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Westwood Holdings Group ( (WHG) ) has provided an update.
Westwood Holdings Group, Inc., a boutique asset manager offering actively managed strategies and white-glove wealth services to institutional, intermediary and private clients, reported firmwide assets under management and advisement of $17.4 billion as of December 31, 2025. The company maintains a debt-free balance sheet, ending the year with $44.1 million in cash and liquid investments and $125.6 million in stockholders’ equity, and its strategies such as Income Opportunity and Total Return delivered top-tier peer rankings in the fourth quarter.
On February 13, 2026, Westwood announced fourth quarter 2025 revenue of $27.1 million, up from both the prior quarter and a year earlier, with quarterly income of $1.9 million and non-GAAP Economic Earnings of $3.3 million reflecting higher revenues but also increased performance-related compensation. For full-year 2025, income rose to $7.1 million from $2.2 million in 2024 and diluted EPS tripled to $0.79, driven by stronger revenues, ETF and private energy secondaries growth, and unrealized gains on strategic private investments, and the board approved a quarterly dividend of $0.15 per share payable on April 1, 2026, underscoring improving profitability and shareholder returns.
The firm highlighted strategic milestones in 2025, including expanding its ETF platform beyond $200 million in assets with the launch of the Enhanced Income Opportunity ETF, closing its second flagship energy secondaries fund and two co-investment vehicles with more than $300 million in commitments, and securing the first institutional client for its Managed Investment Solutions business. These developments, coupled with increased investor interest in ETFs and private energy secondaries, strengthened Westwood’s competitive positioning and support management’s view that the company is well placed to leverage these initiatives in the evolving asset management landscape.
The most recent analyst rating on (WHG) stock is a Buy with a $21.00 price target. To see the full list of analyst forecasts on Westwood Holdings Group stock, see the WHG Stock Forecast page.
Spark’s Take on WHG Stock
According to Spark, TipRanks’ AI Analyst, WHG is a Outperform.
WHG scores well primarily on financial strength (debt-free balance sheet and improved TTM profitability/cash generation) and a constructive earnings-call backdrop around ETF/platform growth and improved sales trends. The score is moderated by historically volatile results, mixed near-term technical momentum, and a valuation that looks reasonable but not clearly discounted despite a supportive dividend yield.
To see Spark’s full report on WHG stock, click here.
More about Westwood Holdings Group
Westwood Holdings Group, Inc. is a boutique asset management firm providing a diverse range of actively managed and outcome‑oriented investment strategies, along with high-touch trust and wealth services, to institutional, intermediary and private wealth clients. The Dallas-based, woman-founded firm emphasizes bespoke, vehicle-optimized solutions and a client-first culture built on integrity, adaptability and long-term relationships.
Average Trading Volume: 12,147
Technical Sentiment Signal: Buy
Current Market Cap: $166.2M
For detailed information about WHG stock, go to TipRanks’ Stock Analysis page.