Westwood Holdings Group (NYSE:WHG) Posts Earnings Results

Westwood Holdings Group (NYSE:WHG) released its quarterly earnings results on Thursday. The asset manager reported $0.33 EPS for the quarter, FiscalAI reports. Westwood Holdings Group had a net margin of 7.40% and a return on equity of 8.34%. The firm had revenue of $25.34 million during the quarter.

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 Stock Up 0.9%

WHG stock traded up $0.18 during trading on Thursday, reaching $19.33. The company’s stock had a trading volume of 10,323 shares, compared to its average volume of 16,119. Westwood Holdings Group has a 1 year low of $14.70 and a 1 year high of $20.97. The company has a market capitalization of $183.40 million, a P/E ratio of 23.29 and a beta of 0.56. The company’s fifty day moving average is $18.68 and its 200-day moving average is $17.39.

Insider Buying and Selling at Westwood Holdings Group

In related news, Director Susan M. Byrne sold 7,129 shares of Westwood Holdings Group stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $20.03, for a total transaction of $142,793.87. Following the sale, the director owned 240,108 shares of the company’s stock, valued at approximately $4,809,363.24. This trade represents a 2.88% decrease in their position. The sale 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. Insiders sold a total of 57,515 shares of company stock valued at $1,045,358 over the last three months. Corporate insiders own 17.40% of the company’s stock.

Institutional Investors Weigh In On Westwood Holdings Group

Several institutional investors and hedge funds have recently modified their holdings of the stock. Bank of New York Mellon Corp purchased a new position in shares of Westwood Holdings Group in the second quarter worth $396,000. Marquette Asset Management LLC bought a new stake in Westwood Holdings Group in the 2nd quarter valued at $207,000. Empowered Funds LLC increased its holdings in Westwood Holdings Group by 9.3% in the 1st quarter. Empowered Funds LLC now owns 41,898 shares of the asset manager’s stock valued at $690,000 after acquiring an additional 3,561 shares during the last quarter. Bank of America Corp DE lifted its stake in Westwood Holdings Group by 1.9% in the 1st quarter. Bank of America Corp DE now owns 55,856 shares of the asset manager’s stock worth $920,000 after purchasing an additional 1,018 shares in the last quarter. Finally, Gabelli Funds LLC boosted its holdings in shares of Westwood Holdings Group by 6.5% during the 1st quarter. Gabelli Funds LLC now owns 82,210 shares of the asset manager’s stock valued at $1,354,000 after purchasing an additional 5,004 shares during the last quarter. Institutional investors own 56.64% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on WHG shares. Weiss Ratings lowered shares of Westwood Holdings Group from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, June 2nd. Wall Street Zen upgraded shares of Westwood Holdings Group to a “buy” rating in a research note on Saturday, May 16th. One investment analyst has rated the stock with a Buy rating, Based on data from MarketBeat, the stock has a consensus rating of “Buy”.

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.