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Westwood Holdings Group (WHG) Competitors

Westwood Holdings Group logo
$16.48 +0.05 (+0.27%)
Closing price 05/29/2026 03:58 PM Eastern
Extended Trading
$16.47 -0.02 (-0.09%)
As of 05/29/2026 05:40 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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WHG vs. GLAD, TCPC, HRZN, SCM, and PNNT

Should you buy Westwood Holdings Group stock or one of its competitors? MarketBeat compares Westwood Holdings Group with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Westwood Holdings Group include Gladstone Capital (GLAD), Blackrock Tcp Capital (TCPC), Horizon Technology Finance (HRZN), Stellus Capital Investment (SCM), and PennantPark Investment (PNNT). These companies are all part of the "asset management & custody banks" industry.

How does Westwood Holdings Group compare to Gladstone Capital?

Gladstone Capital (NASDAQ:GLAD) and Westwood Holdings Group (NYSE:WHG) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their valuation, institutional ownership, dividends, earnings, profitability, media sentiment, analyst recommendations and risk.

Gladstone Capital presently has a consensus price target of $21.67, indicating a potential upside of 11.86%. Given Gladstone Capital's higher probable upside, equities analysts clearly believe Gladstone Capital is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Gladstone Capital
0 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.33
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Gladstone Capital has a beta of 0.92, meaning that its stock price is 8% less volatile than the broader market. Comparatively, Westwood Holdings Group has a beta of 0.62, meaning that its stock price is 38% less volatile than the broader market.

Gladstone Capital has higher earnings, but lower revenue than Westwood Holdings Group. Gladstone Capital is trading at a lower price-to-earnings ratio than Westwood Holdings Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Gladstone Capital$46.51M9.41$58.11M$1.8310.58
Westwood Holdings Group$97.76M1.60$7.06M$0.8319.86

Gladstone Capital has a net margin of 45.15% compared to Westwood Holdings Group's net margin of 7.40%. Gladstone Capital's return on equity of 9.79% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Gladstone Capital45.15% 9.79% 5.31%
Westwood Holdings Group 7.40%8.34%6.82%

In the previous week, Westwood Holdings Group had 4 more articles in the media than Gladstone Capital. MarketBeat recorded 5 mentions for Westwood Holdings Group and 1 mentions for Gladstone Capital. Gladstone Capital's average media sentiment score of 1.87 beat Westwood Holdings Group's score of -0.08 indicating that Gladstone Capital is being referred to more favorably in the media.

Company Overall Sentiment
Gladstone Capital Very Positive
Westwood Holdings Group Neutral

Gladstone Capital pays an annual dividend of $1.80 per share and has a dividend yield of 9.3%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.6%. Gladstone Capital pays out 98.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Westwood Holdings Group pays out 72.3% of its earnings in the form of a dividend. Gladstone Capital has increased its dividend for 4 consecutive years. Gladstone Capital is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

10.7% of Gladstone Capital shares are held by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are held by institutional investors. 3.8% of Gladstone Capital shares are held by company insiders. Comparatively, 17.4% of Westwood Holdings Group shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Summary

Gladstone Capital beats Westwood Holdings Group on 11 of the 19 factors compared between the two stocks.

How does Westwood Holdings Group compare to Blackrock Tcp Capital?

Blackrock Tcp Capital (NASDAQ:TCPC) and Westwood Holdings Group (NYSE:WHG) are both small-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their profitability, earnings, dividends, media sentiment, risk, valuation, institutional ownership and analyst recommendations.

Westwood Holdings Group has higher revenue and earnings than Blackrock Tcp Capital. Blackrock Tcp Capital is trading at a lower price-to-earnings ratio than Westwood Holdings Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blackrock Tcp Capital-$112.61M-2.87-$88.93M-$1.49N/A
Westwood Holdings Group$97.76M1.60$7.06M$0.8319.86

56.6% of Westwood Holdings Group shares are held by institutional investors. 0.4% of Blackrock Tcp Capital shares are held by insiders. Comparatively, 17.4% of Westwood Holdings Group shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Blackrock Tcp Capital has a beta of 0.98, meaning that its stock price is 2% less volatile than the broader market. Comparatively, Westwood Holdings Group has a beta of 0.62, meaning that its stock price is 38% less volatile than the broader market.

Westwood Holdings Group has a net margin of 7.40% compared to Blackrock Tcp Capital's net margin of -66.92%. Blackrock Tcp Capital's return on equity of 14.30% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Blackrock Tcp Capital-66.92% 14.30% 5.47%
Westwood Holdings Group 7.40%8.34%6.82%

In the previous week, Westwood Holdings Group had 4 more articles in the media than Blackrock Tcp Capital. MarketBeat recorded 5 mentions for Westwood Holdings Group and 1 mentions for Blackrock Tcp Capital. Blackrock Tcp Capital's average media sentiment score of 1.87 beat Westwood Holdings Group's score of -0.08 indicating that Blackrock Tcp Capital is being referred to more favorably in the media.

