ShareValue.ai

ShareValue scores for WHG: Valuation 30, Quality 44, Growth 56, Health 67.

WHG
NYSE

Westwood Holdings Group Inc

$19.98(+3.95%)
Loading chart...
Sentiment

Verdicts

Rating

Trap Risk

Return

-6% to 10%
Valuation
30
Overvalued
Price vs Value
Quality
44
Moderate
Business Strength
Growth
56
Moderate
Revenue & Earnings
Health
67
Moderate
Financial Stability
Momentum
65
Bullish
Price Trend

Company Details

About

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. Address: 200 Crescent Court, Dallas, TX, United States, 75201

Score Analysis

AI Investment Thesis

Data as of:Jul 6, 2026
|
Last calculated:Jul 6, 2026