Susan M. Byrne, who holds the title of Director Emerita at Westwood Holdings Group Inc (NYSE: WHG), completed the sale of 2,901 shares of the company's common stock in three transactions carried out between April 9 and April 13, 2026. The aggregated proceeds from those sales amount to approximately $47,148.
Sale prices across the three trades varied slightly, with per-share amounts ranging from $16.1053 to $16.3212. The specific transactions were:
- April 9, 2026 - 401 shares sold at a weighted average price of $16.3079;
- April 10, 2026 - 900 shares sold at a weighted average price of $16.1053;
- April 13, 2026 - 1,600 shares sold at a weighted average price of $16.3212.
As of the time referenced in these transactions, Westwood's stock was trading around $16.61 per share, which sits near the higher end of the prices Byrne realized in her disposals. Analysis reported via InvestingPro indicates the company may be trading below intrinsic value at current market levels, and that platform provides Fair Value estimates and additional valuation guidance for investors who want a deeper look.
The trades were executed pursuant to a Rule 10b5-1 trading plan that Byrne adopted on April 1, 2026. Following these sales, her direct ownership in Westwood Holdings common stock stands at 299,045 shares.
Company context: Westwood Holdings, an asset management firm with a market capitalization of roughly $138 million, reported continued shareholder returns through dividends. The firm has maintained dividend distributions for 25 consecutive years and currently yields 3.61% based on the reported figures.
Financial performance: In its fourth quarter of fiscal 2025, Westwood posted total revenues of $27.1 million, up from $25.6 million in the year-ago quarter. The quarter also featured significant year-over-year growth in net income, attributed in the report to strong results in the company's ETF product lineup. Despite these results, the company's stock experienced a modest pullback following the earnings disclosure, though the financials point to a solid finish to the year.
For investors seeking further valuation context, InvestingPro is cited as a source of Fair Value calculations and additional analytical tips. Those tools are noted as offering a mix of valuation models intended to help assess whether WHG presents undervalued opportunities.
This article presents the transaction details, the trading plan under which the sales occurred, and the company's recent financial snapshot as reported for Q4 2025. Where the public information is limited, this report confines itself to the facts disclosed in company filings and the referenced valuation commentary.