WESTWOOD HOLDINGS GROUP INC
WHG · Investment Advice · 9.5M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Reference price $18.21 · est. market cap ~$173M — last insider sale, 2026-06-25 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C60Westwood Holdings — small asset manager with thin margins.
Strengths
- Net income up sharply (88th pct); positive free cash flow
Risks
- Operating margin 5% (18th), ROE (26th) weak
- AUM-outflow and fee-pressure exposure
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
5.1%
Net margin
7.2%
Return on equity
5.6%
Return on assets
4.4%
Revenue growth (QoQ)
-7.9%
Net-income growth
220.1%
Free cash flow
$19M
Tangible book value
$68M
Cash & investments
$48M
Stock comp / revenue
5.3%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-25 | BYRNE SUSAN M | Sell | 500 | $18.21 |
| 2026-06-24 | BYRNE SUSAN M | Sell | 1.3K | $18.32 |
| 2026-06-23 | BYRNE SUSAN M | Sell | 2.5K | $18.45 |
| 2026-06-22 | BYRNE SUSAN M | Sell | 1.0K | $18.31 |
| 2026-06-18 | BYRNE SUSAN M | Sell | 1.5K | $18.35 |
| 2026-06-17 | BYRNE SUSAN M | Sell | 350 | $18.10 |
| 2026-06-16 | BYRNE SUSAN M | Sell | 1.6K | $18.29 |
| 2026-06-15 | BYRNE SUSAN M | Sell | 2.9K | $17.96 |
| 2026-06-12 | BYRNE SUSAN M | Sell | 4.4K | $17.86 |
| 2026-06-11 | BYRNE SUSAN M | Sell | 3.3K | $17.43 |
| 2026-06-10 | BYRNE SUSAN M | Sell | 1.8K | $17.55 |
| 2026-06-09 | BYRNE SUSAN M | Sell | 1.9K | $17.46 |
| 2026-06-08 | BYRNE SUSAN M | Sell | 607 | $17.11 |
| 2026-06-05 | BYRNE SUSAN M | Sell | 616 | $17.34 |
| 2026-06-02 | BYRNE SUSAN M | Sell | 406 | $16.33 |
| 2026-06-01 | BYRNE SUSAN M | Sell | 1.3K | $16.02 |
| 2026-05-29 | BYRNE SUSAN M | Sell | 1.1K | $16.40 |
| 2026-05-28 | BYRNE SUSAN M | Sell | 2.0K | $16.37 |
| 2026-05-27 | BYRNE SUSAN M | Sell | 1.1K | $16.20 |
| 2026-05-26 | BYRNE SUSAN M | Sell | 1.7K | $16.21 |
| 2026-05-22 | BYRNE SUSAN M | Sell | 613 | $16.02 |
| 2026-05-21 | BYRNE SUSAN M | Sell | 300 | $16.01 |
| 2026-05-20 | BYRNE SUSAN M | Sell | 206 | $16.01 |
| 2026-05-18 | BYRNE SUSAN M | Sell | 651 | $16.08 |
| 2026-05-14 | BYRNE SUSAN M | Sell | 500 | $16.00 |
| 2026-05-13 | BYRNE SUSAN M | Sell | 300 | $16.01 |
| 2026-05-12 | BYRNE SUSAN M | Sell | 991 | $16.27 |
| 2026-05-11 | BYRNE SUSAN M | Sell | 876 | $16.46 |
| 2026-05-08 | BYRNE SUSAN M | Sell | 600 | $16.17 |
| 2026-05-07 | BYRNE SUSAN M | Sell | 1.0K | $16.06 |
| 2026-05-06 | BYRNE SUSAN M | Sell | 260 | $16.09 |
| 2026-05-05 | BYRNE SUSAN M | Sell | 678 | $16.01 |
| 2026-05-04 | BYRNE SUSAN M | Sell | 239 | $16.02 |
| 2026-05-01 | BYRNE SUSAN M | Sell | 478 | $16.22 |
| 2026-04-30 | Bowman Randy A | Grant | 5.8K | — |
