Short answer
WESTWOOD HOLDINGS GROUP INC (WHG) filed its Q1 2026 10-Q quarterly report on Apr 30, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $25M with net income of $782,000.
Q1 2026 key financials · XBRL
- Revenue
- $25M
- Net income
- $782,000
- Operating margin
- -6.0%
- EPS (diluted)
- $0.09
Source: XBRL data from the WESTWOOD HOLDINGS GROUP INC (WHG) Q1 2026 10-Q on SEC EDGAR. USD.
WESTWOOD HOLDINGS GROUP INC Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $25.0M, up 7% YoY from $23.3M; advisory fees $19.3M, up 9%
- Operating margin -6.0% vs -0.3% YoY; net income $0.8M, up 64% from $0.5M
- Best segment Advisory Economic Earnings $5.0M, up 3%; Trust $0.3M, down 73%
- Cash and liquid investments $34.2M vs $44.1M at December 31, 2025; financing outflows $2.9M
- Net client outflows $0.1B and professional services costs up 33%; liquidity sufficient through at least next twelve months
Risk Factors
- No material changes to Form 10-K risk factors reported for the quarter ended March 31, 2026
- Business, financial condition, cash flows, and stock price remain exposed to combined disclosed risks
- No senior-security defaults reported during the quarter
- Share repurchase program remains terminable at any time by the Board of Directors
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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