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NYSEFinancial ServicesAsset Management
Latest quote
$18.92
−$0.28 · -1.46%
Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment specializes in providing investment guidance and portfolio management services directly to a diverse client base, which includes corporate and public pension plans, endowments, foundations, private individuals, and the company's own Westwood Funds. Additionally, this segment offers specialized investment sub-advisory expertise to external mutual funds, various pooled investment vehicles, and its internal Trust segment. The Trust segment is responsible for delivering comprehensive trust and custodial services. It also manages and participates in common trust funds that it sponsors, primarily catering to institutional clients and affluent individuals. Westwood Holdings Group, Inc. was founded in 1983 and is headquartered in Dallas, Texas.
Previous close
$18.92
−$0.28 · -1.46%
After-hours
$18.92
$0.00 · 0.00%
Oct 9, 4:00 PM ET
Regular session · ET · Market data may be delayed.
Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment specializes in providing investment guidance and portfolio management services directly to a diverse client base, which includes corporate and public pension plans, endowments, foundations, private individuals, and the company's own Westwood Funds. Additionally, this segment offers specialized investment sub-advisory expertise to external mutual funds, various pooled investment vehicles, and its internal Trust segment. The Trust segment is responsible for delivering comprehensive trust and custodial services. It also manages and participates in common trust funds that it sponsors, primarily catering to institutional clients and affluent individuals. Westwood Holdings Group, Inc. was founded in 1983 and is headquartered in Dallas, Texas.
Day range
Current $18.92
52-week range
Current $18.92
Regular session · ET · Market data may be delayed.
GoAI Score
Buy
Valuation
84
Deep Value
Sentiment
52
Mixed
Risk
38
Moderate Risk
Momentum
62
Gaining
Full GoAI research
Thesis, catalysts, evidence, and risk analysis.
Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment specializes in providing investment guidance and portfolio management services directly to a diverse client base, which includes corporate and public pension plans, endowments, foundations, private individuals, and the company's own Westwood Funds. Additionally, this segment offers specialized investment sub-advisory expertise to external mutual funds, various pooled investment vehicles, and its internal Trust segment. The Trust segment is responsible for delivering comprehensive trust and custodial services. It also manages and participates in common trust funds that it sponsors, primarily catering to institutional clients and affluent individuals. Westwood Holdings Group, Inc. was founded in 1983 and is headquartered in Dallas, Texas.
Day range
Current $18.92
52-week range
Current $18.92
Profitability as a percentage of reported revenue.
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 97.76M USD | 94.72M USD | 89.78M USD | 68.68M USD | 73.05M USD |
| Cost of goods sold | 13.15M USD | 56.01M USD | 52.92M USD | 40.12M USD | 42.53M USD |
| Gross profit | 84.61M USD | 38.71M USD | 36.86M USD | 28.56M USD | 30.52M USD |
| Selling, general, and administrative | 14.03M USD | 20.08M USD | 20.63M USD | 16.42M USD | 21.91M USD |
| Operating expenses | 77.71M USD | 37.88M USD | 30.86M USD | 33.43M USD | 24.56M USD |
| Interest income | 1.66M USD | 2.18M USD | 1.19M USD | — | 868K USD |
| Depreciation and amortization | 4.45M USD | 4.75M USD | 4.82M USD | 2.58M USD | 2.37M USD |
| Operating income | 6.91M USD | 830K USD | 6.01M USD | −4.87M USD | 5.96M USD |
| Net income | 7.08M USD | 2.21M USD | 10.57M USD | −4.63M USD | 9.76M USD |
Company facts updated Oct 10, 2026.
Recent quarterly results
Recent quarterly results
Cash distributions grouped by calendar year; partial years are marked.
$0.60
2025 complete year-79.7% since 2021
2026 partial: $0.45
$2.95
2,021
$0.60
2,022
$0.60
2,023
$0.60
2,024
$0.60
2,025
$0.45
2,026*
* Partial calendar year in the available dividend history.
| Action | Ex-dividend date | Details | Record date | Payment date |
|---|---|---|---|---|
Dividend | Sep 1, 2026 | $0.15Quarterly | Sep 1, 2026 | Oct 1, 2026 |
Dividend | Jun 1, 2026 | $0.15Quarterly | Jun 1, 2026 | Jul 1, 2026 |
Dividend | Mar 3, 2026 | $0.15Quarterly | Mar 3, 2026 | Apr 1, 2026 |
Dividend | Dec 1, 2025 | $0.15Quarterly | Dec 1, 2025 | Jan 2, 2026 |
Dividend | Sep 2, 2025 | $0.15Quarterly | Sep 2, 2025 | Oct 1, 2025 |
Dividend | Jun 2, 2025 | $0.15Quarterly | Jun 2, 2025 | Jul 1, 2025 |
Ex-dividend Sep 1, 2026
$0.15
Quarterly
Record Sep 1, 2026 · Payment Oct 1, 2026
Ex-dividend Jun 1, 2026
$0.15
Quarterly
Record Jun 1, 2026 · Payment Jul 1, 2026
Ex-dividend Mar 3, 2026
$0.15
Quarterly
Record Mar 3, 2026 · Payment Apr 1, 2026
Ex-dividend Dec 1, 2025
$0.15
Quarterly
Record Dec 1, 2025 · Payment Jan 2, 2026
Ex-dividend Sep 2, 2025
$0.15
Quarterly
Record Sep 2, 2025 · Payment Oct 1, 2025
Ex-dividend Jun 2, 2025
$0.15
Quarterly
Record Jun 2, 2025 · Payment Jul 1, 2025
Funds reporting this stock among their holdings, ordered by reported position size.
Gabelli Financial Services Opportunities ETFGABF38.92M0.79%49.3M USD1.64%$42.735+0.56%
Vanguard Morningstar Total Stock Market ETFVTI4.69M0.00%2.3T USD0.03%$381.94+0.63%
iShares Russell 2000 ETFIWM3.58M0.00%78.27B USD0.19%$278.94+0.49%
Vanguard Extended Market ETFVXF1.48M0.00%95.4B USD0.05%$235+0.80%
iShares Russell 2000 Value ETFIWN1.35M0.01%13.85B USD0.24%$210.87-0.04%
Dimensional - US Targeted Value ETFDFAT1.29M0.00%30.12B USD0.33%$67.27-0.43%
Dimensional - US Small Cap ETFDFAS1.2M0.00%33.87B USD0.31%$78.35+0.32%
EA Bridgeway Omni Small-Cap Value ETFBSVO940K0.04%2.39B USD0.45%$28.37-0.64%Gabelli Financial Services Opportunities ETFGABFVanguard Morningstar Total Stock Market ETFVTIiShares Russell 2000 ETFIWMVanguard Extended Market ETFVXFiShares Russell 2000 Value ETFIWNDimensional - US Targeted Value ETFDFATDimensional - US Small Cap ETFDFASEA Bridgeway Omni Small-Cap Value ETFBSVOAI-generated and delayed market data for informational and educational purposes only. Not investment advice.
