WHGFinancial Services · Asset ManagementTicker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 84 of 100 as at 29 Oct 2026 — inside the top quartile.
Consensus tells you what everyone already believes. The model scores Westwood Holdings Group, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (90): The share price has been relatively steady.
Revisions (25): Analysts have, on balance, been cutting their forecasts.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on WHG, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
WHG appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 29 Oct 2026, Westwood Holdings Group, Inc. returned +20.5% against +13.1% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 34% of US stocks
Cheaper than 55% of US stocks
Cheaper than 61% of US stocks
Cheaper than 17% of US stocks
Higher than 52% of US stocks
Higher than 74% of US stocks
Higher than 55% of US stocks
Higher than 61% of US stocks
Higher than 65% of US stocks
Higher than 55% of US stocks
Higher than 58% of US stocks
Higher than 87% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Westwood Holdings Group, Inc. has a market value of $179.9M and an enterprise value of $152.4M.
Revenue in the twelve months to 30 June 2026: $101.7M. The latest quarter grew 9.6% year on year.
Net income over the same four quarters: $7.9M, a 7.7% net margin.
Diluted earnings per share, trailing twelve months: $0.88.
Free cash flow in the twelve months to 30 June 2026: $16.6M.
Westwood Holdings Group, Inc. spent $5.5M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 22.1×.
Forward dividend yield: 3.17%, paying out 70% of earnings.
Westwood Holdings Group, Inc. employs 148 people — $687K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Westwood Holdings Group, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Texas Stock Exchange is attracting ETF launches from major fund issuers. The article says the exchange’s location may be less important than other considerations when investors place trades.
Why it matters — WHG watchers may note the new exchange’s role in ETF listings, though the excerpt does not describe a direct impact on Westwood Holdings Group.
Westwood Holdings Group will release its third-quarter 2026 earnings after the market close on November 5, 2026, and then host a live audio webcast and conference call at 4:30 p.m. ET (3:30 p.m. CT).
Why it matters — WHG watchers can follow the company’s quarterly results and hear management’s accompanying discussion on the call or webcast.
Westwood Holdings Group announced the launch of the Westwood Salient Enhanced Power & Infrastructure ETF (PWRX), part of its Westwood Enhanced Income Series. PWRX is the first ETF to list on the Texas Stock Exchange, a new national listings venue.
Why it matters — The launch marks an expansion of Westwood's ETF product lineup and positions the firm as a first entrant on a new national exchange, potentially broadening its investor reach.
Westwood Holdings Group announced monthly income distributions for three of its income-focused products: the Westwood Salient Enhanced Midstream Income ETF (MDST), the Westwood Salient Enhanced Energy Income ETF (WEEI), and Westwood Enhanced Income Opportunity (YLDW). These distributions draw from both dividends and options premiums to provide monthly income to investors.
Why it matters — This is a routine operational announcement showing Westwood continuing to pay monthly distributions across its income-oriented ETF lineup, offering a signal of ongoing product activity for WHG watchers.
Westwood Holdings Group announced plans to launch the Westwood Salient Enhanced Power & Infrastructure ETF (PWRX) on the Texas Stock Exchange on September 17, 2026. PWRX will be the first new ETF to launch on the Texas Stock Exchange.
Why it matters — This launch marks Westwood as the first new ETF issuer on the Texas Stock Exchange, expanding its product reach and market presence.
As at 29 Oct 2026, Westwood Holdings Group, Inc. ranks 84 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (90 of 100).
No analyst covering Westwood Holdings Group, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for WHG are extrapolating price history, which says nothing about the business.
Westwood Holdings Group, Inc. returned +20.5% over the 12 months to 29 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Westwood Holdings Group, Inc. is a boutique asset management and wealth management firm that provides investment and portfolio management services to institutional clients, financial intermediaries, and private wealth investors.
The most recent item we track (24/7 Wall Street, 26 Oct 2026): "Does It Matter Which Exchange Your ETF Lists On?". The Texas Stock Exchange is attracting ETF launches from major fund issuers. The article says the exchange’s location may be less important than other considerations when investors place trades.
Westwood Holdings Group, Inc. is a boutique asset management and wealth management firm that provides investment and portfolio management services to institutional clients, financial intermediaries, and private wealth investors. The company operates through Advisory and Trust segments, offering investment advisory, sub-advisory, trust, and custodial services across a range of client types including retirement plans, endowments, foundations, corporations, and high-net-worth individuals. Its product lineup includes actively managed and outcome-oriented strategies delivered through separate accounts, mutual funds, exchange-traded funds, and other pooled investment vehicles. Westwood Holdings Group also serves clients through its trust platform, which supports common trust funds and related fiduciary services. Based in Dallas, Texas, the firm is a diversified participant in the asset management and trust services market.
CEO Mr. Brian O'Connor Casey CFP · 148 employees · United States · https://www.westwoodgroup.com
