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Westwood Holdings Group, Inc. logo

Westwood Holdings Group, Inc.

WHG

NYSEFinancial ServicesAsset Management

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Previous close

$19.65

+$0.02 · +0.10%

Aug 21, 4:00 PM ET

WHG company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

84

Deep Value

Momentum

62

Gaining

Sentiment

52

Mixed

Risk resilience

62

Moderate Risk

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Company profile

Company website

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.

Industry
Asset Management
Sector
Financial Services
Headquarters
US
CEO
Brian O'Connor Casey
Listed since
Jun 13, 2002
Employees
148

Market position

Day range

Current $19.65

52-week range

Current $19.65

Open
$19.80
Previous close
$19.63
Volume
30.3K
1.44× average
Average volume
21.04K
Average daily volume
Market cap
186.37M USD
Beta
0.58
Market reference 1
50-day average
$19.2098
+2.29% above average
200-day average
$17.3988
+12.94% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
128.04M USD
P/E (TTM)
21.13×
P/B (TTM)
1.34×
P/S (TTM)
1.83×
EV / EBITDA
9.07×
Earnings yield
4.91%
Free cash flow yield
12.41%
Dividend yield
3.05%

Profitability & efficiency

Gross margin
78.19%
Operating margin
6.56%
Net margin
7.74%
Return on equity
5.63%
Return on assets
4.36%
Return on invested capital
3.69%

Financial health

Debt / equity
0.1×
Current ratio
1.81×
Altman Z-score
5.23
Piotroski F-score
6 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends96%58%21%-16%Gross margin, FY2021: 41.78%Gross margin, FY2022: 41.58%Gross margin, FY2023: 41.06%Gross margin, FY2024: 40.87%Gross margin, FY2025: 86.55%Operating margin, FY2021: 8.16%Operating margin, FY2022: -7.10%Operating margin, FY2023: 6.69%Operating margin, FY2024: 0.88%Operating margin, FY2025: 7.06%Net margin, FY2021: 13.36%Net margin, FY2022: -6.74%Net margin, FY2023: 11.77%Net margin, FY2024: 2.33%Net margin, FY2025: 7.24%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 41.78%. Gross margin FY2022 41.58%. Gross margin FY2023 41.06%. Gross margin FY2024 40.87%. Gross margin FY2025 86.55%. Operating margin FY2021 8.16%. Operating margin FY2022 -7.10%. Operating margin FY2023 6.69%. Operating margin FY2024 0.88%. Operating margin FY2025 7.06%. Net margin FY2021 13.36%. Net margin FY2022 -6.74%. Net margin FY2023 11.77%. Net margin FY2024 2.33%. Net margin FY2025 7.24%.

Income trends

Revenue

97.76M USD+3.21%

Operating income

6.91M USD+731.93%

Net income

7.08M USD+220.08%
Income trends across reported periods108.03M USD66.97M USD25.92M USD−15.14M USDRevenue, FY2021: 73.05M USDRevenue, FY2022: 68.68M USDRevenue, FY2023: 89.78M USDRevenue, FY2024: 94.72M USDRevenue, FY2025: 97.76M USDOperating income, FY2021: 5.96M USDOperating income, FY2022: −4.87M USDOperating income, FY2023: 6.01M USDOperating income, FY2024: 830K USDOperating income, FY2025: 6.91M USDNet income, FY2021: 9.76M USDNet income, FY2022: −4.63M USDNet income, FY2023: 10.57M USDNet income, FY2024: 2.21M USDNet income, FY2025: 7.08M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 73.05M USD. Revenue FY2022 68.68M USD. Revenue FY2023 89.78M USD. Revenue FY2024 94.72M USD. Revenue FY2025 97.76M USD. Operating income FY2021 5.96M USD. Operating income FY2022 −4.87M USD. Operating income FY2023 6.01M USD. Operating income FY2024 830K USD. Operating income FY2025 6.91M USD. Net income FY2021 9.76M USD. Net income FY2022 −4.63M USD. Net income FY2023 10.57M USD. Net income FY2024 2.21M USD. Net income FY2025 7.08M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue97.76M USD94.72M USD89.78M USD68.68M USD73.05M USD
Cost of goods sold13.15M USD56.01M USD52.92M USD40.12M USD42.53M USD
Gross profit84.61M USD38.71M USD36.86M USD28.56M USD30.52M USD
Selling, general, and administrative14.03M USD20.08M USD20.63M USD16.42M USD21.91M USD
Operating expenses77.71M USD37.88M USD30.86M USD33.43M USD24.56M USD
Interest income1.66M USD2.18M USD1.19M USD—868K USD
Depreciation and amortization4.45M USD4.75M USD4.82M USD2.58M USD2.37M USD
Operating income6.91M USD830K USD6.01M USD−4.87M USD5.96M USD
Net income7.08M USD2.21M USD10.57M USD−4.63M USD9.76M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
0%
0 beats, 2 misses, 0 met estimates
Average EPS surprise
-73.54%
2 comparable reports
Latest EPS result
0.18

