Westwood Holdings Group (NYSE:WHG) Posts Earnings Results

Westwood Holdings Group (NYSE:WHG) posted its quarterly earnings results on Thursday. The asset manager reported $0.33 earnings per share for the quarter, FiscalAI reports. The company had revenue of $25.34 million for the quarter. Westwood Holdings Group had a net margin of 7.73% and a return on equity of 8.11%.

Here are the key takeaways from Westwood Holdings Group’s conference call:

• Revenue and earnings improved year over year: Second-quarter revenue rose to $25.3 million from $23.1 million, while GAAP earnings increased to $1.5 million, or $0.17 per share, from $1.0 million, or $0.12 per share. Non-GAAP economic earnings reached $3.0 million, or $0.33 per share.
• Asset outflows remained a major headwind: Firm-wide assets under management declined by $1.6 billion in net outflows, concentrated in legacy large-cap value and small-cap value institutional mandates as clients shifted toward lower-fee passive products.
• ETFs and private capital continued to gain traction: The ETF platform surpassed $400 million in assets in July, while private capital raised $147 million during the quarter and exceeded $500 million in total commitments. Management expects these businesses to support higher average fee rates and potential future carried interest, though no carry is currently reflected in financial results.
• Management highlighted a growing pipeline across newer platforms: Managed Investment Solutions generated $350 million in year-to-date flows, and the company is targeting more than $1 billion in assets in each of Managed Investment Solutions, ETFs, and Private Capital over the coming year.
• Shareholder return and product expansion remain priorities: The board approved a quarterly dividend of $0.15 per share, and Westwood plans to launch the PowerX ETF on the Texas Stock Exchange in September, focused on companies benefiting from rising power demand tied to AI data centers.

Westwood Holdings Group Price Performance

Shares of Westwood Holdings Group stock traded up $0.45 during midday trading on Friday, reaching $19.93. The company had a trading volume of 14,106 shares, compared to its average volume of 17,698. The stock has a fifty day moving average price of $18.81 and a 200 day moving average price of $17.41. Westwood Holdings Group has a fifty-two week low of $14.70 and a fifty-two week high of $20.97. The firm has a market cap of $189.12 million, a PE ratio of 22.65 and a beta of 0.56.

Westwood Holdings Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Tuesday, September 1st will be paid a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date of this dividend is Tuesday, September 1st. Westwood Holdings Group’s payout ratio is currently 72.29%.

Analyst Ratings Changes

Several equities analysts recently commented on WHG shares. Wall Street Zen raised shares of Westwood Holdings Group to a “buy” rating in a research note on Saturday, May 16th. Weiss Ratings cut shares of Westwood Holdings Group from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, June 2nd. One investment analyst has rated the stock with a Buy rating, According to MarketBeat, Westwood Holdings Group has an average rating of “Buy”.

Insiders Place Their Bets

In other Westwood Holdings Group news, Director Susan M. Byrne sold 4,481 shares of the firm’s stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $19.88, for a total transaction of $89,082.28. Following the completion of the transaction, the director owned 230,444 shares in the company, valued at approximately $4,581,226.72. This trade represents a 1.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 56,915 shares of company stock worth $1,035,656. Corporate insiders own 17.40% of the company’s stock.

Hedge Funds Weigh In On Westwood Holdings Group

A number of hedge funds have recently bought and sold shares of WHG. Allspring Global Investments Holdings LLC lifted its holdings in Westwood Holdings Group by 1.0% in the first quarter. Allspring Global Investments Holdings LLC now owns 613,114 shares of the asset manager’s stock valued at $9,749,000 after buying an additional 6,302 shares during the period. BlackRock Inc. acquired a new stake in Westwood Holdings Group during the 2nd quarter worth about $11,155,000. Gamco Investors INC. ET AL bought a new position in shares of Westwood Holdings Group in the 4th quarter worth about $7,638,000. Vanguard Group Inc. raised its position in shares of Westwood Holdings Group by 2.9% in the 3rd quarter. Vanguard Group Inc. now owns 397,265 shares of the asset manager’s stock worth $6,551,000 after acquiring an additional 11,223 shares in the last quarter. Finally, North Star Investment Management Corp. lifted its stake in shares of Westwood Holdings Group by 2.4% in the 1st quarter. North Star Investment Management Corp. now owns 380,809 shares of the asset manager’s stock valued at $6,272,000 after purchasing an additional 8,816 shares during the period. Institutional investors own 56.64% of the company’s stock.

About Westwood Holdings Group

Westwood Holdings Group, Inc is an independent, publicly traded asset management firm founded in 1983 and headquartered in Kansas City, Missouri. Through its wholly owned subsidiaries, the company offers a range of investment advisory services tailored to institutional, retail, and high-net-worth clients. Westwood’s disciplined, value-oriented approach guides its research process across equity and fixed-income markets, with an emphasis on fundamental analysis and long-term risk management.

The firm’s product lineup includes U.S.