Westwood Holdings Group (NYSE:WHG) Stock Rating Lowered by Wall Street Zen

Westwood Holdings Group (NYSE:WHG) was downgraded by stock analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued to investors on Saturday, Wall Street Zen reports.

Separately, Weiss Ratings upgraded Westwood Holdings Group from a “buy (b)” rating to a “buy (b+)” rating in a report on Thursday, October 8th. One analyst has rated the stock with a Buy rating. Based on data from MarketBeat, the stock has an average rating of “Buy”.

Westwood Holdings Group Price Performance

WHG stock opened at $18.62 on Friday. Westwood Holdings Group has a 52-week low of $14.70 and a 52-week high of $20.97. The firm has a market capitalization of $176.75 million, a P/E ratio of 16.70 and a beta of 0.57. The company’s 50 day simple moving average is $18.91 and its 200-day simple moving average is $17.92.

Westwood Holdings Group (NYSE:WHG) last announced its quarterly earnings results on Thursday, November 5th. The asset manager reported $0.48 EPS for the quarter. The firm had revenue of $26.57 million during the quarter. Westwood Holdings Group had a net margin of 7.73% and a return on equity of 8.10%.

Hedge Funds Weigh In On Westwood Holdings Group

Several hedge funds have recently modified their holdings of the stock. GABELLI & Co INVESTMENT ADVISERS INC. raised its position in shares of Westwood Holdings Group by 6.6% in the first quarter. GABELLI & Co INVESTMENT ADVISERS INC. now owns 11,192 shares of the asset manager’s stock worth $184,000 after acquiring an additional 692 shares during the period. Bank of America Corp DE grew its position in Westwood Holdings Group by 1.9% in the 1st quarter. Bank of America Corp DE now owns 55,856 shares of the asset manager’s stock worth $920,000 after purchasing an additional 1,018 shares during the last quarter. Empowered Funds LLC raised its holdings in Westwood Holdings Group by 9.3% during the 1st quarter. Empowered Funds LLC now owns 41,898 shares of the asset manager’s stock worth $690,000 after buying an additional 3,561 shares during the period. Gabelli Funds LLC boosted its holdings in Westwood Holdings Group by 6.5% in the first quarter. Gabelli Funds LLC now owns 82,210 shares of the asset manager’s stock worth $1,354,000 after purchasing an additional 5,004 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its stake in Westwood Holdings Group by 1.9% during the first quarter. Dimensional Fund Advisors LP now owns 279,685 shares of the asset manager’s stock worth $4,607,000 after buying an additional 5,169 shares in the last quarter. Hedge funds and other institutional investors own 56.64% of the company’s stock.

More Westwood Holdings Group News

Here are the key news stories impacting Westwood Holdings Group this week:

• Positive Sentiment: Westwood reported third-quarter revenue of $26.6 million, up from the year-earlier period, and earnings of $0.48 per share. Article: Westwood Holdings Reports Third-Quarter Revenue Growth, Profit Decline
• Positive Sentiment: The company said its ETF platform exceeded $430 million in assets and launched PWRX, its first ETF on the Texas Stock Exchange. It also closed $30 million in private-capital commitments, with nearly $200 million raised year to date, and reported a defined-contribution plan funded with more than $450 million in SMidCap strategies—potential sources of future asset and fee growth. Article: Westwood Holdings Group Reports Third Quarter 2026 Results
• Positive Sentiment: Westwood declared a quarterly dividend of $0.15 per share, equivalent to $0.60 annually and a reported yield of about 3.2%. The payment is scheduled for January 4 to shareholders of record December 1. Article: Westwood Holdings Group Dividend Announcement
• Negative Sentiment: Despite revenue growth, reports characterized third-quarter profit as lower, a potential concern for investors weighing the company’s growth against its near-term profitability. Article: Westwood Reports Third-Quarter Earnings Results

Westwood Holdings Group Company Profile

Westwood Holdings Group, Inc is an investment management firm headquartered in Dallas, Texas. Through its subsidiaries, the company provides investment advisory and asset management services to institutional investors, private wealth clients, family offices and investment vehicles.

Westwood manages a range of investment strategies, including equity, income, multi-asset and alternative offerings. Its products and services are designed to address the needs of pension plans, endowments, foundations, corporations, high-net-worth individuals and other investors seeking professionally managed portfolios.

Founded in 1983, Westwood serves clients primarily in the United States and has expanded its capabilities through internal investment teams and strategic acquisitions.