Susan M. Byrne, holding the title of Director Emerita at Westwood Holdings Group Inc. (NASDAQ: WHG), has completed a sequence of equity sales amounting to $79,041 across three trading days in June. These transactions were executed under the parameters of a Rule 10b5-1 trading plan, which Byrne originally adopted on April 1, 2026. The sales were carried out at weighted average prices that ranged between $18.2085 and $18.447 per share.
The timing of these transactions coincides with WHG stock trading near its 52-week high of $18.99. Over the past year, the shares have appreciated by 18%. According to data from InvestingPro analysis, the stock currently appears to be trading at a valuation that exceeds its Fair Value estimate. The company maintains a market capitalization of $154 million and currently trades at a price-to-earnings ratio of 21.93.
On June 23, Ms. Byrne sold 2,500 shares of common stock at a weighted average price of $18.447 per share. These shares were sold through multiple transactions, with individual prices ranging from $18.19 to $18.79. Following this specific transaction, Ms. Byrne's direct ownership of the company stood at 253,311 shares.
The subsequent day, June 24, saw Ms. Byrne sell an additional 1,300 shares of common stock. These shares were sold at a weighted average price of $18.3228 per share, with individual transaction prices varying from $18.07 to $18.59. After this sale, her direct ownership position adjusted to 252,011 shares.
The final reported transaction in this series occurred on June 25, when Ms. Byrne sold 500 shares of common stock. The weighted average sale price for these specific shares was $18.2085, with prices for individual transactions ranging from $18.00 to $18.34. Following this series of sales, Ms. Byrne directly holds 251,511 shares of Westwood Holdings Group common stock.
Westwood Holdings offers a 3.32% dividend yield and has maintained dividend payments for 25 consecutive years, according to InvestingPro Tips. For deeper insights into WHG's valuation and financial health, investors can access the comprehensive Pro Research Report, available for this and 1,400+ other US equities.
In other recent news, Westwood Holdings Group Inc. reported its financial results for the first quarter of 2026, showing a mixed performance. The company reported earnings per share of $0.09, which met market expectations. Revenue for the quarter was $25 million, slightly surpassing the forecast of $24.97 million. These results were accompanied by higher compensation costs, which contributed to the mixed nature of the financial performance. The financial community will likely be analyzing these figures closely to understand the implications for future quarters. Despite the mixed results, the company's revenue performance was a positive aspect, exceeding projections. This development is part of the recent updates concerning Westwood Holdings.
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