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Westwood Holdings Group Inc (WHG)

Westwood Holdings Group Inc. is a publicly traded common stock listing on the NYSE under the symbol WHG. Through its subsidiaries, the company is involved in managing investment assets and serving clients through two operating segments. Its Advisory segment provides investment advisory and sub-advisory services to a range of client types, including retirement plans, endowments, foundations, individuals, and mutual funds. The Trust segment provides trust and custodial services and sponsors common trust funds for institutions and high net worth individuals. Westwood Holdings Group was founded in 1983 and is based in Dallas, Texas.


Stock Summary Fair Value Profitability & Growth Quality & Risk Events & Dividends Technical Outlook FAQ

Jump between the core stock analysis sections, valuation data, fair value models, technical outlook, and FAQ.

Data update note: Fair value and stock analysis metrics are updated after regular market sessions when new data becomes available.
Ticker Fair Value Fair Value Upside/Downside Fair Value Rating Analyst Price Target Analyst Target Upside/Downside Analyst Target Rating Overall Financial Health Upcoming Dividend Ex-Date Dividend Payment Date Upcoming Dividend Dividend Yield Next Earnings Date P/E Ratio Price-to-Book Ratio Price-to-Sales Ratio Market Cap Enterprise Value Total Debt / Total Capital Free Float / Shares Outstanding Altman Z-Score Payout Ratio Free Cash Flow / Net Income
NYSE-WHG
$17.98
-6.2% Downside
Fair
—
—
—
Good
—
—
0.6
3.1%
July 29, 2026
22.2x
1.3x
1.6x
163.9 M
117.9 M
5.7%
68.5%
5.7
73.6%
284.3%
Valuation • Fair Value

Westwood Holdings Group Inc (NYSE-WHG) Fair Value by Valuation Model

Compare the primary fair value estimate for Westwood Holdings Group Inc (NYSE-WHG) with model-based valuation references such as DCF, Ben Graham, DDM, EPV and comparable-company valuation.

Primary Valuation Read

Fair Value

$17.98

Estimated downside of 6.2% versus the current market price.

Fair Value Confidence

High

Confidence level for the primary fair value estimate.

DCF Fair Value

$20.46

Discounted cash flow valuation reference.

Ben Graham Formula Value

$9.60

Classic Ben Graham valuation formula reference.

DDM Fair Value

$10.51

Dividend discount model valuation reference.

EPV Fair Value

$16.48

Earnings power value estimate.

Comps Fair Value

$18.24

Comparable-company valuation reference.

Analyst Price Target

Not available

Data is currently unavailable.

How to read these valuation models

Use this section to compare the primary fair value estimate for Westwood Holdings Group Inc (NYSE-WHG) with several model-based valuation references. Different models can produce different outputs because each method relies on a different set of assumptions, so the primary fair value estimate should be read alongside the model spread rather than in isolation.

Profitability • Growth

Profitability & Growth for Westwood Holdings Group Inc (NYSE-WHG)

A compact read on revenue, forward revenue expectations, EBITDA and operating profitability trends.

Revenue

99.476 M

Current operating scale indicator.

Revenue Forecast

99.717 M

Forward revenue estimate.

EBITDA

7.697 M

Current operating profitability reference.

EBITDA Forecast

9.852 M

Forward operating profitability estimate.

How to read profitability and growth

This section helps investors review Westwood Holdings Group Inc (NYSE-WHG) from an operating perspective by combining current scale, forward revenue expectations and EBITDA-related profitability measures.

Quality • Risk

Quality & Financial Risk for Westwood Holdings Group Inc (NYSE-WHG)

Review financial health, earnings quality and balance-sheet risk through Piotroski, Beneish, Altman and cash conversion metrics.

Financial Health

Good

Positive financial-health read.

Piotroski Score

4

Mid-range quality score.

Beneish M-Score

-2.86

No elevated caution signal from this screen.

Altman Z-Score

5.7

Relatively strong balance-sheet zone.

FCF / Net Income

284.3%

Cash conversion quality indicator.

How to read quality and risk

This section combines quality, balance-sheet and accounting-risk indicators for Westwood Holdings Group Inc (NYSE-WHG). Read the metrics together: no single score is a complete investment conclusion, but the combined view can highlight financial strength, earnings quality and areas that may deserve closer review.

Events • Dividends

Upcoming Events & Dividends for Westwood Holdings Group Inc (NYSE-WHG)

Track the next earnings date, ex-dividend date, dividend payment date, dividend yield and upcoming distribution details where available.

