WHG
Westwood Holdings Group Inc
NYSE: WHG · FINANCIAL SERVICES · ASSET MANAGEMENT
$16.74
-1.93% today
Updated 2026-04-29
Market cap
$161.96M
P/E ratio
21.61
P/S ratio
1.66x
EPS (TTM)
$0.79
Dividend yield
3.61%
52W range
$14 – $19
Volume
0.0M
Westwood Holdings Group Inc (WHG) Financial statements
SEC filings — annual and quarterly data.
Income statement — annual
| Item | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $27.36M | $36.29M | $46.46M | $42.55M | $55.31M | $68.91M | $77.50M | $91.83M | $113.24M | $130.94M | $123.02M | $133.78M | $122.30M | $84.08M | $65.11M | $73.05M | $68.68M | $89.78M | $94.72M | $97.76M |
| Revenue growth (YoY) | — | +32.6% | +28.0% | -8.4% | +30.0% | +24.6% | +12.5% | +18.5% | +23.3% | +15.6% | -6.0% | +8.7% | -8.6% | -31.3% | -22.6% | +12.2% | -6.0% | +30.7% | +5.5% | +3.2% |
| Cost of revenue | $16.95M | $20.78M | $25.84M | $26.23M | $32.86M | $39.35M | $43.69M | $47.78M | $52.85M | $63.56M | $61.51M | $64.95M | $59.96M | $50.15M | $42.14M | $42.53M | $40.12M | $52.92M | $56.01M | $13.15M |
| Gross profit | $27.36M | $36.29M | $46.46M | $42.55M | $55.31M | $68.91M | $33.80M | $44.05M | $60.39M | $67.37M | $61.51M | $68.83M | $62.34M | $33.93M | $22.97M | $30.52M | $28.56M | $36.86M | $38.71M | $84.61M |
| Gross margin | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 43.6% | 48.0% | 53.3% | 51.5% | 50.0% | 51.4% | 51.0% | 40.4% | 35.3% | 41.8% | 41.6% | 41.1% | 40.9% | 86.5% |
| R&D | — | — | — | — | — | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | — | — |
| SG&A | $2.65M | $2.33M | $29.12M | $29.66M | $36.77M | $44.81M | $11.49M | $12.37M | $14.14M | $19.88M | $22.79M | $23.35M | $23.45M | $22.26M | $13.21M | $20.63M | $14.41M | $17.64M | $17.41M | $11.29M |
| Operating income | $7.25M | $12.21M | $16.54M | $12.32M | $17.72M | $23.11M | $20.03M | $28.27M | $42.04M | $42.22M | $34.01M | $33.89M | $35.94M | $4.64M | $-3.45M | $5.96M | $-4.87M | $6.00M | $830000.00 | $6.91M |
| Operating margin | 26.5% | 33.6% | 35.6% | 28.9% | 32.0% | 33.5% | 25.8% | 30.8% | 37.1% | 32.2% | 27.6% | 25.3% | 29.4% | 5.5% | -5.3% | 8.2% | -7.1% | 6.7% | 0.9% | 7.1% |
| EBITDA | $7.52M | $12.44M | $16.77M | $12.57M | $18.15M | $23.87M | $20.85M | $29.04M | $42.97M | $44.82M | $36.58M | $42.41M | $35.69M | $9.12M | $1.41M | $8.33M | $4.80M | $8.27M | $10.46M | $14.12M |
| EBITDA margin | 27.5% | 34.3% | 36.1% | 29.5% | 32.8% | 34.6% | 26.9% | 31.6% | 37.9% | 34.2% | 29.7% | 31.7% | 29.2% | 10.8% | 2.2% | 11.4% | 7.0% | 9.2% | 11.0% | 14.4% |
| EBIT | $7.25M | $12.21M | $16.54M | $12.32M | $17.72M | $23.11M | $20.03M | $28.27M | $42.04M | $42.22M | $33.65M | $39.50M | $33.15M | $6.50M | $-1.23M | $5.96M | $2.22M | $3.45M | $5.71M | $9.68M |
| Interest expense | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.79M | $5.66M | $12.86M | $15.49M | $5.68M | — | — | — |
| Income tax | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Effective tax rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Net income | $4.51M | $7.94M | $10.54M | $7.89M | $11.28M | $14.69M | $12.09M | $17.89M | $27.25M | $27.11M | $22.65M | $19.99M | $26.75M | $5.91M | $-8.95M | $9.76M | $-4.63M | $10.57M | $2.21M | $7.08M |
| Net income growth (YoY) | — | +76.2% | +32.7% | -25.1% | +42.9% | +30.2% | -17.7% | +48.0% | +52.3% | -0.5% | -16.4% | -11.7% | +33.8% | -77.9% | -251.4% | +209.1% | -147.4% | +328.4% | -79.1% | +220.1% |
| Profit margin | 16.5% | 21.9% | 22.7% | 18.6% | 20.4% | 21.3% | 15.6% | 19.5% | 24.1% | 20.7% | 18.4% | 14.9% | 21.9% | 7.0% | -13.7% | 13.4% | -6.7% | 11.8% | 2.3% | 7.2% |