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•Banking & Credit
$16.38
$155M mkt cap·20.7× P/E·Price updated May 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
- Net Interest Income$2M-24.2%
- Total Revenue$98M+3.2%
- Net Income$7M+220.1%
- Return on Equity5.68%+214.6%
- Net Interest Margin1.02%-29.9%
- Efficiency Ratio79.49%+98.8%
- ROA4.53%+212.8%
- Equity / Assets78.08%-4.3%
- Book Value per Share14.26-0.7%
- Tangible BV/Share7.77+8.2%
- Debt/Equity0.08+207.1%
WHG Key Insights
Westwood Holdings Group, Inc. (WHG) fundamental analysis — strengths, weaknesses & financial health based on data analysis
✓Strengths
- ✓Company is almost debt free
- ✓Well capitalized: 78.1% equity/assets
- ✓Healthy dividend yield of 3.7%
- ✓Diversified revenue: 98.3% from non-interest income
- ✓Trading at only 1.1x book value
✗Weaknesses
- ✗Weak NIM of 1.0%
- ✗High cost structure: 79.5% efficiency ratio
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
WHG Price & Volume
Westwood Holdings Group, Inc. (WHG) stock price & volume — 10-year historical chart
Loading chart...
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, 2026EPS
$0.31
Revenue
$25M
Q1 2026
Feb 13, 2026EPS
$0.26
Revenue
$27M
Q4 2025
Oct 30, 2025EPS
$0.64
Revenue
$24M
Q3 2025
Aug 8, 2025EPS
$0.32
Revenue
$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 →
WHG Peer Comparison
Westwood Holdings Group, Inc. (WHG) competitors in Alternative Asset Managers and Specialty Finance — business model, growth, and fundamentals comparison
| Company | Market Cap | Stock Price | P/E Ratio (TTM) | Revenue Growth 1Y | Net Margin | Return on Equity (ROE) | FCF Yield | Debt / Equity |
|---|---|---|---|---|---|---|---|---|
 VRTS | 949.36M | 141.79 | 7.10 | -8% | 13.51% | 2.74 | ||
 DHIL | 473.29M | 174.99 | 9.77 | 4.48% | 27.03% | 36.26 | ||
 GROW | 34.96M | 2.62 | -104.80 | -23.05% | 0.22% | 0.00 | ||
 HNNA | 80.5M | 10.20 | 8.03 | 19.87% | 8.53% | 0.41 | ||
 AMG | 7.95B | 297.76 | 13.09 | 19.83% | 16.01% | 0.61 | ||
 MORN | 6.77B | 177.91 | 20.06 | 7.49% | 30.01% | 1.15 | ||
 CNNE | 1.33B | 13.99 | -1.54 | -6.39% | -121.15% | -51.79% | 0.33 | |
 GCMG | 2.09B | 11.16 | 26.57 | 5.08% | 107.61% | 3.77 |
Compare WHG vs Peers
Westwood Holdings Group, Inc. (WHG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
WHG Income Statement
Westwood Holdings Group, Inc. (WHG) annual income statement — 10-year revenue, gross profit & net income history
10Y historyFree accessUpdated daily
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | 0 | 0 | 0 | 0 | 868K | 0 | 1.19M | 2.18M | 1.66M | 1.27M |
| NII Growth % | - | - | - | - | - | -100% | - | 83.29% | -24.19% | -179.96% |
| Net Interest Margin % | 0% | 0% | 0% | 0% | 0.62% | 0% | 0.77% | 1.46% | 1.02% | 0.85% |
| Interest Income | 0 | 0 | 0 | 0 | 868K | 0 | 1.19M | 2.18M | 1.66M | 1.27M |
| Interest Expense | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Loan Loss Provision | 64.95M | 59.96M | 50.15M | 42.14M | 42.53M | 40.12M | 52.92M | 56.01M | 13.15M | 17.96M |
