Westwood Holdings Group, Inc. (WHG)
Financial Services
- Fundamental
- 3
- Sentiment
- 2
- Technical
- 2
Do Nothing: qualitativeScore is 2 (below the required floor of 3), and WHG also fails both liquidity floors with avgDollarVolume20 only $0.34M and recent 3-session regular-session average dollar volume only $0.22M.
Company overview
Westwood Holdings Group, Inc. is an investment management firm offering financial services through its Advisory and Trust divisions. The Advisory segment provides investment guidance and portfolio management to a diverse client base, while the Trust segment offers comprehensive trust and custodial services. Founded in 1983, the company is headquartered in Dallas, Texas.
Fundamental
fairStrong liquidity and cash flow support valuation, but profitability is moderate and earnings are volatile.
Mixed (3/5): Strong balance sheet (no debt; current ratio ~4.78) and solid FY2025 free cash flow (~$18.84M, ~10.37% vs market cap) support valuation. However, profitability is only moderate (FY2025 net margin ~7.24%, ROE ~5.68%) and earnings have been volatile; SEC risk factors emphasize market/AUM sensitivity and client concentration. Some market/peer/DCF datasets were unavailable in this run due to a data API error.
Sentiment
weakMedia coverage is sparse, retail interest is negligible, and no material catalysts are present.
Over the last ~30d WHG showed no material company-announced catalysts (only a non-material earnings-call/webcast scheduling PR), and third-party coverage in the last ~14d is sparse/neutral. Baseline (30–90d) coverage was mildly positive on dividend-focused writeups, but the near-term delta is indeterminate on low sample size; Red-Flag Screen shows no active investigations (court-case search partially blocked by CAPTCHA).
Technical
weakThe medium-term trend is intact, but near-term momentum is weak and liquidity is low.
WHG retains an intermediate uptrend above its SMA50 and SMA200, but the short-term read is weak-to-neutral: price is below the SMA20/EMA9/EMA21 stack and daily VWAP, RSI14 is neutral, Williams %R is weak, MACD is above zero but below its signal, and ADX is high without bullish alignment.
You’re looking at 2026-08-06 — about 2 trading days ago.
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Not financial advice. For informational and educational purposes only.