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Complete financial analysis of Westwood Holdings Group, Inc. (WHG) income statement, including revenue, profit margins, EPS and key performance metrics. Get detailed insights into the financial performance of Westwood Holdings Group, Inc., a leading company in the Financial – Capital Markets industry within the Financial Services sector.
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Westwood Holdings Group, Inc. (WHG)
Industry: Financial - Capital Markets
Sector: Financial Services
Website: https://www.westwoodgroup.com
About Westwood Holdings Group, Inc.
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. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
Metric | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Revenue | 89.78M | 68.68M | 73.05M | 65.11M | 84.08M | 122.30M | 133.79M | 123.02M | 130.94M | 113.24M | 91.83M | 77.50M | 68.91M | 55.31M | 42.55M | 46.46M | 36.29M | 27.36M | 21.94M | 19.98M | 20.08M | 21.62M | 19.59M | 16.14M |
Cost of Revenue | 52.92M | 40.12M | 42.53M | 42.14M | 50.15M | 59.96M | 64.96M | 61.51M | 63.56M | 52.85M | 47.78M | 43.69M | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Gross Profit | 36.86M | 28.56M | 30.52M | 22.97M | 33.93M | 62.34M | 68.83M | 61.51M | 67.37M | 60.39M | 44.05M | 33.80M | 68.91M | 55.31M | 42.55M | 46.46M | 36.29M | 27.36M | 21.94M | 19.98M | 20.08M | 21.62M | 19.59M | 16.14M |
Gross Profit Ratio | 41.06% | 41.58% | 41.78% | 35.28% | 40.35% | 50.97% | 51.45% | 50.00% | 51.46% | 53.33% | 47.97% | 43.62% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% |
Research & Development | 0.00 | -0.07 | 0.17 | -0.11 | 0.11 | 0.30 | 0.25 | 0.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
General & Administrative | 17.64M | 22.13M | 20.63M | 21.32M | 22.26M | 23.45M | 24.95M | 22.43M | 19.88M | 14.14M | 12.37M | 11.49M | 44.81M | 36.77M | 29.36M | 2.66M | 2.33M | 2.65M | 1.87M | 1.78M | 1.47M | 1.44M | 1.21M | 0.00 |
Selling & Marketing | 2.99M | 2.00M | 1.28M | 1.19M | 2.07M | 1.94M | 2.04M | 1.92M | 1.84M | 1.67M | 1.25M | 1.13M | 994.00K | 823.00K | 576.00K | 803.00K | 581.00K | 0.00 | 457.00K | 473.00K | 0.00 | 0.00 | 0.00 | 0.00 |
SG&A | 20.63M | 24.14M | 21.91M | 22.52M | 24.33M | 25.39M | 26.99M | 24.35M | 21.72M | 15.82M | 13.62M | 12.62M | 45.80M | 37.59M | 29.94M | 3.47M | 2.91M | 2.65M | 2.33M | 2.26M | 1.47M | 1.44M | 1.21M | 0.00 |
Other Expenses | 0.00 | 2.20M | 2.66M | 1.68M | 3.10M | 3.81M | 3.94M | 3.16M | 3.44M | 2.54M | 2.15M | 1.15M | 790.00K | 0.00 | 0.00 | 0.00 | 21.17M | 17.46M | 13.57M | 11.74M | 10.73M | 11.52M | 0.00 | 0.00 |
Operating Expenses | 30.86M | 26.34M | 24.56M | 24.20M | 27.43M | 29.19M | 30.93M | 27.50M | 25.15M | 18.36M | 15.78M | 13.78M | 45.80M | 37.59M | 30.24M | 29.92M | 24.09M | 20.11M | 15.90M | 14.00M | 12.20M | 12.96M | 15.23M | 9.52M |
Cost & Expenses | 83.78M | 66.46M | 67.10M | 66.34M | 77.58M | 89.15M | 95.88M | 89.01M | 88.72M | 71.21M | 63.56M | 57.47M | 45.80M | 37.59M | 30.24M | 29.92M | 24.09M | 20.11M | 15.90M | 14.00M | 12.20M | 12.96M | 15.23M | 9.52M |
Interest Income | 1.19M | 266.00K | 868.00K | 604.00K | 1.32M | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Interest Expense | 0.00 | 5.68M | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Depreciation & Amortization | 4.82M | 67.96M | 68.89M | 67.05M | 74.29M | 89.15M | 94.28M | 89.01M | 2.60M | 938.00K | 769.00K | 821.00K | 762.00K | 429.00K | 254.00K | 232.00K | 228.00K | 266.00K | 272.00K | 191.00K | 108.00K | 88.00K | 157.00K | 0.00 |
EBITDA | 8.27M | 13.12M | 5.96M | 1.41M | 9.12M | 36.75M | 42.41M | 36.94M | 47.15M | 42.97M | 29.04M | 20.85M | 23.87M | 18.15M | 12.57M | 16.77M | 12.44M | 7.52M | 6.32M | 6.18M | 7.99M | 8.75M | 4.52M | 6.61M |
EBITDA Ratio | 9.21% | 19.10% | 1.22% | 12.15% | 7.57% | 26.47% | 33.51% | 30.03% | 34.23% | 37.95% | 31.62% | 26.90% | 34.64% | 32.81% | 29.54% | 36.09% | 34.26% | 27.48% | 28.78% | 30.91% | 39.78% | 40.47% | 23.05% | 40.98% |
