Wright Investors Service Holdings Inc
Wright Investors’ Service Holdings, Inc. is a shell company. The Company intends to invest its liquid assets in high-grade, short-term investments, such as cash and cash equivalents. It also has ...
Model output · Signal date 2026-10-16
Wright Investors Service Holdings, Inc. (IWSH) Stock Forecast Oct. 16, 2026
Analysis updated on Oct. 16, 2026 (UTC) · Alpha · vs marketSwitch to Total · OTC
Rating · 90D
▼ Bearish
Exact rating locked
90-day forecast
Sign up free to reveal
30-day forecast
Alpha
Rank in coverage
Bottom 35%
of 5184 stocks scored
Rank correlation · 90D
-27.0%
Spearman, 357 dates
Market Cap
$2M
small-cap · #43 of 44 peers
Summary
Wright Investors Service Holdings, Inc. (IWSH) stock forecast summary
Our AI ranks Wright Investors Service Holdings, Inc. outside the neutral middle of its coverage (a directional signal). Create a free account and follow it to see the exact price target.
Wright Investors Service Holdings, Inc. is a small-cap company with a market capitalization of $2M. It ranks number 43 by market capitalization among the 44 Investment Advice issuers in our coverage with a current forecast. Its ROE of -128.0% is the lowest of the 33 peers that report one.
For IWSH, the Spearman rank correlation between our 90-day forecasts and the returns that followed is -27.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is -25.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Expected return relative to the market over the horizon: a positive alpha means the model expects the stock to beat the market, whatever the market does. Ratings: strong buy ≥ +1.8%, buy ≥ +0.2%, sell < -0.9%, strong sell < -1.2% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-10-16 signals)
A free account shows the exact forecast, rating and rank of 3 tickers you follow, IWSH included.
Follow IWSH freePrice
IWSH price chart and AI forecast
Cross-section · 2026-10-16
How IWSH ranks among 5184 stocks
90D Alpha forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).
Fundamentals · 2026-06-30
Wright Investors Service Holdings, Inc. (IWSH) fundamentals
Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Investment Advice peers listed below that report each metric.
Valuation & Market
| Metric | IWSH | Rank |
|---|---|---|
| Market Cap | $2M | 43/44 |
| P/B Ratio | 2.82x | 22/37 |
| EPS | $-0.05 | – |
| Book Value/Share | $0.04 | – |
Profitability & Margins
| Metric | IWSH | Rank |
|---|---|---|
| ROE | -128.0% | 33/33 |
| ROA | -108.2% | 32/33 |
| ROIC | -133.6% | 6/6 |
Financial Health
| Metric | IWSH | Rank |
|---|---|---|
| Current Ratio | 6.41x | 2/7 |
| D/E Ratio | 0.18x | 38/39 |
| Financial Leverage | 1.18x | 34/34 |
| Working Capital | $800K | 5/7 |
Cash Flow
| Metric | IWSH | Rank |
|---|---|---|
| Operating Cash Flow | -$940K | 33/41 |
Income Statement
| Metric | IWSH | Rank |
|---|---|---|
| Operating Income | -$1M | 21/25 |
| Net Income | -$1M | 33/37 |
Dividend & Shareholder Information
| Metric | IWSH | Rank |
|---|---|---|
| Shares Outstanding | 21M | – |
Balance Sheet Highlights (USD millions)
| Total Current Assets | $940K | 98.4% of assets |
| Cash & Short-term Investments | $50K | 5.2% of assets |
| Total Liabilities | $150K | 15.7% of assets |
Quarterly Financial Reports
IWSH quarterly financials and insider trading
Industry Peers · Investment Advice
Wright Investors Service Holdings, Inc. (IWSH) industry peers
Companies classified under the same SEC industry code as Wright Investors Service Holdings, Inc. (Investment Advice): 45 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.
