Earnings Releases·Nov 5, 2026, 4:13 PM ET

Westwood Holdings Group, Inc. — Third Quarter 2026 Earnings Summary

Total revenues rose to $26.6 million in Q3 2026 from $25.3 million in Q2 2026 and $24.3 million in Q3 2025, while net income increased to $3.1 million from $1.5 million in the prior quarter but declined from $3.7 million year-over-year; diluted EPS was $0.34 versus $0.17 in Q2 and $0.41 in Q3 2025.
Q3 net income was negatively impacted by $1.7 million in one-time severance expenses, higher professional services costs, and increased income taxes, though non-GAAP economic earnings improved to $4.4 million from $3.0 million in Q2.
Firmwide assets under management and advisement reached $17.1 billion, driven by a private capital business that closed $30 million in commitments in the quarter and an ETF platform that surpassed $430 million, including the launch of the PWRX Enhanced Power and Infrastructure ETF.
Management declared a cash dividend of $0.15 per common share payable on January 4, 2027, and cited continued momentum in private capital and a robust pipeline across Value, Managed Investment Solutions, and Energy strategies as key drivers for long-term value.