Westwood Holdings Group, Inc. (WHG)

Westwood Holdings Group Income Statement

Financials in millions USD. Fiscal year is January - December.

Fiscal Year	TTM	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Period Ending	Jun 30, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020
Operating Revenue	94.94	93.05	89.25	69.39	73.39	64.77
Other Revenue	0.73	1.67	0.53	-0.71	-0.34	0.35
Revenue	95.67	94.72	89.78	68.68	73.05	65.11
Revenue Growth (YoY)	5.68%	5.50%	30.72%	-5.99%	12.20%	-22.56%
Cost of Revenue	55.64	56.01	52.92	40.12	42.53	42.14
Gross Profit	40.04	38.71	36.86	28.56	30.52	22.97
Selling, General & Admin	34.15	33	33.42	26.34	24.56	24.2
Operating Expenses	34.15	33	33.42	26.34	24.56	24.2
Operating Income	5.89	5.71	3.45	2.22	5.96	-1.23
Interest & Investment Income	1.91	2.18	1.19	0.27	0.87	0.6
Currency Exchange Gain (Loss)	-	-	-	-	-	-2.99
Other Non Operating Income (Expenses)	1.13	1	1.24	0.91	0.6	0.14
EBT Excluding Unusual Items	8.92	8.9	5.88	3.39	7.43	-3.47
Merger & Restructuring Charges	-	-	-0.21	-7.09	-	-
Impairment of Goodwill	-	-	-	-	-	-3.4
Gain (Loss) on Sale of Investments	-	-	0.01	-1.5	6.57	-0.71
Other Unusual Items	-3.02	-4.88	2.77	-	-	-
Pretax Income	5.9	4.01	13.44	-5.2	14	-7.59
Income Tax Expense	2.13	1.8	2.87	-0.57	4.24	1.36
Earnings From Continuing Operations	3.77	2.21	10.57	-4.63	9.76	-8.95
Minority Interest in Earnings	-0.11	0	-1.05	-	-	-
Net Income	3.66	2.22	9.52	-4.63	9.76	-8.95
Net Income to Common	3.66	2.22	9.52	-4.63	9.76	-8.95
Net Income Growth	-38.86%	-76.73%	-	-	-	-
Shares Outstanding (Basic)	8	8	8	8	8	8
Shares Outstanding (Diluted)	9	9	8	8	8	8
Shares Change (YoY)	4.69%	4.98%	3.41%	-1.05%	-0.75%	-5.62%
EPS (Basic)	0.44	0.27	1.20	-0.59	1.24	-1.12
EPS (Diluted)	0.42	0.26	1.17	-0.59	1.23	-1.12
EPS Growth	-41.83%	-77.78%	-	-	-	-
Free Cash Flow	11.75	21.01	-1.33	51.17	19.21	-9.86
Free Cash Flow Per Share	1.35	2.47	-0.16	6.52	2.42	-1.24
Dividend Per Share	0.300	0.600	0.600	0.600	0.450	0.430
Dividend Growth	-50.00%	-	-	33.33%	4.65%	-85.07%
Gross Margin	41.85%	40.87%	41.06%	41.58%	41.78%	35.28%
Operating Margin	6.16%	6.03%	3.84%	3.23%	8.16%	-1.89%
Profit Margin	3.82%	2.34%	10.60%	-6.74%	13.36%	-13.74%
Free Cash Flow Margin	12.28%	22.18%	-1.48%	74.50%	26.29%	-15.15%
EBITDA	10.58	10.46	8.27	4.8	8.33	1.41
EBITDA Margin	11.06%	11.04%	9.21%	6.98%	11.41%	2.17%
D&A For EBITDA	4.69	4.75	4.82	2.58	2.37	2.64
EBIT	5.89	5.71	3.45	2.22	5.96	-1.23
EBIT Margin	6.16%	6.03%	3.84%	3.23%	8.16%	-1.89%
Effective Tax Rate	36.17%	44.93%	21.36%	-	30.28%	-
Revenue as Reported	95.67	94.72	89.78	68.68	73.05	65.11

Updated Aug 8, 2025. Source: S&P Global Market Intelligence. Standard template. Financial Sources.

SEC Filings: 10-K · 10-Q