Operating Income | 6.01M | 10.54M | -1.48M | 5.27M | 4.64M | 35.94M | 37.90M | 34.01M | 42.22M | 42.04M | 28.27M | 20.03M | 23.11M | 17.72M | 12.32M | 16.54M | 12.21M | 7.25M | 6.04M | 5.99M | 7.88M | 8.66M | 4.36M | 6.61M |
Operating Income Ratio | 6.69% | 15.35% | -2.03% | 8.09% | 5.52% | 29.39% | 28.33% | 27.65% | 32.24% | 37.12% | 30.79% | 25.84% | 33.54% | 32.04% | 28.95% | 35.59% | 33.64% | 26.51% | 27.54% | 29.95% | 39.25% | 40.07% | 22.25% | 40.98% |
Total Other Income/Expenses | 7.44M | -7.42M | 8.04M | -6.36M | 4.76M | 3.32M | -5.60M | 0.00 | -732.00K | 0.00 | 84.00K | 6.00K | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -779.00K | -850.00K | 0.00 | 0.00 |
Income Before Tax | 13.44M | -5.20M | 14.00M | -7.59M | 9.40M | 36.46M | 33.89M | 34.01M | 42.22M | 42.04M | 28.27M | 20.03M | 23.11M | 17.72M | 12.32M | 16.54M | 12.21M | 7.25M | 6.04M | 5.99M | 7.88M | 8.66M | 4.36M | 6.61M |
Income Before Tax Ratio | 14.97% | -7.56% | 19.17% | -11.65% | 11.18% | 29.81% | 25.33% | 27.65% | 32.24% | 37.12% | 30.79% | 25.84% | 33.54% | 32.04% | 28.95% | 35.59% | 33.64% | 26.51% | 27.54% | 29.95% | 39.25% | 40.07% | 22.25% | 40.98% |
Income Tax Expense | 2.87M | -567.00K | 4.24M | 1.36M | 3.49M | 9.71M | 13.90M | 11.36M | 15.12M | 14.79M | 10.38M | 7.94M | 8.42M | 6.44M | 4.42M | 5.99M | 4.26M | 2.79M | 2.41M | 2.30M | 3.00M | 3.45M | 3.10M | 2.63M |
Net Income | 10.57M | -4.63M | 9.76M | -8.95M | 5.91M | 26.75M | 19.99M | 22.65M | 27.11M | 27.25M | 17.89M | 12.09M | 14.69M | 11.28M | 7.90M | 10.54M | 7.94M | 4.51M | 3.64M | 3.69M | 4.88M | 5.21M | 1.26M | 3.98M |
Net Income Ratio | 11.77% | -6.74% | 13.36% | -13.74% | 7.03% | 21.87% | 14.94% | 18.41% | 20.70% | 24.06% | 19.48% | 15.60% | 21.31% | 20.39% | 18.55% | 22.69% | 21.89% | 16.47% | 16.57% | 18.45% | 24.33% | 24.10% | 6.44% | 24.69% |
EPS | 1.20 | -0.59 | 1.24 | -1.12 | 0.70 | 3.20 | 2.45 | 2.84 | 3.49 | 3.63 | 2.44 | 1.69 | 2.11 | 1.62 | 1.25 | 1.73 | 1.36 | 0.81 | 0.67 | 0.68 | 0.91 | 0.97 | 0.23 | 0.74 |
EPS Diluted | 1.17 | -0.59 | 1.23 | -1.12 | 0.70 | 3.13 | 2.38 | 2.77 | 3.33 | 3.45 | 2.34 | 1.65 | 2.04 | 1.58 | 1.18 | 1.63 | 1.28 | 0.79 | 0.66 | 0.68 | 0.90 | 0.97 | 0.23 | 0.74 |
Weighted Avg Shares Out | 7.96M | 7.84M | 7.88M | 7.99M | 8.41M | 8.37M | 8.15M | 7.96M | 7.76M | 7.51M | 7.33M | 7.15M | 6.96M | 6.96M | 6.32M | 6.09M | 5.85M | 5.57M | 5.43M | 5.42M | 5.37M | 5.37M | 5.48M | 5.38M |
Weighted Avg Shares Out (Dil) | 8.11M | 7.84M | 7.93M | 7.99M | 8.46M | 8.55M | 8.40M | 8.17M | 8.15M | 7.91M | 7.64M | 7.31M | 7.21M | 6.96M | 6.66M | 6.47M | 6.20M | 5.71M | 5.51M | 5.42M | 5.43M | 5.37M | 5.48M | 5.38M |
Westwood Holdings Group, Inc. (WHG) CEO Brian Casey on Q3 2021 Results - Earnings Call Transcript
Westwood Holdings Group, Inc. to Host Third Quarter 2021 Conference Call/Webcast
Westwood Holdings Group, Inc. (WHG) CEO Brian Casey on Q2 2021 Results - Earnings Call Transcript
Westwood Holdings Group, Inc. Reports Second Quarter 2021 Results
Westwood Holdings Group, Inc. to Host Second Quarter 2021 Conference Call/Webcast
Westwood Holdings Group, Inc. Adopts Limited-Duration Shareholder Rights Agreement
Westwood Holdings Group, Inc. Names Randy Bowman to its Board of Directors
Westwood Holdings Group, Inc. (WHG) CEO Brian Casey on Q1 2021 Results - Earnings Call Transcript
Westwood Holdings Group, Inc. Reports First Quarter 2021 Results
Westwood Holdings Group, Inc. to Host First Quarter 2021 Conference Call/Webcast
Source: https://incomestatements.info
Category: Stock Reports
What is Westwood Holdings Group’s revenue growth?
Westwood Holdings Group had revenue of $23.72M in the quarter ending September 30, 2024, with 8.40% growth. This brings the company’s revenue in the last twelve months to $92.37M, up 6.16% year-over-year. In the year 2023, Westwood Holdings Group had annual revenue of $89.78M with 30.72% growth.