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.


Jump directly to the stock analysis sections supported by the latest available data.

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 Overall Financial Health Dividend Payment Date 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
$18.24
-3.1% Downside
Fair
Not available
Not available
Good
October 1, 2026
3.2%
November 4, 2026
20.3x
1.3x
1.6x
161.2 M
112.2 M
7.2%
68.6%
5.0
69.4%
211.7%
Valuation • Fair Value

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

Review the available estimates for Westwood Holdings Group Inc (NYSE-WHG), including DCF Fair Value, Ben Graham Formula Value, DDM Fair Value, EPV Fair Value, Comps Fair Value.

Primary Valuation Read

Fair Value

$18.24

Estimated downside of 3.1% versus the current market price.

Fair Value Confidence

High

Confidence level for the primary fair value estimate.

DCF Fair Value

$21.11

Discounted cash flow valuation reference.

Ben Graham Formula Value

$10.18

Classic Ben Graham valuation formula reference.

DDM Fair Value

$10.79

Dividend discount model valuation reference.

EPV Fair Value

$16.86

Earnings power value estimate.

Comps Fair Value

$18.07

Comparable-company valuation reference.

Analyst Price Target

Not available

Data is currently unavailable.

How to read these valuation models

Use the 7 available valuation references for Westwood Holdings Group Inc (NYSE-WHG) as analytical inputs, not a standalone conclusion. Valuation methods can differ because they rely on different assumptions, time horizons and financial inputs; compare the estimates with the current price and the company’s financial quality.

Profitability • Growth

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

Review the profitability and growth indicators currently supported by the latest data.

Revenue

101.7 M

Current operating scale indicator.

Revenue Forecast

99.717 M

Forward revenue estimate.

EBITDA

8.463 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 the financial quality and risk indicators currently supported by the latest data.

Financial Health

Good

Positive financial-health read.

Piotroski Score

6

Mid-range quality score.

Beneish M-Score

-2.61

No elevated caution signal from this screen.

Altman Z-Score

5.0

Relatively strong balance-sheet zone.

FCF / Net Income

211.7%

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 upcoming dates and dividend metrics currently supported by the latest data.

Next Earnings Date

November 4, 2026

Days to Earnings

47

Dividend Payment Date

October 1, 2026

Dividend Yield

3.2%

Current income yield reference.

Payout Ratio

69.4%

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.

Technical Outlook

Technical Signals by Time Frame

Review the technical signals currently available for this stock across supported time frames.

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 Buy

The 15-minute 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: 1-hour • short-term
Strong Buy

The 1-hour 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: 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
Buy

The weekly technical read for Westwood Holdings Group Inc (NYSE-WHG) is currently 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.

FAQ Fast Investor Answers

Westwood Holdings Group Inc (NYSE-WHG) Stock FAQ

Data-supported answers about Westwood Holdings Group Inc (NYSE-WHG), including explicit coverage status where a reliable valuation estimate is not currently available.

Fair Value
$18.24
Estimated downside 3.1%
Valuation Rating
Overvalued
Estimated downside of 3.1%
Financial Health
Good
Current financial-health read

The current fair value estimate for Westwood Holdings Group Inc (NYSE-WHG) is $18.24. This implies an estimated downside of 3.1% versus the current market price.

Based on the current fair value estimate, the stock appears overvalued, with estimated downside of 3.1% versus the current market price.

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 November 4, 2026.

Based on the current data, dividend yield is 3.2%, payment date is October 1, 2026.

The current P/E ratio listed for Westwood Holdings Group Inc (NYSE-WHG) is 20.3x. 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 161.2 M.

The current enterprise value listed for Westwood Holdings Group Inc is 112.2 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 7.2%, which helps investors evaluate the company’s financing structure and leverage profile.

The free float listed for Westwood Holdings Group Inc is 68.6%. Free float helps investors understand how much of the share base is available for public trading.