Highest-materiality recent filing
Stockholders approved adding 200,000 shares to the Twelfth Amended and Restated Stock Incentive Plan.
Westwood Q1 net income $0.8M, AUM grows to $18.3B, declares $0.15 dividend
Q1 revenue $25.0M, up 7.3% YoY from $23.3M; net income $0.8M vs $0.5M YoY.
Westwood Q4 revenue $27.1M, diluted EPS $0.21; declares $0.15 dividend; ETF AUM exceeds $200M
Q4 2025 revenue $27.1M (up 12% QoQ, up 6% YoY); GAAP diluted EPS $0.21 (vs $0.41 Q3 and $0.24 Q4 2024).
Westwood Q3 net income rises to $3.7M from $0.1M YoY; declares $0.15 dividend
Revenue $24.3M (Q3 2025) vs $23.7M (Q3 2024); net income $3.7M vs $0.1M; diluted EPS $0.41 vs $0.01.
Westwood Q2 net income $1.0M vs year-ago loss; AUM up to $18.3B
Revenue $23.1M (flat QoQ, up from $22.7M YoY); net income $1.0M vs loss of $2.2M in Q2 2024.
Westwood Holdings appoints Jan Ryan to Board of Directors effective May 30, 2025
Jan Ryan appointed to Westwood's Board, effective May 30, 2025, bringing over 30 years of experience.
Westwood Holdings stockholders approve stock incentive plan adding 200,000 shares
Stockholders approved Eleventh Amended and Restated Stock Incentive Plan, increasing authorized shares by 200,000.
Westwood Q1 2025 EPS $0.05 vs $0.27 YoY; revenue $23.3M; declares $0.15 dividend
Revenue $23.3M (down 9% QoQ, up 2% YoY); net income $0.5M vs $2.1M Q4 and $2.3M YoY.
Westwood appoints Hale Hoak and Katherine Murray to Board of Directors
J. Hale Hoak and Katherine Murray appointed to Westwood's Board effective March 5, 2025.
Westwood Q4 revenue up 10% QoQ to $25.6M; Economic EPS $0.39 vs $0.13 Q3; board adds $5M buyback
Q4 revenue $25.6M (+10% QoQ, +10% YoY); GAAP diluted EPS $0.24 (vs $0.01 Q3, $0.32 Q4 2023).
Westwood Holdings Group files charter amendment; specific changes not disclosed
Board approved amendment on Feb 14, 2024; stockholders voted to approve at May 1, 2024 annual meeting.
Westwood Q3 revenue up to $23.7M but comprehensive income slumps to $0.1M; AUM hits $17.7B
Revenue of $23.7M (up from $22.7M Q2 and $21.9M YoY); comprehensive income $0.1M vs $3.4M YoY due to higher expenses and contingent consideration adjustment.
Westwood President of Wealth Management Leah Bennett to resign Dec 31, 2024
Leah Bennett resigns as President of Westwood Wealth Management effective Dec 31, 2024.
Westwood Q2 2024: Revenue $22.7M flat; comprehensive loss $2.2M; dividend $0.15/sh
Revenue $22.7M flat QoQ, up 3.7% YoY from $21.9M.
Westwood Holdings shareholders approve 500K share increase, all proposals pass
Stockholders re-elected directors Casey, Frank, Masterson, Norman, Bowman (each >6.4M votes for).
Westwood Q1 2024 comprehensive income $2.3M, up from $0.7M; revenue flat at $22.7M
Comprehensive income $2.3M vs $0.7M in Q1 2023; diluted EPS $0.27 vs $0.09.
Westwood Q4 revenues $23.2M, net income $2.6M vs loss; declares $0.15 dividend
Q4 revenues $23.2M (+13% YoY); comprehensive income $2.6M vs net loss of $3.1M in Q4 2022.
Westwood Holdings Q3 revenue $21.9M, net income $4.4M, declares $0.15 dividend
Revenue $21.9M (flat QoQ, up from $15.4M YoY); net income $4.4M vs $2.9M Q2 and net loss of $1.2M Q3 2022.
Westwood Holdings reports Q2 net income $2.9M vs year-ago loss; revenue $21.9M
Q2 revenue $21.9M, down from Q1 $22.7M but up from $15.6M a year ago; net income $2.9M ($0.36 EPS) vs net loss $0.4M.
Westwood Holdings shareholders approve 350K-share increase to stock incentive plan
All six director nominees elected; votes ranged from 4.4M to 5.2M for each.