| 2026-04-30 | Hoak J. Hale | Grant | 5.8K | — |
| 2026-04-30 | Murray Katherine | Grant | 5.8K | — |
| 2026-04-30 | BYRNE SUSAN M | Sell | 994 | $16.28 |
| 2026-04-30 | Ryan Janice | Grant | 5.8K | — |
| 2026-04-30 | MASTERSON ELLEN H | Grant | 5.8K | — |
| 2026-04-29 | BYRNE SUSAN M | Sell | 500 | $16.56 |
| 2026-04-28 | BYRNE SUSAN M | Sell | 660 | $16.97 |
| 2026-04-27 | BYRNE SUSAN M | Sell | 733 | $16.66 |
| 2026-04-24 | BYRNE SUSAN M | Sell | 700 | $16.14 |
| 2026-04-23 | BYRNE SUSAN M | Sell | 9 | $17.27 |
| 2026-04-22 | BYRNE SUSAN M | Sell | 294 | $15.85 |
| 2026-04-21 | BYRNE SUSAN M | Sell | 532 | $16.17 |
| 2026-04-20 | BYRNE SUSAN M | Sell | 500 | $16.64 |
| 2026-04-17 | BYRNE SUSAN M | Sell | 700 | $16.36 |
| 2026-04-16 | BYRNE SUSAN M | Sell | 500 | $16.14 |
| 2026-04-15 | BYRNE SUSAN M | Sell | 1.5K | $16.45 |
| 2026-04-14 | BYRNE SUSAN M | Sell | 301 | $16.48 |
| 2026-04-13 | BYRNE SUSAN M | Sell | 1.6K | $16.32 |
| 2026-04-10 | BYRNE SUSAN M | Sell | 900 | $16.11 |
| 2026-04-09 | BYRNE SUSAN M | Sell | 401 | $16.31 |
| 2026-04-08 | BYRNE SUSAN M | Sell | 704 | $16.45 |
| 2026-04-06 | BYRNE SUSAN M | Sell | 700 | $16.31 |
| 2026-04-02 | BYRNE SUSAN M | Sell | 600 | $16.21 |
| 2026-04-01 | BYRNE SUSAN M | Sell | 1.5K | $16.83 |
| 2026-02-23 | Lockridge Matthew | Tax withheld | 5.4K | $16.22 |
| 2026-02-23 | Forbes Murray III | Grant | 11K | — |
| 2026-02-23 | Forbes Murray III | Tax withheld | 2.9K | $16.22 |
| 2026-02-23 | Gomez Fabian | Tax withheld | 6.2K | $16.22 |
| 2026-02-23 | CASEY BRIAN O | Grant | 57K | — |
| 2026-02-23 | CASEY BRIAN O | Tax withheld | 19K | $16.22 |
| 2026-02-23 | Linton David O | Grant | 15K | — |
| 2026-02-23 | Linton David O | Sell | 2.7K | $16.22 |
| 2026-02-23 | Helfert Adrian | Sell | 11K | $16.22 |
| 2026-02-23 | Lockridge Matthew | Sell | 5.4K | $16.22 |
| 2026-02-23 | Forbes Murray III | Grant | 11K | — |
| 2026-02-23 | Forbes Murray III | Sell | 2.9K | $16.22 |
| 2026-02-23 | Gomez Fabian | Grant | 32K | — |
| 2026-02-23 | Gomez Fabian | Sell | 6.2K | $16.22 |
| 2026-02-23 | CASEY BRIAN O | Grant | 57K | — |
| 2026-02-23 | CASEY BRIAN O | Sell | 19K | $16.22 |
| 2026-02-23 | Gomez Fabian | Grant | 32K | — |
| 2026-02-23 | Linton David O | Grant | 15K | — |
| 2026-02-23 | Linton David O | Tax withheld | 2.7K | $16.22 |
| 2026-02-23 | Ehinger John Anthony Jr | Grant | 5.5K | — |
| 2026-02-23 | Ehinger John Anthony Jr | Tax withheld | 838 | $16.22 |
| 2026-02-23 | Helfert Adrian | Tax withheld | 11K | $16.22 |
| 2025-12-10 | CASEY BRIAN O | Sell | 8.3K | $16.55 |
| 2025-12-09 | CASEY BRIAN O | Sell | 1.8K | $16.41 |
