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Westwood Holdings Group Inc (WHG)
NYSE:WHG
Earnings Data
Report Date
Apr 29, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.05Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted multiple strategic and commercial achievements—ETF and private fund milestones, strong distribution momentum (20% full-year sales growth; institutional +36%, intermediary +32%), improved full-year economic earnings and GAAP income, a debt-free balance sheet, and a growing pipeline of large client opportunities. However, the year included notable net outflows of $1.0B (concentrated in Large Cap Value), a weaker fourth quarter versus Q3 driven by incentive compensation and higher professional/IT costs, and modest quarter-over-quarter declines in earnings metrics. On balance, the company demonstrated meaningful progress on strategic initiatives and year-over-year financial improvement while acknowledging short-term flow and quarterly earnings headwinds.Company Guidance
ETF Franchise & Product Milestones
ETF franchise exceeded $200,000,000 following the late-quarter launch of Westwood Enhanced Income Opportunity (YLDW). MDST (Enhanced Midstream Income) surpassed $170,000,000 earlier and crossed $200,000,000 by the time of the close, enabling pending approvals on major broker-dealer platforms.
Private Fundraising Success
Closed Westwood Energy Secondaries Fund II with more than $300,000,000 in commitments (double the initial goal). Since 2023, nearly $350,000,000 has been raised across energy secondary funds and ~ $250,000,000+ has been invested across flagship funds and co-investments.
Strong Distribution & Sales Growth
Full-year sales grew to $2,500,000,000 from $2,100,000,000, up 20% year-over-year. Institutional channel gross sales grew 36% vs prior year; intermediary channel gross sales grew 32% vs 2024.
Revenue and Annual Financial Improvement
Fiscal 2025 total revenues were $97,800,000 vs $94,700,000 in 2024 (increase of ~3.3%). Q4 revenues were $27,100,000 (up from Q3 $24,300,000, +11.5% quarter-over-quarter, and up vs prior-year Q4 $25,600,000, +5.9%).
Material Increase in Economic Earnings and Net Income Year-Over-Year
Fiscal 2025 economic earnings totaled $14,300,000, or $1.61 per share, vs $7,000,000, or $0.82 per share in 2024 (economic EPS up ~96%). GAAP income for 2025 was $7,100,000 vs $2,200,000 in 2024 (increase of ~223%).
Scale of Assets Under Management and Strong Balance Sheet
Firm-wide AUM/A totaled $17,400,000,000 (AUM $16,500,000,000; AUA $900,000,000). AUM composition: Institutional $8,300,000,000 (50%), Wealth $4,300,000,000 (26%), Mutual funds $3,900,000,000 (24%). Cash and liquid investments totaled $44,100,000 and the balance sheet is debt-free.
Product Performance & Competitive Positioning
Multiple strategies showed durable performance: SMID Cap in top-third over three-year rolling periods; Credit Opportunities ranked in the top decile over three- and five-year periods; Real Estate Income ranked in the top third; Income Opportunity produced competitive returns while delivering income.
Client Wins and Pipeline Momentum
New client commitments include a $200,000,000 client (with $100–200M additional expected) and a defined contribution plan funding $450,000,000 into SMID, which will bring SMID AUM close to a $2,000,000,000 threshold. Management emphasized a strong pipeline and expected further platform approvals for MDST.
Shareholder Return Action
Board approved a regular cash dividend of $0.15 per common share, payable 04/01/2026 (record date 03/03/2026).
WHG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
WHG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 13, 2026 | $17.69 | $17.69 | 0.00% |
Oct 30, 2025 | $16.12 | $16.60 | +2.98% |
Aug 08, 2025 | $16.10 | $17.10 | +6.21% |
Apr 30, 2025 | $16.24 | $15.75 | -3.02% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Westwood Holdings Group Inc (WHG) report earnings?
Westwood Holdings Group Inc (WHG) is schdueled to report earning on Apr 29, 2026, After Close (Confirmed).
What is Westwood Holdings Group Inc (WHG) earnings time?
Westwood Holdings Group Inc (WHG) earnings time is at Apr 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WHG EPS forecast?
Currently, no data Available