WHG — WESTWOOD HOLDINGS GROUP INC

NYSE · Financials · Capital Markets · CIK 1165002 ·
Last close
$16.26
Market Cap
$154.27M
52W High
$17.64
52W Low
$14.70
ADV30
11,815
Next earnings
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Mar 2026 24,966,000 7,796,000 -1,496,000 782,000 150,375,000 23,413,000 24,310,000
Dec 2025 27,101,000 11,674,000 2,164,000 1,862,000 162,298,000 26,249,000 35,575,000
Sep 2025 24,289,000 11,003,000 2,009,000 3,699,000 154,046,000 21,604,000 28,067,000
Jun 2025 23,120,000 9,648,000 868,000 1,019,000 146,279,000 15,403,000 23,921,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$21,255,000
Investing CF
$396,000
Financing CF
$-7,656,000
CapEx
$-363,000
Dividends Paid
$-5,415,000
Buybacks
$-273,000
EPS Diluted TTM
$0.83
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$8,352,000
Inventory
Receivables
$16,372,000
ST Investments
$21,433,000
EBIT TTM
$3,545,000
Pretax Income TTM
$9,913,000
Interest Exp TTM
Analysts

Yahoo Snapshot (yfinance, live)

Total Revenue
$99,476,000
EBITDA
$7,697,000
Free Cash Flow
$14,505,625
Enterprise Value
$123,905,392
Total Cash
$23,413,000
Total Debt
$10,017,000
Shares Out
9,487,978
Trailing EPS
$0.83
Book Value
$14.92
ROE
6.0%
ROA
1.6%
Div Yield
3.75%

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 97,762,000 4,973,000 7,058,000 162,298,000 35,575,000 18,922,000
Dec 2024 94,721,000 5,711,000 2,215,000 149,989,000 27,657,000 21,122,000
Dec 2023 89,781,000 3,446,000 9,520,000 155,167,000 32,721,000 -1,185,000
Dec 2022 68,681,000 2,220,000 -4,628,000 146,427,000 35,779,000 51,490,000

TTM Snapshot

Revenues TTM
$78,865,000
NetIncome TTM
$4,219,000
OpCashFlow TTM
$0
Assets (Latest)
$149,989,000
Forward EPS

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News headlines (Yahoo Finance, 1h cache)

Is Now The Time To Put Westwood Holdings Group (NYSE:WHG) On Your Watchlist?
2026-05-09 12:55 · Yahoo
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (Y
2026-05-06 12:00 · Yahoo
Westwood Holdings Group Q1 Earnings Call Highlights
2026-05-02 18:12 · Yahoo
Westwood Holdings Group Inc (WHG) Q1 2026 Earnings Call Highlights: AUM Growth and Strategic ...
2026-05-01 07:19 · Yahoo
Westwood Holdings Group, Inc. Q1 2026 Earnings Call Summary
2026-05-01 00:49 · Yahoo
Westwood (WHG) Q1 2026 Earnings Transcript
2026-04-30 21:35 · Yahoo
Westwood Holdings Group, Inc. Reports First Quarter 2026 Results
2026-04-30 20:10 · Yahoo
Westwood Engages ETF Capital Markets Advisors to Enhance ETF Trading, Liquidity and Market Quality
2026-04-27 12:00 · Yahoo
Westwood Holdings Group, Inc. to Host First Quarter 2026 Conference Call/Webcast
2026-04-16 12:00 · Yahoo
Westwood Real Estate Income Fund Celebrates 25-Year Anniversary
2026-03-30 12:00 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.