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Westwood Holdings GroupWHG +0.89%79 5-Year Yield-on-Cost % is 4.48 as of Aug. 12, 2026, which is 29% below its 10-year median of 6.33. 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 1,108 Asset Management companies, Westwood Holdings Group ranks worse than 66.16% on this metric.
Westwood Holdings Group (NYSE:WHG) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Westwood Holdings Group 5-Year Yield-on-Cost % Related Terms
WHG vs GF, TPVG, WIA: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Westwood Holdings Group's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Westwood Holdings Group's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Westwood Holdings Group's 5-Year Yield-on-Cost % falls into.
Westwood Holdings Group 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Westwood Holdings Group (WHG) has a 5-Year Yield-on-Cost % of 4.48 as of Aug. 12, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Westwood Holdings Group and its competitors. This is 29% below median its historical median of 6.33. Over the past decade, Westwood Holdings Group's 5-Year Yield-on-Cost % has ranged from 0.66 to 26.13. According to the industry distribution chart, Westwood Holdings Group ranks #733 out of 1108 companies in the Asset Management industry, placing it in the top 66.2%.
Is Westwood Holdings Group's 5-Year Yield-on-Cost % too high?
Westwood Holdings Group's current 5-Year Yield-on-Cost % of 4.48 is 29% below median its 10-year median of 6.33. Over the past 10 years, this metric has ranged from a low of 0.66 to a high of 26.13. The Asset Management industry median 5-Year Yield-on-Cost % is 6.32. Westwood Holdings Group's value of 4.48 is 29.1% below this industry median. Based on the distribution chart, Westwood Holdings Group ranks #733 out of 1108 companies in the Asset Management industry, which is below the industry midpoint. 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 5-Year Yield-on-Cost % compare to GF and TPVG?
According to the Asset Management industry distribution chart, Westwood Holdings Group ranks #733 out of 1108 companies for 5-Year Yield-on-Cost %. This places Westwood Holdings Group in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.32. Westwood Holdings Group's value of 4.48 is 29.1% below this benchmark. Historically, Westwood Holdings Group's own 5-Year Yield-on-Cost % has ranged from 0.66 to 26.13 over the past decade. While the company's 10-year median is 6.33 vs. the industry median of 6.32, Westwood Holdings Group has consistently been below 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 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.32, based on 1,108 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Westwood Holdings Group's current 5-Year Yield-on-Cost % of 4.48 is 29.1% below 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Westwood Holdings Group and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.32 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Westwood Holdings Group's current 5-Year Yield-on-Cost % is 4.48, which is 29% below median its own 10-year median of 6.33. 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 5-Year Yield-on-Cost % is 4.48, which is 29% below median its 10-year median of 6.33 and 29.1% below the Asset Management industry median of 6.32. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Westwood Holdings Group (WHG), the current 5-Year Yield-on-Cost % is 4.48 as of Aug. 12, 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:
5-Year Yield-on-Cost %: 4.48 (29% below median its 10-year median of 6.33)
GF Value™: $15.83 vs. price of $19.19 (21.2% above fair value)
Industry Position: 29.1% below the Asset Management median (#733 of 1108)
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 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
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