Westwood Q1 2023 revenue $22.7M, net income $0.7M; declares $0.15 dividend
Revenue $22.7M vs $20.5M in Q4 2022 and $17.2M a year ago; net income $0.7M (vs net loss $3.1M in Q4).
Westwood Holdings general counsel Julie Gerron resigns; effective April 3, 2023
Julie K. Gerron, SVP, General Counsel and Chief Compliance Officer, resigned.
Westwood Q4 rev $20.5M, net loss $3.1M; closed Salient acquisition
Q4 revenue $20.5M (+6% YoY); net loss $3.1M vs net income $2.8M a year ago, including $5.3M acquisition expenses.
Salient's 2021 operating revenue $28.4M (+10.7% YoY) but operating loss $1.3M; net income $17.9M on $18.4M debt forgiveness.
Westwood acquires Salient asset management business for $35M; AUM rises to $16.3B
Upfront cash payment of $35M, plus up to $25M earn-out based on revenue retention and growth targets.
Westwood reports Q3 net loss of $1.2M; revenue down to $15.4M; dividend $0.15
Revenue $15.4M vs $15.6M Q2 and $17.9M year ago; net loss $1.2M (diluted EPS -$0.15) vs net income $1.9M in Q3 2021.
Westwood Q2 net loss of $0.4M; announces acquisition of Salient asset management
Revenue $15.6M, down from $17.2M Q1 and $17.5M YoY; AUM fell to $12.1B from $13.9B at March 31.
Westwood to acquire Salient's asset management business for $35M cash plus up to $25M earn-out
Acquisition of Salient's $4.5B AUM increases Westwood's total AUM by 32% to $18.4B.
All five director nominees elected; Deloitte ratified as independent auditor for FY2022.
Westwood Holdings dismisses Deloitte, appoints BDO as auditor
Dismissed Deloitte & Touche LLP effective April 26, 2022, upon filing of Q1 2022 Form 10-Q.
Westwood Q1 revenue $17.2M, net income $0.1M; EPS $0.01 vs $0.52 YoY
Revenue $17.2M vs Q4 $19.4M and Q1 2021 $18.3M; lower performance fees drove decline.
Westwood Q4 revenue $19.4M (+13% YoY); 2021 net income $9.8M vs loss $8.9M
Q4 revenue $19.4M, up from $17.1M YoY; net income $2.8M flat YoY; diluted EPS $0.36.
Westwood Holdings amends bylaws; adopts majority voting for director elections
Board adopted Amended and Restated Bylaws effective October 27, 2021, including majority voting standard for uncontested director elections.
Westwood Q3 net income $1.9M vs loss; revenue up to $17.9M; dividend raised to $0.15/share
Revenue of $17.9M, up from $15.5M a year ago; net income $1.9M vs $10.3M loss.
Revenue $17.5M vs $18.3M Q1 and $15.9M YoY; net income $1.0M vs $4.1M Q1 (incl $6M gains) and vs $2.6M net loss YoY.
Westwood Holdings rejects $25/share unsolicited takeover proposal from Americana Partners
Received two unsolicited proposals from Americana Partners since May; latest on June 14, 2021 offered $25.00 per share cash.
On May 30, 2025, Jan Ryan was appointed to the Board of Directors (the "Board") of Westwood Holdings Group, Inc. (“Westwood”), effective immediately.
On March 5, 2025, J. Hale Hoak (Hale) and Katherine Murray were appointed to the Board of Directors (the "Board") of Westwood Holdings Group, Inc. (“Westwood”), effective immediately.
On March 5, 2025, J. Hale Hoak (Hale) and Katherine Murray were appointed to the Board of Directors (the "Board") of Westwood Holdings Group, Inc. (“Westwood”), effective immediately.
On October 7, 2024, Westwood Holdings Group, Inc. (“Westwood”) and Leah Bennett, President, Westwood Wealth Management, entered into a Resignation and Transition Agreement (“Transition Agreement”) pursuant to which Ms. Bennett intends to resign from her position effective as of December 31, 2024
Julie K. Gerron, the Senior Vice President, General Counsel and Chief Compliance Officer of Westwood Holdings Group, Inc. (the “Company”), informed the Company of her decision to resign from the Company and pursue employment at another company.
Effective May 25, 2022, the Board of Directors of the Company has appointed Fabian Gomez, age 56, to serve as the Company's President.
Brian Casey, the Company's current Chief Executive Officer and President, has resigned from his position as President in order to accommodate the promotion of Mr. Gomez to that position.
Max materiality 0.80 · Median 0.65 · Most common event earnings