Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
---|---|---|---|---|---|---|
Income Statement | ||||||
Total Revenue | 95.47M | 94.72M | 89.78M | 68.68M | 73.05M | 65.11M |
Gross Profit | 49.81M | 38.71M | 36.86M | 28.56M | 30.52M | 22.97M |
EBITDA | 11.18M | 11.46M | 8.27M | 13.12M | 5.96M | 1.41M |
Net Income | 492.00K | 2.21M | 10.57M | -4.63M | 9.76M | -8.95M |
Balance Sheet | ||||||
Total Assets | 149.15M | 149.99M | 155.17M | 146.33M | 139.60M | 149.15M |
Cash, Cash Equivalents and Short-Term Investments | 82.56M | 46.54M | 53.10M | 39.20M | 80.23M | 82.56M |
Total Debt | 7.84M | 3.20M | 4.55M | 6.06M | 6.13M | 7.84M |
Total Liabilities | 18.44M | 27.66M | 32.72M | 35.68M | 21.70M | 18.44M |
Stockholders Equity | 130.71M | 120.29M | 120.40M | 110.65M | 117.91M | 130.71M |
Cash Flow | ||||||
Free Cash Flow | 19.38M | 21.01M | -1.33M | 51.55M | 19.21M | -9.86M |
Operating Cash Flow | 20.49M | 21.12M | -1.19M | 51.87M | 19.39M | -9.77M |
Investing Cash Flow | -18.43M | -4.61M | 4.11M | -34.12M | 9.57M | -4.00K |
Financing Cash Flow | -18.53M | -18.08M | -6.36M | -9.10M | -26.81M | -25.81M |
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
---|---|---|---|---|---|---|---|
74 Outperform | $5.67B | 28.63 | 96.33% | 0.61% | 16.04% | 60.32% | |
73 Outperform | $178.21M | 10.18 | 21.85% | ― | 21.85% | 111.42% | |
72 Outperform | $10.52B | 19.52 | 11.48% | 1.80% | 12.85% | 20.21% | |
69 Neutral | $688.42M | 9.59 | 9.10% | 1.11% | 12.68% | 81.40% | |
67 Neutral | $530.42M | 14.40 | 5.81% | 3.71% | 5.48% | -54.25% | |
67 Neutral | $16.51B | 11.23 | 9.71% | 3.96% | 11.61% | -10.70% | |
62 Neutral | $148.67M | 555.75 | 0.33% | 3.76% | 0.52% | -96.93% |
At the recent Annual Meeting of Westwood Holdings Group, stockholders approved four key proposals. These included the election of directors to serve until the next annual meeting, the ratification of BDO USA, P.C. as independent auditors for 2025, the approval of the Eleventh Amended and Restated Stock Incentive Plan, and a non-binding advisory approval of executive compensation. The outcomes of these votes are expected to influence the company’s governance and operational strategies moving forward.
Westwood Holdings Group reported its first quarter 2025 results, highlighting exceptional sales performance and strategic expansion in its ETF platform. The firm achieved significant success in its Institutional channel, securing a nearly $1 billion sub-advisory mandate, and recorded its best sales quarter in the Intermediary channel since 2022. Despite a decrease in quarterly revenues from the previous quarter, Westwood’s diverse product lineup and focus on high-quality investments position it well for future market uncertainties and long-term value delivery to clients and shareholders.