Westwood Holdings Group, Inc. (WHG)
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
$18.85-1.05%
Close 2026-09-04 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · WHG
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 6.0% |
| Our one-year growth estimate | diamond | 7.9% |
Growth built into the price is above our model estimate.
The price assumes 1.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Worth watching into the next print: this name is a smaller-cap name (higher miss base rate) and is on a run of consecutive earnings misses. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 36 industry peers
WHG — dividend update
Dated 2026-08-06
REGULATION FD DISCLOSURE Westwood announced today that its Board of Directors has approved the payment of a quarterly cash dividend of $0.15 per common share, payable on October 1, 2026 to stockholders of record on September 1, 2026.
Why it matters: The payment shows Westwood's promise to give value back to shareholders.
Supportive ifThe $0.15 dividend is paid on time. This shows financial stability.
Worry ifThe dividend is delayed or canceled, raising concerns about cash flow.
Why it matters: Revenue growth shows strong demand and good business plans. It shows Westwood can attract clients.
Supportive ifQuarterly revenue exceeds $25 million, continuing the growth trend from $24.289 million in 2025-Q3.
Worry ifIf quarterly revenue is below $24 million, it means growth is reversing.
Why it matters: Growth in assets shows strong client demand and effective investment strategies.
Supportive ifFirmwide AUM was over $18.5 billion. This reflects strong inflows and performance.
Worry ifAUM drops or stays below $18.3 billion. This indicates possible client redemptions or poor performance.
Why it matters: Falling revenues may mean less demand or problems in operations. This could hurt Westwood's growth.
Worry ifQuarterly revenues were below $24 million for Q2 2026.
Less concerning ifQuarterly revenues were above $25 million for Q2 2026.
Why it matters: Revenue growth has been strong. A drop below 15% may signal trouble ahead.
Worry ifQ2 revenue growth reported below 15% year over year.
Less concerning ifQ2 revenue growth stays at or above 15% year over year.
Why it matters: Better operating income shows good expense management. It also means more revenue.
Supportive ifOperating income is over $3 million. This shows good cost control.
Worry ifOperating income is under $2 million. This suggests ongoing cost problems.
Why it matters: This listing could attract new investments and boost Westwood's asset management growth.
Supportive ifThe PWRX ETF launched successfully. It had a lot of initial investment inflows.
Worry ifIf the PWRX ETF launch fails or gets little investment, it shows weak market interest.
Why it matters: Westwood's revenue growth is strong. This is clear in ETFs and private funds.
Supportive ifQ3 revenue was over $25.3 million. This shows strong growth for the business.
Worry ifQ3 revenue reported below $25.3 million, suggesting growth may be slowing.
Why it matters: A drop in revenue growth would signal a slowdown in the financial sector. This could hurt investor confidence in Westwood Holdings.
Worry ifRevenue growth falls below the median of 15% over the last three years.
Less concerning ifRevenue growth stays at or above the median of 15%.
Why it matters: Keeping the dividend shows the company is stable. It also shows care for shareholders.
Supportive ifThe Board confirms the quarterly dividend of $0.15 per share.
Worry ifThe Board announces a cut to the quarterly dividend.
Why it matters: Positive operating income shows better cost control and revenue growth. This is important for long-term profit.
Supportive ifOperating income was above $0 in Q2 2026.
Worry ifOperating income was still negative in Q2 2026.
Why it matters: Exceeding this revenue mark would show strong growth momentum, especially in ETFs and private funds.
Supportive ifQuarterly revenues were over $26 million. This shows growth in investment strategies.
Worry ifQuarterly revenues were below $25 million. This suggests growth is slowing down.
Why it matters: Continued revenue growth shows the effectiveness of the company's strategies. It is crucial for long-term success.
Supportive ifRevenue goes up again in Q2 2026, passing $24.966 million.
Worry ifRevenue declines or stays flat compared to Q1 2026.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$93 on $10,000 · ±0.9% | How much price usually moves either way. |
| Bad day | $321 loss on $10,000 · 3.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,117 loss on $10,000 · 21.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.