profit from every $100 of sales.
$0$100
Westwood Holdings Group
$18.76+0.70% today
+15.4% in 1 year
1-year low $14.761-year high $20.34
Trading in the middle of its range for the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2022 to 2025.
0%20% a year
You pay $25.30 for every $1 of profit it makes in a year.
CheapExpensive
Not measured for banks and insurers: deposits and policy reserves count as debt, so the usual debt test says nothing about them.
Money in, money out
What Westwood Holdings Group sold, what it kept, and what it did with the cash.
Sales went from $68.7 million in 2022 to $97.8 million in 2025, with $7.06 million of profit last year.
SalesProfit
Westwood Holdings Group handed back 29% of the cash it generated last year.
$5M
Free cash flow 2025$18M
Bought back its own shares$0
Paid as dividends$5M
Cash vs. debt$26M vs. $10M
Westwood Holdings Group vs. similar companies
Westwood Holdings Group grows in the middle of these 5 and is priced in the middle for its profits.
| Company | Profit from $100 of sales | Sales growth a year | Price per $1 of profit |
|---|---|---|---|
| Westwood Holdings Group | 25.3× · Fair price | ||
 Raymond James Financial | 15.2× · Fair price | ||
 Tradeweb Markets | 35.0× · Expensive | ||
 Nomura Holdings | 13.3× · Cheap | ||
 LPL Financial Holdings | 26.4× · Fair price |
AI analysis
An AI analyst reads Westwood Holdings Group's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 69 | 90 | 95 | 98 | |
| 29 | 37 | 39 | 41 | |
| 2 | 3 | 6 | 5 | |
| 5 | 8 | 10 | 9 | |
| -5 | 10 | 2 | 7 | |
| -0.59 | 1.30 | 0.26 | 0.79 | |
| 41.6% | 41.1% | 40.9% | 42.0% | |
| 3.2% | 3.8% | 6.0% | 5.1% | |
| -6.7% | 10.6% | 2.3% | 7.2% |
Balance sheet
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Total assets | 146 | 155 | 150 | 162 |
| Cash | 24 | 20 | 19 | 26 |
| Total debt | 6 | 5 | 3 | 10 |
| Total liabilities | 36 | 33 | 28 | 36 |
| 111 | 120 | 120 | 126 | |
| 8 | 8 | 9 | 9 | |
| 1.5% | 2.2% | 3.7% | 2.9% | |
| -4.2% | 7.9% | 1.8% | 5.6% |
Cash flow
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 51 | -1 | 21 | 19 | |
| 0 | 0 | 1 | 1 | |
| 51 | -1 | 20 | 18 | |
| Dividends paid | 6 | 6 | 5 | 5 |
| 3 | 0 | 1 | 0 | |
| 6 | 7 | 6 | 5 |
This is a bank or insurer, so cash-flow and debt ratios are left out: borrowing and lending is the business itself. Price to book and return on equity are the measures that matter here.
Valuation
- 25.3×
- –
- –
- 1.1×
- 1.8×
- 4.0%
- 3.8%
Profitability
- 7.2%
- 3.2%
- 3.8%
- 6.0%
- 4.9%
Growth
- +12.5%
- –
- +6.9%
- +1.5%
How it ranks in Financial Services
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
Bottom 44%of 847
Bottom 18%of 728
Bottom 19%of 880
Top 35%of 878
Top 24%of 932
Recent earnings
Our results feed has not updated since May 21, 2026. Results reported after that are not in this table yet.
| Date | EPS | Expected | Surprise |
|---|---|---|---|
| Apr 30, 2026 | 0.31 | – | – |
| Feb 13, 2026 | 0.26 | – | – |
| Oct 30, 2025 | 0.64 | – | – |
| Aug 8, 2025 | 0.32 | – | – |
| Apr 30, 2025 | 0.29 | – | – |
| Feb 12, 2025 | 0.39 | – | – |
| Oct 30, 2024 | 0.13 | – | – |
| Jul 31, 2024 | -0.06 | – | – |
3.8%of the share price, paid each year
On $1,000 invested$38a year at today's yield, before tax
+6.9%2020 to 2025
Raised–not every year
Paid per share, each year
$2.07 in 2015 → $0.60 in 2025
How safe it looks
76.0% of its profit
Room to growStretchedMore than it earns: 29.2%
News
No recent news on file.
Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
The seven classic investing rulebooks
2/7Passes 2 of 7. Each bar is how well the company fits that investor's published rules, from 0 to 100; 60 or more counts as a pass.
Warren Buffett
44No pass
Benjamin Graham
62Pass
Philip Fisher
47No pass
Peter Lynch
63Pass
Joel Greenblatt
5No pass
Charlie Munger
42No pass
Terry Smith
47No pass
Questions about Westwood Holdings Group
Is Westwood Holdings Group a good stock to buy?
A business with weak numbers at a fair price. 2 of the 7 famous investors' published rulebooks we apply pass it. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the Westwood Holdings Group AI analysis
What does Westwood Holdings Group do?
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. It is in Financial - Capital Markets.
Does Westwood Holdings Group pay a dividend?
Yes. At today's price the dividend is 3.8% a year, about 76% of its yearly profit. In 2025 it paid out $5.37 million in dividends.
Is Westwood Holdings Group stock halal?
Yes. Westwood Holdings Group passes our halal screen: its business is permitted and its debt is 6% of its market value, under the 30% limit. How we check
How has Westwood Holdings Group stock done over the past year?
Up 15.4% over the past twelve months, to $18.76. It traded between $14.76 and $20.34 and is 7.8% below its high.
Who are Westwood Holdings Group's competitors?
The largest listed companies in the same industry are Raymond James Financial, Tradeweb Markets, Nomura Holdings and LPL Financial Holdings. The peers table on this page compares their profit, growth and price with Westwood Holdings Group's.
Prices: daily closes to Nov 13, 2026. Fundamentals: company reports via invest-like data.