,524 EMA 200 days
58.30(21.51%)
SMA 200 days
57.19(23.87%)
Vol% vs. Avg Vol
+42.50%
           
Up/Down Vol 1.60   Keltner Channel   Bollinger Band
Distribution Days 2   Upper
69.41(2.06%)
  Upper
70.35(0.7%)
ATR 1.47   Mid
67.50(4.95%)
  Mid
67.27(5.31%)
ATR% 2.07%   Lower
65.59(8%)
  Lower
64.18(10.38%)