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

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

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 Trading Up 0.6%

Westwood Holdings Group stock traded up $0.12 during mid-day trading on Friday, hitting $18.61. The stock had a trading volume of 10,268 shares, compared to its average volume of 16,042. The firm has a market capitalization of $176.66 million, a P/E ratio of 21.15 and a beta of 0.57. The firm’s 50 day moving average is $18.94 and its 200 day moving average is $17.91. Westwood Holdings Group has a one year low of $14.70 and a one year high of $20.97.

Westwood Holdings Group Announces Dividend

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

Institutional Investors Weigh In On Westwood Holdings Group

Institutional investors and hedge funds have recently bought and sold shares of the business. BlackRock Inc. bought a new position in shares of Westwood Holdings Group in the second quarter worth about $11,155,000. De Lisle Partners LLP purchased a new position in Westwood Holdings Group in the 2nd quarter worth approximately $960,000. Empowered Funds LLC purchased a new position in Westwood Holdings Group in the 2nd quarter worth approximately $843,000. Bank of America Corp DE bought a new position in Westwood Holdings Group in the 2nd quarter worth approximately $887,000. Finally, Connor Clark & Lunn Investment Management Ltd. purchased a new stake in Westwood Holdings Group during the 2nd quarter valued at approximately $264,000. 56.64% of the stock is owned by institutional investors.

More Westwood Holdings Group News

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

• Positive Sentiment: Westwood said its ETF platform surpassed $430 million in assets and it launched PWRX, its first ETF on the Texas Stock Exchange. The company also reported nearly $200 million in year-to-date private capital commitments and a defined-contribution plan funded with more than $450 million in SMidCap assets. These developments may support future assets and fee revenue. Westwood Holdings Group Q3 2026 results
• Positive Sentiment: The company 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.
• Neutral Sentiment: Q3 revenue was $26.57 million and earnings were $0.48 per share. The revenue figure rose year over year, but the company’s profit declined, making the overall results mixed. Westwood reports third-quarter revenue growth, profit decline

Analyst Upgrades and Downgrades

Separately, Weiss Ratings upgraded Westwood Holdings Group from a “buy (b)” rating to a “buy (b+)” rating in a research note on Thursday, October 8th. One analyst has rated the stock with a Buy rating. According to MarketBeat, Westwood Holdings Group has a consensus rating of “Buy”.

Westwood Holdings Group Company Profile

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.