WHG Westwood Holdings Group Forecast, Technical & Fundamental Analysis

WHG in upward trend: price rose above 50-day moving average on October 01, 2026

WHG moved above its 50-day moving average on October 01, 2026 date and that indicates a change from a downward trend to an upward trend. In 46 of 57 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 81%.

Technical Analysis (Indicators)

Bullish Trend Analysis

The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 41 of 57 cases where WHG's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 72%.

The Momentum Indicator moved above the 0 level on September 22, 2026. You may want to consider a long position or call options on WHG as a result. In 78 of 102 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 76%.

The Moving Average Convergence Divergence (MACD) for WHG just turned positive on September 24, 2026. Looking at past instances where WHG's MACD turned positive, the stock continued to rise in 34 of 48 cases over the following month. The odds of a continued upward trend are 71%.

Following a +0.95% 3-day Advance, the price is estimated to grow further. Considering data from situations where WHG advanced for three days, in 174 of 247 cases, the price rose further within the following month. The odds of a continued upward trend are 70%.

Bearish Trend Analysis

The 10-day moving average for WHG crossed bearishly below the 50-day moving average on September 04, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 10 of 17 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 59%.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where WHG declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 67%.

WHG broke above its upper Bollinger Band on October 01, 2026. 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 10 (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 (1.450) is normal, around the industry mean (3.242). P/E Ratio (22.069) is within average values for comparable stocks, (26.802). Projected Growth (PEG Ratio) (0.360) is also within normal values, averaging (1.341). Dividend Yield (0.031) settles around the average of (0.081) among similar stocks. P/S Ratio (1.645) is also within normal values, averaging (15.853).

The Tickeron Price Growth Rating for this company is 48 (best 1 - 100 worst), indicating steady price growth. WHG’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Seasonality Score of 65 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron SMR rating for this company is 81 (best 1 - 100 worst), indicating weak sales and an unprofitable 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.

The Tickeron PE Growth Rating for this company is 87 (best 1 - 100 worst), pointing to worse than average 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 89 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. WHG’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock worse than average.