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Westwood Holdings Group WHG Q1 2026 earnings

Reported August 6, 2026 · After market close

Revenue$25.0M
EPS$0.33

Next report

Oct 29, 2026 (In 3 weeks)

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 03/31/26
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Market cap$156.27M+2.8%
Enterprise value$142.87M-1.7%
P/E21.1×—
P/S1.6×-0.5×

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%

FAQ

When did Westwood Holdings Group report Q1 2026 earnings?
Westwood Holdings Group (WHG) reported Q1 2026 earnings on August 6, 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 $0.33 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 13.8% from $0.29.
Where can I find Westwood Holdings Group's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001165002-26-000047) and the 10-Q periodic report (0001165002-26-000034) directly on SEC EDGAR. The filing index links above go to sec.gov.