MARKETS / NYSE / WHG
NYSE · INVESTMENT ADVICE · SMALL CAP

Westwood Holdings Group, Inc. WHG

17 fiscal years on record · USD · FY2025 reported
SEC FILINGS ONLY
Revenue · FY2025
$97.8M
▲ 3.2% vs FY2024
EPS · FY25
$0.79
Dividend / sh · FY25
Payout · FY25
76%
ROE · FY25
5.8%
Net margin · FY25
7.2%
Dividend coverage
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Result
USD 97.8M
Revenue, FY2025 · full 17-year series below
Revenue Net income
0.040.080.120.160.10.02009201220152018202120242025
0.040.080.120.160.10.02016201920222025

7 cents of every revenue dollar became profit this year.

Per share
USD 0.79
Diluted EPS, FY2025
EPS
240.792009201220152018202120242025
240.792016201920222025

The company pays no cash dividend.

Profitability
5.8%
Return on equity, FY2025
ROE
81624325.8%2009201220152018202120242025
81624325.8%2016201920222025
Operating margin5.1%
Net margin7.2%
Return on assets4.5%

Each USD of equity produced 6 cents of profit this year.

Returned to shareholders
USD 5.4M
returned in FY2025 · dividends + net buybacks
Dividends paidUSD 5.4M
Net buybacksUSD 0.00
Share of profit75.8%
Consecutive raises

USD 5.4M in dividends — 76% of the year's profit went back to shareholders.

Growth
+8.5% a year
revenue, compounded over five years
CAGR
3 yrs
5 yrs
10 yrs
15 yrs
Revenue
+12.5%
+8.5%
−2.9%
+3.9%
Net income
−12.6%
−3.1%
EPS, diluted
−13.4%
−4.5%
Returned to shareholders
−14.1%
−25.9%
−10.7%
−6.5%

Compound annual rates per period — left blank where the series crosses a loss.

Share base
Shares outstanding, FY2025
0.010.012009201220152018202120242025
0.010.012016201920222025
Change, 5 years+0.0%
Change, 10 years+7.2%

The share count grew 0% in five years — the same company, cut into more, smaller slices.

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Balance sheet
USD 162.3M
total assets, end of FY2025
Total assetsUSD 162.3M
EquityUSD 125.6M
CashUSD 26.2M

Equity funds 77% of total assets.

History
17 fiscal years
Every figure from documents filed with the SEC · USD
Metric
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Revenue $B
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.0
Operating income $B
0.0
0.0
0.0
−0.0
0.0
−0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
·
·
·
EBITDA $B
0.0
0.0
0.0
−0.0
0.0
−0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
·
·
·
Income tax $B
0.0
0.0
0.0
−0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
Net income $B
0.0
0.0
0.0
−0.0
0.0
−0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
EPS, diluted $
0.79
0.26
1.17
−0.59
1.23
−1.12
0.70
3.13
2.38
2.77
3.33
3.45
2.32
1.65
2.04
1.58
1.09
Dividend / sh $
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
Payout %
76
246
52
−122
235
−123
441
92
110
86
61
51
52
116
54
109
108
ROE %
5.8
1.8
9.2
−4.0
7.9
−6.4
3.8
16.8
13.2
16.2
22.2
27.4
21.6
16.4
22.3
20.9
16.7
Shares out B
·
0.01
0.01
0.01
0.01
0.01
0.01
0.01
0.01
0.01
0.01
0.01
0.01
0.01
0.01
0.01
·

Slide the table for earlier years · "·" marks figures not disclosed in the filing for that year.

How we verifyAUDITED
45 of 46
checks passed before publication
EPS recomputationBalance-sheet identityGross profitBalance-sheet liquidity

Every figure was compared against the original statement: 0 failures and 1 presentation gaps.

What we don’t show

We’d rather say what’s missing than fill the gap with an estimate.

P/E rationeeds a market quote — not yet licensed
Market capitalizationneeds a market quote — not yet licensed
Dividend yieldneeds a market quote — not yet licensed
Price-to-bookneeds a market quote — not yet licensed