Westwood Holdings Group (NYSE:WHG) Posts Quarterly Earnings Results

Westwood Holdings Group (NYSE:WHG) posted its earnings results on Thursday. The asset manager reported $0.48 EPS for the quarter, FiscalAI reports. The company had revenue of $26.57 million for the quarter. Westwood Holdings Group had a return on equity of 8.10% and a net margin of 7.73%.

Here are the key takeaways from Westwood Holdings Group’s conference call:

• Revenue rose to $26.6 million from $24.3 million a year earlier, supported by ETF and private energy fund growth and higher private capital distributions. ETFs reached $430 million at quarter-end and about $460 million shortly afterward; private fundraising brought in nearly $200 million year to date.
• Assets under management had $300 million in net outflows and $600 million in market depreciation during the quarter. Mutual funds and ETFs recorded $87 million in net outflows, despite positive ETF flows within that channel.
• Net income declined to $3.1 million from $3.7 million a year earlier, while non-GAAP Economic Earnings fell to $4.4 million from $5.7 million. The company attributed the declines in part to $1.7 million in severance-related expenses, higher professional services costs, and higher taxes.
• Westwood launched PowerX, the first ETF listed on the Texas Stock Exchange, and reported about $30 million in new private capital commitments for the quarter. Management also highlighted funding of a large Fortune 50 defined-contribution mandate in its SMidCap strategy.
• Management cited competitive long-term results across several strategies, including outperformance by all U.S. value strategies since inception, while noting that results varied across other strategy groups. The board approved a regular dividend of $0.15 per share.

Westwood Holdings Group Price Performance

WHG traded up $0.12 on Friday, hitting $18.62. 14,115 shares of the stock were exchanged, compared to its average volume of 8,414. Westwood Holdings Group has a 12 month low of $14.70 and a 12 month high of $20.97. The business has a 50-day moving average of $18.91 and a two-hundred day moving average of $17.92. The firm has a market capitalization of $176.75 million, a price-to-earnings ratio of 22.99 and a beta of 0.57.

Westwood Holdings Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Tuesday, December 1st will be paid a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date of this dividend is Tuesday, December 1st. Westwood Holdings Group’s payout ratio is 68.18%.

Key Headlines Impacting Westwood Holdings Group

Here are the key news stories impacting Westwood Holdings Group this week:

• Positive Sentiment: Westwood reported third-quarter revenue of $26.6 million, up from the year-earlier period, and earnings of $0.48 per share. Article: Westwood Holdings Reports Third-Quarter Revenue Growth, Profit Decline
• Positive Sentiment: The company said its ETF platform exceeded $430 million in assets and launched PWRX, its first ETF on the Texas Stock Exchange. It also closed $30 million in private-capital commitments, with nearly $200 million raised year to date, and reported a defined-contribution plan funded with more than $450 million in SMidCap strategies—potential sources of future asset and fee growth. Article: Westwood Holdings Group Reports Third Quarter 2026 Results
• Positive Sentiment: Westwood declared a quarterly dividend of $0.15 per share, equivalent to $0.60 annually and a reported yield of about 3.2%. The payment is scheduled for January 4 to shareholders of record December 1. Article: Westwood Holdings Group Dividend Announcement
• Negative Sentiment: Despite revenue growth, reports characterized third-quarter profit as lower, a potential concern for investors weighing the company’s growth against its near-term profitability. Article: Westwood Reports Third-Quarter Earnings Results

Hedge Funds Weigh In On Westwood Holdings Group

Several hedge funds have recently bought and sold shares of WHG. Deutsche Bank AG acquired a new stake in shares of Westwood Holdings Group in the 2nd quarter valued at $148,000. GABELLI & Co INVESTMENT ADVISERS INC. raised its holdings in shares of Westwood Holdings Group by 6.6% during the 1st quarter. GABELLI & Co INVESTMENT ADVISERS INC. now owns 11,192 shares of the asset manager’s stock worth $184,000 after buying an additional 692 shares in the last quarter. Marquette Asset Management LLC acquired a new position in shares of Westwood Holdings Group during the 2nd quarter worth $207,000. Connor Clark & Lunn Investment Management Ltd. bought a new stake in shares of Westwood Holdings Group during the 2nd quarter worth $264,000. Finally, Bank of New York Mellon Corp bought a new stake in shares of Westwood Holdings Group during the 2nd quarter worth $396,000. 56.64% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms have weighed in on WHG. Weiss Ratings upgraded Westwood Holdings Group from a “buy (b)” rating to a “buy (b+)” rating in a research report on Thursday, October 8th. Wall Street Zen downgraded shares of Westwood Holdings Group from a “buy” rating to a “hold” rating in a report on Saturday. One research analyst has rated the stock with a Buy rating. According to data from MarketBeat, the stock currently has an average rating of “Buy”.

About Westwood Holdings Group

Westwood Holdings Group, Inc is an investment management firm headquartered in Dallas, Texas. Through its subsidiaries, the company provides investment advisory and asset management services to institutional investors, private wealth clients, family offices and investment vehicles.

Westwood manages a range of investment strategies, including equity, income, multi-asset and alternative offerings. Its products and services are designed to address the needs of pension plans, endowments, foundations, corporations, high-net-worth individuals and other investors seeking professionally managed portfolios.

Founded in 1983, Westwood serves clients primarily in the United States and has expanded its capabilities through internal investment teams and strategic acquisitions.