| Non-Interest Income | 133.78M | 122.3M | 84.08M | 65.11M | 72.19M | 68.68M | 88.59M | 92.54M | 96.11M | 98.2M |
| Non-Interest Income % | 100% | 100% | 100% | 100% | 98.81% | 100% | 98.67% | 97.7% | 98.31% | 98.72% |
| Total Revenue | 133.78M▲ 0% | 122.3M▼ 8.6% | 84.08M▼ 31.3% | 65.11M▼ 22.6% | 73.05M▲ 12.2% | 68.68M▼ 6.0% | 89.78M▲ 30.7% | 94.72M▲ 5.5% | 97.76M▲ 3.2% | 99.48M▲ 0% |
| Revenue Growth % | 8.75% | -8.58% | -31.25% | -22.56% | 12.2% | -5.99% | 30.72% | 5.5% | 3.21% | 17.62% |
| Non-Interest Expense | 34.94M | 26.4M | 29.28M | 26.42M | 24.56M | 33.43M | 30.86M | 37.88M | 77.71M | 72.53M |
| Efficiency Ratio | 26.11% | 21.59% | 34.83% | 40.57% | 33.62% | 48.67% | 34.37% | 39.99% | 79.49% | 72.92% |
| Operating Income | 33.89M▲ 0% | 35.94M▲ 6.0% | 4.64M▼ 87.1% | -3.45M▼ 174.2% | 5.96M▲ 272.9% | -4.87M▼ 181.8% | 6M▲ 223.2% | 830K▼ 86.2% | 6.91M▲ 731.9% | 8.98M▲ 0% |
| Operating Margin % | 25.33% | 29.39% | 5.52% | -5.29% | 8.16% | -7.1% | 6.69% | 0.88% | 7.06% | 9.02% |
| Operating Income Growth % | -0.34% | 6.03% | -87.08% | -174.22% | 272.88% | -181.78% | 223.23% | -86.18% | 731.93% | - |
| Pretax Income | 33.89M▲ 0% | 36.46M▲ 7.6% | 9.4M▼ 74.2% | -7.59M▼ 180.7% | 14M▲ 284.5% | -5.2M▼ 137.1% | 13.44M▲ 358.8% | 4.01M▼ 70.1% | 9.68M▲ 141.0% | 9.91M▲ 0% |
| Pretax Margin % | 25.33% | 29.81% | 11.18% | -11.65% | 19.17% | -7.56% | 14.97% | 4.24% | 9.9% | 9.97% |
| Income Tax | 13.9M | 9.71M | 3.49M | 1.36M | 4.24M | -567K | 2.87M | 1.8M | 2.6M | 2.53M |
| Effective Tax Rate % | 41.02% | 26.63% | 37.13% | -17.91% | 30.28% | 10.91% | 21.36% | 44.93% | 26.87% | 25.53% |
| Net Income | 19.99M▲ 0% | 26.75M▲ 33.8% | 5.91M▼ 77.9% | -8.95M▼ 251.4% | 9.76M▲ 209.1% | -4.63M▼ 147.4% | 10.57M▲ 328.4% | 2.21M▼ 79.1% | 7.08M▲ 220.1% | 7.36M▲ 0% |
| Net Margin % | 14.94% | 21.87% | 7.03% | -13.74% | 13.36% | -6.74% | 11.77% | 2.33% | 7.24% | 7.4% |
| Net Income Growth % | -11.74% | 33.83% | -77.9% | -251.36% | 209.12% | -147.4% | 328.41% | -79.08% | 220.08% | 1536.22% |
| Net Income (Continuing) | 19.99M | 26.75M | 5.91M | -8.95M | 9.76M | -4.63M | 10.57M | 2.21M | 7.08M | 7.38M |
| EPS (Diluted) | 2.38▲ 0% | 3.13▲ 31.5% | 0.70▼ 77.6% | -1.12▼ 260.0% | 1.23▲ 209.8% | -0.59▼ 148.0% | 1.17▲ 298.3% | 0.26▼ 77.8% | 0.79▲ 203.8% | 0.81▲ 0% |
| EPS Growth % | -14.08% | 31.51% | -77.64% | -260% | 209.82% | -147.97% | 298.31% | -77.78% | 203.85% | 2155.43% |
| EPS (Basic) | 2.45 | 3.20 | 0.70 | -1.12 | 1.24 | -0.59 | 1.20 | 0.27 | 0.84 | - |
| Diluted Shares Outstanding | 8.4M | 8.55M | 8.46M | 7.99M | 7.93M | 7.84M | 8.11M | 8.52M | 8.89M | 9.04M |
WHG Balance Sheet
Westwood Holdings Group, Inc. (WHG) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 105.57M | 118.23M | 100.09M | 82.56M | 80.23M | 39.2M | 53.1M | 46.54M | 47.68M | 143.63M |
| Cash & Due from Banks | 54.25M | 52.45M | 49.77M | 13.02M | 15.21M | 23.86M | 20.42M | 18.85M | 26.25M | 23.41M |
| Short Term Investments | 51.32M | 65.78M | 50.32M | 69.54M | 65.02M | 15.34M | 32.67M | 27.69M | 21.43M | 0 |
| Total Investments | 51.32M | 71.21M | 62.72M | 81.22M | 73.99M | 29.4M | 44.45M | 42.69M | 41.43M | 0 |
