Quarterly ResultApr 30, 2026, 04:26 PM
WHG Q1 Net Income $782K (+64%); Revenue $24.97M (+7.4%); AUM $17.32B
AI Summary
Westwood Holdings Group Inc. reported a significant increase in net income for Q1 2026, reaching $782K, a 64% rise from the prior year. Total revenues grew by 7.4% to $24.97 million, driven by higher asset-based advisory fees. Assets Under Management (AUM) also saw an increase, reaching $17.32 billion as of March 31, 2026. The company recognized a $2.0 million gain from the liquidation of Vista Bancshares, Inc. stock and declared a quarterly cash dividend of $0.15 per share.
Key Highlights
- Net income attributable to WHG increased 64% to $782K in Q1 2026 from $478K in Q1 2025.
- Total revenues rose 7.4% to $24.97M in Q1 2026 from $23.25M in Q1 2025.
- Basic EPS increased to $0.09 in Q1 2026 from $0.06 in Q1 2025.
- Assets Under Management (AUM) grew to $17.32B as of March 31, 2026, from $16.54B at Dec 31, 2025.
- Realized gains on private investments were $2.05M in Q1 2026, compared to none in Q1 2025.
- Advisory fees from Institutional clients increased to $10.62M from $10.25M YoY.
- Declared a quarterly cash dividend of $0.15 per share payable July 1, 2026.
Price Impact
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