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Westwood Holdings Group Inc (WHG) AI Forecast

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$WHG Bullish Signal Full forecast available

Westwood Holdings Group Inc (WHG) Stock Forecast 2025


Westwood Holdings Group Inc (WHG) AI Stock Price Forecast & Investment Analysis

Westwood Holdings Group Inc Stock Price Chart and Technical Analysis

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Westwood Holdings Group Inc (WHG) - Comprehensive Stock Analysis & Investment Research

Deep dive into Westwood Holdings Group Inc's business profile, financial performance, AI predictions, and competitive positioning to make informed investment decisions.

Analysis updated on July 28, 2026, 1:37 a.m. (UTC)

Westwood Holdings Group Inc Investment Summary

When evaluating whether Westwood Holdings Group Inc (WHG) represents a compelling investment opportunity, investors must consider multiple factors including the company's financial health, market position, growth prospects, and what our AI-powered predictive models suggest about its near-term price trajectory.

Company Profile

Westwood Holdings Group Inc (WHG) operates within the Finance sector, specifically in the Investment Advice industry. . With a market capitalization of $176 million, the company is a small-cap stock that may offer higher growth potential but also carries higher volatility.

Financial Performance Analysis

Our comprehensive financial analysis covers Westwood Holdings Group Inc's revenue, profitability metrics, balance sheet strength, and cash flow generation...

AI Price Predictions

Get AI-powered 7-day, 30-day and 90-day price forecasts for Westwood Holdings Group Inc along with confidence scores and detailed analysis...

Investment Considerations

Expert analysis of whether Westwood Holdings Group Inc is suitable for your investment objectives, risk tolerance, and time horizon...

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Corporate Identity

Westwood Holdings Group Inc (Stock Symbol: WHG) is a prominent company operating within the Finance sector, with a specific focus on the Investment Advice industry. The company's shares are publicly traded on the NYSE exchange.

Leadership & Workforce

Detailed information about Westwood Holdings Group Inc's leadership team, workforce size, and organizational structure...

Market Classification

Market capitalization analysis and stock classification (mega-cap, large-cap, mid-cap, small-cap) for Westwood Holdings Group Inc...

Sector & Industry Analysis

In-depth sector dynamics and industry context for Westwood Holdings Group Inc...

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Revenue & Growth Analysis

Westwood Holdings Group Inc generates annual revenues of $163 million , representing an emerging company in its growth phase.

Profitability Metrics

Net profit margin, gross margin, and operating margin analysis for Westwood Holdings Group Inc...

Market Valuation

P/E ratio, price-to-book, and valuation multiples for Westwood Holdings Group Inc...

Return Metrics

Return on equity (ROE), return on assets (ROA), and capital efficiency for Westwood Holdings Group Inc...

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Strategic Market Position

Westwood Holdings Group Inc strategically competes in the highly dynamic Investment Advice marketplace. As a small-cap company, it represents an emerging market participant with potentially significant growth opportunities. Small-caps often offer greater growth potential as they capture market share and scale their operations, though this comes with higher risk and volatility. Success at this stage can lead to substantial returns for early investors who identify winning business models.

Industry Competitive Landscape

Westwood Holdings Group Inc competes within the Finance sector, navigating the competitive dynamics and market forces specific to this industry. The company's competitive position depends on its ability to differentiate through product quality, cost efficiency, customer relationships, or other strategic advantages relevant to its specific market segment.

Operational Efficiency

The company shows positive operational efficiency through free cash flow generation of $21 million annually . Positive free cash flow indicates the business generates more cash than required for operations and capital investments, providing resources for growth initiatives or shareholder returns.

Asset Utilization Efficiency

Asset turnover ratio of 1.09x indicates solid asset utilization efficiency appropriate for many manufacturing or mixed business models. This level suggests the company generates meaningful revenue from its asset base while maintaining necessary capital investments for operations.

Financial Strength & Leverage

Westwood Holdings Group Inc (WHG) Fundamental Analysis & Insider Trading Data (Quarterly Financial Reports)

Comprehensive quarterly financial data, earnings trends, insider transactions, and institutional holdings for Westwood Holdings Group Inc stock analysis.

Deep dive into Westwood Holdings Group Inc's financial health, valuation metrics, and operational efficiency to make informed investment decisions.

Understanding Valuation Metrics

What these metrics mean: Valuation metrics help determine if Westwood Holdings Group Inc stock is fairly priced compared to its earnings, assets, and market position.

How to read them: Lower P/E ratios may indicate undervalued stocks, while higher ratios suggest growth expectations. P/B ratio compares market value to book value.

For Westwood Holdings Group Inc: With a P/E ratio of 16.76, the market moderately values the company's earnings.

P/E Ratio 16.76x
P/B Ratio 1.41x
Market Cap $176M
Dividend Yield 5.31%
EPS $4.04
Book Value/Share $14.03
Revenue/Share $18.37
FCF/Share $2.40
Understanding Profitability Metrics

What these metrics mean: These ratios measure how efficiently Westwood Holdings Group Inc converts revenue into profit and generates returns for shareholders.

How to read them: Higher ROE/ROA indicate better management efficiency. Margin percentages show profit at different operational levels.

For Westwood Holdings Group Inc: An ROE of 23.3% demonstrates excellent shareholder value creation.

ROE 23.3%
ROA 19.4%
Net Margin 20.3%
EBT Margin 32.2%
Tax Rate 36.8%
Understanding Financial Health Metrics

What these metrics mean: These ratios assess Westwood Holdings Group Inc's ability to meet short-term obligations and manage debt levels effectively.

How to read them: Current ratio >2 is generally good, Quick ratio >1 shows strong liquidity. Lower D/E ratios indicate conservative debt management.

