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Segments

By segment

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Other reporting segment-$15.71M+13.4%
Advisory$4.5M+11.8%
Trust$659K+14.4%

Other financials

Income statement

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Revenue$25.3M+9.6%
Operating income$2.1M+138%
EPS (diluted)$0.17+41.7%

Balance sheet

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Cash & equivalents$22.6M+46.8%
Total debt$12.4M+18.5%
Total equity$126.3M+3.3%
Total assets$155.4M+6.2%

Cash flow

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Operating cash flow$5.6M-23.5%
CapEx$534.0K—
Free cash flow$5.1M-30.9%

Valuation

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Market cap$185.23M+19.3%
Enterprise value$175.02M+21.6%
P/E23.4×-50.1×
P/S1.8×+0.1×

Profitability

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Operating margin4.7%+1.2pp
Net margin7.8%+6.0pp
FCF margin15.4%+5.2pp

Returns & leverage

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Return on equity6.4%+5.0pp
Debt / equity0.1×0.0×
Current ratio4.2×+0.2×

Where this comes from

Reported directly by Westwood Holdings Group in its filing.

Tagged under the XBRL concept us-gaap:NetIncomeLoss.

The source filing: Westwood Holdings Group’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:21 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001165002-26-000049
(in thousands) / Three Months Ended June 30, 2026AdvisoryTrustTotal ReportableOtherConsolidated
Other revenue57623599—599
Total revenues$22,182$5,431$27,613$(2,270)$25,343
Interest income$177$54$231—$231
Net income (loss)$4,499$659$5,158$(3,631)$1,527
Segment assets$338,116$46,018$384,134$(228,759)$155,375
Segment goodwill$23,100$16,401$39,501—$39,501
Segment equity-method investments$4,195—$4,195—$4,195
Expenditures for long-lived assets$1,236$921$2,157$412$2,569

Item 6. [Exhibits](#i261cc43c8f1a41d0a9cbaaa97544ec50_160) [26](#i261cc43c8f1a41d0a9cbaaa97544ec50_160)

FAQ

What is Westwood Holdings Group's net income?
Westwood Holdings Group (WHG) reported net income of $1.53M in Q2 2026.
How has Westwood Holdings Group's net income changed year-over-year?
Westwood Holdings Group's net income increased by 48.1% year-over-year, from $1.03M to $1.53M.
What is the long-term trend for Westwood Holdings Group's net income?
Over 4 years (2021 to 2025), Westwood Holdings Group's net income has grown at a -7.6% compound annual growth rate (CAGR), from $9.76M to $7.12M.
What does net income mean?
The bottom line — total revenue minus all expenses, taxes, and costs. Represents the profit attributable to the company's shareholders after all obligations are met.

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