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Westwood Holdings Group Inc (WHG)

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SEC name WESTWOOD HOLDINGS GROUP INC · CIK 0001165002 · NYSE · Investment Advice

  • Sector Finance & Real Estate
  • Incorporated DE
  • Fiscal year ends Dec 31

For the year ended 2025-12-31, Westwood Holdings Group Inc reported revenue of $97.76M. Revenue grew 3.2% from the prior annual period. Over the twelve months to 2026-06-30, revenue was $101.70M.

Key ratios (year ended 2025-12-31)

5.1%
Operating margin
7.2%
Net margin
5.6%
Return on year-end equity
3.2%
Revenue growth (YoY)

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Latest selected filing: Form 4 (ownership change) · 2026-08-07

Headquarters locality: Dallas · View on map

Annual financials

Annual flows and balances are grouped by their actual period end. Select a figure to open its SEC filing. n/a means a matching observation is unavailable. Free cash flow is operating cash flow minus capital expenditures, and EBITDA is operating income plus depreciation and amortization, for the same period, computed by TickerFacts.

The first column covers the twelve months to 2026-06-30 from the latest quarterly report: flows are the last fiscal year plus this year to date minus the same months a year earlier, and balances are as of that date. Per-share figures are annual only.

Period endedTTM to
2026-06-30		2025-12-312024-12-312023-12-312022-12-312021-12-312020-12-312019-12-312018-12-312017-12-312016-12-31
Revenue$101.70M$97.76M$94.72M$89.78M$68.68M$73.05M$65.11M$84.08M$122.30M$133.78M$123.02M
Operating Income$4.74M$4.97M$830.0K$6.00M-$4.87M$5.96M-$3.45M$4.64M$35.94M$33.89M$34.01M
Depreciation & Amortizationn/an/an/an/a$2.58M$2.40M$2.64M$2.62M$2.54M$2.92M$2.93M
EBITDAn/an/an/an/a-$2.30M$8.36M-$805.0K$7.27M$38.48M$36.81M$36.94M
Net Incomen/a$7.08M$2.21M$10.57M-$4.63M$9.76M-$8.95M$5.91M$26.75M$19.99M$22.65M
EPS (Diluted)n/a$0.79$0.26$1.17-$0.59$1.23-$1.12$0.70$3.13$2.38$2.77
Total Assets$155.38M$162.30M$149.99M$155.17M$146.43M$139.60M$149.15M$178.71M$199.18M$192.66M$179.68M
Total Liabilities$27.92M$35.58M$27.66M$32.72M$35.78M$21.70M$18.44M$30.42M$38.03M$36.26M$33.61M
Shareholders' Equity$126.34M$125.61M$120.29M$120.40M$110.65M$117.91M$130.71M$148.29M$161.15M$156.40M$146.07M
Cash & Equivalents$22.62M$26.25M$18.85M$20.42M$23.86M$15.21M$13.02M$49.77M$52.45M$54.25M$33.68M
Operating Cash Flow$19.54M$18.92M$21.12M-$1.19M$51.49M$19.39M-$9.77M$32.17M$31.48M$48.01Mn/a
Capital Expenditures$860.0K$86.0K$109.0K$147.0K$320.0K$178.0K$93.0K$593.0K$991.0K$884.0K$1.82M
Free Cash Flow$18.68M$18.84M$21.01M-$1.33M$51.17M$19.21M-$9.86M$31.58M$30.49M$47.12Mn/a
Share Repurchasesn/a$0$1.35M$0$2.85M$2.99M$12.95M$2.41M$4.00M$0$5.63M
Dividends Paid$5.46M$5.37M$5.44M$5.50M$5.62M$22.93M$11.04M$26.09M$24.62M$21.92M$19.44M
Shares Outstanding8.91Mn/a8.90M8.90M8.90M8.90M8.90M8.90M8.90M8.90M8.81M
Weighted Average Diluted Sharesn/a8.89M8.52M8.11M7.84M7.93M7.99M8.46M8.55M8.40M8.17M
EPS (Basic)n/a$0.84$0.27$1.20-$0.59$1.24-$1.12$0.70$3.20$2.45$2.84

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