Company Overall Sentiment
Blackrock Tcp Capital Very Positive
Westwood Holdings Group Neutral

Blackrock Tcp Capital pays an annual dividend of $0.68 per share and has a dividend yield of 17.7%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.6%. Blackrock Tcp Capital pays out -45.6% of its earnings in the form of a dividend. Westwood Holdings Group pays out 72.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Blackrock Tcp Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

Blackrock Tcp Capital currently has a consensus price target of $3.50, suggesting a potential downside of 9.09%. Given Blackrock Tcp Capital's higher possible upside, equities research analysts plainly believe Blackrock Tcp Capital is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blackrock Tcp Capital
3 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.25
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Summary

Westwood Holdings Group beats Blackrock Tcp Capital on 12 of the 18 factors compared between the two stocks.

How does Westwood Holdings Group compare to Horizon Technology Finance?

Westwood Holdings Group (NYSE:WHG) and Horizon Technology Finance (NASDAQ:HRZN) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, valuation, institutional ownership, risk, profitability, earnings, media sentiment and analyst recommendations.

Horizon Technology Finance has a consensus price target of $5.65, indicating a potential upside of 28.70%. Given Horizon Technology Finance's higher possible upside, analysts plainly believe Horizon Technology Finance is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00
Horizon Technology Finance
1 Sell rating(s)
5 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

Westwood Holdings Group has higher revenue and earnings than Horizon Technology Finance. Horizon Technology Finance is trading at a lower price-to-earnings ratio than Westwood Holdings Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Westwood Holdings Group$97.76M1.60$7.06M$0.8319.86
Horizon Technology Finance$32.97M9.09-$2.66M$0.4310.21

Westwood Holdings Group has a beta of 0.62, indicating that its stock price is 38% less volatile than the broader market. Comparatively, Horizon Technology Finance has a beta of 0.99, indicating that its stock price is 1% less volatile than the broader market.

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.6%. Horizon Technology Finance pays an annual dividend of $0.72 per share and has a dividend yield of 16.4%. Westwood Holdings Group pays out 72.3% of its earnings in the form of a dividend. Horizon Technology Finance pays out 167.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

56.6% of Westwood Holdings Group shares are held by institutional investors. Comparatively, 4.9% of Horizon Technology Finance shares are held by institutional investors. 17.4% of Westwood Holdings Group shares are held by insiders. Comparatively, 0.3% of Horizon Technology Finance shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Horizon Technology Finance has a net margin of 22.55% compared to Westwood Holdings Group's net margin of 7.40%. Horizon Technology Finance's return on equity of 13.63% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group7.40% 8.34% 6.82%
Horizon Technology Finance 22.55%13.63%5.53%

In the previous week, Westwood Holdings Group had 3 more articles in the media than Horizon Technology Finance. MarketBeat recorded 5 mentions for Westwood Holdings Group and 2 mentions for Horizon Technology Finance. Horizon Technology Finance's average media sentiment score of 0.93 beat Westwood Holdings Group's score of -0.08 indicating that Horizon Technology Finance is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Westwood Holdings Group
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Horizon Technology Finance
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Westwood Holdings Group beats Horizon Technology Finance on 10 of the 17 factors compared between the two stocks.

How does Westwood Holdings Group compare to Stellus Capital Investment?

Stellus Capital Investment (NYSE:SCM) and Westwood Holdings Group (NYSE:WHG) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their analyst recommendations, institutional ownership, dividends, earnings, profitability, media sentiment, valuation and risk.

Stellus Capital Investment pays an annual dividend of $1.36 per share and has a dividend yield of 15.2%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.6%. Stellus Capital Investment pays out 165.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Westwood Holdings Group pays out 72.3% of its earnings in the form of a dividend.

Stellus Capital Investment has a beta of 0.66, meaning that its share price is 34% less volatile than the broader market. Comparatively, Westwood Holdings Group has a beta of 0.62, meaning that its share price is 38% less volatile than the broader market.

Stellus Capital Investment has higher revenue and earnings than Westwood Holdings Group. Stellus Capital Investment is trading at a lower price-to-earnings ratio than Westwood Holdings Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Stellus Capital Investment$102.14M2.54$27.05M$0.8210.92
Westwood Holdings Group$97.76M1.60$7.06M$0.8319.86

13.2% of Stellus Capital Investment shares are owned by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are owned by institutional investors. 4.2% of Stellus Capital Investment shares are owned by company insiders. Comparatively, 17.4% of Westwood Holdings Group shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

In the previous week, Westwood Holdings Group had 5 more articles in the media than Stellus Capital Investment. MarketBeat recorded 5 mentions for Westwood Holdings Group and 0 mentions for Stellus Capital Investment. Stellus Capital Investment's average media sentiment score of 0.00 beat Westwood Holdings Group's score of -0.08 indicating that Stellus Capital Investment is being referred to more favorably in the media.

