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WHG WESTWOOD HOLDINGS GROUP INC

Trailing twelve months to 2026-06-30 · as filed 2026-08-06, not restated
Financials

Scale

Market cap
$190m
Revenue TTM
$102m
Net income TTM
$8m
Free cash flow
$19m
Composite score
29.0
Sector rank
#2896

Valuation

P / E
24.1
EV / EBITDA
17.4
EV / sales
1.5
FCF yield
9.84%
Earnings yield vs 10-yr
-0.57pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
7.8%
EBITDA margin
8.3%
ROE
6.2%
ROIC
5.6%
Revenue growth
12.3%

Insider activity, last 90 days

Net open-market
$-0.89m
Buyers
0
Sellers
1

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

The $0.7 billion increase in AUM for the six months ended June 30, 2025 was due to net inflows of $0.4 billion and market appreciation of $0.3 billion. Total revenues for the three months ended June 30, 2026 were higher than revenues for the three months ended June 30, 2025 due to growth from our ETFs and private energy secondaries funds and gains on our seed money investments. Employee compensation and benefits for the three months ended June 30, 2026 increased compared to the three months June 30, 2025 primarily due to higher incentive compensation costs and higher costs related to our alternatives investment team. …WESTWOOD HOLDINGS GROUP INC, 10-Q, period ended 2026-06-30, filed 2026-08-06

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