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Westwood Holdings (WHG) Fair Value & Analysis

Financial Services · US · Market cap $171M

Price$18.29
Fair Value$12.68
Upside-30.7%
Quality94/100
Evidence: High Range $9.51 – $15.85

Fair value as of: Jun 26, 2026

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Analysis

Westwood Holdings (WHG) currently trades at $18.29, while our model-based Fair Value estimate is $12.68 — implying the stock looks roughly 30.7% overvalued today. We read business quality at 94/100 (high quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

About the company

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.

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Frequently asked questions

Is Westwood Holdings (WHG) undervalued?
As of Jun 26, 2026, our model estimates a fair value of $12.68 versus a price of $18.29 — about −31% (overvalued). Model-based estimate, not financial advice.
What is the fair value of WHG?
Our 21-model fair value for Westwood Holdings is $12.68 (as of Jun 26, 2026), built from audited fundamentals. The current price is $18.29.
What is the quality score of WHG?
Westwood Holdings has a Quality Score of 94/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.