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Westwood Holdings Group Inc

WHG

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16.030USD

+0.220+1.39%

Close 05/18, 16:00（ET）Quotes delayed by 15 min

152.09MMarket Cap

18.28P/E TTM



Westwood Holdings Group Inc

16.030

+0.220+1.39%

Overview Financials Discussions Analysis Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Financials

Discussions

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: 2026-05-18

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 90 out of 116 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

90 / 116

Overall Ranking

361 / 4479

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.

Growing

The company is in a growing phase, with the latest annual income totaling USD 99.69M.

High Dividend

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

Fairly Valued

The company’s latest PB is 1.22, at a medium 3-year percentile range.

Held by Invesco

Star Investor Invesco holds 3.03K shares of this stock.

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.

Financial Health

Currency: USD Updated: 2026-05-18

The current financial score of Westwood Holdings Group Inc is 7.77, ranking 43 out of 116 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 27.00M, representing a year-over-year increase of 16.11%, while its net profit experienced a year-over-year increase of 63.60%.

Score

Industry at a Glance

Previous score

7.77

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

6.34

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

6.48

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

7.27

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

8.78

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: 2026-05-18

The current valuation score of Westwood Holdings Group Inc is 5.84, ranking 95 out of 116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 18.28, which is 2006.89% below the recent high of 385.14 and 809.34% 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 90/116

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-05-18

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: 2026-05-18

The current price momentum score of Westwood Holdings Group Inc is 6.87, ranking 60 out of 116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 17.03 and the support level at 15.30, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.78

Change

0.09

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(3)

Neutral(3)

Buy(1)

Indicators

Value

Direction

MACD(12,26,9)

-0.078

Sell

RSI(14)

47.116

Neutral

STOCH(KDJ)(9,3,3)

26.699

Neutral

ATR(14)

0.681

Low Volatility

CCI(14)

-71.497

Neutral

Williams %R

70.130

Sell

TRIX(12,20)

-0.052

Sell

StochRSI(14)

68.311

Buy

Moving Average

Sell(6)

Neutral(0)

Buy(0)

Indicators

Value

Direction

MA5

16.050

Sell

MA10

16.155

Sell

MA20

16.242

Sell

MA50

16.108

Sell

MA100

16.821

Sell

MA200

16.915

Sell

Institutional Confidence

Currency: USD Updated: 2026-05-18

The current institutional shareholding score of Westwood Holdings Group Inc is 5.00, ranking 57 out of 116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 58.76%, representing a quarter-over-quarter decrease of 8.39%. The largest institutional shareholder is James Simons, holding a total of 350.77K shares, representing 3.70% of shares outstanding, with 14.73% decrease 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.

750.00K

+0.76%

Allspring Global Investments, LLC

606.81K

+2.20%

Gabelli Funds, LLC

531.51K

+506.01%

Casey (Brian O)

530.61K

+6.52%

Settian Capital LP

470.51K

BlackRock Institutional Trust Company, N.A.

457.04K

+5.09%

North Star Investment Management Corporation

371.99K

+1.23%

Renaissance Technologies LLC

Star Investors

373.46K

-3.91%

Dimensional Fund Advisors, L.P.

274.52K

+0.52%

Risk Assessment

Currency: USD Updated: 2026-05-18

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 92 out of 116 in the Investment Banking & Investment Services industry. The company's beta value is 0.63. 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.