Reveal all forecasts · See exact % predictions for all competitors
Sign up free| Company | 90-Day AI Forecast (Alpha) | Market Cap |
|---|---|---|
| IWSH Wright Investors Service Holdings, Inc. | ▼ | $2M |
| BX Blackstone Inc. | ▲ | $129.99B |
| KKR Kkr & Co. Inc. | ▲ | $78.66B |
| APO Apollo Global Management, Inc. | ▶ | $65.42B |
| AMP Ameriprise Financial Inc | ▲ | $44.24B |
| ARES Ares Management Corp | ▶ | $37.95B |
| PS Pershing Square Inc. | ▶ | $17.79B |
| TPG Tpg Inc. | ▶ | $16.35B |
| BEN Franklin Templeton Inc | ▼ | $15.74B |
| OWL Blue Owl Capital Inc. | ▶ | $13.80B |
| CG Carlyle Group Inc. | ▶ | $12.96B |
| IVZ Invesco Ltd. | ▶ | $12.45B |
| AMG Affiliated Managers Group, Inc. | ▼ | $9.92B |
| EVR Evercore Inc. | ▲ | $9.77B |
| HLI Houlihan Lokey, Inc. | ▼ | $9.05B |
| MORN Morningstar, Inc. | ▼ | $7.78B |
| VCTR Victory Capital Holdings, Inc. | ▼ | $6.68B |
| MAAS Maase Inc. | ▶ | $5.31B |
| STEP Stepstone Group Inc. | ▶ | $5.02B |
| HLNE Hamilton Lane Inc | ▲ | $4.51B |
| MC Moelis & Co | ▶ | $4.27B |
| FHI Federated Hermes, Inc. | ▶ | $4.18B |
| LAZ Lazard, Inc. | ▶ | $4.07B |
| CNS Cohen & Steers, Inc. | ▲ | $3.58B |
| PJT Pjt Partners Inc. | ▲ | $3.51B |
| AAMI Acadian Asset Management Inc. | ▶ | $3.27B |
| AB Alliancebernstein Holding L.P. | ▼ | $3.24B |
| DBRG Digitalbridge Group, Inc. | ▼ | $3.00B |
| APAM Artisan Partners Asset Management Inc. | ▲ | $2.62B |
| GCMG Gcm Grosvenor Inc. | ▲ | $2.55B |
| LCLN Lincoln International, Inc. | ▶ | $2.46B |
| PAX Patria Investments Ltd | ▶ | $1.86B |
| RPC Ridgepost Capital, Inc. | ▶ | $907M |
| VRTS Virtus Investment Partners, Inc. | ▲ | $814M |
| ABX Abacus Global Management, Inc. | ▲ | $763M |
| NOAH Noah Holdings Ltd | ▼ | $503M |
| ALTI Alti Global, Inc. | ▲ | $402M |
| HKHC Horizon Kinetics Holding Corp | ▶ | $382M |
| RILY Brc Group Holdings, Inc. | ▶ | $185M |
| WHG Westwood Holdings Group Inc | ▶ | $166M |
| SAMG Silvercrest Asset Management Group Inc. | ▶ | $126M |
| HNNA Hennessy Advisors Inc | ▲ | $81M |
| MLCI Mount Logan Capital Inc. | ▼ | $37M |
| ILLR Triller Group Inc. | ▼ | $1M |
| ENDI Endi Corp. | ▼ | N/A |
Where IWSH sits on the market map
Finance · Investment Advice
News
Wright Investors Service Holdings, Inc. (IWSH) stock news
Form 10-K/A Wright Investors Service For: Dec 31
Wright Investors’ Service Holdings, Inc. (the “Company”) is filing this Amendment No. 1 on Form 10-K/A (this “Form 10-K/A”) pursuant to General Instruction G (3) to Form 10-K, which amends and ...
Wright Investors' Service, Inc. Welcomes Visionary Planning & Investment to Expand Private Wealth Management Platform
SHELTON, Conn., June 26, 2026 /PRNewswire/ -- Wright Investors' Service, Inc. ("Wright"), a nationally recognized independent Registered Investment Advisor with a legacy dating back to 1960, announced ...
FAQ
Wright Investors Service Holdings, Inc. (IWSH) stock forecast FAQ
What is the Wright Investors Service Holdings, Inc. (IWSH) stock forecast?
Our AI ranks Wright Investors Service Holdings, Inc. outside the neutral middle of its coverage (a directional signal). Create a free account and follow it to see the exact price target.
How accurate are Wright Investors Service Holdings, Inc. stock predictions?
For IWSH, the Spearman rank correlation between our 90-day forecasts and the returns that followed is -27.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is -25.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
How often are Wright Investors Service Holdings, Inc. forecasts updated?
Wright Investors Service Holdings, Inc. forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Oct. 16, 2026.
Which companies are Wright Investors Service Holdings, Inc.'s industry peers?
45 issuers in our coverage, IWSH included, share the SEC industry code Investment Advice. The largest are: Blackstone Inc. (BX), Kkr & Co. Inc. (KKR), Apollo Global Management, Inc. (APO), Ameriprise Financial Inc (AMP), Ares Management Corp (ARES), Pershing Square Inc. (PS).
This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.