About Westwood Holdings Group, Inc.
https://www.westwoodgroup.comWestwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust.
CEO
Brian O'Connor Casey CFP
Compensation Summary
(Year 2024)
ETFs Holding This Stock
Summary
Showing Top 3 of 51
Ratings Snapshot
Rating : B+
Price Target
Institutional Ownership
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
Shares:593.75K
Value:$10.78M
BLACKROCK, INC.
Shares:489.14K
Value:$8.88M
SETTIAN CAPITAL LP
Shares:470.51K
Value:$8.54M
Summary
Showing Top 3 of 81
About Westwood Holdings Group, Inc.
https://www.westwoodgroup.comWestwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust.
Income Statement
| Period | Revenue | Operating Expense | Net Income | Net Profit Margin | Earnings Per Share | EBITDA |
|---|---|---|---|---|---|---|
| Q3-2025 | $24.29M ▲ | $8.99M ▲ | $3.7M ▲ | 15.23% ▲ | $0.44 ▲ | $3.19M ▲ |
| Q2-2025 | $23.12M ▼ | $8.78M ▼ | $1.02M ▲ | 4.41% ▲ | $0.12 ▲ | $2.03M ▲ |
| Q1-2025 | $23.25M ▼ | $8.82M ▼ | $477K ▼ | 2.05% ▼ | $0.06 ▼ | $1.11M ▼ |
| Q4-2024 | $25.58M ▲ | $8.93M ▼ | $2.06M ▲ | 8.04% ▲ | $0.25 ▲ | $5.18M ▲ |
| Q3-2024 | $23.72M | $10.64M | $159K | 0.67% | $0.01 | $2.48M |
Balance Statement
| Period | Cash & Short-term | Total Assets | Total Liabilities | Total Equity |
|---|---|---|---|---|
| Q3-2025 | $21.6M ▼ | $154.05M ▲ | $28.07M ▲ | $123.9M ▲ |
| Q2-2025 | $33.23M ▲ | $146.28M ▲ | $23.92M ▲ | $120.31M ▲ |
| Q1-2025 | $27.03M ▼ | $134.99M ▼ | $13.6M ▼ | $119.35M ▼ |
| Q4-2024 | $46.54M ▼ | $149.99M ▼ | $27.66M ▼ | $120.29M ▲ |
| Q3-2024 | $48.31M | $151.5M | $31.12M | $118.39M |
Cash Flow Statement
| Period | Net Income | Cash From Operations | Cash From Investing | Cash From Financing | Net Change | Free Cash Flow |
|---|---|---|---|---|---|---|
| Q3-2025 | $3.73M ▲ | $8.54M ▲ | $-1.08M ▼ | $-1.26M ▲ | $6.2M ▲ | $8.46M ▲ |
| Q2-2025 | $1.03M ▲ | $7.3M ▲ | $-37K ▲ | $-1.28M ▲ | $5.99M ▲ | $7.27M ▲ |
| Q1-2025 | $477K ▼ | $-4.9M ▼ | $-1.42M ▲ | $-3.11M ▲ | $-9.43M ▼ | $-4.91M ▼ |
| Q4-2024 | $2.1M ▲ | $8.91M ▼ | $-3.08M ▲ | $-9.77M ▼ | $-3.94M ▼ | $7.83M ▼ |
| Q3-2024 | $159K | $11.96M | $-11.44M | $-1.5M | $-980K | $13.45M |
Revenue by Products
| Product | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 |
|---|---|---|---|---|
 Investment Advisory Services | $0 ▲ | $20.00M ▲ | $20.00M ▲ | $20.00M ▲ |
 Trust Fee | $0 ▲ | $10.00M ▲ | $10.00M ▲ | $10.00M ▲ |
 Asset Management | $20.00M ▲ | $0 ▼ | $0 ▲ | $0 ▲ |
 Fiduciary and Trust | $10.00M ▲ | $0 ▼ | $0 ▲ | $0 ▲ |
Revenue by Geography
| Region | Q4-2024 | Q2-2025 | Q3-2025 | Q1-2025 |
|---|---|---|---|---|
 CANADA | $0 ▲ | $0 ▲ | $0 ▲ | $0 ▲ |
 UNITED STATES | $30.00M ▲ | $20.00M ▼ | $20.00M ▲ | $20.00M ▲ |
CEO
Brian O'Connor Casey CFP
Compensation Summary
(Year 2024)
ETFs Holding This Stock
Summary
Showing Top 3 of 51
Ratings Snapshot
Rating : B+
Price Target
Institutional Ownership
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
Shares:593.75K
Value:$10.78M
BLACKROCK, INC.
Shares:489.14K
Value:$8.88M
SETTIAN CAPITAL LP
Shares:470.51K
Value:$8.54M
Summary
Showing Top 3 of 81