WESTWOOD HOLDINGS GROUP INC Overview
Industry: Asset Management
Sector: Financial Services
Westwood 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. Westwood 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, endow Read MoreMavefund brings filings, fundamentals, valuation, price history and news for WESTWOOD HOLDINGS GROUP INC into one research view. The sections below show what strengthens or weakens the research case.
Score
Reported Results
What the company reported, with filing details kept small.
Quarterly result summary
Revenue was $322M (reported); EPS was $0.09 (reported).
Revenue
$322M
reported
EPS
$0.09
reported
Operating income
$2.2M
-3282% YoY
Net income
$0.8M
reported
What changed
- Revenue reported to $322M; EPS reported to $0.09.
- Operating income -3282% YoY to $2.2M.
Guidance / outlook
No formal outlook was extracted from this filing excerpt. Open the SEC source to review full management commentary.
Earnings release
Open filing
Source: SEC EDGAR company-filed earnings materials. Dates are shown only for verification; review the source filing before relying on extracted report details.
Prediction-grade evidence
Recent News
Company-relevant articles from sources that pass the Mave Signal relevance and reliability checks.
Westwood Holdings Group, Inc. to Host Second Quarter 2026 Conference Call/Webcast
Headline from Yahoo Finance: Westwood Holdings Group, Inc. to Host Second Quarter 2026 Conference Call/Webcast.
Earnings Per Share
Score 2.00/5
WESTWOOD HOLDINGS GROUP INC earns a low score, as its Earnings Per Share (EPS) has not shown continuous growth over the last six years. Notable counterparts in the sector with high scores includes
Aflac Inc
Pathward Financial Inc
T. Rowe Price Group Inc
In
Asset Management industry
, T. Rowe Price Group Inc
, Victory Capital Holdings Inc
, Diamond Hill Investment Group Inc
are companies with high ratings.
Return on Equity
Score 2.01/5
WESTWOOD HOLDINGS GROUP INC exhibits a lower score in the Return on Equity (ROE) section, falling below the sector median value and indicating a comparatively weaker performance in this metric. The top companies in the same sector include
Aflac Inc
Pathward Financial Inc
T. Rowe Price Group Inc
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Net Margin
Score 1.60/5
WESTWOOD HOLDINGS GROUP INC
olds a low score as its net margin consistently trails below the sector median value and doesn't exhibit continuous growth over the last six years; notable companies in the sector with commendable scores include
Aflac Inc
Pathward Financial Inc
T. Rowe Price Group Inc
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Leverage
Score 3.33/5
WESTWOOD HOLDINGS GROUP INC
attains a commendable score in the category due to its lower leverage ratio over the past six years in comparison to the sector median value. Additionally, other notable companies in the same sector, such as
Aflac Inc
Pathward Financial Inc
T. Rowe Price Group Inc
, also exhibit high scores.
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Financial Statements
Company-reported SEC EDGAR facts organized into the three core statements.
Verified SEC statements load when this section enters view.
Source: SEC EDGAR companyfacts. Values are standardized company filings for research support, not personalized financial advice.
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