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Westwood Holdings Group WHG Q1 2026 earnings

Reported April 30, 2026 · After market close

Revenue$25.0M
EPS$0.31

Next report

Date not yet announced

Financials

Q1 2026

Income statement

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Revenue$25.0M+7.4%
Operating income-$1.5M-2,100%
Net income$782.0K+63.9%
EPS (diluted)$0.09+80.0%

Balance sheet

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Cash & equivalents$23.4M+149%
Total debt$10.0M+251%
Total equity$125.0M+2.9%
Total assets$150.4M+11.4%

Cash flow

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Operating cash flow-$2.6M+47.6%
CapEx$246.0K+4,000%
Free cash flow-$2.8M+42.7%

Valuation & ratios

Valuation

as of 07/28/26
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Market cap$186.25M+7.7%
Enterprise value$172.85M+2.9%
P/E25.1×—
P/S1.9×-0.2×

Profitability

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Operating margin3.6%+2.5pp
Net margin7.5%+5.2pp
FCF margin18%+11.8pp

Returns & leverage

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Return on equity6%+4.4pp
Debt / equity0.1×+0.1×

Segments

By product

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Investment Advisory Services$19.3M+8.9%
Mutual Fund Advisory$7.4M+8.0%
Trust Fees$5.3M-2.0%
Private Wealth Advisory$1.3M+103%
Other Revenue Misc Services$339.0K+268%

By segment

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Advisory$21.7M+12.0%
Trust$5.4M-1.4%

Versus estimates

Revenue

Q1 2026$25.0M
Q3 2025$24.3MQ2 2025$23.1MQ1 2025$23.3MQ4 2024$25.6MQ3 2024$23.7M

Diluted EPS

Q1 2026$0.31
Q3 2025$0.64Q2 2025$0.32Q1 2025$0.29Q4 2024$0.39Q3 2024$0.13

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Questions, answered.

When did Westwood Holdings Group report Q1 2026 earnings?
Westwood Holdings Group (WHG) reported Q1 2026 earnings on April 30, 2026 after market close.
What were Westwood Holdings Group's Q1 2026 revenue and EPS?
Westwood Holdings Group reported revenue of $25.0M and eps of $0.31 for Q1 2026.
How did Westwood Holdings Group's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 7.4% from $23.3M a year earlier and eps grew 6.9% from $0.29.
Where can I find Westwood Holdings Group's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001165002-26-000033) and the 10-Q periodic report (0001165002-26-000034) directly on SEC EDGAR. The filing index links above go to sec.gov.