Stocktoria
WESTWOOD HOLDINGS GROUP INC WHG
WESTWOOD HOLDINGS GROUP INC (WHG) earns a Piotroski F-score of 5/9 (mixed financial health). It pays a dividend yielding 3.12% (safety: stretched). FY2025 revenue was $97.8M at a 7.2% net margin.
Quality score trend · recomputed for each fiscal year
Each year's score is computed from that year's filing — a rising Piotroski F or Altman Z″ means improving financial health, a fall is worth a look.
Smart money · insiders, last 12 months
Open-market insider purchases minus sells (SEC Form 4) — real buying with their own money is a bullish “smart money” signal; grants and option exercises are excluded.
How it ranks in Finance, Insurance & Real Estate · percentile among 1129 companies
Percentile vs other Finance, Insurance & Real Estate companies we cover — e.g. “stronger than 90%” means only 10% score higher on that measure.
Piotroski F breakdown · 5/9 tests passed
- Positive return on assets
- Positive operating cash flow
- Rising ROA
- Cash flow exceeds net income
- Lower long-term debt
- Rising current ratio
- No share dilution
- Rising gross margin
- Rising asset turnover
Sector peers · similar-size Finance, Insurance & Real Estate companies compare side by side →
| Ticker | Company | Piotroski F | Altman Z″ | P / E | Revenue growth |
|---|---|---|---|---|---|
| WHG | WESTWOOD HOLDINGS GROUP INC | 5/9 | — | 24.3 | +3.2% |
| MAAS | Maase Inc. | 5/9 | 3.2 | — | -33.1% |
| HKHC | Horizon Kinetics Holding Corp | 3/9 | — | 120.2 | +30.5% |
| SAMG | Silvercrest Asset Management Group Inc. | 5/9 | — | 28.1 | +1.3% |
| MLCI | Mount Logan Capital Inc. | 2/9 | — | — | +7.6% |
| HNNA | HENNESSY ADVISORS INC | 5/9 | 6.58 | 8.2 | +19.9% |
| VALU | VALUE LINE INC | 4/9 | 7.72 | 16 | -6.4% |
All Finance, Insurance & Real Estate companies →
About WESTWOOD HOLDINGS GROUP INC
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.
FAQ
Is WHG financially healthy?
WESTWOOD HOLDINGS GROUP INC's Piotroski F-score is 5/9 (8–9 is excellent, 0–3 weak).
Does WHG pay a dividend, and is it safe?
Yes. WESTWOOD HOLDINGS GROUP INC pays a dividend yielding about 3.12% with a 75.8% payout ratio, rated “stretched” for safety.
How profitable is WHG?
In FY2025, WESTWOOD HOLDINGS GROUP INC had a net margin of 7.2% and a return on equity of 5.6%.
Is WHG overvalued or undervalued?
WESTWOOD HOLDINGS GROUP INC trades at about 24.3× trailing earnings — above its 10-year norm (10-year range 10.5×–59.2×, median 20.2×). Stocktoria reports the data, not buy/sell advice.
Is WHG a good stock to buy?
Stocktoria doesn't give buy or sell advice, but here is the data on WESTWOOD HOLDINGS GROUP INC: a Piotroski F-score of 5/9, a P/E of about 24.3×, a dividend yield of 3.12%. Weigh these quality and valuation signals against your own goals.
Computed from company filings · US · as of 2025-12-31. Facts plus Stocktoria's own computed scores — not investment advice.