Westwood Holdings Group, Inc.
WHGWestwood Holdings Group, Inc.
NYSE
Financial Services
$16.20
+0.30(1.89%)
Mkt Cap $154M
$14.63
$18.89
52-Week Range
AI-generated
Westwood Holdings Group, Inc.
Revenue breakdown: Investment Advisory Services (47.8%), Asset Management1 (19.5%), Trust Fee (16.8%).
$154MMkt Cap
$110MRev TTM
$8MNI TTM
19.2xP/E
Latest Earnings
10-K
FY FY2025Mar 3, 2026Westwood Holdings Group, Inc. reported total revenues of $97.8 million for fiscal year 2025, with operating income of $5.0 million and net income of $7.1 million. The company generated $7.1 million in total comprehensive income. Key financial drivers included revenue from contracts with customers of $97.4 million and other revenue of $346,000. Operating expenses totaled $92.8 million, with employee compensation...
Fundamentals
How The Business Makes Money
Revenue by Segment
Investment Advisory Services47.8%($544M)
Asset Management119.5%($222M)
Trust Fee16.8%($191M)
Mutual Fund Advisory Member7.7%($87M)
Fiduciary And Trust5.6%($63M)
Performancefee0.8%($9M)
Private Wealth Advisory0.7%($8M)
Other Revenue Misc Services0.7%($8M)
Investment Performance0.3%($4M)
Trust Performance Based Fees0.1%($1M)
Revenue by Geography
US99%($559M)
CA1%($6M)
Analyst View
Company Profile
CIK0001165002
ISINUS9617651040
CUSIP961765104
Phone214-756-6900
Address200 Crescent Court, Dallas, TX, 75201, US
SEC EDGAR