WHGMICRO

Westwood Holdings Group, Inc.

Financial ServicesFinancial - Capital Markets
$16.38
$0.00(+2.63%)
52W$14.51
$18.99
Updated May 8, 12:00 AM
RSI46
RS Rating36/99
Beta0.60
Volatility38%
F-Score5/9
Mkt Cap$155M
CONSOLIDATING

Price Action

5Y Daily
50 DMA150 DMA200 DMA

Technical Summary

CONSOLIDATING

Westwood Holdings Group, Inc. is in a consolidation phase, trading with mixed signals as moving averages converge. Relative strength is weak (RS Rating: 36), showing significant lag compared to the market leaders. 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
36
out of 99
Lagging
Trend Score
2/4
Minervini Criteria
CONSOLIDATING
Risk (Beta)
0.60
vs S&P 500
DEFENSIVE
52W Position
42%
from 52W low
Lower Half
Trend & Momentum Analysis

Trend Template (Minervini)

CONSOLIDATING2/4 Criteria Met
CriterionValueStatus
Price > 50 SMA$16.18
50 SMA > 100 SMA$16.97
100 SMA > 150 SMA$16.81
150 SMA > 200 SMA$16.98

Price vs Moving Averages

PeriodValueSpreadSignal
20 SMA$16.36+0.15%ABOVE
50 SMA$16.18+1.21%ABOVE
100 SMA$16.97-3.48%BELOW
150 SMA$16.81-2.55%BELOW
200 SMA$16.98-3.52%BELOW

Price Performance

1D+2.6%
1W-0.4%
1M+1.0%
3M-7.8%
6M-2.0%
YTD-7.1%
1Y+4.9%
3Y+9.8%
52-Week Trading Range42% from low
$16.38
52W Low$14.51
52W High$18.99

Technical Indicators

RSI (14)NEUTRAL
46.3
305070
VCP ScoreCOOL
3/10
Base depth: 21.2%

Risk Profile

Beta
0.60
52W Vol
38%
ATR
$0.76
Max DD (1Y)
-22%

Volume Analysis

Today
15.3K
50D Avg
11.8K
Vol Ratio
1.29x
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:-11.79%
5 Years:-3.73%
3 Years:+9.75%
1 Year:+4.87%

Return on Equity

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

Key Metrics

Market Cap$155M
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 2/4 based on Minervini's Stage Analysis. Currently showing partial alignment - 2 of 4 trend criteria are met.

Is WHG overbought or oversold?

WHG's RSI (14) is 46. The stock is in neutral territory, neither overbought nor oversold.

Is WHG outperforming the market?

WHG has a Relative Strength (RS) Rating of 36 out of 99. WHG is currently lagging the broader market.

Where is WHG in its 52-week range?

WHG is trading at $16.38, which is 86% of its 52-week high ($18.99) and 42% above its 52-week low ($14.51).

How volatile is WHG?

WHG has a Beta of 0.60 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.