Stock Ratings / Financials / WHG / dividends

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Westwood Holdings Group Inc (WHG) Dividend Safety Gauge & 10-Year DRIP Compounder

$18.84 -0.53% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $18.79

Westwood Holdings Group Inc (WHG) carries a Roarable Rating of C- (Hold) with 61/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

📊 Historical Track Record: Scores of 61/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.5% avg 90D alpha vs SPY) →

ROARABLE C- • HOLD / WATCH Cap $179.8M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on WHG Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is WHG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, Westwood Holdings Group Inc (NYSE: WHG) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 61/100 at a spot price of $18.84 (-0.53% 1D, market cap $179.8M). Pillar breakdown: Fundamental Cash Engine 9/20, Institutional 13F & Options Flow 9/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 15/20. Across 1096 tracked Financials issuers, WHG ranks #373 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does WHG compare to PAAC and ETX in the Financials sector?

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Within the Financials sector (Investment Managers), WHG carries a Roarable C- (61/100 RQD), trailing P/E of 25.5x, gross margin of —, and ROIC of 4.0%. By comparison, PAAC (Proem Acquisition Corp I) holds a D grade (48/100 RQD, P/E N/A, ROIC —, cap $177.4M) and ETX (Eaton Vance Municipal Income 2028 Term Trust of) posts a D grade (47/100 RQD, P/E N/A, ROIC —, cap $190.4M). Among the 5-stock peer group, SAR leads on earnings multiple (5.9x) while RILY leads on capital efficiency (85.0% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for WHG?

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Per WHG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001165002), Westwood Holdings Group Inc generated $97.8M in revenue (+3.2% YoY), $7.1M in net income, and $18.8M in free cash flow against $162.3M in total assets and $0 in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $18.79 (-0.29%)🧬 Cannibal Buyback (-2.08% YoY Shares)⚙️ Cash Engine: 9/20 (D) • 19.3% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 61/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.5% avg 90D alpha vs SPY • 53.9% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C-

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk B-

Each axis scored 0–20

12M PRICE TARGET CONE+1.3% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for WHG)Realized 20D OHLCV Swing Band: ±4.4%

Deterministic 5-Pillar Attribution (61/100 Composite)

🔍 WHY WHG SCORES 61/100 (C-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Macro Regime Fit+15/20 pts (25% of score)

FRED Regime × Technicals: 66% of 52W Range • RSI-14 at 47.9 (NEUTRAL RANGE)

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+15/20 pts (25% of score)

SEC Form 4 / 13F Thermometer: 75% Net Buy • Cannibal Buyback (-2.08% YoY Shares)

▼ #1 Drag / Risk Factor: Whale & Options Positioning9/20 pts (-11 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-11 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B-$19.07-1.7% Next Q

Q2 (-2Q)

Grade B-$18.74+1.1% Next Q

Q3 (-1Q)

Grade C+$18.94-0.5% Next Q

Current

Grade C-$18.84+0.5% Hist 90D α

Trajectory: B- (69) → C- (61)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the WHG Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 61/100 (C-) score, WHG faces multiple-compression risk if 25.5x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($18.98) or 200D SMA ($17.87) invalidates the momentum regime and cuts Target Base ($19.09) toward Bear Floor ($14.89).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $WHG• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “WHG Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 61%NO 39%Trade / Inspect Odds →

CASH DIVIDEND + BUYBACK YIELD

4.77% Total Yield

2.97% Cash ($0.56/yr) + 1.8% Buybacks

PAYOUT SAFETY SPEEDOMETER

88/100 • FORTRESS PAYOUT

FREE CASH FLOW PAYOUT RATIO

18.5% of FCF

8 consecutive years of payout growth

INTERACTIVE DRIP & SHAREHOLDER-YIELD COMPOUNDER (8.3% EST. ANNUAL)

$10,000 Compounded Over 10 Years → $22,197

Est. Year-10 Shareholder Yield: $1,059/yr

Starting Investment: $10,000

Compounding Horizon: 10 Years

$10.8K

Yr 1

$11.7K

Yr 2

$12.7K

Yr 3

$13.8K

Yr 4

$14.9K

Yr 5

$16.1K

Yr 6

$17.5K

Yr 7

$18.9K

Yr 8

$20.5K

Yr 9

$22.2K

Yr 10

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Cash-Flow & Quality Compounder Desk

Cash-Fortress Compounders: Auditing Free Cash Flow & Yield Safety in WHG & A-Rated Leaders

✓12-month Bull/Base/Bear fair-value walkthrough on WHG and its top sector peer
✓Top Roarable A-Rated cash compounders with verified executive & 13F accumulation
✓Includes nightly RQD rating-change & forensic signal email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