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Estimates unavailable
Quarterly EPS actual values compared with estimates0.680.490.30.11Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Q4 2024, reported Oct 30, 2024: actual 0.13, estimate —, surprise —, Comparison unavailable. Q1 2025, reported Feb 12, 2025: actual 0.39, estimate —, surprise —, Comparison unavailable. Q2 2025, reported Apr 30, 2025: actual 0.29, estimate —, surprise —, Comparison unavailable. Q3 2025, reported Aug 8, 2025: actual 0.32, estimate —, surprise —, Comparison unavailable. Q4 2025, reported Oct 30, 2025: actual 0.64, estimate —, surprise —, Comparison unavailable. Q1 2026, reported Feb 13, 2026: actual 0.36, estimate —, surprise —, Comparison unavailable. Q2 2026, reported Apr 29, 2026: actual 0.31, estimate —, surprise —, Comparison unavailable. Q3 2026, reported Aug 6, 2026: actual 0.18, estimate —, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates28.19M26.14M24.09M22.04MQ4 '24No estimateQ1 '25No estimateQ2 '25No estimateQ3 '25No estimateQ4 '25MetQ1 '26No estimateQ2 '26No estimateQ3 '26No estimate
Q4 2024, reported Oct 30, 2024: actual 23.72M USD, estimate —, surprise —, Comparison unavailable. Q1 2025, reported Feb 12, 2025: actual 25.58M USD, estimate —, surprise —, Comparison unavailable. Q2 2025, reported Apr 30, 2025: actual 23.25M USD, estimate —, surprise —, Comparison unavailable. Q3 2025, reported Aug 8, 2025: actual 23.12M USD, estimate —, surprise —, Comparison unavailable. Q4 2025, reported Oct 30, 2025: actual 24.29M USD, estimate 24.29M USD, surprise 0.00%, Met estimate. Q1 2026, reported Feb 13, 2026: actual 27.1M USD, estimate —, surprise —, Comparison unavailable. Q2 2026, reported Apr 29, 2026: actual 24.97M USD, estimate —, surprise —, Comparison unavailable. Q3 2026, reported Aug 6, 2026: actual 25.34M USD, estimate —, surprise —, Comparison unavailable.

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$0.60

2025 complete year-79.7% since 2021

2026 partial: $0.30

* Partial calendar year in the available dividend history.

Corporate action history

DividendUpcoming

Ex-dividend Sep 1, 2026

$0.15

Quarterly

Record Sep 1, 2026 · Payment Oct 1, 2026

Dividend

Ex-dividend Jun 1, 2026

$0.15

Quarterly

Record Jun 1, 2026 · Payment Jul 1, 2026

Dividend

Ex-dividend Mar 3, 2026

$0.15

Quarterly

Record Mar 3, 2026 · Payment Apr 1, 2026

Dividend

Ex-dividend Dec 1, 2025

$0.15

Quarterly

Record Dec 1, 2025 · Payment Jan 2, 2026

Dividend

Ex-dividend Sep 2, 2025

$0.15

Quarterly

Record Sep 2, 2025 · Payment Oct 1, 2025

Dividend

Ex-dividend Jun 2, 2025

$0.15

Quarterly

Record Jun 2, 2025 · Payment Jul 1, 2025

WHG peers

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$61.69

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ETFs holding WHG

Funds reporting this stock among their holdings, ordered by reported position size.

Gabelli Financial Services Opportunities ETF logoGabelli Financial Services Opportunities ETFGABF
Market value
27.72M
Weight
0.55%
AUM
50.2M USD
Expense ratio
0.90%
Price / 1D
$46.29+0.77%
Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
4.65M
Weight
0.00%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
iShares Russell 2000 ETF logoiShares Russell 2000 ETFIWM
Market value
3.23M
Weight
0.00%
AUM
81.62B USD
Expense ratio
0.19%
Price / 1D
$299.96+0.77%
iShares Russell 2000 Value ETF logoiShares Russell 2000 Value ETFIWN
Market value
1.53M
Weight
0.01%
AUM
14.66B USD
Expense ratio
0.24%
Price / 1D
$224.81+0.45%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
1.46M
Weight
0.00%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%
EA Bridgeway Omni Small-Cap Value ETF logoEA Bridgeway Omni Small-Cap Value ETFBSVO
Market value
910K
Weight
0.04%
AUM
1.71B USD
Expense ratio
0.47%
Price / 1D
$29.62+0.85%
Vanguard Russell 2000 ETF logoVanguard Russell 2000 ETFVTWO
Market value
805.95K
Weight
0.00%
AUM
17.4B USD
Expense ratio
0.06%
Price / 1D
$121.25+0.74%
Dimensional - US Small Cap ETF logoDimensional - US Small Cap ETFDFAS
Market value
614.05K
Weight
0.00%
AUM
15.92B USD
Expense ratio
0.26%
Price / 1D
$83.02+0.73%

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