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Westwood Holdings Group WHG Q4 2024 Annual earnings

Reported February 12, 2025 · After market close

Revenue$25.6M
EPS$0.39

Next report

Date not yet announced

Financials

Q4 2024

Income statement

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Revenue$20.5M+5.5%
Operating income$2.6M-9.9%
Net income-$3.1M-211%
EPS (diluted)-$0.40-211%

Balance sheet

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Cash & equivalents$18.8M-7.7%
Total debt$3.2M-29.8%
Total equity$120.3M-1.7%
Total assets$150.0M-3.3%

Cash flow

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Operating cash flow$8.9M
CapEx$3.5M+3,013%
Free cash flow$5.4M

Valuation & ratios

Valuation

as of 12/31/24
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Market cap$134.53M+33.6%
Enterprise value$118.88M+40.2%
P/S+0.6×

Profitability

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Operating margin1.2%-7.0pp
Net margin-6.7%-20.1pp
FCF margin25.7%

Returns & leverage

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Return on equity-3.8%-12.2pp
Debt / equity0.0×

Segments

By product

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Investment Advisory Services$18.0M+11.9%
Mutual Fund Advisory$8.4M+2.1%
Trust Fees$5.6M+10.0%
Private Wealth Advisory$580.0K+62.5%
Other Revenue Misc Services$47.0K-87.9%

By segment

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Advisory$21.0M+9.4%
Trust$6.2M+11.2%
Other reporting segment-$1.5M+6.2%

By geography

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United States$25.3M+10.3%
Canada$254.0K-1.9%

Versus estimates

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Questions, answered.

When did Westwood Holdings Group report Q4 2024 earnings?
Westwood Holdings Group (WHG) reported Q4 2024 earnings on February 12, 2025 after market close.
What were Westwood Holdings Group's Q4 2024 revenue and EPS?
Westwood Holdings Group reported revenue of $25.6M and eps of $0.39 for Q4 2024.
Where can I find Westwood Holdings Group's Q4 2024 SEC filings?
You can read the 10-K periodic report (0001165002-25-000022) directly on SEC EDGAR. The filing index links above go to sec.gov.