WHG Share Price | Westwood Holdings Group, Inc. Stock Analysis & Recommendation

Q: What does Westwood Holdings Group, Inc. do?

Overview:Westwood Holdings Group, Inc. is a holding company operating in the Capital Markets industry, managing investment assets and providing advisory and trust services.Financial Snapshot:Most recent Net Sales: 24 Million (Quarterly Results - Mar 2025) Most recent Net Profit: 0 Million (Quarterly Results - Mar 2025) Market-cap: USD 185.05 Million (Micro Cap) Key Metrics:P/E: 180.00 Dividend Yield: 297.74% Debt Equity: -999,999.00 Return on Equity: 0.33% Price to Book: 1.55 Contact Details:Address: 200 Crescent Ct Ste 1200, DALLAS TX 75201-1807 Tel: 1 214 7566900 Fax: 1 214 7566979 Website: https://westwoodgroup.com/

Q: Is Westwood Holdings Group, Inc. technically bullish or bearish?

As of 12 September 2025, the technical trend for Westwood Holdings Group, Inc. has changed from bullish to mildly bullish. The weekly MACD and KST indicators are bullish, while the monthly MACD is also bullish. The Bollinger Bands show a bullish stance on the weekly and a mildly bullish stance on the monthly. However, the Dow Theory indicates a mildly bearish trend on the weekly. The daily moving averages are mildly bullish, and the OBV shows a mildly bearish trend weekly but mildly bullish monthly.In terms of performance, the stock has underperformed the S&P 500 over the past week and month, with returns of -1.50% and -5.16% compared to 1.05% and 2.33% for the index, respectively. However, year-to-date and over the past year, the stock has outperformed the S&P 500 with returns of 17.92% versus 12.22% and 35.90% versus 17.14%, respectively. Overall, the current technical stance is mildly bullish, but the mixed signals suggest caution.

Q: Is Westwood Holdings Group, Inc. overvalued or undervalued?

As of 31 October 2025, the valuation grade for Westwood Holdings Group, Inc. moved from very expensive to fair. The company appears to be fairly valued based on its current metrics. The P/E ratio stands at 180, while the EV to EBITDA ratio is 14.88, and the Price to Book Value is 1.51. In comparison to its peers, BlackRock Capital Investment Corp. has a P/E ratio of 10.18, and Medallion Financial Corp. has a P/E of 6.39, indicating that Westwood is trading at a premium relative to these companies. Additionally, the company's return over the past year was 12.61%, which is lower than the S&P 500's return of 19.89%, suggesting that while the stock has performed well, it has not kept pace with the broader market.

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

5.32 k

Shareholding (Sep 2025)

FII

2.34%

Held by 21 FIIs

DII

75.14%

Held by 23 DIIs

Promoter

0.00%

How big is Westwood Holdings Group, Inc.?

22-Jun-2025

As of Jun 18, Westwood Holdings Group, Inc. has a market capitalization of 185.05 million, with net sales of 96.33 million and a net profit of 0.53 million for the latest four quarters. The balance sheet shows shareholder's funds of 120.29 million and total assets of 153.44 million.

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What does Westwood Holdings Group, Inc. do?

22-Jun-2025

Westwood Holdings Group, Inc. is a holding company in the Capital Markets industry that manages investment assets and offers advisory and trust services. As of March 2025, it has a market cap of $185.05 million, with net sales of $24 million and a net profit of $0 million.

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Who are in the management team of Westwood Holdings Group, Inc.?

22-Jun-2025

As of March 2022, the management team of Westwood Holdings Group, Inc. includes Richard Frank (Independent Chairman), Brian Casey (President and CEO), Susan Byrne (Vice Chairman and Founder), Ellen Masterson, Geoffrey Norman, and Raymond Wooldridge (all Independent Directors). They are responsible for the company's strategic direction and governance.

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Is Westwood Holdings Group, Inc. technically bullish or bearish?

20-Sep-2025

As of September 12, 2025, Westwood Holdings Group, Inc. shows a mildly bullish technical trend with mixed signals, having underperformed the S&P 500 recently but outperformed it year-to-date and over the past year.

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Is Westwood Holdings Group, Inc. overvalued or undervalued?

05-Nov-2025

As of October 31, 2025, Westwood Holdings Group, Inc. is fairly valued with a P/E ratio of 180, an EV to EBITDA ratio of 14.88, and a Price to Book Value of 1.51, but it trades at a premium compared to peers like BlackRock Capital Investment Corp. and Medallion Financial Corp., and its 12.61% return over the past year lags behind the S&P 500's 19.89% return.

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Compare Westwood Holdings Group, Inc. with Similar Stocks

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Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

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Dashboard

With a growth in Net Profit of 113.18%, the company declared Very Positive results in Jun 25

PRE-TAX PROFIT(Q) At USD 1.47 MM has Grown at 472.32%
NET PROFIT(Q) At USD 1.02 MM has Grown at 929.29%
DIVIDEND PAYOUT RATIO(Y) Highest at 129.76%

With ROE of 0.33%, it has a fair valuation with a 1.51 Price to Book Value

Mojo Parameters

Stock DNA

Industry

Capital Markets

Market cap

USD 173 Million (Micro Cap)

P/E

180.00

Industry P/E

Dividend Yield

318.97%

Debt Equity

-999,999.00

Return on Equity

5.85%

Price to Book

1.39

Revenue and Profits:

Net Sales:

23 Million

(Quarterly Results - Jun 2025)

Net Profit:

1 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

6.32%

6 Months

1.65%

1 Year

13.34%

2 Years

47.68%

3 Years

49.04%

4 Years

0.17%

5 Years

32.44%

Westwood Holdings Group, Inc. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

5.99%

EBIT Growth (5y)

11.46%

EBIT to Interest (avg)

5.63

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

49.12%

Dividend Payout Ratio

230.68%

Pledged Shares

Institutional Holding

61.10%

ROCE (avg)

5.72%

ROE (avg)

3.29%

Valuation key factors

Factor

Value

P/E Ratio

180

Industry P/E

Price to Book Value

1.51

EV to EBIT

25.27

EV to EBITDA

14.88

EV to Capital Employed

1.55

EV to Sales

1.77

PEG Ratio

Dividend Yield

306.30%

ROCE (Latest)

6.14%

ROE (Latest)

0.33%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Bullish

RSI

No Signal

Bollinger Bands

Mildly Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Mildly Bearish

Dow Theory

No Trend

OBV

Mildly Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Sep 2025

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 15 Schemes (22.52%)

Foreign Institutions

Held by 21 Foreign Institutions (2.34%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

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        "prefix": "Consolidated Net Profit ",
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        "Mar'25",
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          "field": "Operating Profit (PBDIT) excl Other Income",
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          "val2": "1.40",
          "chgp": "64.29%",
          "chgp_class": "positive"
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          "field": "Interest",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
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        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
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        {
          "field": "Consolidate Net Profit",
          "val1": "1.00",
          "val2": "0.50",
          "chgp": "100.00%",
          "chgp_class": "positive"
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        {
          "field": "Operating Profit Margin (Excl OI)",
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          "val2": "8.90%",
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      },
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        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is -79.25% vs 330.43% in Dec 2023",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
      "body": [
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          "field": "Net Sales",
          "val1": "95.70",
          "val2": "96.00",
          "chgp": "-0.31%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "11.50",
          "val2": "14.50",
          "chgp": "-20.69%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
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        {
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          "val1": "0.00",
          "val2": "-0.20",
          "chgp": "100.00%",
          "chgp_class": "positive"
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        {
          "field": "Consolidate Net Profit",
          "val1": "2.20",
          "val2": "10.60",
          "chgp": "-79.25%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "70.10%",
          "val2": "100.90%",
          "chgp": "-3.08%",
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Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ

Jun'25

Mar'25

Change(%)

Net Sales

23.40

23.50

-0.43%

Operating Profit (PBDIT) excl Other Income

2.30

1.40

64.29%

Interest

0.00

Exceptional Items

0.00

Consolidate Net Profit

1.00

0.50

100.00%

Operating Profit Margin (Excl OI)

48.10%

8.90%

3.92%

USD in Million.

Compare with Peers

Net Sales

QoQ Growth in quarter ended Jun 2025 is -0.43% vs -8.91% in Mar 2025

Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is 100.00% vs -76.19% in Mar 2025

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'24

Dec'24

Dec'23

Change(%)

Net Sales

95.70

96.00

-0.31%

Operating Profit (PBDIT) excl Other Income

11.50

14.50

-20.69%

Interest

0.00

Exceptional Items

0.00

-0.20

100.00%

Consolidate Net Profit

2.20

10.60

-79.25%

Operating Profit Margin (Excl OI)

70.10%

100.90%

-3.08%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2024 is -0.31% vs 37.93% in Dec 2023

Consolidated Net Profit

YoY Growth in year ended Dec 2024 is -79.25% vs 330.43% in Dec 2023

All Annual Results

Company CV

About Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc.

Capital Markets

Westwood Holdings Group, Inc. (Westwood) is a holding company. The Company operates through two segments: Advisory and Trust. The Company, through its subsidiaries, manages investment assets and provides services for its clients. Its subsidiaries include Westwood Management Corp. and Westwood Advisors, LLC (together, Westwood Management), Westwood International Advisors Inc. (Westwood International) and Westwood Trust. The Company's advisory segment includes Westwood Management and Westwood International, and encompasses three distinct investment teams: the United States Value Team, the Global Convertible Securities Team, and the Global and Emerging Markets Equity Team. The Company, through Westwood Trust, provides fiduciary and investment services to high net worth individuals and families, non-profit endowments and foundations, public and private retirement plans and individual retirement accounts (IRAs).

Company Coordinates

Company Details

200 Crescent Ct Ste 1200 , DALLAS TX : 75201-1807

Tel: 1 214 75669001 214 7566900

https://westwoodgroup.com/

Registrar Details

Westwood Holdings Group, Inc.

1Day

52 Week

CASH

FII

DII

Promoter

How big is Westwood Holdings Group, Inc.?

Watch in Real-Time

What does Westwood Holdings Group, Inc. do?

Who are in the management team of Westwood Holdings Group, Inc.?

Is Westwood Holdings Group, Inc. technically bullish or bearish?

Is Westwood Holdings Group, Inc. overvalued or undervalued?

Compare Westwood Holdings Group, Inc. with Similar Stocks

MarketsMojo — Loved in India, Now Global

Dashboard

With a growth in Net Profit of 113.18%, the company declared Very Positive results in Jun 25

With ROE of 0.33%, it has a fair valuation with a 1.51 Price to Book Value

Mojo Parameters

Stock DNA

Total Returns (Price + Dividend)

Risk Adjusted Returns v/s

News

Announcements

Corporate Actions

Quality key factors

Valuation key factors

Technicals key factors

Shareholding Snapshot : Sep 2025

Shareholding Compare (%holding)

Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ

Annual Results Snapshot (Consolidated) - Dec'24

About Westwood Holdings Group, Inc.

Company Coordinates