| Investments Growth % | -9.14% | 38.74% | -11.92% | 29.51% | -8.9% | -60.27% | 51.19% | -3.95% | -2.95% | -107.09% |
| Long-Term Investments | 0 | 5.42M | 12.39M | 11.68M | 8.97M | 14.06M | 11.77M | 15M | 20M | 58.87M |
| Accounts Receivables | 21.66M | 18.43M | 13.18M | 9.45M | 11.15M | 13.9M | 14.39M | 14.45M | 16.75M | 16.37M |
| Goodwill & Intangibles | 46.95M | 35.77M | 35.06M | 29.94M | 28.31M | 64.68M | 64.3M | 61.17M | 57.7M | 56.92M |
| Goodwill | 27.14M | 19.8M | 19.8M | 16.4M | 16.4M | 35.73M | 39.5M | 39.5M | 39.5M | 39.5M |
| Intangible Assets | 19.8M | 15.96M | 15.26M | 13.54M | 11.91M | 28.95M | 24.8M | 21.67M | 18.2M | 17.42M |
| PP&E (Net) | 4.19M | 13.15M | 11.71M | 9.29M | 6.98M | 6.8M | 5.12M | 3.51M | 10.21M | 20.21M |
| Other Assets | 0 | 0 | 364K | 464K | 634K | 929K | 5.31M | 6.78M | 7.5M | 0 |
| Total Current Assets | 138.11M | 139.74M | 116.96M | 96.31M | 93.86M | 58.19M | 67.94M | 61.29M | 64.43M | 39.78M |
| Total Non-Current Assets | 54.55M | 59.44M | 61.75M | 52.84M | 45.74M | 88.23M | 87.23M | 88.7M | 97.86M | 79.62M |
| Total Assets | 192.66M▲ 0% | 199.18M▲ 3.4% | 178.71M▼ 10.3% | 149.15M▼ 16.5% | 139.6M▼ 6.4% | 146.43M▲ 4.9% | 155.17M▲ 6.0% | 149.99M▼ 3.3% | 162.3M▲ 8.2% | 150.38M▲ 0% |
| Asset Growth % | 7.22% | 3.39% | -10.28% | -16.54% | -6.4% | 4.89% | 5.97% | -3.34% | 8.21% | 21.18% |
| Return on Assets (ROA) | 10.74% | 13.65% | 3.13% | -5.46% | 6.76% | -3.24% | 7.01% | 1.45% | 4.53% | 4.8% |
| Accounts Payable | 3.5M | 2.52M | 2.15M | 1.63M | 2.64M | 5.68M | 6.13M | 6.41M | 7.58M | 0 |
| Total Debt | 0 | 10.76M | 9.35M | 7.84M | 6.13M | 6.07M | 9.1M | 3.2M | 10.17M | 0 |
| Net Debt | -54.25M | -41.69M | -40.42M | -5.18M | -9.07M | -17.79M | -11.32M | -15.65M | -16.08M | -23.41M |
| Long-Term Debt | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Short-Term Debt | 0 | 0 | 0 | 0 | 0 | 0 | 1.29M | 0 | 0 | 0 |
| Other Liabilities | 4.73M | 1.58M | 1.3M | 526K | 1.13M | 13.6M | 6.87M | 4.66M | 0 | 22.8M |
| Total Current Liabilities | 31.53M | 27.13M | 21.36M | 11.79M | 15.84M | 17.61M | 22.59M | 23M | 35.58M | 1.51M |
| Total Non-Current Liabilities | 4.73M | 10.91M | 9.06M | 6.65M | 5.86M | 18.16M | 10.13M | 4.66M | 0 | 22.8M |
| Total Liabilities | 36.26M | 38.03M | 30.42M | 18.44M | 21.7M | 35.78M | 32.72M | 27.66M | 35.58M | 24.31M |
| Total Equity | 156.4M▲ 0% | 161.15M▲ 3.0% | 148.29M▼ 8.0% | 130.71M▼ 11.9% | 117.91M▼ 9.8% | 110.65M▼ 6.2% | 122.45M▲ 10.7% | 122.33M▼ 0.1% | 126.72M▲ 3.6% | 126.06M▲ 0% |
| Equity Growth % | 7.07% | 3.04% | -7.98% | -11.85% | -9.8% | -6.16% | 10.66% | -0.09% | 3.59% | 14.44% |
| Equity / Assets (Capital Ratio) | 81.18% | 80.9% | 82.98% | 87.64% | 84.46% | 75.57% | 78.91% | 81.56% | 78.08% | 83.83% |
| Return on Equity (ROE) | 13.22% | 16.85% | 3.82% | -6.41% | 7.85% | -4.05% | 9.07% | 1.81% | 5.68% | 5.87% |
| Book Value per Share | 18.62 | 18.85 | 17.52 | 16.36 | 14.87 | 14.11 | 15.09 | 14.37 | 14.26 | 13.94 |
| Tangible BV per Share | 13.03 | 14.67 | 13.38 | 12.62 | 11.30 | 5.86 | 7.17 | 7.18 | 7.77 | 7.65 |