For Westwood Holdings Group Inc:

D/E Ratio 0.19x
Financial Leverage 1.20x
Understanding Cash Flow Metrics

What these metrics mean: Cash flow metrics reveal Westwood Holdings Group Inc's ability to generate cash from operations and fund growth initiatives.

How to read them: Positive operating cash flow is crucial. Free cash flow shows money available for dividends, buybacks, or investments.

For Westwood Holdings Group Inc: Free cash flow of $21M provides flexibility for shareholder returns and growth investments.

Operating Cash Flow $35M
Free Cash Flow $21M
Capital Spending -$13M
FCF/Sales 13.1%
CapEx/Sales 8.1%
Understanding Operational Efficiency Metrics

What these metrics mean: These ratios measure how effectively Westwood Holdings Group Inc uses its assets and manages working capital.

How to read them: Higher turnover ratios indicate efficient asset utilization. Shorter collection periods show effective credit management.

For Westwood Holdings Group Inc: An asset turnover of 1.09x demonstrates efficient asset utilization.

Asset Turnover 1.09x
Receivables Turnover 10.0x
Fixed Assets Turnover 240.3x
Days Sales Outstanding 37 days
Understanding Financial Statement Data

What these metrics mean: Key figures from Westwood Holdings Group Inc's income statement and balance sheet showing absolute financial performance.

How to read them: Revenue shows business scale, while margins indicate profitability. Balance sheet items reveal financial structure.

For Westwood Holdings Group Inc: With annual revenue of $163M, Westwood Holdings Group Inc demonstrates solid business size.

Income Statement
Total Revenue $163M
Net Income $29M
SG&A Expense $51M
Balance Sheet Highlights (% Of Assets)
Cash & Short-term Investments 23%
Total Liabilities 24%
Accounts Receivable 16%
Dividend & Shareholder Information
Dividends Per Share $1.05
Payout Ratio 1.7%
Shares Outstanding 9M
Growth Metrics (YoY)
Net Income Growth 20.3%
EPS Growth 20.5%

Latest Westwood Holdings Group Inc Stock News & Market Analysis

Breaking news, analyst reports, and market updates affecting Westwood Holdings Group Inc (WHG) stock price and investment outlook.

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Westwood Holdings Group Inc Competitors & Peer Analysis - Finance Sector

Comparative analysis of Westwood Holdings Group Inc against industry peers and competitors in the Finance sector, featuring AI-powered forecasts and key financial metrics.

Company Ticker Symbol 90-Day AI Forecast Market Cap (USD M) P/E Ratio P/B Ratio
AAMI ██% $2.96B 35.1x x
AB ██% $3.54B 11.4x x
ABX ██% $1.00B 25.6x 2.4x
ALTI ██% $550M x 0.9x
AMG ██% $9.75B 12.9x 3.2x
AMP ██% $50.20B 12.9x 8.1x
APAM ██% $2.86B 10.0x 7.4x
APO ██% $71.63B 62.6x 3.6x
ARES ██% $40.01B 64.3x 11.3x
BEN ██% $17.26B 23.5x 1.4x
BX ██% $165.03B 54.0x 19.7x
CG ██% $16.65B 30.5x 3.1x
CNS ██% $4.17B 26.7x 7.4x
DBRG ██% $2.84B 19.2x 1.4x
ENDI ██% $101M 43.4x 4.6x
EVR ██% $13.05B 17.5x 7.3x
FHI ██% $4.16B 10.5x 3.5x
GCMG ██% $719M 14.3x 28.2x
HKHC ██% $522M 9.5x 1.3x
HLI ██% $9.38B 22.0x 4.0x
HNNA ██% $78M 9.2x 0.8x
ILLR ██% $21M x x
IVZ ██% $13.21B x 1.1x
IWSH ██% $4M x 3.8x
JHG ██% $8.00B 10.2x 1.6x
KKR ██% $85.36B 28.8x 2.8x
LAZ ██% $4.28B 15.4x 4.9x
MAAS ██% $7.76B x 259.3x
MLCI ██% $35M x 0.5x
MORN ██% $6.37B 15.8x 6.3x
NOAH ██% $593M x 2.6x
OWL ██% $14.36B 165.2x 6.8x
RILY ██% $279M 0.3x 3.6x
RPC ██% $955M 40.7x 2.7x
SAMG ██% $78M 29.4x 1.7x
STEP ██% $5.70B x x
TPG ██% $16.56B 105.0x 14.6x
VCTR ██% $6.16B 16.2x 2.6x
VRTS ██% $1.11B 9.5x 1.2x
WHG ██% $176M 16.8x 1.4x
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Frequently Asked Questions - Westwood Holdings Group Inc Stock Forecast

How accurate are Westwood Holdings Group Inc stock predictions?

Our AI model shows a 13% Spearman correlation coefficient for WHG predictions, based on advanced machine learning algorithms trained on over 10 years of market data. This measures the strength of the monotonic relationship between predicted and actual price movements.

What factors influence Westwood Holdings Group Inc stock price forecasts?

Our analysis considers Westwood Holdings Group Inc's financial metrics, Finance sector trends, market sentiment, technical indicators, earnings data, and macroeconomic factors affecting stock performance.

Is Westwood Holdings Group Inc a good investment in 2025?

Based on our AI analysis, Westwood Holdings Group Inc shows potential for various market scenarios. Consider your risk tolerance, investment timeline, and portfolio diversification before making investment decisions.

How often are Westwood Holdings Group Inc forecasts updated?

Westwood Holdings Group Inc stock forecasts are updated daily using real-time market data, ensuring you receive the most current AI-powered predictions and investment insights.

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