Westwood Holdings Group, Inc. (WHG)

Westwood Holdings Group Financials Overview

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

Revenue & Profits

Chart

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Mar 31, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Revenue Revenue Growth	99.48	97.76	94.72	89.78	68.68	73.05
Revenue Growth	4.45%	3.21%	5.50%	30.72%	-5.99%	12.20%
Gross Profit Gross Profit Growth	99.48	97.76	94.72	89.78	68.68	73.05
Operating Income Operating Income Growth	3.55	4.97	0.83	6.01	-4.87	5.96
Net Income Net Income Growth	1.02	7.06	2.22	9.52	-4.63	9.76
Earnings Per Share EPS Growth	0.83	0.79	0.26	1.17	-0.59	1.23
EPS Growth	2666.67%	203.85%	-77.78%	-	-	-

Revenue by Segment

Chart

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Mar 31, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Eliminations Eliminations Growth	-8.88	-8.35	-6.15	-6.55	-2.42	-2.77
Trust Trust Growth	21.89	21.97	22.09	20.87	22.02	24.49
Advisory Advisory Growth	86.46	84.14	78.78	75.46	49.08	51.34
Total Total Growth	99.48	97.76	94.72	89.78	68.68	73.05

Cash & Debt

Chart

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Mar 31, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Cash & Investments Cash & Investments Growth	39	47.68	46.54	53.34	39.2	80.23
Total Debt Total Debt Growth	10.02	10.17	3.2	4.55	6.07	6.13
Net Cash (Debt) Net Cash Growth	28.98	37.51	43.34	48.79	33.14	74.1
Net Cash Growth	10.35%	-13.46%	-11.15%	47.23%	-55.28%	-0.83%
Net Cash Per Share Net Cash Per Share Growth	3.24	4.22	5.09	6.01	4.22	9.35

Cash Flow & CapEx

Chart

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Mar 31, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Operating Cash Flow Operating Cash Flow Growth	21.26	18.92	21.12	-1.19	51.49	19.39
Capital Expenditures CapEx Growth	-0.33	-0.09	-0.11	-0.15	-0.32	-0.18
Free Cash Flow Free Cash Flow Growth	20.93	18.84	21.01	-1.33	51.17	19.21
Free Cash Flow Growth	162.37%	-10.36%	-	-	166.41%	-

Margins

Chart

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Mar 31, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Gross Margin	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%
Operating Margin	3.56%	5.09%	0.88%	6.69%	-7.10%	8.16%
Pretax Margin	1.48%	9.90%	4.24%	14.97%	-7.56%	19.17%
Profit Margin	7.42%	7.24%	2.33%	11.77%	-6.74%	13.36%
FCF Margin	21.04%	19.27%	22.18%	-1.48%	74.50%	26.29%

Dividends

Chart

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Jul 31, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Dividend Per Share Dividend Per Share Growth	0.600	0.600	0.600	0.600	0.600	0.450
Dividend Per Share Growth	0%	0%	0%	0%	33.33%	4.65%
Dividend Yield	3.13%	3.72%	4.59%	5.50%	6.44%	17.19%

Valuation

Chart

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Jul 31, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
PE Ratio	23.18	21.78	55.81	10.74	-	13.77
Forward PE	-	19.70	19.70	19.70	19.70	19.70
P/FCF Ratio	7.79	8.58	6.38	-	1.93	7.28
PS Ratio	1.64	1.65	1.41	1.28	1.44	1.91

Data Sources: Fiscal.ai and S&P Global Market Intelligence Last updated: Apr 30, 2026

Financial data is provided by Fiscal.ai and updates within minutes after each earnings release, which is every three months for this company. Revenue segment data is provided by S&P Global Market Intelligence.

Update frequency:

Quarterly

Last checked:

Jul 27, 2026

Data Sources Report a data error