WHG // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +21.00%🛡️ HOLDING TREND SUPPORT

2026-11-03O $18.94H $18.94L $18.84C $18.84VOL 5.5K

RES: $19.58SUP: $18.61SMA50: $18.98SMA200: $17.87

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

WHG Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 WHG Butterfly Map → + Track WHG →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

19.2%/yr Implied 5Y Growth

vs. +3.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on WHG today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for WHG. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for WHG today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (WHG)

Financials Rank #373 of 1096 ⚔️ PAAC vs WHG Full Matrix →

1. Head-to-Head Financials Peer Comparison (WHG vs. PAAC, ETX, SAR, RILY)

Industry: Investment Managers (79 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Westwood Holdings Group Inc (WHG) ranks #373 by composite RQD confidence (61/100, grade C-) and #902 by equity capitalization ($179.8M). Within this direct 5-issuer industry benchmark cohort, SAR leads on earnings valuation at 5.9x trailing P/E, while RILY leads on capital efficiency and profitability with 85.0% ROIC and — gross margin. WHG currently leads its immediate peer cohort in composite quantitative strength at 61/100 (C-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
WHG ACTIVE Westwood Holdings Group Inc	C-	61/100	25.5x	—	4.0%	-0.53%	$179.8M	Benchmark Subject
PAAC Proem Acquisition Corp I	D	48/100	—	—	—	+0.05%	$177.4M	/paac-vs-whg →
ETX Eaton Vance Municipal Income 2028 Term Trust of	D	47/100	—	—	—	+0.11%	$190.4M	/etx-vs-whg →
SAR Saratoga Investment Corp	D-	35/100	5.9x	—	8.9%	-2.30%	$211.9M	/sar-vs-whg →
RILY BRC Group Holdings Inc.	D-	37/100	—	—	85.0%	-8.14%	$133.3M	/rily-vs-whg →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001165002

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Westwood Holdings Group Inc (WHG) reported GAAP revenue of $97.8M (+3.2% vs. FY2024 revenue of $94.7M , and +8.9% cumulative change since FY2023) , GAAP net income of $7.1M, operating cash flow of $18.9M, and free cash flow of $18.8M (-10.4% YoY). On the balance sheet, WHG closed FY2025 with $162.3M in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 5/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$97.8M	$7.1M	$18.9M	$18.8M	$162.3M	—
FY2024 (FY)	2024-12-31	$94.7M	$2.2M	$21.1M	$21.0M	$150.0M	—
FY2023 (FY)	2023-12-31	$89.8M	$10.6M	-$1.2M	-$1.2M	—	—

3. WHG Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is WHG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does WHG compare to PAAC and ETX in the Financials sector?

What are the biggest fundamental strengths and SEC risk factors for WHG?

Where is WHG trading relative to its 50-day, 200-day, and 52-week technical levels?

WHG last traded at $18.84 (-0.53% on volume of 5,502 shares), positioning the stock -0.74% below its 50-day simple moving average ($18.98) and +5.43% above its 200-day simple moving average ($17.87). Across its 52-week range of $14.70 to $20.97, WHG sits at the 66.0% percentile with a 14-day RSI of 47.9 (NEUTRAL RANGE) and an implied next-earnings move of ±4.4% ($18.01 to $19.67).

WHG Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Does WHG pay a dividend and is it safe?

Westwood Holdings Group Inc (WHG) offers a 2.97% cash dividend yield ($0.56 annualized) and 4.77% total shareholder yield including buybacks. Roarable rates its payout coverage as FORTRESS PAYOUT.

Direct Sub-Reports: WHG RQD Cockpit WHG 12M Forecast WHG Earnings & Move WHG Dividends & DRIP WHG Insiders & 13F WHG Whale Options WHG Profit Sankey WHG News & Why

ROARABLE RATING BRIEF • RQD 61/100 (C-) ✓ STAGE-C NUMBER FIREWALL VERIFIED

WHG — Westwood Holdings Group Inc: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:41:50Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, WHG scores 62 / 100 with a letter grade of C, labeled "Roarable Hold — Fair / Balanced Risk-Reward." The five pillars are:

Fundamental Cash Engine: 9 / 20. Per the RQD rating, this reflects ROIC of 4% and an FCF yield of 10.42%. The cash-generation signal is present, but the return on invested capital is low, which limits how much the cash yield translates into value creation.
Whale 13F Flow: 10 / 20. Per the RQD rating, this pillar covers institutional accumulation and options positioning. The data supplied does not include 13F holdings detail, so the score cannot be traced to specific filers.
Insider Conviction: 15 / 20. Per the RQD rating, this reflects SEC Form 4 and Congressional PTR cluster flow. The underlying trade-level records are not included in the supplied sections.
Macro Regime Fit: 15 / 20. Per the RQD rating, beta is 1.0 with sector sensitivity noted. A beta of 1.0 implies market-level sensitivity to broad moves, neither defensive nor amplified.
Forensic Balance Sheet: 13 / 20. Per the RQD rating, Altman Z is 2.5, Piotroski F is 5/9, and Debt/Equity is 0.5. These sit in a moderate band: no acute distress signal, but not a clean bill of health.

