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    WESTWOOD HOLDINGS GROUP INC

    WHG
    Last price US$19.45
    Market cap US$173.3m
    12M price change 9.02%
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    T. Rowe Price Group IncTROW Industry peer Victory Capital Holdings IncVCTR Industry peer Diamond Hill Investment Group IncDHIL Industry peer Aflac IncAFL Sector peer
    Overview Earnings Report Price History News Competitors Earnings per Share Return on Equity Net Margin Share Buyback Leverage Financial Statements Financial Ratio
    Dashboard Funda..tals Prediction Screener Map

    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 More

    Mavefund 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.

    Filed Aug 06, 2026

    Quarterly result summary

    Revenue was $25.3M (+2% YoY); EPS was $0.17 (reported).

    Revenue $25.3M +2% YoY
    EPS $0.17 reported
    Operating income $2.1M -238% YoY
    Net income $1.5M +88% YoY

    What changed

    • Revenue +2% YoY to $25.3M; EPS reported to $0.17.
    • Operating income -238% YoY to $2.1M.
    • Net income +88% YoY to $1.5M.

    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.

    Other recent earnings materials
    SEC filing 10-Q Aug 06, 2026 SEC filing 10-Q Apr 30, 2026 Earnings release Earnings release Apr 30, 2026 SEC filing 10-K Mar 04, 2026 Earnings release Earnings release Feb 13, 2026 SEC filing 10-Q Oct 30, 2025 Earnings release Earnings release Oct 30, 2025 Earnings release Earnings release Aug 08, 2025 SEC filing 10-Q Aug 08, 2025

    Prediction-grade evidence

    Recent News

    Company-relevant articles from sources that pass the Mave Signal relevance and reliability checks.

    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
    WESTWOOD HOL... WHG US$173.3m
    Aflac Inc AFL US$62.2b
    Pathward Fin... CASH US$2.0b
    T. Rowe Pric... TROW US$25.9b

    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
    WESTWOOD HOL... WHG US$173.3m
    Aflac Inc AFL US$62.2b
    Pathward Fin... CASH US$2.0b
    T. Rowe Pric... TROW US$25.9b

    Share Buyback

    In Asset Management industry , T. Rowe Price Group Inc , Victory Capital Holdings Inc , Diamond Hill Investment Group Inc are companies with high ratings.

    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.
    WESTWOOD HOL... WHG US$173.3m
    Aflac Inc AFL US$62.2b
    Pathward Fin... CASH US$2.0b
    T. Rowe Pric... TROW US$25.9b

    Financial Statements

    Company-reported SEC EDGAR facts organized into the three core statements.

    Reported currency
    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.

    Financial Ratio

    Yearly Quarterly

    Financial
    Profitability
    Growth
    Cash Flow
    Financial Health
    Efficiency Ratios

    WESTWOOD HOLDINGS GROUP INC logo

    WESTWOOD HOLDINGS GROUP INC

    US$19.45

    US$31.62

    +62.6% vs price

    US$173.3m

    -2.16%

    9.02%