Company Overall Sentiment
Stellus Capital Investment Neutral
Westwood Holdings Group Neutral

Stellus Capital Investment has a net margin of 23.59% compared to Westwood Holdings Group's net margin of 7.40%. Stellus Capital Investment's return on equity of 9.69% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Stellus Capital Investment23.59% 9.69% 3.51%
Westwood Holdings Group 7.40%8.34%6.82%

Stellus Capital Investment presently has a consensus target price of $10.00, indicating a potential upside of 11.68%. Given Stellus Capital Investment's higher probable upside, research analysts plainly believe Stellus Capital Investment is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Stellus Capital Investment
0 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.25
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Summary

Stellus Capital Investment beats Westwood Holdings Group on 9 of the 17 factors compared between the two stocks.

How does Westwood Holdings Group compare to PennantPark Investment?

Westwood Holdings Group (NYSE:WHG) and PennantPark Investment (NASDAQ:PNNT) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their risk, earnings, media sentiment, valuation, institutional ownership, dividends, analyst recommendations and profitability.

PennantPark Investment has a consensus target price of $5.10, indicating a potential upside of 30.64%. Given PennantPark Investment's higher probable upside, analysts clearly believe PennantPark Investment is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00
PennantPark Investment
1 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

Westwood Holdings Group has a beta of 0.62, indicating that its stock price is 38% less volatile than the broader market. Comparatively, PennantPark Investment has a beta of 0.63, indicating that its stock price is 37% less volatile than the broader market.

PennantPark Investment has lower revenue, but higher earnings than Westwood Holdings Group. PennantPark Investment is trading at a lower price-to-earnings ratio than Westwood Holdings Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Westwood Holdings Group$97.76M1.60$7.06M$0.8319.86
PennantPark Investment$25.64M9.94$48.85M$0.2118.59

56.6% of Westwood Holdings Group shares are owned by institutional investors. Comparatively, 26.6% of PennantPark Investment shares are owned by institutional investors. 17.4% of Westwood Holdings Group shares are owned by company insiders. Comparatively, 3.0% of PennantPark Investment shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

In the previous week, Westwood Holdings Group had 5 more articles in the media than PennantPark Investment. MarketBeat recorded 5 mentions for Westwood Holdings Group and 0 mentions for PennantPark Investment. PennantPark Investment's average media sentiment score of 0.00 beat Westwood Holdings Group's score of -0.08 indicating that PennantPark Investment is being referred to more favorably in the news media.

Company Overall Sentiment
Westwood Holdings Group Neutral
PennantPark Investment Neutral

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.6%. PennantPark Investment pays an annual dividend of $0.48 per share and has a dividend yield of 12.3%. Westwood Holdings Group pays out 72.3% of its earnings in the form of a dividend. PennantPark Investment pays out 228.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. PennantPark Investment has increased its dividend for 1 consecutive years. PennantPark Investment is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

PennantPark Investment has a net margin of 11.33% compared to Westwood Holdings Group's net margin of 7.40%. PennantPark Investment's return on equity of 11.59% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group7.40% 8.34% 6.82%
PennantPark Investment 11.33%11.59%4.23%

Summary

Westwood Holdings Group and PennantPark Investment tied by winning 9 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding WHG and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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WHG vs. The Competition

Export
MetricWestwood Holdings GroupFIN IndustryFinance SectorNYSE Exchange
Market Cap$156.17M$12.36B$13.56B$22.75B
Dividend Yield3.65%7.12%5.77%4.08%
P/E Ratio19.8622.5824.0030.62
Price / Sales1.604.43148.8515.45
Price / Cash10.3612.8720.2425.14
Price / Book1.242.912.164.79
Net Income$7.06M$553.89M$1.13B$1.07B
7 Day Performance3.30%0.92%0.72%1.14%
1 Month Performance0.56%-0.91%0.51%1.26%
1 Year Performance11.46%8.21%12.62%28.06%

Westwood Holdings Group Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
2.5594 of 5 stars		$16.49
+0.3%		N/A+11.5%$156.17M$97.76M19.86130
GLAD
Gladstone Capital
2.8691 of 5 stars		$19.12
+0.9%		$21.67
+13.3%		-27.3%$428.14M$89.12M10.4570
TCPC
Blackrock Tcp Capital
1.6253 of 5 stars		$3.70
-0.8%		$3.50
-5.4%		-50.8%$312.96M$201.79MN/A24,900
HRZN
Horizon Technology Finance
4.8231 of 5 stars		$4.07
+1.5%		$5.65
+38.8%		-42.0%$273.73M$96.02M9.47N/A
SCM
Stellus Capital Investment
3.3534 of 5 stars		$9.02
-0.7%		$10.00
+10.9%		-32.8%$262.84M$30.41M11.00599

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This page (NYSE:WHG) was last updated on 5/31/2026 by MarketBeat.com Staff.
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