Westwood Holdings Group, Inc. Reports Third Quarter 2026 Results
Key Highlights
- ➤ETF platform surpassed $430 million in assets at quarter-end
- ➤Third-quarter revenue reached $26.6 million, up from $24.3 million year-over-year
- ➤Third-quarter diluted EPS fell to $0.34 from $0.41 year-over-year
- ➤Non-GAAP Economic Earnings declined to $4.4 million from $5.7 million
- ➤Westwood declared a $0.15 per-share cash dividend payable January 4, 2027
Expert Statements
Brian Casey, CEO of Westwood Holdings Group
“We're proud of the progress we made this quarter, highlighted by the launch of our Enhanced Power and Infrastructure ETF (PWRX) as the first new ETF on the Texas Stock Exchange and our ETF platform surpassed $430 million in assets at quarter-end. With continued momentum in our private capital business and a robust pipeline across our Value, Managed Investment Solutions and Energy strategies, we believe Westwood is well positioned to deliver long-term value for clients and shareholders.”
Launched PWRX, the first new ETF on the Texas Stock Exchange Our ETF platform surpassed $430 million in assets Closed $30 million in private capital commitments and nearly $200 million year-to-date Defined contribution plan funded with over $450 million in SMidCap
DALLAS, Nov. 05, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) today reported third quarter 2026 earnings. Significant items included: * Investment strategies beating their primary benchmarks included Select Equity, Multi-Asset Income, Real Estate Income and Tactical Growth SMA. * AllCap Value, Select Equity and Multi-Asset Income posted top quartile rankings vs. peers and Real Estate Income posted top decile rankings vs. peers. * Quarterly revenues totaled $26.6 million vs. $25.3 million in the second quarter and $24.3 million a year ago. Net income of $3.1 million compared with $1.5 million in the second quarter and $3.7 million in 2025's third quarter. * Non-GAAP Economic Earnings of $4.4 million compared with $3.0 million in the second quarter and $5.7 million in the third quarter of 2025. * Westwood held $65.0 million in cash and investments as of September 30, 2026. Westwood's stockholders' equity totaled $129.1 million. * We declared a cash dividend of $0.15 per common share, payable on January 4, 2027 to stockholders of record on December 1, 2026. Brian Casey, Westwood’s CEO, commented, "We're proud of the progress we made this quarter, highlighted by the launch of our Enhanced Power and Infrastructure ETF (PWRX) as the first new ETF on the Texas Stock Exchange and our ETF platform surpassed $430 million in assets at quarter-end. With continued momentum in our private capital business and a robust pipeline across our Value, Managed Investment Solutions and Energy strategies, we believe Westwood is well positioned to deliver long-term value for clients and shareholders."
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