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 82 out of 117 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 a weak 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.
Media Coverage
The current financial score of Westwood Holdings Group Inc is 7.77, ranking 43 out of 117 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 27.10M, representing a year-over-year increase of 5.94%, while its net profit experienced a year-over-year increase of 9.48%.
Key Metrics
The current valuation score of Westwood Holdings Group Inc is 5.84, ranking 96 out of 117 in the Investment Banking & Investment Services industry. Its current P/E ratio is 18.85, which is 1942.77% below the recent high of 385.14 and 787.75% above the recent low of -129.67.
No earnings forecast score is currently available for Westwood Holdings Group Inc. The Investment Banking & Investment Services industry's average is 7.35.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
The current price momentum score of Westwood Holdings Group Inc is 7.32, ranking 20 out of 117 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 17.45 and the support level at 14.51, making it suitable for range-bound swing trading.
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
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The current institutional shareholding score of Westwood Holdings Group Inc is 5.00, ranking 56 out of 117 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 58.76%, representing a quarter-over-quarter decrease of 3.17%. The largest institutional shareholder is The Vanguard, holding a total of 398.35K shares, representing 4.20% of shares outstanding, with 6.98% increase in holdings.
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 93 out of 117 in the Investment Banking & Investment Services industry. The company's beta value is 0.78. 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.
