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WHF
Stock ticker: NASDAQ
AS OF
Feb 21 closing price
Price
$10.99
Change
+$0.14 (+1.29%)
Capitalization
283.1M

WHF stock forecast, quote, news & analysis

WHF
Daily Signalchanged days ago
Gain/Loss if bought
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A.I.Advisor
published price charts
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A.I.Advisor
a Summary for WHF with price predictions
Feb 20, 2025

WHF in upward trend: 10-day moving average moved above 50-day moving average on January 28, 2025

The 10-day moving average for WHF crossed bullishly above the 50-day moving average on January 28, 2025. This indicates that the trend has shifted higher and could be considered a buy signal. In of 22 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

WHF moved above its 50-day moving average on January 23, 2025 date and that indicates a change from a downward trend to an upward trend.

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where WHF advanced for three days, in of 322 cases, the price rose further within the following month. The odds of a continued upward trend are .

The Aroon Indicator entered an Uptrend today. In of 259 cases where WHF Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .

Bearish Trend Analysis

The RSI Indicator demonstrates that the ticker has stayed in the overbought zone for 3 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.

The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 6 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where WHF declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

WHF broke above its upper Bollinger Band on February 18, 2025. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.

Fundamental Analysis (Ratings)

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (0.894) is normal, around the industry mean (2.779). P/E Ratio (13.841) is within average values for comparable stocks, (27.218). WHF's Projected Growth (PEG Ratio) (0.000) is slightly lower than the industry average of (3.172). Dividend Yield (0.124) settles around the average of (0.073) among similar stocks. P/S Ratio (11.025) is also within normal values, averaging (11.558).

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 74, placing this stock slightly better than average.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. WHF’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

A.I.Advisor
published Dividends

WHF paid dividends on January 03, 2025

WhiteHorse Finance WHF Stock Dividends
А dividend of $0.38 per share was paid with a record date of January 03, 2025, and an ex-dividend date of December 20, 2024. Read more...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Ares Capital Corp (NASDAQ:ARCC), AMTD IDEA Group (NYSE:AMTD), WisdomTree (NYSE:WT).

Industry description

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

Market Cap

The average market capitalization across the Investment Managers Industry is 5.99B. The market cap for tickers in the group ranges from 57 to 124.17B. BLK holds the highest valuation in this group at 124.17B. The lowest valued company is RSERF at 57.

High and low price notable news

The average weekly price growth across all stocks in the Investment Managers Industry was -1%. For the same Industry, the average monthly price growth was 2%, and the average quarterly price growth was 10%. DEFG experienced the highest price growth at 20%, while PWM experienced the biggest fall at -39%.

Volume

The average weekly volume growth across all stocks in the Investment Managers Industry was -2%. For the same stocks of the Industry, the average monthly volume growth was -2% and the average quarterly volume growth was 17%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 40
P/E Growth Rating: 51
Price Growth Rating: 52
SMR Rating: 63
Profit Risk Rating: 73
Seasonality Score: -49 (-100 ... +100)
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WHF
Daily Signalchanged days ago
Gain/Loss if bought
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A.I. Advisor
published General Information

General Information

a private Equity Fund

Industry InvestmentManagers

Profile
Fundamentals
Details
Industry
N/A
Address
1450 Brickell Avenue
Phone
+1 305 381-6999
Employees
N/A
Web
https://www.whitehorsefinance.com