| Common Stock | 100K | 102K | 103K | 105K | 107K | 115K | 119K | 122K | 124K | 126K |
| Additional Paid-in Capital | 179.24M | 194.12M | 203.44M | 210.27M | 195.19M | 199.91M | 201.62M | 202.24M | 206.12M | 0 |
| Retained Earnings | 28.61M | 30.52M | 10.97M | -1.7M | 4.36M | -4.25M | 4.65M | 6.21M | 8.98M | 8.35M |
| Accumulated OCI | -1.76M | -4.88M | -2.94M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Treasury Stock | -49.79M | -58.71M | -63.28M | -77.97M | -81.75M | -85.13M | -85.99M | -88.28M | -89.61M | 0 |
| Preferred Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
WHG Cash Flow Statement
Westwood Holdings Group, Inc. (WHG) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 48.01M | 31.48M | 32.17M | -9.77M | 19.39M | 51.87M | -1.19M | 21.12M | 17.97M | 17.97M |
| Operating CF Growth % | 1.3% | -34.42% | 2.19% | -130.37% | 298.41% | 167.58% | -102.28% | 1882.45% | -14.93% | 103.5% |
| Net Income | 19.99M | 26.75M | 5.91M | -8.95M | 9.76M | -4.63M | 10.57M | 2.21M | 7.08M | 7.36M |
| Depreciation & Amortization | 2.92M | 2.54M | 2.62M | 2.64M | 2.37M | 2.58M | 4.82M | 4.75M | 4.45M | 4.15M |
| Deferred Taxes | 7.54M | -1.75M | 2.91M | 754K | 620K | -931K | 1.04M | -1.52M | -208K | -126K |
| Other Non-Cash Items | 5.16M | -14.98M | 13.31M | -9.39M | -926K | 52.22M | -24.16M | 11.25M | 8.37M | 4.62M |
| Working Capital Changes | -4.03M | 3.64M | -2.89M | -1.53M | 1.72M | -3.37M | 34K | -1.11M | -6.86M | -826K |
| Cash from Investing | -1.17M | 3.6M | -4.85M | -4K | 9.57M | -34.12M | 4.11M | -4.61M | -3.67M | 396K |
| Purchase of Investments | 0 | -5.42M | -3.67M | -19.56M | -15K | 48.98M | 0 | -3.5M | -3.13M | -9.16M |
| Sale/Maturity of Investments | 5.78M | 0 | 15.81M | -89K | 9.26M | 48.98M | 0 | 0 | 0 | 2.79M |
| Net Investment Activity | 5.78M | -5.42M | 12.14M | -19.65M | 9.24M | 97.95M | 0 | -3.5M | -3.13M | -6.37M |
| Acquisitions | 0 | 10.01M | 0 | 89K | 0 | -33.8M | -741K | 0 | 0 | 0 |
| Other Investing | 0 | 4.59M | -15.81M | 19.65M | 501K | -97.95M | 5M | -1M | -449K | 7.13M |
| Cash from Financing | -28.58M | -34.12M | -31.87M | -25.81M | -26.81M | -9.1M | -6.36M | -18.08M | -6.9M | -6.7M |
| Dividends Paid | -21.92M | -24.62M | -26.09M | -11.04M | -22.93M | -5.63M | -5.5M | -5.44M | -5.37M | -5.42M |
| Share Repurchases | -5.33M | -8.77M | -4.8M | -14.07M | -2.99M | -3.48M | 0 | -1.35M | -1.33M | -1.29M |
| Stock Issued | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Stock Activity | -5.33M | -8.77M | -4.8M | -14.07M | -2.99M | -3.48M | 0 | -1.35M | -1.33M | -1.29M |
| Debt Issuance (Net) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Financing | -1.33M | -726K | -980K | -1.12M | -884K | -627K | -862K | -11.3M | -201K | 0 |
| Net Change in Cash | 20.57M▲ 0% | -1.8M▼ 108.8% | -2.68M▼ 49.1% | -36.75M▼ 1269.7% | 2.19M▲ 106.0% | 8.65M▲ 295.1% | -3.44M▼ 139.7% | -1.57M▲ 54.2% | 7.4M▲ 570.0% | 13.99M▲ 0% |
| Exchange Rate Effect | 2.31M | -2.77M | 1.86M | -1.16M | 45K | 5K | 0 | 0 | 0 | 0 |
| Cash at Beginning | 33.68M | 54.25M | 52.45M | 49.77M | 13.02M | 15.21M | 23.86M | 20.42M | 18.85M | 26.25M |