For a prospective investor, the investment case rests on whether the cash-flow yield can persist while returns on capital remain thin. The valuation tradeoff is visible in the market data: a trailing P/E of 25.5 and EV/EBITDA of 30.6 sit well above the cash-yield signal, so upside depends on earnings growth or margin expansion rather than on the current multiple. Insider and institutional signals are rated mid-range, indicating neither strong conviction nor clear distribution. This is an analytical summary, not personalized advice.

Snapshot

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
18.94	$180.7M	25.5	23.7	30.6	0.74	2.97%	1.0	$14.7 - $20.97	4%

Recent Catalysts & News Wire Analysis

Per the recent news feed (all tagged to WHG):

Market Wire (YELLOW): A 24/7 Wall St. item tied to the Texas Stock Exchange's first new ETF, reported 1h ago.
Risk Watch (RED): A Stock Traders Daily item on risk zones, reported 3h ago. This is the only item flagged red in the feed.
Market Wire (YELLOW): A GlobeNewswire notice that the company will host a Third Quarter 2026 conference call/webcast, reported 6h ago.
Market Wire (YELLOW): A Yahoo Finance item on monthly income distributions for MDST, WEEI, and YLDW, reported 9h ago.
Market Wire (YELLOW): An AOL.com item on ETF exchange listings, reported 12h ago.

Per the Butterfly Supply-Chain Graph, supply_chain is NONE, no butterfly links are present, and no proprietary signals are present.

Open Questions

What is the current debt balance? Debt is reported as N/A for all periods.
What are EPS values by period? EPS is reported as N/A for all periods.
What drove the decline in net income from $10.6M (FY 2023) to $7.1M (FY 2025), and what is the cash balance for FY 2023?
What is the 13F institutional holder composition and the nature of the Form 4 and Congressional trades underlying the RQD pillar scores?
What is the gross margin reported as 0% in the market data, and does this reflect a reporting convention or an actual absence of cost-of-revenue data?

WHG Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Westwood Holdings Group Inc (WHG) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to WHG Debate Forum (3) ↓

🟡 MARKET WIRE 24/7 Wall St. • 17h ago

The Texas Stock Exchange Has Its First New ETF. Its Power Bet Also Sells Calls

24/7 Wall St. report covering Westwood Holdings Group Inc (WHG) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH Stock Traders Daily • 20h ago

Precision Trading with Westwood Holdings Group Inc (WHG) Risk Zones

Stock Traders Daily report covering Westwood Holdings Group Inc (WHG) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE GlobeNewswire • 23h ago

Westwood Holdings Group, Inc. to Host Third Quarter 2026 Conference Call/Webcast

GlobeNewswire report covering Westwood Holdings Group Inc (WHG) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

Yahoo Finance report covering Westwood Holdings Group Inc (WHG) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE AOL.com • 1d ago

Does It Matter Which Exchange Your ETF Lists On?

AOL.com report covering Westwood Holdings Group Inc (WHG) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Benzinga • 22d ago

Transcript: Westwood Holdings Gr Q2 2026 Earnings Conference Call

On Thursday, Westwood Holdings Gr (NYSE:WHG) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This transcript is brought to you by Benzinga APIs. For real-time

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

WHG Bull vs. Bear Conversation Board — What's Your Call at $18.84?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON WHG 🐻 50% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $20.46 (+8.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is WHG (C • RQD 62/100) a Buy at $18.94?

Welcome to the WHG (Westwood Holdings Group Inc) Roar Pit. Current RQD Composite is 62/100 (Roarable Hold — Fair / Balanced Risk-Reward) in Investment Managers. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

RE RedlineAuditor Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $14.96 (-21.0%)

Spot @ $18.94

Pump the brakes on WHG — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on WHG, but look at what you are paying: 25.5x trailing P/E with tightening sector spreads. Unless Westwood Holdings Group Inc expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

SI SiliconVal_Bull Verified K Arena Trader 🐂 BULLISH 🎯 Target: $22.54 (+19.0%)

Spot @ $18.94

WHG cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on WHG, the market is fixating on short-term headline noise in Investment Managers and ignoring the balance sheet and cash flow trajectory. At $18.94 (52-wk range $14.70 - $20.97), any beat on forward guidance forces shorts and underweight funds to chase.