Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and ...
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$0.60 per share
$0.60 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $97.8M | +3.2% | +1.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $7.1M | +220.1% | +95.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +86.5% | +111.8% | +411.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +7.1% | +706.0% | +235.9% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +7.2% | +210.1% | +92.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $17.9M | -14.9% | +207.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +18.3% | -17.5% | +205.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 8.1% | +204.7% | +22.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.81x | -32.0% | +414.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $162.3M | +8.2% | +3.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.79 vs 8.13 | -90.3% | 0.17 vs 1.58 | -89.2% |
| Revenue Surprise | $97.8M vs $238.8M | -59.1% | $25.3M vs $60.6M | -58.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 2, 2026 | BYRNE SUSAN M | other: Director Emerita | common stock | D | 4,481 | $19.88 |
| Jul 1, 2026 | BYRNE SUSAN M | other: Director Emerita | common stock | D | 3,584 | $19.35 |
| Jun 30, 2026 | BYRNE SUSAN M | other: Director Emerita | common stock | D | 1,091 | $19.17 |
| Jun 30, 2026 | BYRNE SUSAN M | other: Director Emerita | common stock | D | 1,091 | $19.17 |
| Jun 29, 2026 | BYRNE SUSAN M | other: Director Emerita | common stock | D | 7,192 | $20.03 |
Operator : Good day. Thank you for standing by. Welcome to the second quarter 2026 Westwood Holdings Group earnings conference call. At this time, all participants are in a listen-only mode. After the speakers' presentations, there will be a question and answer session. To ask a question during the session, you will need to press star one one on your telephone. You will hear an automated message advising your hand is raised. To withdraw your question, please press star one one again. Please be advised that today's conference call is being recorded. I would now like to turn the conference over to your first speaker today, John Ehinger, Managing Director, Head of Legal and of Compliance. John Ehinger : Thank you. Welcome to our second quarter 2026 earnings conference call. The following discussion will include forward-looking statements that are subject to known and unknown risks, uncertainties, and other factors which may cause actual results to be materially different from those contemplated by the forward-looking statements. Additional information concerning the factors that could cause such a difference is included in our press release issued earlier today, as well as in our Form 10-Q for the quarter ended June 30th, 2026, that will be filed with the Securities and Exchange Commission. We undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise. You are cautioned not to place undue reliance on forward-looking statements. In addition, in accordance with SEC rules concerning non-GAAP financial measures, the reconciliation of our economic earnings and economic earnings per share to the most comparable GAAP measure is included at the end of our press release issued earlier today. On the call today, we have Brian Casey, our Chief Executive Officer, and Terry Forbes, our Chief Financial Officer. I will now turn the call over to Brian Casey. Brian Casey : Good afternoon. Thanks for joining us for Westwood's second quarter 2026 earnings call. I'm very pleased to share our results and key developments from the past quarter, as well as our outlook for the remainder of the year. Before we dive into the details, I'd like to highlight several key points from the quarter. Our ETF platform surpassed $400 million in assets in July. We closed $147 million in new private capital commitments. The multi-asset and wealth team strategies posted strong long-term rankings. We're celebrating our 24th anniversary as a public company. After a shaky start, equity markets rebounded sharply in the second quarter, with the S&P 500 gaining more than 15%, its second strongest quarterly advance since 2020. The Russell 2000 rose more than 21%. Mega cap technology and AI infrastructure stocks led much of the advance in April and May, though market leadership broadened out later on to include industrials, healthcare, and financials. A remarkably resilient economy with a 2.1% GDP …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Brian O'Connor Casey | Chief Executive Officer & Director | USD 1,884,720 | Male | 1963 | Active |
Fabian Gomez | President & Chief Operating Officer | USD 1,092,904 | Male | — | Active |
David Linton | MD & Head of Distribution | USD 878,045 | Male | — | Active |
William Ralph Hardcastle Jr. | Managing Director of Strategic Planning & Program Management | USD 453,600 | Male | 1968 | Active |
Murray Forbes | MD, Chief Financial Officer & Treasurer | USD 434,978 | Male | 1978 | Active |
Susan Montgomery Byrne | Founder & Director Emerita | USD 165,031 | Female | 1947 | Active |
Jonathan S. Dale | Director & Head of Product Solutions | — | Male | — | Active |
Kellie R. Stark | Executive Vice President of Client Service & Marketing | — | Female | — | Active |
Corey Henegar | Senior Vice President, Portfolio Manager & Senior Research Analyst | — | Male | — | Active |
Todd L. Williams | Senior Vice President & Director of Equity Research, Portfolio Manager and Research Analyst | — | Male | — | Active |
DALLAS, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG), a leading boutique asset manager, today announced plans to launch the Westwood Salient Enhanced Power & Infrastructure ETF (TXSE: PWRX) on September 17, 2026. PWRX will be the first new ETF to launch on the Texas Stock Exchange (TXSE).
DALLAS, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group(NYSE: WHG) (NYSE: WHG), a boutique asset management, trust and wealth services firm, today announced that the Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) has surpassed $100 million in assets under management. The milestone reflects growing advisor and investor demand for a strategy that pairs dividend yield and options premiums from covered calls with the potential for equity appreciation across the energy sector.
Westwood Holdings Group NYSE: WHG reported second-quarter 2026 revenue of $25.3 million, up from $23.1 million a year earlier and roughly level with $25 million in the first quarter, as growth in its exchange-traded fund and private energy secondaries businesses supported results.
Westwood Holdings Group, Inc. (WHG) Q2 2026 Earnings Call Transcript
DALLAS, Aug. 05, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST), Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) and Westwood Enhanced Income Opportunity (YLDW) as shown in the table below. Part of the Westwood Income Series ETFs, these deliver income from both dividends and options premiums to help provide monthly income distributions for investors.
