WHG (Westwood Holdings Group) OCF Yield %: 10.67 (As of Aug. 13, 2026) — 13% Below Median

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WHG Westwood Holdings Group Inc WHG
79 GF Score
Price $19.19
GF Value $15.83
Valuation Modestly Overvalued
! 8 Warning Signs
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What is Westwood Holdings Group OCF Yield %?

Westwood Holdings Group WHG +0.89% 79 OCF Yield % is 10.67 as of Aug. 13, 2026, which is 13% below its 10-year median of 12.28. GuruFocus rates WHG with a GF Score™ of 79/100 and a GF Value™ of $15.83 (Modestly Overvalued). The stock has 8 warning signs investors should review. Among 1,502 Asset Management companies, Westwood Holdings Group ranks better than 77.63% on this metric.

OCF Yield % is calculated as Cash Flow from Operations divided by Market Capitalization. It is a financial solvency ratio that compares the operating cash flow a company is expected to earn against its market value.

As of today, Westwood Holdings Group's Trailing 12-Month Cash Flow from Operations is $19.5 Mil, and Market Cap is $183.1 Mil. Therefore, Westwood Holdings Group's OCF Yield % for today is 10.67%.

The historical rank and industry rank for Westwood Holdings Group's OCF Yield % or its related term are showing as below:

WHG' s OCF Yield % Range Over the Past 10 Years
Min: -22.75   Med: 12.28   Max: 62.65
Current: 10.67


During the past 13 years, the highest OCF Yield % of Westwood Holdings Group was 62.65%. The lowest was -22.75%. And the median was 12.28%.

WHG's OCF Yield % is ranked better than
77.63% of 1502 companies
in the Asset Management industry
Industry Median: 2.385 vs WHG: 10.67

Westwood Holdings Group's OCF Margin % for the quarter that ended in Jun. 2026 was %.


Westwood Holdings Group OCF Yield % Explanation

Similar to Earnings Yield %, OCF Yield % is financial solvency ratio. A lower ratio suggests a less attractive investment, indicating that investors might not receive substantial returns in proportion to their investment. Conversely, a high operating cash flow yield signals that a company generates sufficient cash to comfortably meet its debts, obligations, and dividend payments, making it a promising investment choice.


Westwood Holdings Group OCF Yield % Related Terms


Westwood Holdings Group OCF Yield % Historical Data

* Premium members only.

The historical data trend for Westwood Holdings Group's OCF Yield % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Westwood Holdings Group OCF Yield % Chart

Westwood Holdings Group Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
OCF Yield %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 13.87 52.07 -1.03 15.76 11.70

Westwood Holdings Group Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
OCF Yield % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 19.90 22.02 19.74 -6.57 12.22

WHG vs GF, TPVG, WIA: OCF Yield % Comparison

For the Asset Management subindustry, Westwood Holdings Group's OCF Yield %, along with its competitors' market caps and OCF Yield % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Westwood Holdings Group OCF Yield % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Westwood Holdings Group's OCF Yield % distribution charts can be found below:

* The bar in red indicates where Westwood Holdings Group's OCF Yield % falls into.


WHG
79GF Score
Westwood Holdings Group Inc WHG
OCF Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
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Westwood Holdings Group OCF Yield % Calculation

OCF Yield % is a financial solvency ratio that compares the operating cash flow a company is expected to earn against its market value.

