Westwood Holdings Group Stock Market Value
| WHG Stock | USD 17.69 0.06 0.34% |
| Symbol | Westwood |
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.
Quarterly Earnings Growth 40 | Dividend Share 0.6 | Earnings Share 0.83 | Revenue Per Share | Quarterly Revenue Growth 0.024 |
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.
| 11/16/2025 |
| 02/14/2026 |
If you would invest 0.00 in Westwood Holdings on November 16, 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 | 2.07 | |||
| Information Ratio | 0.0216 | |||
| Maximum Drawdown | 11.3 | |||
| Value At Risk | (2.95) | |||
| 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 | 0.0502 | |||
| Jensen Alpha | 0.0645 | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | 0.0221 | |||
| Treynor Ratio | 0.1536 |
Westwood Holdings February 14, 2026 Technical Indicators
| Cycle Indicators | ||
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| Math Transform | ||
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| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
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| Volume Indicators |
| Risk Adjusted Performance | 0.0502 | |||
| Market Risk Adjusted Performance | 0.1636 | |||
| Mean Deviation | 1.6 | |||
| Semi Deviation | 1.98 | |||
| Downside Deviation | 2.07 | |||
| Coefficient Of Variation | 1832.18 | |||
| Standard Deviation | 2.12 | |||
| Variance | 4.5 | |||
| Information Ratio | 0.0216 | |||
| Jensen Alpha | 0.0645 | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | 0.0221 | |||
| Treynor Ratio | 0.1536 | |||
| Maximum Drawdown | 11.3 | |||
| Value At Risk | (2.95) | |||
| Potential Upside | 3.86 | |||
| Downside Variance | 4.3 | |||
| Semi Variance | 3.91 | |||
| Expected Short fall | (1.67) | |||
| Skewness | 0.1286 | |||
| Kurtosis | 0.3703 |
Westwood Holdings Backtested Returns
Westwood Holdings appears to be not too volatile, given 3 months investment horizon. Westwood Holdings shows Sharpe Ratio of 0.12, which attests that the company had a 0.12 % 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' Mean Deviation of 1.6, downside deviation of 2.07, and Market Risk Adjusted Performance of 0.1636 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 9. The firm maintains a market beta of 0.69, 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 | 0.24 |
Weak predictability
Westwood Holdings Group has weak predictability. Overlapping area represents the amount of predictability between Westwood Holdings time series from 16th of November 2025 to 31st of December 2025 and 31st of December 2025 to 14th 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 0.24 indicates that over 24.0% of current Westwood Holdings price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.24 | |
| Spearman Rank Test | 0.25 | |
| Residual Average | 0.0 | |
| Price Variance | 0.15 |
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Check out Westwood Holdings Correlation, Westwood Holdings Volatility and Westwood Holdings Performance module to complement your research on Westwood Holdings. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Westwood Holdings technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.