Next Earnings Date

July 29, 2026

Days to Earnings

8

Dividend Payment Date

Not available

Ex-Dividend Date

Not available

Dividend Yield

3.1%

Income yield reference.

Upcoming Dividend

0.6

Upcoming distribution amount.

Payment Type

Not available

Data is currently unavailable.

Dividend Currency

USD

Currency used for the distribution.

Payout Ratio

73.6%

Dividend payout reference.

How to read events and dividends

This section helps investors track time-sensitive items for Westwood Holdings Group Inc (NYSE-WHG), including the next earnings date and dividend-related milestones. These items can matter for short-term volatility, income planning and event-driven positioning.

Stock Forecast • Technical Outlook

Westwood Holdings Group Inc (NYSE-WHG) Stock Forecast & Technical Outlook

Review Westwood Holdings Group Inc (NYSE-WHG) across multiple technical time frames, alongside analyst recommendation data, to form a faster read on market positioning and near-term sentiment.

Technical Signals by Time Frame

Switch between time frames to review the current technical signal for the stock.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: 15-minute • intraday
Strong Sell

The 15-minute technical read for Westwood Holdings Group Inc (NYSE-WHG) is currently Strong Sell. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: 1-hour • short-term
Strong Sell

The 1-hour technical read for Westwood Holdings Group Inc (NYSE-WHG) is currently Strong Sell. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: daily • daily
Neutral

The daily technical read for Westwood Holdings Group Inc (NYSE-WHG) is currently Neutral. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: weekly • weekly
Strong Buy

The weekly technical read for Westwood Holdings Group Inc (NYSE-WHG) is currently Strong Buy. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: monthly • monthly
Strong Buy

The monthly technical read for Westwood Holdings Group Inc (NYSE-WHG) is currently Strong Buy. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Analyst Consensus for Westwood Holdings Group Inc (NYSE-WHG)

A consolidated view of buy, hold and sell recommendations based on the currently available analyst data.

Strong Sell Sell Neutral Buy Strong Buy
Consolidated analyst recommendation mix
Not available

Analyst recommendation data for Westwood Holdings Group Inc (NYSE-WHG) is not currently available.

Buy 0
Hold 0
Sell 0
FAQ • Fast Investor Answers

Westwood Holdings Group Inc (NYSE-WHG) Stock FAQ

Quick answers about Westwood Holdings Group Inc (NYSE-WHG) stock, including fair value, valuation rating, analyst price target, dividends, earnings dates, market capitalization, financial health and other key stock analysis metrics.

Fair Value
$17.98
Estimated downside 6.2%
Valuation Rating
Overvalued
Estimated downside of 6.2%
Analyst Target
Not available
Data is currently unavailable
Financial Health
Good
Current financial-health read

The current fair value estimate for Westwood Holdings Group Inc (NYSE-WHG) is $17.98. This implies an estimated downside of 6.2% versus the current market price.

Based on the current fair value estimate, the stock appears overvalued, with estimated downside of 6.2% versus the current market price.

An analyst price target for Westwood Holdings Group Inc (NYSE-WHG) is not currently available in the latest data file.

The current financial health read for Westwood Holdings Group Inc (NYSE-WHG) is Good. This should be reviewed alongside valuation, profitability, debt and cash-flow quality metrics.

The next earnings date currently listed for Westwood Holdings Group Inc (NYSE-WHG) is July 29, 2026.

Based on the current data, dividend yield is 3.1%, upcoming dividend amount is 0.6.

The current P/E ratio listed for Westwood Holdings Group Inc (NYSE-WHG) is 22.2x. Use it together with growth, margins and sector comparisons rather than as a standalone valuation signal.

The current market capitalization listed for Westwood Holdings Group Inc is 163.9 M.

The current enterprise value listed for Westwood Holdings Group Inc is 117.9 M. Enterprise value can provide a broader valuation view than market capitalization alone because it also considers net debt.

The ticker symbol for Westwood Holdings Group Inc is NYSE-WHG, and the stock is listed on NYSE.

Westwood Holdings Group Inc (NYSE-WHG) is listed on NYSE.

The current debt-to-total-capital ratio listed for Westwood Holdings Group Inc is 5.7%, which helps investors evaluate the company’s financing structure and leverage profile.

The free float listed for Westwood Holdings Group Inc is 68.5%. Free float helps investors understand how much of the share base is available for public trading.

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