2 models fit Westwood Holdings Group Inc Common Stock and they disagree: 0 of 2 land within 15% of the average. The price is above every model.
Two or more of our models back this value.
Large premium(i)Silver67
Valued as an asset manager: P/E comparison and Residual income.
ACCE opinionWestwood Holdings Group Inc Common Stock (WHG)
Fair value (2 models)
$6.75
ACCE price target
$19.10
Rating
Overvalued
Horizon
12 months
Fair value published on 14 Oct 2026, 00:00 CEST; previously $6.83 since 10 Oct 2026, 00:00 CEST.
ACCE price target published on 15 Oct 2026, 00:00 CEST.
Rating published on 18 Oct 2026, 16:04 CEST.
Price used: $18.86 at the close on 23 Oct 2026, 22:00 CEST.
Models: P/E comparison and Residual income.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
179.3% above
-64.2% to fair value
ACCE score
69
out of 100
P/E
22.2x
forward 24.9x
1-year return
+12.7%
Dividend yield
3.21%
Westwood Holdings Group Inc Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Westwood Holdings Group is a small-cap asset manager that runs actively managed equity and income strategies, including its Westwood Income Opportunity and small-cap value funds, sold mainly through institutional and intermediary channels. The business earns fees on assets under management, so its earnings track both net flows and market levels, and the 9.6% revenue growth in the data suggests fee-earning assets have been expanding. The 40.9% gross margin is respectable for the industry, but an 8.1% operating margin shows how much of that revenue is absorbed by compensation and distribution costs, which leaves little cushion if flows reverse. At 22.2 times trailing earnings and 24.9 times forward, the market is paying a full multiple for a 6.3% return on equity and no index membership to support liquidity. The case for a closer look rests on whether operating leverage shows up in the next few quarters as revenue compounds faster than costs; if margins stay compressed, the premium is hard to justify.