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Westwood Holdings Group, Inc. (WHG)

NYSE: WHG · Investment Advice · Dallas, TX · filing with the SEC since 2002
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Grade4.1
◀ Past 2.8● Present 4.1▶ Future 5.4
OverviewBusinessFinancialsGradeForecastSentimentOwnershipPeopleFilingsPatents Chart
The companyfiscal 2025, as filed
Revenue$97.8M+3.2%
Net income$7.1M+220.1%
Earnings per share$0.79+203.8%
Operating cash flow$18.9M-10.4%
Cash$26.2M+39.3%
Debtn/a
Shareholders’ equity$126M+4.4%
Shares, diluted8,885,580+4.3%
Return on equity5.6%
The recordfrom its filings
Filings in 202664
Newest filingNov 9 · SCHEDULE 13D/A
Annual reportMar 4, 2026
Quarterly reportNov 5, 2026
Next report due10-K by Mar 31
Insider sales, 12 months$2.6M
Insider buys, 12 months$0.00
Patents grantedn/a
Filer categoryNon-accelerated filer<br>Smaller reporting company
Trailing twelve months to Sep 2026Revenue $104MNet income $7.3MCash from operations $16.9Mthe four newest filed quarters added
Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.
Revenue and net income by fiscal yearRevenueNet income
16171819202122232425
As filed, in USD. Nothing here is a forecast.

News

Nov 5, 2026 · SEC EDGAR · Form 10-Q
Quarterly report
Open the filing on sec.gov
Nov 5, 2026 · SEC EDGAR · Form 8-K
Results released
Open the filing on sec.gov
Aug 24, 2026 · SEC EDGAR · Form N-PX
Proxy voting record
Open the filing on sec.gov
Aug 7, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Aug 6, 2026 · SEC EDGAR · Form 10-Q
Quarterly report
Open the filing on sec.gov
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SI Assistanton WHG · research, not advice