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Westwood Holdings Group Inc

WHG

17.660USD

+0.380+2.22%

Close 09/19, 16:00（ET）Quotes delayed by 15 min

166.15MMarket Cap

45.41P/E TTM



Westwood Holdings Group Inc

17.660

+0.380+2.22%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated: 2025-09-19

Key Insights

The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking

77 / 117

Overall Ranking

316 / 4720

Industry

Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 0 analysts

Current Rating

Target Price

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks

Westwood Holdings Group, Inc. manages investment assets and provides services for clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C. and Salient Advisors, L.P. The Company’s segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals, sub-advisory. It also provides investment management services to the Westwood Funds. The Company’s advisory business investment capabilities: United States Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high-net worth individuals. It provides investment advisory services to institutional investors; a family of mutual funds called the Westwood Funds.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 40.98% year-on-year.

Growing

The company is in a growing phase, with the latest annual income totaling USD 94.72M.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 29.71%.

Overvalued

The company’s latest PB is 1.38, at a high 3-year percentile range.

Institutional Selling

The latest institutional holdings are 6.89M shares, decreasing 5.35% quarter-over-quarter.

Held by James Simons

Star Investor James Simons holds 401.66K shares of this stock.

Lower Market Activity

The company has less investor interest, with a 20-day turnover ratio of -0.42.

Financial Health

Currency: USD Updated: 2025-09-19

The company's current financial score is 8.19, which is higher than the Investment Banking & Investment Services industry's average of 7.44. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 23.12M, representing a year-over-year increase of 1.90%, while its net profit experienced a year-over-year increase of 145.43%.

Score

Industry at a Glance

Previous score

8.19

Change



Financials

10.00

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

10.00

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

8.06

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

3.95

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

8.93

Key Metrics

Free cash flow

No Data

Company Valuation

Currency: USD Updated: 2025-09-19

The company’s current valuation score is 1.20, which is lower than the Investment Banking & Investment Services industry's average of 1.43. Its current P/E ratio is 38.49, which is 17.52% below the recent high of 45.23 and 76.66% above the recent low of 8.98.

Score

Industry at a Glance

Previous score

1.20

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 77/117

No Data

Earnings Forecast

Currency: USD Updated: 2025-09-19

There is no earnings forecast score for this company; the Investment Banking & Investment Services industry's average is 7.27.

Score

Industry at a Glance

Previous score

0.00

Change

Support & Resistance

No Data

No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-09-19

The company’s current price momentum score is 6.69, which is lower than the Investment Banking & Investment Services industry's average of 7.80. Sideways: Currently, the stock price is trading between the resistance level at 18.47 and the support level at 16.24, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.69

Change

0.51

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(2)

Neutral(2)

Buy(2)

Indicators

Value

Direction

MACD(12,26,9)

-0.064

Sell

RSI(14)

54.178

Neutral

STOCH(KDJ)(9,3,3)

67.069

Buy

ATR(14)

0.426

Low Volatility

CCI(14)

58.147

Neutral

Williams %R

0.000

Overbought

TRIX(12,20)

-0.144

Sell

StochRSI(14)

100.000

Buy

Moving Average

Sell(0)

Neutral(0)

Buy(6)

Indicators

Value

Direction

MA5

17.138

Buy

MA10

17.181

Buy

MA20

17.517

Buy

MA50

17.428

Buy

MA100

16.497

Buy

MA200

16.030

Buy

Institutional Confidence

Currency: USD Updated: 2025-09-19

The company’s current institutional recognition score is 7.00, which is higher than the Investment Banking & Investment Services industry's average of 6.74. The latest institutional shareholding proportion is 73.51%, representing a quarter-over-quarter decrease of 3.93%. The largest institutional shareholder is James Simons, holding a total of 401.66K shares, representing 4.27% of shares outstanding, with 6.16% decrease in holdings.

Score

Industry at a Glance

Previous score

7.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Hoak & Co.

744.35K

+10.59%

Allspring Global Investments, LLC

587.25K

+0.24%

Gabelli Funds, LLC

550.99K

+1.19%

Casey (Brian O)

480.21K

-6.33%

Renaissance Technologies LLC

Star Investors

406.66K

-3.21%

The Vanguard Group, Inc.

Star Investors

368.12K

-1.88%

BlackRock Institutional Trust Company, N.A.

184.61K

-0.95%

North Star Investment Management Corporation

362.01K

+0.00%

Dimensional Fund Advisors, L.P.

261.59K

+1.08%

Risk Assessment

Currency: USD Updated: 2025-09-19

The company’s current risk assessment score is 6.26, which is higher than the Investment Banking & Investment Services industry's average of 4.89. The company's beta value is 1.01. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.