WESTWOOD HOLDINGS GROUP INC WHG

Financials SIC 6282 - Investment Advice NAICS Finance and Insurance › Securities, Commodity Contracts, and Other Financial Investments and Related Activities › Other Financial Investment Activities › Portfolio Management and Investment Advice derived NYSE

We manage investment assets and provide services for our clients through our subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C., Salient Advisors, L.P. ("Salient Advisors") and Broadmark Asset Management LLC ("Broadmark"), (each of which is a registered investment adviser ("RIA") registered with the Securities and Exchange Commission ("SEC"), and Salient Capital, L.P., ("SCLP") an SEC-registered broker-dealer and Financial Industry Regulatory Authority ("FINRA") member, collectively referred to hereinafter together as "Westwood Management") and Westwood Trust. Westwood Holdings Group, founded in 1983, through Westwood Management, provides investment advisory services to institutional investors, a family of mutual funds called the Westwood Funds®, other mutual funds, individual investors and clients of Westwood Trust. Westwood Trust, founded as a state-chartered trust company in 1974, provides trust, custodial and investment management services through the use of commingled funds and individual securities to institutions and high net worth individuals.

Last close 18.86 2026-10-23
Market cap $180.0M 2026-06-30 share count
52-week range 14.70 - 20.97

Valuation FY2025 figures against the last close

P/S1.8x
P/E23.9x
P/FCF9.6x
EV/EBITDA32.9x
Dividend yield3.0%
Diluted EPS0.79

Annual financial statements

Income statement

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Revenue $97.8M$94.7M$89.8M$68.7M$73.1M$65.1M$84.1M$122.3M$133.8M$123.0M
SG&A $11.3M$11.9M$12.5M$9.1M$8.1M$8.9M$9.5M$9.6M$9.7M$9.4M
Total operating expenses $92.8M$93.9M$83.8M$73.6M$67.1M$68.6M$79.4M$86.4M$99.9M$89.0M
Operating income $5.0M$830.0K$6.0M-$4.9M$6.0M-$3.4M$4.6M$35.9M$33.9M$34.0M
Pre-tax income $9.7M$4.0M$13.4M-$5.2M$14.0M-$7.6M$9.4M$36.5M$33.9M$34.0M
Income tax $2.6M$1.8M$2.9M$567.0K$4.2M$1.4M$3.5M$9.7M$13.9M$11.4M
Net income $7.1M$2.2M$10.6M-$4.6M$9.8M-$8.9M$5.9M$26.8M$20.0M$22.6M
EPS, basic 0.840.271.20-0.591.24-1.120.703.202.452.84
EPS, diluted 0.790.261.17-0.591.23-1.120.703.132.382.77
Shares, diluted (wtd. avg.) 8.9M8.5M8.1M7.8M7.9M8.0M8.5M8.5M8.4M8.2M

Balance sheet

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Cash and equivalents $26.2M$18.8M$20.4M$23.9M$15.2M$13.0M$49.8M$52.4M$54.2M$33.7M
Short-term investments $21.4M$27.7M$32.9M$15.3M$65.0M$69.5M$50.3M$65.8M$51.3M$56.5M
Receivables —————$9.4M$13.2M$18.4M$21.7M$23.4M
Total current assets ——$72.2M$58.2M$93.9M$96.3M$117.0M$139.7M$138.1M$116.0M
Property, plant and equipment $536.0K$951.0K$1.4M$1.8M$2.1M$3.2M$4.2M$4.5M$4.2M$4.3M
Goodwill $39.5M$39.5M$39.5M$35.7M$16.4M$16.4M$19.8M$19.8M$27.1M$27.1M
Other intangibles $18.2M$21.7M$24.8M$29.0M$11.9M$13.5M$15.3M$16.0M$19.8M$21.4M
Total assets $162.3M$150.0M$155.2M$146.4M$139.6M$149.2M$178.7M$199.2M$192.7M$179.7M
Accounts payable $7.6M$6.4M$6.1M$5.7M$2.6M$1.6M$2.1M$2.5M$3.5M$2.6M
Total current liabilities ——$18.6M$17.6M$15.8M$11.8M$21.4M$27.1M$31.5M$29.7M
Total liabilities $35.6M$27.7M$32.7M$35.8M$21.7M$18.4M$30.4M$38.0M$36.3M$33.6M
Retained earnings $9.0M$6.2M$4.7M-$4.3M$4.4M-$1.7M$11.0M$30.5M$28.6M$31.9M
Total equity $125.6M$120.3M$122.4M$110.6M$117.9M$130.7M$148.3M$161.1M$156.4M$146.1M

