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    Financial - Capital Markets
Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc.

WHG
Westwood Holdings Group, Inc.US flagNew York Stock Exchange
16.66
USD
+0.65
- -
158.01MMarket Cap
Westwood Holdings Group, Inc.
WHG
(New York Stock Exchange)

Recent

price

16.66

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
7.94
9.9
10.84
12.52
15.07
16.88
15.45
16.42
14.62
10
8.15
9.28
8.76
11.27
11.6
11.67
11.79
Revenue per Share
1.62
2.11
1.69
2.43
3.63
3.49
2.84
2.45
3.2
0.7
-1.12
1.24
-0.59
1.2
0.27
0.84
0.87
Basic EPS, GAAP
2.62
2.46
1.85
2.8
3.47
6.99
5.72
5.75
3.65
3.69
-1.23
2.44
6.52
-0.17
2.45
2.2
2.48
Free Cash Flow per Basic Share
1.76
1.14
1.96
1.27
1.86
2.14
2.44
2.69
2.94
3.1
1.38
2.91
0.72
0.69
0.67
0.64
0.64
Dividend per Share
0.41
0.94
0.92
1.12
2.72
3.84
4.02
3.52
3.66
1.32
-0.2
0.57
-0.53
0.6
0.78
1.09
1.01
Book Value per Share
6.36
7.88
8.56
10.04
12.69
10.76
12.25
13.43
14.99
13.47
12.62
11.38
5.86
7.3
7.49
8.24
8.2
Tangible Book Value per Share
7
7
7
7
8
8
8
8
8
8
8
8
8
8
8
8
8
Basic Weighted Avg Shares
55
69
77
92
113
131
123
134
122
84
65
73
69
90
95
98
99
Sales/Revenue/Turnover
32.04
33.54
25.83
30.69
37.12
32.24
27.35
29.52
27.1
7.73
-1.89
8.16
3.23
3.84
6.03
5.09
3.56
Operating Margin (%)
- -
1
1
1
1
3
3
3
3
3
3
2
3
5
5
4
4
Depreciation Expense
11
15
12
18
27
27
23
20
27
6
-9
10
-5
10
2
7
7
Net Income, GAAP
36.35
36.45
39.63
36.71
35.18
35.8
33.41
41.02
26.63
37.13
- -
30.28
- -
21.36
44.93
26.87
25.53
Effective Tax Rate (%)
20.39
21.31
15.6
19.42
24.06
20.7
18.41
14.94
21.87
7.03
-13.74
13.36
-6.74
10.6
2.34
7.22
7.4
Profit Margin (%)
44
55
59
71
92
73
86
107
113
96
85
78
41
45
38
29
25
Working Capital
- -
- -
- -
- -
- -
- -
- -
- -
9
8
6
5
5
3
- -
- -
10
LT Debt
61
71
77
89
110
134
146
156
161
148
131
118
111
122
122
127
126
Total Equity
20.72
22.3
16.24
21.27
27.09
21.53
15.48
15.16
14.73
2.47
- -
3.16
- -
2.19
2.46
2.76
2.02
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
331.52
311.97
184.6
241.43
190.27
108.04
73.35
65.88
90.17
28.35
- -
- -
- -
- -
39.92
91.45
97.27
Return on Common Equity (%)

Capital Structure

FRC

•

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
10
10
- -
LT Borrowings
- -
- -
- -
LT Finance Leases
- -
- -
10
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
9
9
9
Market Capitalization
137
144
139

Working Capital

FRC

•

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
54
64
40
Cash, Cash Equivalents & STI
39
48
23
Accounts Receivable, Net
15
17
16
Inventories
- -
- -
- -
Total Current Liabilities
28
36
14
Payables & Accruals
18
25
14
ST Debt
10
10
- -
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
-0.25%
-0.36%
3.59%
Free Cash Flow
-201.95%
-368.24%
-8.11%
Net Income, GAAP
-84.39%
-104.06%
218.65%
Sales/Revenue/Turnover
-1.4%
9.13%
3.21%
Total Cash Common Dividend
1.78%
5.5%
-1.38%

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
23
23
24
26
95
2025
23
23
24
27
98
2026
25
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.28
-0.27
0.01
0.25
0.27
2025
0.06
0.12
0.44
0.22
0.84
2026
0.09
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.21
0.15
0.15
0.15
0.67
2025
0.19
0.15
0.15
0.15
0.64
2026
0.19
- -
- -
- -
- -
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Business
Westwood Holdings Group, Inc. (NYSE: WHG) provides investment management services to corporate clients and high-net-worth individuals. The company offers a range of investment products and advisory solutions, including mutual funds, separate accounts, and alternative investments; its primary brands include Westwood Trust and Westwood Management, focusing on equity, fixed income, and multi-asset strategies. Westwood Holdings Group operates primarily in the United States, with its headquarters in Dallas, Texas, where it was founded in 2002. The firm serves institutional investors, financial advisors, and individual clients seeking customized portfolio management and wealth planning services. In recent developments, Westwood Holdings Group has pursued strategic growth through asset management enhancements and operational efficiencies, maintaining a focus on its core advisory segments amid evolving market conditions.

Company News

APIChat

  • globenewswire.com

    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 (YLDW)

  • seekingalpha.com

    Westwood Holdings Group, Inc. (WHG) Q1 2026 Earnings Call Prepared Remarks Transcript

  • globenewswire.com

    Westwood Holdings Group, Inc. Reports First Quarter 2026 Results

  • globenewswire.com

    Westwood Engages ETF Capital Markets Advisors to Enhance ETF Trading, Liquidity and Market Quality

  • globenewswire.com

    Westwood Holdings Group, Inc. to Host First Quarter 2026 Conference Call/Webcast

  • defenseworld.net

    Susan Byrne Sells 900 Shares of Westwood Holdings Group (NYSE:WHG) Stock

  • defenseworld.net

    Susan Byrne Sells 1,600 Shares of Westwood Holdings Group (NYSE:WHG) Stock

  • gurufocus.com

    Westwood Holdings Group Inc (WHG) Shares Fall 3.9% -- GF Value Says Still Overvalued

  • globenewswire.com

    Westwood Real Estate Income Fund Celebrates 25-Year Anniversary

  • businesswire.com

    Westwood Insurance Agency Collaborates with CBH Homes to Enhance the Homebuyer Insurance Experience

  • globenewswire.com

    Cumulus Media's Westwood One Presents Audio Coverage of 2026 College Basketball Conference Championship Week

  • defenseworld.net

    Westwood Holdings Group (NYSE:WHG) Stock Price Crosses Below 200 Day Moving Average – Here’s Why

  • globenewswire.com

    Westwood Enhanced Income Series™ ETF Platform Surpasses $250 Million in Assets

  • globenewswire.com

    Westwood Holdings Group Announces Liquidation of Westwood LBRTY Global Equity ETF

  • seekingalpha.com

    Westwood Holdings Group, Inc. (WHG) Q4 2025 Earnings Call Transcript

  • globenewswire.com

    Westwood Holdings Group Reports Fourth Quarter and Full Year 2025 Results

  • globenewswire.com

    UPDATE – Westwood One Presents NFL Super Bowl LX Game-Day Coverage

  • gurufocus.com

    Mueller Industries Inc: A Key Focus in Mario Gabelli's Latest 13F Filing

  • globenewswire.com

    Westwood One Presents NFL Super Bowl LX Game-Day Coverage

  • globenewswire.com

    Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2025 Conference Call/Webcast