Westwood Holdings Group Net Income
| WHG Stock | USD 17.69 0.06 0.34% |
As of the 13th of February 2026, Westwood Holdings maintains the Market Risk Adjusted Performance of 0.4729, downside deviation of 2.05, and Mean Deviation of 1.63. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Westwood Holdings Group, as well as the relationship between them. Please check out Westwood Holdings jensen alpha and downside variance to decide if Westwood Holdings is priced fairly, providing market reflects its latest price of 17.69 per share. Given that Westwood Holdings Group has jensen alpha of 0.2382, we strongly advise you to confirm Westwood Holdings's prevalent market performance to make sure the company can sustain itself at a future point.
Westwood Holdings' financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Westwood Holdings' valuation are provided below:Westwood Holdings Group does not presently have any fundamental gauges for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Can Asset Management & Custody Banks industry sustain growth momentum? Does Westwood have expansion opportunities? Factors like these will boost the valuation of Westwood Holdings. Anticipated expansion of Westwood directly elevates investor willingness to pay premium valuations. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Westwood Holdings demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
The market value of Westwood Holdings is measured differently than its book value, which is the value of Westwood that is recorded on the company's balance sheet. Investors also form their own opinion of Westwood Holdings' value that differs from its market value or its book value, called intrinsic value, which is Westwood Holdings' true underlying value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. Because Westwood Holdings' market value can be influenced by many factors that don't directly affect Westwood Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Westwood Holdings' value and its price as these two are different measures arrived at by different means. Investors typically determine if Westwood Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Westwood Holdings' quoted price indicates the marketplace figure where supply meets demand through bilateral consent.
Westwood Holdings 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Westwood Holdings' stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Westwood Holdings.
| 11/15/2025 |
| 02/13/2026 |
If you would invest 0.00 in Westwood Holdings on November 15, 2025 and sell it all today you would earn a total of 0.00 from holding Westwood Holdings Group or generate 0.0% return on investment in Westwood Holdings over 90 days. Westwood Holdings is related to or competes with Siebert Financial, WhiteHorse Finance, OFS Credit, BV Financial, Arrowmark Financial, Hanover Bancorp, and IB Acquisition. Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients More
Westwood Holdings Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Westwood Holdings' stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Westwood Holdings Group upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 2.05 | |||
| Information Ratio | 0.101 | |||
| Maximum Drawdown | 11.3 | |||
| Value At Risk | (2.66) | |||
| Potential Upside | 3.86 |
Westwood Holdings Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westwood Holdings' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Westwood Holdings' standard deviation. In reality, there are many statistical measures that can use Westwood Holdings historical prices to predict the future Westwood Holdings' volatility.| Risk Adjusted Performance | 0.1144 | |||
| Jensen Alpha | 0.2382 | |||
| Total Risk Alpha | 0.1165 | |||
| Sortino Ratio | 0.1045 | |||
| Treynor Ratio | 0.4629 |
Westwood Holdings February 13, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1144 | |||
| Market Risk Adjusted Performance | 0.4729 | |||
| Mean Deviation | 1.63 | |||
| Semi Deviation | 1.79 | |||
| Downside Deviation | 2.05 | |||
| Coefficient Of Variation | 745.8 | |||
| Standard Deviation | 2.11 | |||
| Variance | 4.47 | |||
| Information Ratio | 0.101 | |||
| Jensen Alpha | 0.2382 | |||
| Total Risk Alpha | 0.1165 | |||
| Sortino Ratio | 0.1045 | |||
| Treynor Ratio | 0.4629 | |||
| Maximum Drawdown | 11.3 | |||
| Value At Risk | (2.66) | |||
| Potential Upside | 3.86 | |||
| Downside Variance | 4.18 | |||
| Semi Variance | 3.2 | |||
| Expected Short fall | (1.73) | |||
| Skewness | 0.0842 | |||
| Kurtosis | 0.3234 |
Westwood Holdings Backtested Returns
Westwood Holdings appears to be not too volatile, given 3 months investment horizon. Westwood Holdings shows Sharpe Ratio of 0.13, which attests that the company had a 0.13 % return per unit of risk over the last 3 months. We have found twenty-nine technical indicators for Westwood Holdings, which you can use to evaluate the volatility of the company. Please utilize Westwood Holdings' Market Risk Adjusted Performance of 0.4729, downside deviation of 2.05, and Mean Deviation of 1.63 to validate if our risk estimates are consistent with your expectations. On a scale of 0 to 100, Westwood Holdings holds a performance score of 10. The firm maintains a market beta of 0.59, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Westwood Holdings' returns are expected to increase less than the market. However, during the bear market, the loss of holding Westwood Holdings is expected to be smaller as well. Please check Westwood Holdings' downside variance, as well as the relationship between the accumulation distribution and market facilitation index , to make a quick decision on whether Westwood Holdings' historical returns will revert.
