WESTWOOD HOLDINGS GROUP INC · Investment Advice

WHG

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The short version

A profitable company with steady sales. Institutions are adding.

Going well

Profitable
Brings in more cash than it spends
No debt reported

Money moves

No insider buying or selling in the last 30 days
Institutions added 3% to their holdings in the quarter ending June 2026 (40 bought, 21 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$18.74-0.7% that day

Company value: $178M; Share price times all shares
Price vs profit (P/E): 21.5x; You pay about $22 for each $1 of yearly profit
Price vs sales: 1.7x; Company value is 1.7 times a year of sales
Cash vs value: 13%; Cash as a share of company value

From WHG's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$25.3M+9.6% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $101.7M, up 24% from the 12 months before. Over 5 years, sales grew about 8.5% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of WHG. Starting points are the company's recent numbers.

Sales growth+24% a yearRecently: +24% a yearProfit margin8%Last 12 months: 7.8%P/E at the end22xToday: 21.5x. Many steady companies trade at 12x to 25xShare count change+4% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$298M

Profit in 5 years$24M

Price these guesses point to$45.47+143% vs $18.74 todayAbout +19% a year, before dividends

What today's price needs: with a 8% margin and a 22x P/E, sales would have to grow about 3.9% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

2/6Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.5.7%
PassDebt under half of equityNot relying on borrowed money.No debt reported
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.7.2%
MissProfitable every yearSteady profits, not one good year.8 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$18.8M
MissShare count not growingNot diluting owners. Falling means buybacks.+13.3% in 3 years

Revenue: $97.8M; +3.2% vs prior year
5-year growth: +8.5%/yr; revenue, per year
Total debt: None; 0.00x equity
Free cash flow: $18.8M; 19.3% of revenue

From annual reports filed with the SEC. Gross margin doesn't apply to banks and insurers, so it isn't scored. A checklist is a starting point for research, not a verdict.