Cash flow

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Operating cash flow $18.9M$21.1M-$1.2M$51.5M$19.4M-$9.8M$32.2M$31.5M$48.0M$47.4M
Depreciation and amortisation $501.0K$602.0K$670.0K$687.0K$750.0K$921.0K$898.0K$867.0K$1.0M$969.0K
Stock-based compensation $5.1M$5.5M$6.5M$6.0M$5.8M$6.7M$10.3M$15.3M$16.4M$16.0M
Capital expenditure $86.0K$109.0K$147.0K$320.0K$178.0K$93.0K$593.0K$991.0K$884.0K$1.8M
Investing cash flow -$3.7M-$4.6M$4.1M-$33.7M$9.6M-$4.0K-$4.8M$3.6M-$1.2M-$1.8M
Financing cash flow -$7.9M-$18.1M-$6.4M-$9.1M-$26.8M-$25.8M-$31.9M-$34.1M-$28.6M-$34.9M
Dividends paid $5.4M$5.4M$5.5M$5.6M$22.9M$11.0M$26.1M$24.6M$21.9M$19.4M
Buybacks $0$1.3M$0$2.9M$3.0M$13.0M$2.4M$4.0M$0$5.6M

Figures as tagged in each year's own filing, in US dollars. A year restated by a later filing shows the restated figure. Capital expenditure, dividends and buybacks are cash out, shown positive. A line the filer does not report is not listed. Latest from accession 0001165002-26-000020.

Plot the figures US dollars

Income statement Revenue Cost of revenue Gross profit R&D SG&A Total operating expenses Operating income Interest expense Pre-tax income Income tax Net income EPS, basic EPS, diluted Shares, diluted (wtd. avg.)
Balance sheet Cash and equivalents Short-term investments Receivables Inventory Total current assets Property, plant and equipment Goodwill Other intangibles Total assets Accounts payable Short-term debt Total current liabilities Long-term debt Total liabilities Retained earnings Total equity
Cash flow Operating cash flow Depreciation and amortisation Stock-based compensation Capital expenditure Investing cash flow Financing cash flow Dividends paid Buybacks
  • Revenue
  • Gross profit
  • Net income
Revenue, Gross profit, Net income by fiscal year, in US dollars The same figures are in the table below this chart. -50M 0 50M 100M 150M Revenue, FY2016: 123M Net income, FY2016: 22.6M Revenue, FY2017: 133.8M Net income, FY2017: 20M Revenue, FY2018: 122.3M Net income, FY2018: 26.8M Revenue, FY2019: 84.1M Net income, FY2019: 5.9M Revenue, FY2020: 65.1M Net income, FY2020: -8.9M Revenue, FY2021: 73.1M Net income, FY2021: 9.8M Revenue, FY2022: 68.7M Net income, FY2022: -4.6M Revenue, FY2023: 89.8M Net income, FY2023: 10.6M Revenue, FY2024: 94.7M Net income, FY2024: 2.2M Revenue, FY2025: 97.8M Net income, FY2025: 7.1M FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025
Fiscal year FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Revenue $123.0M $133.8M $122.3M $84.1M $65.1M $73.1M $68.7M $89.8M $94.7M $97.8M
Gross profit — — — — — — — — — —
Net income $22.6M $20.0M $26.8M $5.9M -$8.9M $9.8M -$4.6M $10.6M $2.2M $7.1M

Recent filings and events

  • Results announced The quarterly or annual earnings release. Arrives four times a year from almost every company here. Item 2.02
  • Regulation FD disclosure Something the company told the market and had to tell everyone at once - usually a slide deck or a press release. Item 7.01
  • Officer or director change Someone at the top arrived or left. The item covers everything from a board retirement to a chief executive being removed, and only the filing itself says which. Item 5.02
  • Shareholder vote The results of the annual meeting or a special vote. Item 5.07
  • Results announced Item 2.02
  • Regulation FD disclosure Item 7.01
  • Annual report filed A new 10-K. The figures and the business description on this site come from it. Form 10-K
  • Results announced Item 2.02
  • Regulation FD disclosure Item 7.01
  • Results announced Item 2.02
  • Regulation FD disclosure Item 7.01
  • Results announced Item 2.02

Item numbers are Form 8-K's own, and a filing date is up to four business days after the thing it reports. The same feed across the whole market.

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