Westwood Holdings Group's OCF Yield % for the fiscal year that ended in Dec. 2025 is calculated as

OCF Yield %=Cash Flow from Operations / Market Cap
=18.922 / 161.67074
=11.70%

Westwood Holdings Group's annualized OCF Yield % for the quarter that ended in Jun. 2026 is calculated as

OCF Yield %=Cash Flow from Operations * Annualized Factor / Market Cap
=5.584 * 4 / 182.84388
=12.22%

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about OCF Yield % →
What does a OCF Yield % of 10.67 mean?
Westwood Holdings Group (WHG) has a OCF Yield % of 10.67 as of Aug. 13, 2026. OCF Yield is calculated as Cash Flow from Operations divided by Market Capitalization. View historical data on Westwood Holdings Group and its competitors. This is 13% below median its historical median of 12.28. According to the industry distribution chart, Westwood Holdings Group ranks #336 out of 1502 companies in the Asset Management industry, placing it in the top 22.4%.
Is Westwood Holdings Group's OCF Yield % too high?
Westwood Holdings Group's current OCF Yield % of 10.67 is 13% below median its 10-year median of 12.28. The Asset Management industry median OCF Yield % is 2.39. Westwood Holdings Group's value of 10.67 is 347.4% above this industry median. Based on the distribution chart, Westwood Holdings Group ranks #336 out of 1502 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Westwood Holdings Group has a GF Score™ of 79/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Westwood Holdings Group's OCF Yield % compare to GF and TPVG?
According to the Asset Management industry distribution chart, Westwood Holdings Group ranks #336 out of 1502 companies for OCF Yield %. This places Westwood Holdings Group in the top 22% of its industry — outperforming the majority of peers. The industry median OCF Yield % is 2.39. Westwood Holdings Group's value of 10.67 is 347.4% above this benchmark. While the company's 10-year median is 12.28 vs. the industry median of 2.39, Westwood Holdings Group has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good OCF Yield % for an Asset Management company?
The median OCF Yield % among Asset Management companies is 2.39, based on 1,502 companies in the industry. Companies in the top quartile (top 25%) have a OCF Yield % significantly above this median, while those in the bottom quartile fall well below. However, OCF Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Westwood Holdings Group's current OCF Yield % of 10.67 is 347.4% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high OCF Yield % mean?
A high OCF Yield % can signal that a stock is expensive relative to its fundamentals. OCF Yield is calculated as Cash Flow from Operations divided by Market Capitalization. View historical data on Westwood Holdings Group and its competitors. For the Asset Management industry, the median OCF Yield % is 2.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Westwood Holdings Group's current OCF Yield % is 10.67, which is 13% below median its own 10-year median of 12.28. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Westwood Holdings Group stock overvalued right now?
Based on GuruFocus' analysis, Westwood Holdings Group (WHG) is currently considered Modestly Overvalued. The stock's GF Value™ is $15.83, compared to a current price of $19.19 — trading 21.2% above its estimated fair value. The current OCF Yield % is 10.67, which is 13% below median its 10-year median of 12.28 and 347.4% above the Asset Management industry median of 2.39. Westwood Holdings Group's overall GF Score™ is 79/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is OCF Yield % calculated?
OCF Yield % is calculated from a company's financial statements. For Westwood Holdings Group (WHG), the current OCF Yield % is 10.67 as of Aug. 13, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Westwood Holdings Group (WHG) Overvalued in 2026?

Based on GuruFocus' analysis, Westwood Holdings Group stock appears to be overvalued. The current stock price of $19.19 is trading 21.2% above its estimated GF Value™ of $15.83. GuruFocus considers Westwood Holdings Group to be Modestly Overvalued.

Key valuation signals for WHG:

  • OCF Yield %: 10.67 (13% below median its 10-year median of 12.28)
  • GF Value™: $15.83 vs. price of $19.19 (21.2% above fair value)
  • GF Score™: 79/100 with 8 warning signs
  • Industry Position: 347.4% above the Asset Management median (#336 of 1502)

No single metric tells the full story. See the WHG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Westwood Holdings Group Business Description

Address 200 Crescent Court, Suite 1200, Dallas, TX, USA, 75201
Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It operates its business through the Advisory and Trust segments. Its Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and its advisory segment sponsors common trust funds to institutions and high net-worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of its revenue from the United States, and also has its presence in Canada.
79GF Score

Get the complete analysis for WHG

OCF Yield % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$19.19
Price
$15.83
GF Value