Westwood Holdings Group Inc

Westwood Holdings Group Inc (WHG) Stock Analysis

$19.780

-0.049 (-0.25%)At close

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High
19.910
Open
19.780
VWAP
19.70
Vol
9.93K
Mkt Cap
112.22M
Low
19.422
Amount
195.58K
EV/EBITDA, TTM
0.00

Westwood Holdings Group, Inc. manages investment assets and provides services for its clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C., Broadmark Asset Management LLC, and Salient Capital L.P. The Company's segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals; sub-advisory; pooled investment vehicles, including collective investment trusts. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors for institutions and high-net-worth individuals. Its advisory business encompasses six distinct investment capabilities, including United States (U.S.) Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, Income Alternatives and Managed Investment Solutions.

AI analysis of Westwood Holdings Group Inc (WHG)

buy

Westwood Holdings Group Inc (WHG) appears to be a good buy right now due to its current price of $19.78, which is supported by a strong RSI of 60.139 indicating bullish momentum. Additionally, the company has shown a year-to-date change of +12.20%, reflecting solid performance. The forward P/E ratio of 24.88 suggests reasonable valuation compared to growth prospects, especially with a recent client mandate worth $450 million that could enhance future revenues. However, a risk to consider is the recent $1 billion in AUM outflows, which could impact future performance.

Valuation Metrics

The current forward P/E ratio for Westwood Holdings Group Inc (WHG) is 24.88, compared to its 5-year average forward P/E of 6.13.

Forward P/E

Strongly Overvalued
5Y Average P/E
6.13
Current P/E
24.88
Overvalued
13.65
Undervalued
-1.39

Forward EV/EBITDA

Strongly Undervalued
5Y Average EV/EBITDA
0.00
Current EV/EBITDA
0.00
Overvalued
0.00
Undervalued
0.00

Forward P/S

Strongly Undervalued
5Y Average P/S
0.65
Current P/S
0.00
Overvalued
0.78
Undervalued
0.52

Alphio AI Price Scenarios for WHG

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%WHG

$22.85

Scenario price

B

Base

Base · 50%WHG

$19.67

Scenario price

B

Bear

Bear · 25%WHG

$17.75

Scenario price

Events Timeline

2026-01-14 (ET)

08:10:00

Westwood Energy Secondaries Fund II Closes with Over $300M Raised

2025-10-27 (ET)

08:12:55

WEBs Investments reveals new names for Defined Volatility ETF lineup

2025-07-23 (ET)

08:06:02

WEBs Investments expands Defined Volatility ETF suite

2025-06-03 (ET)

08:11:55

Westwood Holdings Group appoints Ryan to board of directors

2025-05-09 (ET)

08:09:16

Westwood Holdings Group appoints Randy Bowman to Chairman of Board

News

WHG FAQ — answered by Alphio AI

Westwood Holdings Group, Inc. manages investment assets and provides services for its clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C., Broadmark Asset Management LLC, and Salient Capital L.P. The Company's segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals; sub-advisory; pooled investment vehicles, including collective investment trusts. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors for institutions and high-net-worth individuals. Its advisory business encompasses six distinct investment capabilities, including United States (U.S.) Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, Income Alternatives and Managed Investment Solutions. It operates in the Financials sector (INVESTMENT ADVICE industry).

Westwood Holdings Group Inc (WHG) appears to be a good buy right now due to its current price of $19.78, which is supported by a strong RSI of 60.139 indicating bullish momentum. Additionally, the company has shown a year-to-date change of +12.20%, reflecting solid performance. The forward P/E ratio of 24.88 suggests reasonable valuation compared to growth prospects, especially with a recent client mandate worth $450 million that could enhance future revenues. However, a risk to consider is the recent $1 billion in AUM outflows, which could impact future performance.

This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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