Westwood Holdings Group (NYSE:WHG) Announces Earnings Results

Westwood Holdings Group (NYSE:WHG) announced its quarterly earnings results on Thursday. The asset manager reported $0.31 EPS for the quarter, FiscalAI reports. The business had revenue of $24.97 million for the quarter. Westwood Holdings Group had a return on equity of 8.36% and a net margin of 7.40%.

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

• Firm AUM rose to $18.3 billion at March 31, 2026 (from $17.4B year-end), driven mainly by energy and real-asset strategies and private fund commitments, indicating durable, structural growth in higher-fee product areas.
• The ETF and Enhanced Income platform reached meaningful scale — the three Enhanced Income ETFs surpassed $320 million combined, MDST crossed $200 million and gained major wirehouse approval, and YLDW is approaching the ~$25 million onboarding threshold.
• Private capital momentum continued as Westwood Energy Secondaries Fund II closed with over $300 million in commitments (well above target), the firm has deployed ~ $250 million across funds/co-investments, and fundraising for Fund III is underway with early interest.
• Q1 revenues were $25.0 million with GAAP net income of $0.8 million ($0.09/share), down versus Q4 due to lower average AUM and fewer performance fees; the firm also reported net AUM outflows of $50 million for the quarter.
• The board approved a regular cash dividend of $0.15 per share payable July 1, 2026, supporting shareholder returns and signaling confidence in the balance sheet (cash and liquid investments of $34.2 million and no debt).

Westwood Holdings Group Stock Performance

WHG opened at $16.01 on Friday. Westwood Holdings Group has a 52-week low of $14.51 and a 52-week high of $18.99. The stock has a market capitalization of $151.73 million, a PE ratio of 20.26 and a beta of 0.62. The stock’s 50 day moving average price is $16.27 and its 200-day moving average price is $16.89.

Westwood Holdings Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Monday, June 1st will be paid a dividend of $0.15 per share. The ex-dividend date of this dividend is Monday, June 1st. This represents a $0.60 annualized dividend and a dividend yield of 3.7%. Westwood Holdings Group’s payout ratio is 75.95%.

Insider Buying and Selling

In related news, CEO Brian O. Casey sold 18,943 shares of the company’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $16.22, for a total value of $307,255.46. Following the sale, the chief executive officer directly owned 530,610 shares of the company’s stock, valued at $8,606,494.20. This represents a 3.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Adrian Helfert sold 10,772 shares of the company’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $16.22, for a total value of $174,721.84. Following the completion of the sale, the insider directly owned 162,751 shares in the company, valued at approximately $2,639,821.22. The trade was a 6.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 57,504 shares of company stock valued at $935,439 over the last 90 days. 17.40% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Westwood Holdings Group

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Peapod Lane Capital LLC grew its stake in Westwood Holdings Group by 0.7% in the fourth quarter. Peapod Lane Capital LLC now owns 88,680 shares of the asset manager’s stock worth $1,526,000 after purchasing an additional 642 shares during the period. Geode Capital Management LLC boosted its holdings in Westwood Holdings Group by 0.6% in the fourth quarter. Geode Capital Management LLC now owns 163,166 shares of the asset manager’s stock worth $2,808,000 after acquiring an additional 896 shares in the last quarter. Barclays PLC boosted its holdings in Westwood Holdings Group by 10.6% in the fourth quarter. Barclays PLC now owns 12,396 shares of the asset manager’s stock worth $213,000 after acquiring an additional 1,190 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in Westwood Holdings Group by 0.5% in the fourth quarter. Dimensional Fund Advisors LP now owns 274,516 shares of the asset manager’s stock worth $4,724,000 after acquiring an additional 1,428 shares in the last quarter. Finally, Garner Asset Management Corp boosted its holdings in Westwood Holdings Group by 1.5% in the third quarter. Garner Asset Management Corp now owns 135,211 shares of the asset manager’s stock worth $2,230,000 after acquiring an additional 2,027 shares in the last quarter. 56.64% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Separately, Weiss Ratings reissued a “buy (b)” rating on shares of Westwood Holdings Group in a research note on Friday, March 27th. One equities research analyst has rated the stock with a Buy rating, According to MarketBeat, the company has an average rating of “Buy”.

Westwood Holdings Group Company Profile

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.