Auto-correlation | 0.27 |
Poor predictability
Westwood Holdings Group has poor predictability. Overlapping area represents the amount of predictability between Westwood Holdings time series from 15th of November 2025 to 30th of December 2025 and 30th of December 2025 to 13th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Westwood Holdings price movement. The serial correlation of 0.27 indicates that nearly 27.0% of current Westwood Holdings price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.27 | |
| Spearman Rank Test | 0.52 | |
| Residual Average | 0.0 | |
| Price Variance | 0.17 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Westwood Holdings Group reported net income of 2.21 M. This is 99.83% lower than that of the Capital Markets sector and 99.19% lower than that of the Financials industry. The net income for all United States stocks is 99.61% higher than that of the company.
Westwood Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Westwood Holdings' direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Westwood Holdings could also be used in its relative valuation, which is a method of valuing Westwood Holdings by comparing valuation metrics of similar companies.Westwood Holdings is currently under evaluation in net income category among its peers.
Westwood Fundamentals
| Return On Equity | 0.0596 | ||||
| Return On Asset | 0.0269 | ||||
| Profit Margin | 0.08 % | ||||
| Operating Margin | 0.08 % | ||||
| Current Valuation | 137.25 M | ||||
| Shares Outstanding | 9.41 M | ||||
| Shares Owned By Insiders | 10.15 % | ||||
| Shares Owned By Institutions | 58.05 % | ||||
| Number Of Shares Shorted | 119.23 K | ||||
| Price To Earning | 17.73 X | ||||
| Price To Book | 1.34 X | ||||
| Price To Sales | 1.73 X | ||||
| Revenue | 94.72 M | ||||
| Gross Profit | 40.89 M | ||||
| EBITDA | 10.46 M | ||||
| Net Income | 2.21 M | ||||
| Cash And Equivalents | 18.85 M | ||||
| Cash Per Share | 8.80 X | ||||
| Total Debt | 3.2 M | ||||
| Debt To Equity | 0.06 % | ||||
| Current Ratio | 7.22 X | ||||
| Book Value Per Share | 14.86 X | ||||
| Cash Flow From Operations | 21.12 M | ||||
| Short Ratio | 18.75 X | ||||
| Earnings Per Share | 0.83 X | ||||
| Number Of Employees | 151 | ||||
| Beta | 0.84 | ||||
| Market Capitalization | 152.98 M | ||||
| Total Asset | 149.99 M | ||||
| Retained Earnings | 6.21 M | ||||
| Working Capital | 38.29 M | ||||
| Current Asset | 117.6 M | ||||
| Current Liabilities | 44.85 M | ||||
| Annual Yield | 0.04 % | ||||
| Five Year Return | 6.55 % | ||||
| Net Asset | 149.99 M | ||||
| Last Dividend Paid | 0.6 |
About Westwood Holdings Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Westwood Holdings Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Westwood Holdings using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Westwood Holdings Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Can Asset Management & Custody Banks industry sustain growth momentum? Does Westwood have expansion opportunities? Factors like these will boost the valuation of Westwood Holdings. Anticipated expansion of Westwood directly elevates investor willingness to pay premium valuations. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Westwood Holdings demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
The market value of Westwood Holdings is measured differently than its book value, which is the value of Westwood that is recorded on the company's balance sheet. Investors also form their own opinion of Westwood Holdings' value that differs from its market value or its book value, called intrinsic value, which is Westwood Holdings' true underlying value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. Because Westwood Holdings' market value can be influenced by many factors that don't directly affect Westwood Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Westwood Holdings' value and its price as these two are different measures arrived at by different means. Investors typically determine if Westwood Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Westwood Holdings' quoted price indicates the marketplace figure where supply meets demand through bilateral consent.