Westwood Holdings Group AI Stock Analysis
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Westwood Holdings Group (WHG) AI Stock Analysis
Westwood Holdings Group
(NYSE:WHG)
The score is supported primarily by a strong balance sheet and positive, improving business developments. Recent cash-flow and margin weakness, mixed asset flows, and unfavorable technical momentum materially offset those strengths, while valuation is reasonable with a solid dividend yield.
Westwood Holdings Group (WHG) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $177.31M
- Dividend Yield
- 3.22%
- Average Volume (3M)
- 15.07K
- Price to Earnings (P/E)
- 21.9
- Beta (1Y)
- 0.49
- Revenue Growth
- 9.20%
- EPS Growth
- -2.08%
- Country
- US
- Employees
- 148
- Sector
- Financial
- Sector Strength
- 68
- Industry
- Asset Management
Westwood Holdings Group Business Overview & Revenue Model
Company Description
Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided int...
How the Company Makes Money
WHG primarily makes money by earning fees for managing client assets. Its core revenue streams are (1) investment advisory/management fees charged as a percentage of assets under management (AUM) in separately managed accounts and in pooled vehicles...
Westwood Holdings Group Earnings Call Summary
The call was predominantly positive, supported by revenue growth, strong sequential earnings improvement, rapid ETF asset growth, private capital fundraising, institutional mandate wins, broad long-term investment performance, and progress in wealth management transformation. These strengths were partially offset by asset outflows, market depreciation, weakness in small- and mid-cap and fixed-income markets, and lower year-over-year net income and Economic Earnings.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management said it anticipates receiving more SMidCap mandates for defined contribution plans, constructive conversations are being held for MIS, WEST III is attracting substantial early interest, and it expects to increase platform availability as assets grow; the DVQQ and DVSP reorganization is targeting completion early next year, wealth is expected to fully transition its strategy next year, and private capital funds generally have a management fee around 1% and carry of 15% over an 8% return, with the company expecting to deliver some carry but unable to say when or how much.
Westwood Holdings Group Financial Statement Overview
Summary
Strong, debt-free balance sheet and positive earnings and cash flow support the score. Lower margins, declining recent cash flow, and modest ROE limit it.
Income Statement
67PositiveBalance Sheet
91Very PositiveCash Flow
64Positive| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 103.98M | 97.76M | 94.72M | 89.78M | 68.68M | 73.05M |
| Gross Profit | 77.11M | 84.61M | 38.71M | 36.86M | 28.56M | 30.52M |
| EBITDA | 15.34M | 14.12M | 10.46M | 8.27M | 4.80M | 8.33M |
| Net Income | 7.29M | 7.08M | 2.21M | 10.57M | -4.63M | 9.76M |
Balance Sheet | ||||||
| Total Assets | 162.77M | 162.30M | 149.99M | 155.17M | 146.43M | 139.60M |
| Cash, Cash Equivalents and Short-Term Investments | 24.10M | 47.68M | 46.54M | 53.10M | 39.20M | 80.23M |
| Total Debt | 13.29M | 10.17M | 3.20M | 9.10M | 6.07M | 6.13M |
| Total Liabilities | 32.56M | 35.58M | 27.66M | 32.72M | 35.78M | 21.70M |
| Stockholders Equity | 129.09M | 125.61M | 120.29M | 120.40M | 110.65M | 117.91M |
Cash Flow | ||||||
| Free Cash Flow | 15.15M | 17.88M | 21.01M | -1.33M | 51.55M | 19.21M |
| Operating Cash Flow | 15.98M | 17.97M | 21.12M | -1.19M | 51.87M | 19.39M |
| Investing Cash Flow | -6.71M | -3.67M | -4.61M | 4.11M | -34.12M | 9.57M |
| Financing Cash Flow | -6.78M | -6.90M | -18.08M | -6.36M | -9.10M | -26.81M |
Westwood Holdings Group Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For WHG, the sentiment is Negative. The current price of 18.63 is below the 20-day moving average (MA) of 18.79, below the 50-day MA of 18.86, and above the 200-day MA of 17.71, indicating a neutral trend. The MACD of -0.08 indicates Positive momentum. The RSI at 45.94 is Neutral, neither overbought nor oversold. The STOCH value of 8.17 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for WHG.
Westwood Holdings Group Risk Analysis
Westwood Holdings Group disclosed 26 risk factors in its most recent earnings report. Westwood Holdings Group reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
0 New RisksWestwood Holdings Group Peers Comparison
Overall Rating
- WHG68Neutral
OPY61Neutral
PWP61Neutral
SIEB49Neutral
DOMH43Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| WHG | 68Neutral | $176.55M | 21.92 | 5.76% | 3.22% | 9.20% | -2.08% |
| Sector * | 68Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% |
| OPY | 61Neutral | $966.50M | 11.13 | 8.86% | 1.92% | 14.18% | 1.45% |
| PWP | 61Neutral | $1.37B | 30.64 | -51.19% | 2.02% | 2.45% | -41.28% |
| SIEB | 49Neutral | $76.43M | -68.86 | -1.26% | ― | 21.62% | -111.45% |
| DOMH | 43Neutral | $20.16M | -0.07 | -537.57% | ― | -11.35% | -283.65% |
* Financial Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| WHG | Westwood Holdings | 18.63 | 2.92 | 18.61% | |
| OPY | Oppenheimer Holdings | 91.45 | 24.55 | 36.69% | |
| SIEB | Siebert Financial | 1.88 | -0.94 | -33.33% | |
| DOMH | Dominari Holdings Inc. | 0.86 | -3.22 | -78.91% | |
| PWP | Perella Weinberg Partners | 13.87 | -4.55 | -24.69% |
Westwood Holdings Group Corporate Events
Westwood Holdings Reports Third-Quarter Revenue Growth, Profit Decline
NeutralOn November 5, 2026, Westwood reported third-quarter revenue of $26.6 million, up from $25.3 million in the second quarter and $24.3 million a year earlier. Net income rose to $3.1 million from $1.5 million sequentially but fell from $3.7 million a y...
Westwood Holdings Reports Strong Q2 2026 Earnings Growth
PositiveWestwood Holdings Group, Inc., a Dallas‑based boutique asset manager, reported second‑quarter 2026 results showing firmwide assets under management and advisement of $17.9 billion, supported by strong performance across multi‑asset and income‑oriente...
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Nov 06, 2026