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Westwood Holdings Group Inc (WHG)
NYSE:WHG
US Market
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Westwood Holdings Group (WHG) AI Stock Analysis

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WHG

Westwood Holdings Group

(NYSE:WHG)

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Outperform 74 (OpenAI - 5.2)
Rating:74Outperform
Price Target:
$22.50
▲(15.50% Upside)
Action:Reiterated
Date:08/10/26
WHG scores well primarily on financial quality (debt-free balance sheet and restored profitability) and supportive technical trends (price above key moving averages with positive MACD). The score is moderated by only average valuation (P/E ~21) and earnings-call risks centered on significant net outflows and near-term cost/tax pressure despite positive growth initiatives and a new dividend.
Positive Factors
Balance Sheet Strength
Zero debt and a sizable equity base provide durable financial flexibility, lowering solvency risk and supporting capital returns or opportunistic investment. This reduces refinancing and interest-rate exposure, enabling management to execute growth initiatives and sustain dividends through market cycles.
Negative Factors
Large Net Outflows
Concentrated, large redemptions materially reduce AUM-linked fee revenue and reveal client concentration and strategy risk. Persistent or repeat outflows can erode economics, force higher marketing spend, and pressure margins, making revenue and earnings more sensitive to fundraising execution.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance Sheet Strength
Zero debt and a sizable equity base provide durable financial flexibility, lowering solvency risk and supporting capital returns or opportunistic investment. This reduces refinancing and interest-rate exposure, enabling management to execute growth initiatives and sustain dividends through market cycles.
Read all positive factors

Westwood Holdings Group (WHG) vs. SPDR S&P 500 ETF (SPY)

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 ...
How the Company Makes Money
WHG primarily makes money by charging fees for managing client assets and providing investment/wealth advisory services. The company’s main revenue stream is asset-based advisory and management fees earned as a percentage of assets under managemen...

Westwood Holdings Group Earnings Call Summary

Earnings Call Date:Aug 06, 2026
(Q2-2026)
|
Next Earnings Date:Nov 04, 2026
Earnings Call Sentiment Neutral
The call presented a mix of encouraging operational and financial progress—revenue and net income improvements, growing ETF and private capital businesses, strong long-term strategy rankings, product launches, and a declared dividend—balanced against material net outflows (notably $1.6B) concentrated in legacy value strategies, continued shift toward passive products, and near-term expense and tax pressures. Management framed outflows as anticipated and emphasized a robust pipeline and strategic repositioning toward ETFs, alternatives, and Managed Investment Solutions.
Positive Updates
Revenue Growth
Total revenues of $25.3 million in Q2 2026, up from $23.1 million in Q2 2025 (+9.5% YoY) and slightly higher than $25.0 million in Q1 2026 (+1.2% QoQ).
Negative Updates
Large Net Outflows
Firm-wide net outflows of $1.6 billion during the quarter (partially offset by $1.2 billion market appreciation), resulting in a net AUM change of approximately -$400 million for the quarter (≈ -2.2% of quarter-end AUM). Institutional channel reported $382 million in gross sales but net outflows of $1.3 billion.
Read all updates
Q2-2026 Updates
Negative
Revenue Growth
Total revenues of $25.3 million in Q2 2026, up from $23.1 million in Q2 2025 (+9.5% YoY) and slightly higher than $25.0 million in Q1 2026 (+1.2% QoQ).
Read all positive updates
Company Guidance
Westwood guided to aggressive growth over the next year, targeting >$1.0 billion in assets for each of its three emerging businesses (Managed Investment Solutions, ETFs, and Private Capital) from roughly $500 million apiece today; ETFs have already topped $400 million (Enhanced Income ETFs >$370M combined; YLDW ≈$35M), MIS has $350M YTD in flows, and Private Capital closed $147M this quarter with total commitments now north of $500M. Management expects average fee rates to rise as ETF scale and private capital growth (management fees ~1.0%–1.5% with potential carry of 10% over an 8% pref or 15% over an 8% pref) come online, anticipates broader ETF platform availability and the mid‑September PWRX listing on the Texas Stock Exchange, and expects continued SMID cap mandates from national consultants; no carry is yet reflected in financials. The Board also approved a $0.15 per‑share cash dividend payable October 1 (record September 1).

Westwood Holdings Group Financial Statement Overview

Summary
Fundamentals are solid, led by an exceptionally strong balance sheet (no debt; sizable equity base) and a return to steady profitability. Offsetting this, earnings and cash flow have been volatile across periods, with a sharp year-over-year decline in free cash flow despite remaining positive in TTM.
Income Statement
76
Positive
Balance Sheet
88
Very Positive
Cash Flow
67
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue101.70M97.76M94.72M89.78M68.68M73.05M
Gross Profit77.70M84.61M38.71M36.86M28.56M30.52M
EBITDA13.36M14.12M10.46M8.27M4.80M8.33M
Net Income7.87M7.08M2.21M10.57M-4.63M9.76M
Balance Sheet
Total Assets155.38M162.30M149.99M155.17M146.43M139.60M
Cash, Cash Equivalents and Short-Term Investments22.62M47.68M46.54M53.10M39.20M80.23M
Total Debt12.41M10.17M3.20M9.10M6.07M6.13M
Total Liabilities27.92M35.58M27.66M32.72M35.78M21.70M
Stockholders Equity126.34M125.61M120.29M120.40M110.65M117.91M
Cash Flow
Free Cash Flow15.69M17.88M21.01M-1.33M51.55M19.21M
Operating Cash Flow18.58M17.97M21.12M-1.19M51.87M19.39M
Investing Cash Flow-4.63M-3.67M-4.61M4.11M-34.12M9.57M
Financing Cash Flow-6.74M-6.90M-18.08M-6.36M-9.10M-26.81M

Westwood Holdings Group Technical Analysis

Technical Analysis Sentiment
Positive
Last Price19.48
Price Trends
50DMA
18.98
Positive
100DMA
17.55
Positive
200DMA
17.13
Positive
Market Momentum
MACD
0.08
Positive
RSI
53.57
Neutral
STOCH
48.89
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For WHG, the sentiment is Positive. The current price of 19.48 is above the 20-day moving average (MA) of 19.31, above the 50-day MA of 18.98, and above the 200-day MA of 17.13, indicating a bullish trend. The MACD of 0.08 indicates Positive momentum. The RSI at 53.57 is Neutral, neither overbought nor oversold. The STOCH value of 48.89 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Westwood Holdings Group Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
$184.47M20.916.29%3.13%7.70%110.71%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
67
Neutral
$1.23B11.9210.71%1.59%20.97%16.24%
54
Neutral
$78.91M-70.33-1.26%21.62%-111.45%
54
Neutral
$1.63B53.26-14.08%1.79%-20.87%-66.62%
44
Neutral
$65.70M-0.77-82.76%134.05%-45.58%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
WHG
Westwood Holdings Group
19.45
2.04
11.69%
OPY
Oppenheimer Holdings
116.34
47.30
68.52%
SIEB
Siebert Financial
1.92
-1.31
-40.56%
DOMH
Dominari Holdings
2.71
-2.58
-48.72%
PWP
Perella Weinberg Partners
17.38
-3.87
-18.19%

Westwood Holdings Group Corporate Events

Business Operations and StrategyDividendsFinancial Disclosures
Westwood Holdings Reports Strong Q2 2026 Earnings Growth
Positive
Aug 6, 2026
Westwood 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‑ass...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

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: Aug 10, 2026