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WHG Financials WESTWOOD HOLDINGS GROUP INC

15 years of revenue, profit, cash flow and balance-sheet history through FY2025, from SEC filings — with a computed, factual read of the trend. Updated Overview →

Growth & profitability

  • Revenue has grown 8.5% per year over the past 5 years.
  • Operating margin has expanded, at 5.1% in the latest year.

Shareholder returns

  • Dividends have been paid for 15 consecutive years, consuming 75.8% of earnings and 28.5% of free cash flow.
  • The dividend has declined 13.4% per year over the past 5 years.
Revenue & net income
-$9M $62M $134M $0 2011 2013 2015 2017 2019 2021 2023 2025
RevenueNet income
Margins (gross / operating / net)
-14% 8% 29% 0% 2011 2013 2015 2017 2019 2021 2023 2025
GrossOperatingNet
Free cash flow (CFO − capex)
-$10M $21M $51M $0 2011 2013 2015 2017 2019 2021 2023 2025
Free cash flow
Cash vs total debt
$0 $27M $54M 2011 2013 2015 2017 2019 2021 2023 2025
CashTotal debt
Cash flow: operating / investing / financing
-$34M $9M $51M $0 2011 2013 2015 2017 2019 2021 2023 2025
OperatingInvestingFinancing

Key annual figures

FYRevenueNet incomeGross MOp MFCFTotal debtCash
2025 $98M $7M 0.0% 5.1% $19M $26M
2024 $95M $2M 0.0% 0.9% $21M $19M
2023 $90M $11M 0.0% 6.7% -$1M $20M
2022 $69M -$5M 0.0% -7.1% $51M $24M
2021 $73M $10M 0.0% 8.2% $19M $15M
2020 $65M -$9M 0.0% -5.3% -$10M $13M
2019 $84M $6M 0.0% 5.5% $32M $50M
2018 $122M $27M 0.0% 29.4% $30M $52M
2017 $134M $20M 0.0% 25.3% $47M $54M
2016 $123M $23M 0.0% 27.6% $34M
2015 $27M $23M
2014 $27M $18M
2013 $18M $21M $11M
2012 $12M $14M $4M
2011 $15M $17M $5M

Valuation over time

How the market has priced WHG against its own fundamentals since 2023-03 — each month-end's share price set against the most recent annual filing, so the multiple moves as price runs ahead of (or behind) earnings. Split-adjusted.

Price / earnings (P/E)
0.0 35.5 71.0 Mar '23 Aug '23 Jan '24 Jun '24 Nov '24 Apr '25 Sep '25 Feb '26
P/E
Price / sales (P/S)
0.0 0.8 1.7 Mar '23 Aug '23 Jan '24 Jun '24 Nov '24 Apr '25 Sep '25 Feb '26
P/S
Dividend yield (%)
0.0 3.4 6.9 Mar '23 Aug '23 Jan '24 Jun '24 Nov '24 Apr '25 Sep '25 Feb '26
Dividend yield %

Frequently asked questions

Is WHG growing its revenue and profit?

Over the past 5 years, WESTWOOD HOLDINGS GROUP INC's revenue has grown 8.5% per year. These are computed facts, not advice.

How much debt does WHG have?

As of FY2025, WESTWOOD HOLDINGS GROUP INC reported — of total debt against $26M of cash.

What is WHG's profit margin?

In FY2025, gross margin was —, operating margin 5.1%, and net margin 7.2%.

What is WHG's P/E ratio?

As of Jun '26, WESTWOOD HOLDINGS GROUP INC traded at a price-to-earnings ratio of about 23.0× (market cap ÷ latest annual net income). The valuation charts above show how its P/E, P/S and dividend yield have moved with the share price. These are computed facts, not advice.

Where does this data come from?

All figures are extracted from the company’s SEC EDGAR/XBRL filings — 10-K annual reports and 10-Q quarterly reports (use the Annual / Quarterly toggle). Quarterly figures are derived from the as-filed statements (year-to-date amounts are differenced into discrete quarters). Growth rates and ratios are computed by tradmap; nothing here is investment advice.

Source: SEC EDGAR / XBRL (10-K + 10-Q filings) · prices EOD (Databento), corporate-action-adjusted · growth rates, valuation multiples & ratios computed by tradmap. Valuation uses each month-end price against the latest annual filing. Informational only — not investment advice.