Westwood Holdings Group Inc (WHG) carries a Roarable Rating of C (Hold) with 62/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
As of 2026-11-01, Westwood Holdings Group Inc (NYSE: WHG) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 62/100 at a spot price of $18.94 (+0.48% 1D, market cap $180.7M). Pillar breakdown: Fundamental Cash Engine 9/20, Institutional 13F & Options Flow 9/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 16/20, and SEC Balance-Sheet Forensics 15/20. Across 1096 tracked Financials issuers, WHG ranks #439 in composite RQD confidence.
Within the Financials sector (Investment Managers), WHG carries a Roarable C (62/100 RQD), trailing P/E of 25.5x, gross margin of —, and ROIC of 4.0%. By comparison, PAAC (Proem Acquisition Corp I) holds a D grade (49/100 RQD, P/E N/A, ROIC —, cap $177.3M) and ETX (Eaton Vance Municipal Income 2028 Term Trust of) posts a D grade (51/100 RQD, P/E N/A, ROIC —, cap $190.2M). Among the 5-stock peer group, SAR leads on earnings multiple (5.9x) while RILY leads on capital efficiency (85.0% ROIC).
Per WHG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001165002), Westwood Holdings Group Inc generated $97.8M in revenue (+3.2% YoY), $7.1M in net income, and $18.8M in free cash flow against $162.3M in total assets and $0 in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
FRED Regime × Technicals: 68% of 52W Range • RSI-14 at 47.9 (NEUTRAL RANGE)
SEC Form 4 / 13F Thermometer: 75% Net Buy • Cannibal Buyback (-2.08% YoY Shares)
Put hedging (50% put share) caps near-term gamma upside (-11 pts vs max)
Even with a 62/100 (C) score, WHG faces multiple-compression risk if 25.5x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Broader market pullbacks can still drag down strong stocks in the short run.
Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($19.00) or 200D SMA ($17.87) invalidates the momentum regime and cuts Target Base ($19.28) toward Bear Floor ($15.04).
Westwood Holdings Group Inc (WHG) advanced +0.48% to $18.94, trading at 68% of its 52-week range ($14.7 – $20.97). Solid steady margins (4% return on capital), mixed timing at 26x P/E—hold if owned, no rush to chase.
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DALLAS, Oct. 22, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its third quarter 2026 earnings after the close of the New York Stock Exchange on Thursday, November 5, 2026. Following the
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +3.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on WHG today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for WHG. Explore sector supply chains on /butterfly.
Across 1096 tracked Financials securities in the Roarable RQD universe, Westwood Holdings Group Inc (WHG) ranks #439 by composite RQD confidence (62/100, grade C) and #905 by equity capitalization ($180.7M). Within this direct 5-issuer industry benchmark cohort, SAR leads on earnings valuation at 5.9x trailing P/E, while RILY leads on capital efficiency and profitability with 85.0% ROIC and — gross margin. WHG currently leads its immediate peer cohort in composite quantitative strength at 62/100 (C).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| WHG
ACTIVE
Westwood Holdings Group Inc | C | 62/100 | 25.5x | — | 4.0% | +0.48% | $180.7M | Benchmark Subject |
| PAAC Proem Acquisition Corp I | D | 49/100 | — | — | — | 0.00% | $177.3M | /paac-vs-whg → |
| ETX Eaton Vance Municipal Income 2028 Term Trust of | D | 51/100 | — | — | — | +0.58% | $190.2M | /etx-vs-whg → |
| SAR Saratoga Investment Corp | D+ | 52/100 | 5.9x | — | 8.9% | +2.65% | $216.9M | /sar-vs-whg → |
| RILY BRC Group Holdings Inc. | D+ | 55/100 | — | — | 85.0% | +4.49% | $145.2M | /rily-vs-whg → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), Westwood Holdings Group Inc (WHG) reported GAAP revenue of $97.8M (+3.2% vs. FY2024 revenue of $94.7M , and +8.9% cumulative change since FY2023) , GAAP net income of $7.1M, operating cash flow of $18.9M, and free cash flow of $18.8M (-10.4% YoY). On the balance sheet, WHG closed FY2025 with $162.3M in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 5/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $97.8M | $7.1M | $18.9M | $18.8M | $162.3M | — |
| FY2024 (FY) | 2024-12-31 | $94.7M | $2.2M | $21.1M | $21.0M | $150.0M | — |
| FY2023 (FY) | 2023-12-31 | $89.8M | $10.6M | -$1.2M | -$1.2M | — | — |
As of 2026-11-01, Westwood Holdings Group Inc (NYSE: WHG) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 62/100 at a spot price of $18.94 (+0.48% 1D, market cap $180.7M). Pillar breakdown: Fundamental Cash Engine 9/20, Institutional 13F & Options Flow 9/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 16/20, and SEC Balance-Sheet Forensics 15/20. Across 1096 tracked Financials issuers, WHG ranks #439 in composite RQD confidence.
Within the Financials sector (Investment Managers), WHG carries a Roarable C (62/100 RQD), trailing P/E of 25.5x, gross margin of —, and ROIC of 4.0%. By comparison, PAAC (Proem Acquisition Corp I) holds a D grade (49/100 RQD, P/E N/A, ROIC —, cap $177.3M) and ETX (Eaton Vance Municipal Income 2028 Term Trust of) posts a D grade (51/100 RQD, P/E N/A, ROIC —, cap $190.2M). Among the 5-stock peer group, SAR leads on earnings multiple (5.9x) while RILY leads on capital efficiency (85.0% ROIC).
Per WHG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001165002), Westwood Holdings Group Inc generated $97.8M in revenue (+3.2% YoY), $7.1M in net income, and $18.8M in free cash flow against $162.3M in total assets and $0 in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.
WHG last traded at $18.94 (+0.48% on volume of 4,481 shares), positioning the stock -0.32% below its 50-day simple moving average ($19.00) and +5.99% above its 200-day simple moving average ($17.87). Across its 52-week range of $14.70 to $20.97, WHG sits at the 67.6% percentile with a 14-day RSI of 47.9 (NEUTRAL RANGE) and an implied next-earnings move of ±4.9% ($18.01 to $19.87).
Why WHG Stock advanced +0.48% Today — RQD Quant Desk Flash. Solid steady margins (4% return on capital), mixed timing at 26x P/E—hold if owned, no rush to chase.
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