WHG - NYSE

Westwood Holdings Group, Inc.

WHG·NYSE

$16.54

+0.70%

Financial ServicesFinancial - Capital Markets

Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.

Statements Value Model

At a Glance

Live Snapshot

Market Cap$156.87M

EPS0.8400

P/E Ratio19.69

Earnings Date07/29/2026

whg

Revenue

Last Annual Value

97.76M

3-Year CAGR

12%

5-Year CAGR

10-Year CAGR

-3%

Adjust for Inflation

Westwood Holdings Group, Inc. Competitors Analysis of Revenue

WHG · NYSE

Company	Revenue	CAGR 3Y	CAGR 5Y	CAGR 10Y
Westwood Holdings Group, Inc. NYSE:WHG	97.76M	2.9%	6.0%	-2.3%
ArrowMark Financial Corp. NASDAQ:BANX	17.37M	-15.4%	0.0%	0.2%
BV Financial, Inc. NASDAQ:BVFL	52.44M	3.7%	10.6%	21.8%
Siebert Financial Corp. NASDAQ:SIEB	94.20M	10.7%	6.9%	25.4%
OFS Credit Company, Inc. NASDAQ:OCCI	40.54M	9.7%	12.0%	N/A
Hanover Bancorp, Inc. NASDAQ:HNVR	143.32M	8.0%	22.5%	31.2%
IB Acquisition Corp. Common Stock NASDAQ:IBAC	0.00	N/A	N/A	N/A
WhiteHorse Finance, Inc. NASDAQ:WHF	37.89M	-12.0%	-6.1%	1.0%
CF Bankshares Inc. NASDAQ:CFBK	125.90M	4.1%	14.6%	23.3%

Westwood Holdings Group, Inc. Fair Value Envelope

WHG · NYSE

Our analysis suggests that WHG has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $16.54, this represents a potential HIDDEN relative to our calculated worth for Westwood Holdings Group, Inc..

HIDDEN

Intrinsic Value

Current Price: $16.54

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