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Westwood Holdings Group WHG Impact of corporate owned life insurance policies

Impact of corporate owned life insurance policies at other companies

Frequency Electronics logo
Frequency ElectronicsFEIM
$0
Westwood Holdings Group logo
Westwood Holdings GroupWHG
$0
Western Alliance Bancorporation logo
Western Alliance BancorporationWAL
$6.3M-19.0%
Capital City Bank Group logo
Capital City Bank GroupCCBG
$52.75K+5.0%
AMN Healthcare logo
AMN HealthcareAMN
-$1.57M-29.6%
SS&C Technologies logo
SS&C TechnologiesSSNC
$4.43M

Other financials

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

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Market cap$181.79M+21.1%
Enterprise value$168.39M+16.0%
P/E24.5×
P/S1.8×0.0×

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×
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:IncomeTaxReconciliationNondeductibleExpenseLifeInsurance.

The official record: Westwood Holdings Group’s 10-K, filed March 4, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Westwood Holdings Group's impact of corporate owned life insurance policies?
Westwood Holdings Group (WHG) reported impact of corporate owned life insurance policies of $0 in Q4 2025.
What is the long-term trend for Westwood Holdings Group's impact of corporate owned life insurance policies?
Over 2 years (2023 to 2025), Westwood Holdings Group's impact of corporate owned life insurance policies has grown at a -100.0% compound annual growth rate (CAGR), from -$840K to $0.
What does impact of corporate owned life insurance policies mean?
This represents the dollar impact of corporate-owned life insurance (COLI) policies on the tax reconciliation, specifically regarding non-deductible premiums or related costs. It captures the tax consequences of using life insurance as a corporate financial tool. Investors use this to understand how specific insurance-related tax adjustments affect the bottom line.