WHGNYSEInvestment AdviceFiscal year ends December 31
WESTWOOD HOLDINGS GROUP INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$18.74+0.11 (+0.59%)
Close on Oct 19, 2026
- Market cap
- $170.16M
- P/E (TTM)
- 23.7
- Dividend yield
- –
Westwood Holdings statistics
Financials through Jun 30, 2026, price as of Oct 19, 2026, median of Investment Advice companies for comparison
Valuation
| Measure | Westwood Holdings | Industry median |
|---|---|---|
| Market Cap | $178.84M | $689.15M |
| Enterprise Value | $136.62M | $509.37M |
| PE Ratio | 23.72 | 18.26 |
| PS Ratio | 1.83 | 3.16 |
| PB Ratio | 1.42 | 1.50 |
| P/TBV Ratio | 2.55 | 1.47 |
| P/FCF Ratio | 9.49 | 12.60 |
| P/OCF Ratio | 9.45 | 12.22 |
Enterprise value
| Measure | Westwood Holdings | Industry median |
|---|---|---|
| EV / Sales | 1.40 | 2.19 |
| EV / EBITDA | 27.47 | 14.83 |
| EV / EBIT | 27.47 | 18.34 |
| EV / FCF | 7.25 | 12.35 |
Income (trailing twelve months)
| Measure | Westwood Holdings | Industry median |
|---|---|---|
| Revenue | $97.76M | $858.37M |
| Operating Income | $4.97M | $7.74M |
| Pretax Income | $9.68M | $269.30M |
| Net Income | $7.08M | $33.63M |
| EBITDA | $4.97M | $72.05M |
| EPS (Diluted) | $0.79 | $2.27 |
Margins
| Measure | Westwood Holdings | Industry median |
|---|---|---|
| Operating Margin | 5.09% | 18.8% |
| Pretax Margin | 9.90% | 22.3% |
| Profit Margin | 7.24% | 14.5% |
| EBITDA Margin | 5.09% | 21.9% |
| FCF Margin | 19.3% | 20.1% |
Returns
| Measure | Westwood Holdings | Industry median |
|---|---|---|
| Return on Equity (ROE) | 5.69% | 14.5% |
| Return on Assets (ROA) | 4.69% | 2.25% |
| Return on Invested Capital (ROIC) | 4.25% | 4.03% |
Growth
| Measure | Westwood Holdings | Industry median |
|---|---|---|
| Revenue Growth (YoY) | 3.21% | 15.2% |
| Net Income Growth (YoY) | 220.1% | 7.71% |
| EPS Growth (YoY) | 203.8% | 15.0% |
| FCF Growth (YoY) | -10.4% | 2.56% |
| Revenue Growth (3Y CAGR) | 12.5% | 11.9% |
| Revenue Growth (5Y CAGR) | 8.47% | 9.48% |
Balance sheet
| Measure | Westwood Holdings | Industry median |
|---|---|---|
| Cash & Short-Term Investments | $42.22M | $64.64M |
| Net Cash (Debt) | $42.22M | $37.55M |
| Net Cash Per Share | $4.42 | $1.55 |
| Equity (Book Value) | $126.34M | $505.81M |
| Book Value Per Share | $13.24 | $17.04 |
| Tangible Book Value | $70.07M | $210.80M |
Cash flow (trailing twelve months)
| Measure | Westwood Holdings | Industry median |
|---|---|---|
| Operating Cash Flow | $18.92M | $11.08M |
| Capital Expenditures | -$86.00K | -$11.81M |
| Free Cash Flow | $18.84M | $313.40M |
| FCF Per Share | $1.97 | $1.29 |
Efficiency
| Measure | Westwood Holdings | Industry median |
|---|---|---|
| Asset Turnover | 0.65 | 0.25 |
| Revenue Per Employee | $660.55K | $1.00M |
| Profits Per Employee | $47.82K | $145.56K |
| Employee Count | 148 | 700 |
Dividends and yields
| Measure | Westwood Holdings | Industry median |
|---|---|---|
| Earnings Yield | 3.96% | 3.34% |
| FCF Yield | 10.5% | 6.26% |
| Buyback Yield | 0.00% | 1.19% |
| Shareholder Yield | 0.00% | 1.82% |
| Payout Ratio | 75.8% | 36.7% |
| FCF Payout Ratio | 28.5% | 28.5% |
Shares
| Measure | Westwood Holdings | Industry median |
|---|---|---|
| Shares Outstanding | 9,543,150 | 40,199,800 |
| Shares Change (YoY) | 4.34% | 0.87% |
| Shares Change (QoQ) | 0.00% | 0.00% |
| Float | 6,619,100 | 26,811,250 |
| Shares Held by Insiders | 30.6% | 0.00% |
| Shares Held by Institutions | 57.1% | 36.9% |
Taxes
| Measure | Westwood Holdings | Industry median |
|---|---|---|
| Income Tax | $2.60M | $39.89M |
| Effective Tax Rate | 26.9% | 21.6% |
Scores
| Measure | Westwood Holdings | Industry median |
|---|---|---|
| Graham Number | $15.34 | $40.68 |
| Graham Upside | -18.1% | -34.6% |
| Altman Z-Score | 4.65 | 9.82 |
| Piotroski F-Score | 6 | 5 |
Calculated by StockData from Westwood Holdings's SEC filings and the latest closing price. Hover a measure to see its formula. The grey column is the median of companies in the same industry group (two-digit SIC code); green or red marks a better or worse value than that median.