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WHG Stock Forecast: Westwood Holdings Group, Inc. Price Predictions for 2026-2027

Last close, 9 Oct 2026
$19
−1.46% on the day

Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 85 of 100 as at 8 Oct 2026 — inside the top quartile.

Market cap
$183.7M
Ticker Nerd rank
85 / 100
Median analyst target
—
Analysts covering
0
Revenue$25.3M+9.6% y/y
Operating income$2.1M
Net income$1.5M
Free cash flow$3.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−3.5%
1M
+1.7%
YTD
+12.8%
1Y
+17.5%
From 52W high
−6.3%
From 52W low
+30.4%
$15
$20
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

WHG stock analysis: one number for the whole business

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.

Where the model ranks itAs at 8 Oct 2026
85 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Volatility
91
Momentum
88
Growth
87
Quality
83
Value
83
Size
69
Issuance
68
Accruals
26
Revisions
25

Volatility (91): 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 quant trader with fourteen years in markets.

Wall Street

WHG stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on WHG, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$15$16$17$18$19$20Jan 26Apr 26Jul 26Oct 26WHG

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.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. WHG appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

WHG vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 9 Oct 2026, Westwood Holdings Group, Inc. returned +17.5% against +17.3% for the S&P 500, dividends included.

WHG vs S&P 500, last 12 monthsTotal return, rebased to 100
9095100105110115120125Jan 26Apr 26Jul 26Oct 26WHGS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

WHG analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Fundamentals

Westwood Holdings Group, Inc. (WHG) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
22.1×

Cheaper than 34% of US stocks

Price / sales
1.8×

Cheaper than 54% of US stocks

Price / book
1.3×

Cheaper than 63% of US stocks

EV / EBITDA
18.2×

Cheaper than 17% of US stocks

Growth & margins
Revenue growth (YoY)
9.6%

Higher than 51% of US stocks

Earnings growth (YoY)
49.1%

Higher than 74% of US stocks

Gross margin
44.0%

Higher than 55% of US stocks

Operating margin
8.1%

Higher than 61% of US stocks

Net margin
7.7%

Higher than 65% of US stocks

Returns & dividend
Return on equity
6.3%

Higher than 55% of US stocks

Return on assets
2.0%

Higher than 58% of US stocks

Dividend yield
3.1%

Higher than 86% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Westwood Holdings Group, Inc. (WHG) statistics: revenue, profit & scale

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 $183.7M and an enterprise value of $153.8M.

  • 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.

  • Shares outstanding: 9.5M.

  • Trailing P/E: 22.1×.

  • Forward dividend yield: 3.13%, paying out 70% of earnings.

  • Westwood Holdings Group, Inc. employs 148 people — $687K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 8 Oct 2026

Data provided by Twelve Data

Peers

WHG vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelAsset Management
CompanyMarket capTKN rank
WHGWestwood Holdings Group, Inc.$183.7M
85
DFDVDeFi Development Corp.$149.4M
30
HSDTSolana Co.$138.0M
27
KWYKingsway Corp.$274.8M
29
SAMGSilvercrest Asset Management Group, Inc.$120.0M
57
CYPHCypherpunk Technologies, Inc.$299.2M
69
SDEVStablecoin Development Corp.$100.4M
3

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 →

News

Latest WHG news & analysis

Westwood Launches Westwood Salient Enhanced Power & Infrastructure ETF (PWRX), the First ETF to Launch on the Texas Stock Exchange

GlobeNewsWire · 17 Sept 2026positive

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 Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

GlobeNewsWire · 2 Sept 2026neutral

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 to Launch Westwood Salient Enhanced Power & Infrastructure ETF (PWRX) as the First New ETF on the Texas Stock Exchange

GlobeNewsWire · 20 Aug 2026positive

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.

Westwood Salient Enhanced Energy Income ETF (WEEI) Surpasses $100 Million in Assets

GlobeNewsWire · 13 Aug 2026positive

Westwood Holdings Group announced that its Westwood Salient Enhanced Energy Income ETF (WEEI) surpassed $100 million in assets under management, citing growing advisor and investor demand for the strategy that combines dividend yield, covered-call options premiums, and equity appreciation potential in the energy sector.

Why it matters — The ETF's asset milestone signals successful product growth and demand within Westwood's asset management franchise, a relevant development for WHG watchers.

Westwood Holdings Group Q2 Earnings Call Highlights

MarketBeat · 9 Aug 2026positive

Westwood Holdings Group reported second-quarter 2026 revenue of $25.3 million, up from $23.1 million in the year-ago quarter and roughly level with the prior quarter's $25 million. Growth in its exchange-traded fund and private energy secondaries businesses supported the results.

Why it matters — This shows how Westwood's newer business lines are contributing to its quarterly revenue, giving WHG watchers insight into the company's recent growth drivers.

FAQ

Frequently asked questions about WHG stock

How does Ticker Nerd's model rank WHG?

As at 8 Oct 2026, Westwood Holdings Group, Inc. ranks 85 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 (91 of 100).

What is the WHG stock forecast for 2030?

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.

How has WHG stock performed over the past year?

Westwood Holdings Group, Inc. returned +17.5% over the 12 months to 9 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Westwood Holdings Group, Inc. do?

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.

What is the latest news on WHG?

The most recent item we track (GlobeNewsWire, 17 Sept 2026): "Westwood Launches Westwood Salient Enhanced Power & Infrastructure ETF (PWRX), the First ETF to Launch on the Texas Stock Exchange". 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.

Company

About Westwood Holdings Group, Inc.

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