Short answer
WESTWOOD HOLDINGS GROUP INC (WHG) filed its Q2 2026 10-Q quarterly report on Aug 6, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $25M with net income of $2M.
Q2 2026 key financials · XBRL
- Revenue
- $25M
- +1.5% QoQ
- Net income
- $2M
- +95.3% QoQ
- Operating margin
- 8.1%
- EPS (diluted)
- $0.16
- +77.8% QoQ
Source: XBRL data from the WESTWOOD HOLDINGS GROUP INC (WHG) Q2 2026 10-Q on SEC EDGAR. USD.
WESTWOOD HOLDINGS GROUP INC Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Q2 revenue $25.343M, up 10% YoY from $23.120M
- Net operating margin 8.1% vs 3.8% YoY; net income margin 6.0% vs 4.5%
- Best segment Trust Economic Earnings $963K, up 9%; worst Westwood Holdings loss $3.131M
- Cash and investments $56.5M vs $63.4M at December 31, 2025
- Net outflows $1.6B, primarily LargeCap Value and SmallCap Value strategies; Section 162(m) could raise 2027 tax expense
Risk Factors
- No material changes to risk factors previously disclosed in the Form 10-K
- Carried-forward business risk: any single risk or combination could materially adversely affect operations, cash flows, and stock price
- No newly triggered regulatory, legal, or compliance risk disclosed
- No quarter-end share repurchases during the three months ended June 30, 2026
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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