8-K Announcements
6Material company update
Apr 30, 2026·SEC
Material company update
Feb 13, 2026·SEC
Material company update
Oct 30, 2025·SEC
Westwood Holdings Group, Inc.(WHG)Earnings, Financials & Key Ratios
WHG•NYSE
$20.34
25.7× P/E·Price updated Jul 7, 2026
SectorFinancial ServicesIndustryCapital MarketsSub-IndustryAlternative Asset Managers and Specialty Finance
AboutWestwood 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.Show more
- EBITDA$11M+103.4%
- Net Income$7M+220.1%
- EPS (Diluted)0.79+203.8%
- Gross Margin86.55%+111.8%
- EBITDA Margin11.61%+97.1%
- Operating Margin7.06%+706.0%
- Net Margin7.24%+210.1%
- ROE5.68%+214.6%
WHG Price & Volume
Westwood Holdings Group, Inc. (WHG) stock price & volume — 10-year historical chart
Loading chart...
Erratic Margin Volatility Masks Structural Operational Fragility
Investment Thesis • Updated 2026Q1
VerdictNegative: The firm's inability to maintain consistent operating profitability
Growth:Mixed
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Operating margin volatility
Key Thesis Takeaways
- Westwood Holdings Group faces significant headwinds as its reliance on active value strategies leaves it vulnerable to industry-wide shifts toward passive investment vehicles.
- While the firm maintains a robust liquidity position with a current ratio of 26.35, its inconsistent profitability and high stock-based compensation expenses, which frequently exceed $1.3M per quarter, obscure the true economic value generated for shareholders.
- Investors should remain cautious as the firm struggles to demonstrate scalable operating leverage, evidenced by operating margins that have fluctuated between -18.4% and 15.1% over the last ten quarters.
Verdict Logic
coupled with stock-based compensation that frequently consumes a significant portion of net income, suggests a lack of scalable growth, particularly given the current P/E TTM of 25.22.
WHG Growth Metrics
Westwood Holdings Group, Inc. (WHG) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-2.88%
5 Years8.47%
3 Years12.49%
TTM-
Profit CAGR
10 Years-12.57%
5 Years-
3 Years-
TTM1536.22%
EPS CAGR
10 Years-13.4%
5 Years-
3 Years-
TTM2155.43%
Return on Capital
10 Years7.9%
5 Years2.28%
3 Years3.56%
Last Year5.44%
WHG Recent Earnings
Westwood Holdings Group, Inc. (WHG) EPS & revenue vs analyst estimates — last 4 quarters
Q2 2026Latest
Apr 30, 2026Metric
Actual
Est
EPS
$0.31
—
Rev
$25M
—
Q1 2026
Feb 13, 2026Metric
Actual
Est
EPS
$0.26
—
Rev
$27M
—
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$0.64
—
Rev
$24M
—
Q3 2025
Aug 8, 2025Metric
Actual
Est
EPS
$0.32
—
Rev
$23M
—
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $0.31 | $25M |
| Q1 2026 | Feb 13, 2026 | $0.26 | $27M |
| Q4 2025 | Oct 30, 2025 | $0.64 | $24M |
| Q3 2025 | Aug 8, 2025 | $0.32 | $23M |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Westwood Holdings Group, Inc. (WHG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $20.34 | $192.91M | 25.75 | 3.21% | 7.24% | 5.68% | 2.97% | |
| $155.15 | $1.04B | 7.77 | -8% | 14.61% | 11.15% | — | |
| $174.99 | $473.29M | 9.77 | 4.48% | 30.89% | 27.03% | — | |
| $2.98 | $37.78M | -119.20 | -23.05% | 29.15% | 6.96% | — | |
| $10.26 | $81.08M | 8.08 | 19.87% | 25.4% | 8.53% | — | |
| $359.72 | $9.5B | 15.82 | 19.83% | 31.89% | 17.07% | — |
Compare WHG vs Peers
Westwood Holdings Group, Inc. (WHG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
WHG SEC Filings & Documents
Westwood Holdings Group, Inc. (WHG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Get notified when WHG posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
WHG Frequently Asked Questions
Westwood Holdings Group, Inc. (WHG) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Westwood Holdings Group, Inc.'s revenue?
Westwood Holdings Group, Inc. (WHG) reported $99.5M in revenue for fiscal year 2025.
How fast is Westwood Holdings Group, Inc. growing?
Westwood Holdings Group, Inc. (WHG) grew revenue by 3.2% over the past year. Growth has been modest.
Is WHG profitable?
Yes, Westwood Holdings Group, Inc. (WHG) is profitable, generating $7.4M in net income for fiscal year 2025 (7.2% net margin).
Dividend & Returns
Does WHG pay dividends?
Yes, Westwood Holdings Group, Inc. (WHG) pays a dividend with a yield of 2.97%. This makes it attractive for income-focused investors.
What is WHG's return on equity?
Westwood Holdings Group, Inc. (WHG) has a return on equity (ROE) of 5.7%. This is below average, suggesting room for improvement.
What is Westwood Holdings Group, Inc.'s free cash flow?
Westwood Holdings Group, Inc. (WHG) generated $19.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.