WHGMICRO

Westwood Holdings Group, Inc.

Financial ServicesFinancial - Capital Markets
$20.15
$0.00(+1.15%)
52W$14.70
$20.43
Updated Jun 30, 02:00 AM
RSI74
RS Rating75/99
Beta0.53
Volatility38%
F-Score5/9
Mkt Cap$191M
EMERGING TREND

Price Action

5Y Daily
50 DMA150 DMA200 DMA

Technical Summary

EMERGING TREND

Westwood Holdings Group, Inc. is attempting to emerge into an uptrend but lacks full moving average alignment. Relative strength is moderate (RS Rating: 75), indicating performance broadly in line with the market. Earnings growth of 65% provides fundamental context to the price action. Volume support will be critical for the stock to resolve this consolidation to the upside.

Relative Strength
75
out of 99
Average
Trend Score
3/4
Minervini Criteria
EMERGING TREND
Risk (Beta)
0.53
vs S&P 500
DEFENSIVE
52W Position
95%
from 52W low
Near High
Trend & Momentum Analysis

Trend Template (Minervini)

EMERGING TREND3/4 Criteria Met
CriterionValueStatus
Price > 50 SMA$16.88
50 SMA > 100 SMA$16.68
100 SMA > 150 SMA$16.96
150 SMA > 200 SMA$16.88

Price vs Moving Averages

PeriodValueSpreadSignal
20 SMA$17.82+13.08%ABOVE
50 SMA$16.88+19.34%ABOVE
100 SMA$16.68+20.81%ABOVE
150 SMA$16.96+18.82%ABOVE
200 SMA$16.88+19.40%ABOVE

Price Performance

1D+1.2%
1W+10.8%
1M+22.4%
3M+22.0%
6M+11.1%
YTD+14.3%
1Y+29.2%
3Y+17.3%
52-Week Trading Range95% from low
$20.15
52W Low$14.70
52W High$20.43

Technical Indicators

RSI (14)OVERBOUGHT
73.8
305070
Setup ScoreCOOL
5/10
Base depth: 24.1%

Risk Profile

Beta
0.53
52W Vol
38%
ATR
$1.00
Max DD (1Y)
-22%

Volume Analysis

Today
66.5K
50D Avg
20.3K
Vol Ratio
3.28x
Liquidity
ILLIQUID

Earnings Momentum

Q2'25+144%
$0.12
Q3'25+3206%
$0.41
Q4'25-12%
$0.21
Q1'26+65%
$0.09
Fundamentals & Growth

Growth Trends

Compounded Sales Growth

10 Years:-2.88%
5 Years:
3 Years:
TTM:

Compounded Profit Growth

10 Years:-13.40%
5 Years:
3 Years:
TTM:+21.55%

Stock Price CAGR

10 Years:-8.98%
5 Years:-1.74%
3 Years:+17.25%
1 Year:+29.17%

Return on Equity

10Y Avg:6.4%
5Y Avg:4.1%
3Y Avg:5.5%
Last Year:5.9%

Key Metrics

Market Cap$191M
Gross Margin86.5%
Net Margin7.2%
Piotroski F-Score5/9

Frequently Asked Questions

Is WHG in an uptrend right now?

WHG has a trend score of 3/4 based on Minervini's Stage Analysis. Currently showing partial alignment - 3 of 4 trend criteria are met.

Is WHG overbought or oversold?

WHG's RSI (14) is 74. The stock is in overbought territory (RSI > 70), which may signal a pullback.

Is WHG outperforming the market?

WHG has a Relative Strength (RS) Rating of 75 out of 99. WHG is performing about average compared to the market.

Where is WHG in its 52-week range?

WHG is trading at $20.15, which is 99% of its 52-week high ($20.43) and 95% above its 52-week low ($14.70).

How volatile is WHG?

WHG has a Beta of 0.53 and 52-week volatility of 38%. It's less volatile than the S&P 500 - generally more stable.

Disclaimer: Data is for informational purposes only. May be delayed or contain errors. Past performance does not guarantee future results. This is not financial advice. Always conduct your own research and consult professionals before making investment decisions.