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Westwood Holdings Group Inc

WHG

17.840USD

+0.105+0.58%

Close 02/06, 16:00（ET）Quotes delayed by 15 min

167.84MMarket Cap

20.42P/E TTM



Westwood Holdings Group Inc

17.840

+0.105+0.58%

Overview Financials Analysis Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Financials

Analysis

Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Westwood Holdings Group Inc

Currency: USD Updated: 2026-02-06

Key Insights

Westwood Holdings Group Inc's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 85 out of 118 in the Investment Banking & Investment Services industry.Institutional ownership is very high.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, 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.

Westwood Holdings Group Inc's Score

Industry at a Glance

Industry Ranking

85 / 118

Overall Ranking

394 / 4521

Industry

Investment Banking & Investment Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

Westwood Holdings Group Inc Highlights

StrengthsRisks

Westwood Holdings Group, Inc. manages investment assets and provides services for its clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C., Salient Advisors, L.P. and Broadmark Asset Management LLC. 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; pooled investment vehicles, including collective investment trusts. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors for institutions and high-net-worth individuals. Its advisory business encompasses six distinct investment capabilities, including United States (U.S.) Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, Income Alternatives and Managed Investment Solutions.

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 1.35, at a high 3-year percentile range.

Held by The Vanguard

Star Investor The Vanguard holds 398.35K shares of this stock.

Lower Market Activity

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

Analyst Rating

Based on 0 analysts

Current Rating

0.000

Target Price

0.00%

Upside Space

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

Financial Health

Currency: USD Updated: 2026-02-06

The current financial score of Westwood Holdings Group Inc is 7.25, ranking 40 out of 118 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 26.22M, representing a year-over-year increase of 10.55%, while its net profit experienced a year-over-year increase of 3422.86%.

Score

Industry at a Glance

Previous score

7.25

Change



Financials

10.00

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

6.52

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

5.11

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

6.16

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

8.45

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

Westwood Holdings Group Inc's Company Valuation

Currency: USD Updated: 2026-02-06

The current valuation score of Westwood Holdings Group Inc is 5.84, ranking 97 out of 118 in the Investment Banking & Investment Services industry. Its current P/E ratio is 20.42, which is 1785.70% below the recent high of 385.14 and 734.87% above the recent low of -129.67.

Score

Industry at a Glance

Previous score

5.84

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 85/118

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-02-06

No earnings forecast score is currently available for Westwood Holdings Group Inc. The Investment Banking & Investment Services industry's average is 7.33.

Score

Industry at a Glance

Previous score

0.00

Change

Support & Resistance

Relevant data have not been disclosed by the company yet.

No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

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: 2026-02-06

The current price momentum score of Westwood Holdings Group Inc is 6.72, ranking 86 out of 118 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 18.75 and the support level at 17.10, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

7.23

Change

-0.51

Support & Resistance

Relevant data have not been disclosed by the company yet.

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(4)

Neutral(3)

Buy(0)

Indicators

Value

Direction

MACD(12,26,9)

-0.083

Neutral

RSI(14)

49.068

Neutral

STOCH(KDJ)(9,3,3)

44.410

Sell

ATR(14)

0.481

Low Volatility

CCI(14)

-24.268

Neutral

Williams %R

66.667

Sell

TRIX(12,20)

0.107

Sell

StochRSI(14)

0.000

Sell

Moving Average

Sell(3)

Neutral(0)

Buy(3)

Indicators

Value

Direction

MA5

18.124

Sell

MA10

18.018

Sell

MA20

18.059

Sell

MA50

17.624

Buy

MA100

17.100

Buy

MA200

16.788

Buy

Institutional Confidence

Currency: USD Updated: 2026-02-06

The current institutional shareholding score of Westwood Holdings Group Inc is 5.00, ranking 56 out of 118 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 58.76%, representing a quarter-over-quarter increase of 5.00%. The largest institutional shareholder is The Vanguard, holding a total of 398.35K shares, representing 4.23% of shares outstanding, with 7.89% increase in holdings.

Score

Industry at a Glance

Previous score

5.00

Change

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

Hoak & Co.

744.35K

+10.59%

Allspring Global Investments, LLC

593.75K

+0.85%

Gabelli Funds, LLC

87.71K

-83.81%

Settian Capital LP

470.51K

Casey (Brian O)

459.90K

-2.76%

BlackRock Institutional Trust Company, N.A.

434.92K

+15.94%

The Vanguard Group, Inc.

Star Investors

397.26K

+2.91%

Renaissance Technologies LLC

Star Investors

388.66K

-3.24%

North Star Investment Management Corporation

367.48K

+0.00%

Dimensional Fund Advisors, L.P.

273.09K

-1.87%

Risk Assessment

Currency: USD Updated: 2026-02-06

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Westwood Holdings Group Inc is 4.31, ranking 94 out of 118 in the Investment Banking & Investment Services industry. The company's beta value is 0.72. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. Westwood Holdings Group Inc’s latest ESG disclosure leads the Investment Banking & Investment Services industry, indicating outstanding, compliant performance across environmental management, social responsibility, and governance, which may help mitigate overall risk.