WESTWOOD HOLDINGS GROUP INC
WHGNYSE
$19.80
↓ -1.0%Jul 17 close · end-of-day
Price
1Y↑ +28.3%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$179.0M
Enterprise Value
$140.0M
P/E
23.9
P/S
1.8
P/B
1.4
EV/EBITDA
34.9
PEG
—
FCF Yield
11.7%
Dividend Yield
—
Revenue (TTM)
$99.5M
Net Income (TTM)
$7.4M
Free Cash Flow (TTM)
$20.9M
Gross Margin
—
Operating Margin
3.6%
Net Margin
7.4%
ROE
5.9%
ROIC
3.1%
Debt / Equity
—
Net Cash
$39.0M
Return 1Y
+26.1%
Company profile
Westwood Holdings Group, Inc. manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors.
- CEO
- Brian O. Casey
- Sector
- Finance, Insurance, And Real Estate
- Industry
- Trading
- Employees
- 130
- Headquarters
- Texas
- Website
- westwoodgroup.com
Management & directors
- Casey Brian OCEO
- Ehinger John Anthony JrHead of Legal and Compliance
- Forbes Murray IiiChief Financial Officer
- Helfert AdrianCIO, Multi-Asset Inv.
- Linton David OHead of Distribution
- Lockridge MatthewHead, U.S. Value Inv.
- UnknownPresident and COO
Roles derived from SEC Form 4 filings.
Earnings
WHG Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$25.0M↑ +7.4%
Diluted EPS$0.09↑ +80.0%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $65.1M | $73.1M | $68.7M | $89.8M | $94.7M | $97.8M |
| Gross profit | — | — | — | — | — | — |
| Operating income | -$3.4M | $6.0M | -$4.9M | $6.0M | $830,000.00 | $5.0M |
| Net income | -$8.9M | $9.8M | -$4.6M | $10.6M | $2.2M | $7.1M |
| Diluted EPS | -$1.12 | $1.23 | -$0.59 | $1.17 | $0.26 | $0.79 |
| Operating cash flow | -$9.8M | $19.4M | $51.5M | -$1.2M | $21.1M | $18.9M |
| Free cash flow | -$9.9M | $19.2M | $51.2M | -$1.3M | $21.0M | $18.8M |
| Gross margin | — | — | — | — | — | — |
| Operating margin | -5.3% | 8.2% | -7.1% | 6.7% | 0.9% | 5.1% |
| Net margin | -13.7% | 13.4% | -6.7% | 11.8% | 2.3% | 7.2% |
| Line item | Q3 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q3 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $15.6M | $15.4M | $20.5M | $23.3M | $23.1M | $24.3M | $27.1M | $25.0M |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | -$4.2M | -$494,000.00 | $2.6M | -$68,000.00 | $868,000.00 | $2.0M | $2.2M | -$1.5M |
| Net income | -$378,000.00 | -$1.2M | -$3.1M | $477,000.00 | $1.0M | $3.7M | $1.8M | $782,000.00 |
| Diluted EPS | -$0.05 | -$0.15 | -$0.40 | $0.05 | $0.12 | $0.41 | $0.21 | $0.09 |
| Operating cash flow | $3.6M | $529,000.00 | $8.9M | -$4.9M | $7.3M | $8.5M | $8.0M | -$2.6M |
| Free cash flow | $3.5M | $519,000.00 | $8.8M | -$4.9M | $7.3M | $8.5M | $8.0M | -$2.8M |
| Gross margin | — | — | — | — | — | — | — | — |
| Operating margin | -26.8% | -3.2% | 12.5% | -0.3% | 3.8% | 8.3% | 8.0% | -6.0% |
| Net margin | -2.4% | -7.6% | -15.3% | 2.1% | 4.5% | 15.4% | 6.8% | 3.1% |
Company news
May 9, 2026
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-02 | BYRNE SUSAN M | Sale | 4,481 | $19.88 | $89,065.25 | filing |
| 2026-07-01 | BYRNE SUSAN M | Sale | 3,584 | $19.35 | $69,361.15 | filing |
| 2026-06-30 | BYRNE SUSAN M | Sale | 1,091 | $19.17 | $20,911.20 | filing |
| 2026-06-30 | BYRNE SUSAN M | Sale | 1,091 | $19.17 | $20,911.20 | filing |
| 2026-06-29 | BYRNE SUSAN M | Sale | 7,192 | $20.03 | $144,044.97 | filing |
| 2026-06-29 | BYRNE SUSAN M | Sale | 7,129 | $20.03 | $142,783.18 | filing |
| 2026-06-26 | BYRNE SUSAN M | Sale | 4,274 | $19.39 | $82,856.19 | filing |
| 2026-06-26 | BYRNE SUSAN M | Sale | 4,274 | $19.39 | $82,856.19 | filing |
| 2026-06-25 | BYRNE SUSAN M | Sale | 500 | $18.21 | $9,104.25 | filing |
| 2026-06-24 | BYRNE SUSAN M | Sale | 1,300 | $18.32 | $23,819.64 | filing |
| 2026-06-23 | BYRNE SUSAN M | Sale | 2,500 | $18.45 | $46,117.50 | filing |
| 2026-06-22 | BYRNE SUSAN M | Sale | 1,000 | $18.31 | $18,305.10 | filing |
| 2026-06-22 | BYRNE SUSAN M | Sale | 1,000 | $18.31 | $18,305.10 | filing |
| 2026-06-18 | BYRNE SUSAN M | Sale | 1,594 | $18.35 | $29,242.57 | filing |
| 2026-06-18 | BYRNE SUSAN M | Sale | 1,549 | $18.35 | $28,417.02 | filing |
| 2026-06-17 | BYRNE SUSAN M | Sale | 350 | $18.10 | $6,335.21 | filing |
| 2026-06-17 | BYRNE SUSAN M | Sale | 350 | $18.10 | $6,335.21 | filing |
| 2026-06-16 | BYRNE SUSAN M | Sale | 1,634 | $18.29 | $29,892.72 | filing |
| 2026-06-15 | BYRNE SUSAN M | Sale | 2,910 | $17.96 | $52,265.64 | filing |
| 2026-06-12 | BYRNE SUSAN M | Sale | 4,367 | $17.86 | $77,999.86 | filing |
| 2026-06-11 | BYRNE SUSAN M | Sale | 3,300 | $17.43 | $57,519.33 | filing |
| 2026-06-10 | BYRNE SUSAN M | Sale | 1,800 | $17.55 | $31,586.94 | filing |
| 2026-06-09 | BYRNE SUSAN M | Sale | 1,900 | $17.46 | $33,170.96 | filing |
| 2026-06-08 | BYRNE SUSAN M | Sale | 607 | $17.11 | $10,385.53 | filing |
| 2026-06-05 | BYRNE SUSAN M | Sale | 616 | $17.34 | $10,684.15 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.