| Cash at End | 54.25M | 52.45M | 49.77M | 13.02M | 15.21M | 23.86M | 20.42M | 18.85M | 26.25M | 23.41M |
| Interest Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Income Taxes Paid | 10.77M | 9.77M | 1.43M | 1.27M | 1.86M | 1.86M | 1.59M | 3.43M | 0 | 377K |
| Free Cash Flow | 46.84M▲ 0% | 30.49M▼ 34.9% | 31M▲ 1.6% | -9.86M▼ 131.8% | 19.21M▲ 294.7% | 51.55M▲ 168.4% | -1.33M▼ 102.6% | 21.01M▲ 1677.6% | 17.88M▼ 14.9% | 19.94M▲ 0% |
| FCF Growth % | 2.78% | -34.9% | 1.65% | -131.82% | 294.74% | 168.39% | -102.58% | 1677.55% | -14.9% | 0.18% |
WHG Banking Ratios
Westwood Holdings Group, Inc. (WHG) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 13.22% | 16.85% | 3.82% | -6.41% | 7.85% | -4.05% | 9.07% | 1.81% | 5.68% | 5.87% |
| Return on Assets (ROA) | 10.74% | 13.65% | 3.13% | -5.46% | 6.76% | -3.24% | 7.01% | 1.45% | 4.53% | 4.8% |
| Net Interest Margin | 0% | 0% | 0% | 0% | 0.62% | 0% | 0.77% | 1.46% | 1.02% | 0.85% |
| Efficiency Ratio | 26.11% | 21.59% | 34.83% | 40.57% | 33.62% | 48.67% | 34.37% | 39.99% | 79.49% | 72.92% |
| Equity / Assets | 81.18% | 80.9% | 82.98% | 87.64% | 84.46% | 75.57% | 78.91% | 81.56% | 78.08% | 83.83% |
| Book Value / Share | 18.62 | 18.85 | 17.52 | 16.36 | 14.87 | 14.11 | 15.09 | 14.37 | 14.26 | 13.94 |
| NII Growth | - | - | - | - | - | -100% | - | 83.29% | -24.19% | -39.74% |
| Dividend Payout | 109.68% | 92.04% | 441.36% | - | 234.89% | - | 52.05% | 246.04% | 75.81% | 73.54% |
WHG SEC Filings & Documents
Westwood Holdings Group, Inc. (WHG) SEC filings — annual & quarterly reports (10-K, 10-Q)
WHG Frequently Asked Questions
Westwood Holdings Group, Inc. (WHG) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
Westwood Holdings Group, Inc. (WHG) grew revenue by 3.2% over the past year. Growth has been modest.
Yes, Westwood Holdings Group, Inc. (WHG) is profitable, generating $7.4M in net income for fiscal year 2025 (7.2% net margin).
Dividend & Returns
Yes, Westwood Holdings Group, Inc. (WHG) pays a dividend with a yield of 3.69%. This makes it attractive for income-focused investors.
Westwood Holdings Group, Inc. (WHG) has a return on equity (ROE) of 5.7%. This is below average, suggesting room for improvement.
Industry Metrics
Westwood Holdings Group, Inc. (WHG) has a net interest margin (NIM) of 1.0%. NIM has been under pressure due to interest rate environment.
Westwood Holdings Group, Inc. (WHG) has an efficiency ratio of 79.5%. This is higher than peers, suggesting room for cost optimization.
Explore More WHG
Westwood Holdings Group, Inc. (WHG) financial analysis — history, returns, DCA and operating performance tools
Total Return Calculator
Historical returns with dividends reinvested
DCA Calculator
Dollar cost averaging vs lump sum
Dividend History
Yield, growth, payout safety & DRIP
Earnings History
EPS trends, net income & profitability
Price History
Long-term charts & historical price data
Revenue History
Sales growth patterns & revenue breakdown
Financial Ratios
30 years of market, efficiency and balance-sheet ratios
Valuation
DCF intrinsic value, peer multiples & estimates