| 2025-12-08 | CASEY BRIAN O | Sell | 1.6K | $16.45 |
| 2025-12-05 | CASEY BRIAN O | Sell | 1.4K | $16.44 |
| 2025-11-28 | CASEY BRIAN O | Sell | 99 | $17.00 |
| 2025-11-26 | CASEY BRIAN O | Sell | 40 | $17.00 |
| 2025-11-10 | CASEY BRIAN O | Sell | 370 | $17.00 |
| 2025-08-29 | CASEY BRIAN O | Sell | 6.8K | $18.00 |
| 2025-06-05 | Gomez Fabian | Sell | 7.0K | $15.50 |
| 2025-04-30 | Norman Geoffrey | Grant | 5.7K | — |
| 2025-04-30 | MASTERSON ELLEN H | Grant | 5.7K | — |
| 2025-04-30 | Hoak J. Hale | Grant | 5.7K | — |
| 2025-04-30 | Bowman Randy A | Grant | 5.7K | — |
| 2025-04-30 | Murray Katherine | Grant | 5.7K | — |
| 2025-02-21 | Gomez Fabian | Tax withheld | 5.3K | $16.44 |
| 2025-02-21 | CASEY BRIAN O | Grant | 46K | — |
| 2025-02-21 | CASEY BRIAN O | Tax withheld | 13K | $16.44 |
| 2025-02-21 | Mazzei Matthew | Grant | 1.8K | — |
| 2025-02-21 | Mazzei Matthew | Tax withheld | 524 | $16.44 |
| 2025-02-21 | Ehinger John Anthony Jr | Grant | 4.9K | — |
| 2025-02-21 | Ehinger John Anthony Jr | Tax withheld | 448 | $16.44 |
| 2025-02-21 | Helfert Adrian | Grant | 30K | — |
| 2025-02-21 | Helfert Adrian | Tax withheld | 13K | $16.44 |
| 2025-02-21 | Lockridge Matthew | Grant | 32K | — |
| 2025-02-21 | Lockridge Matthew | Tax withheld | 4.9K | $16.44 |
| 2025-02-21 | Forbes Murray III | Grant | 11K | — |
| 2025-02-21 | Forbes Murray III | Tax withheld | 2.8K | $16.44 |
| 2025-02-21 | Gomez Fabian | Grant | 25K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-05 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2026-04-30 | ResultsReg FDExhibits | filing ↗ |
| 2026-02-13 | ResultsReg FDExhibits | filing ↗ |
| 2025-10-30 | ResultsReg FDExhibits | filing ↗ |
| 2025-08-08 | ResultsReg FDExhibits | filing ↗ |
| 2025-06-03 | Exec/director changeExhibits | filing ↗ |
| 2025-05-05 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2025-04-30 | ResultsReg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-05 | 2026-04-30 | 0001165002-26-000037 ↗ |
| 10-Q | 2026-04-30 | 2026-03-31 | 0001165002-26-000034 ↗ |
| 8-K | 2026-04-30 | 2026-04-30 | 0001165002-26-000033 ↗ |
| 10-K | 2026-03-04 | 2025-12-31 | 0001165002-26-000020 ↗ |
| 8-K | 2026-02-13 | 2026-02-13 | 0001165002-26-000005 ↗ |
| 8-K | 2025-10-30 | 2025-10-30 | 0001165002-25-000057 ↗ |
| 10-Q | 2025-10-30 | 2025-09-30 | 0001165002-25-000059 ↗ |
| 8-K | 2025-08-08 | 2025-08-08 | 0001165002-25-000046 ↗ |
| 10-Q | 2025-08-08 | 2025-06-30 | 0001165002-25-000048 ↗ |
| 8-K | 2025-06-03 | 2025-06-03 | 0001628280-25-028941 ↗ |
| 8-K | 2025-05-05 | 2025-04-30 | 0001165002-25-000041 ↗ |
| 10-Q | 2025-04-30 | 2025-03-31 | 0001165002-25-000037 ↗ |