| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 |
|---|---|---|---|---|---|---|---|---|
| Cash and cash equivalents | $26.2M+39.3% | $18.8M-7.7% | $20.4M-14.4% | $23.9M+56.9% | $15.2M+16.8% | $13.0M-73.8% | $49.8M-5.1% | $52.4M |
| Accounts Receivable, after Allowance for Credit Loss | $16.8M+15.9% | $14.5M+0.4% | $14.4M+3.6% | $13.9M+24.6% | $11.2M+18.0% | $9.4M | — | — |
| Investments, at fair value | $21.4M-22.6% | $27.7M-15.9% | $32.9M+114.5% | $15.3M-76.4% | $65.0M-6.5% | $69.5M+38.2% | $50.3M-23.5% | $65.8M |
| Investments under fair value measurement alternative | $15.7M+46.1% | $10.7M+48.3% | $7.2M | — | — | — | — | — |
| Prepaid Taxes | $0-100.0% | $295K+43.9% | $205K-54.0% | $446K+91.4% | $233K-86.3% | $1.7M+47.8% | $1.1M+229.5% | $349K |
| Other Assets | $7.5M+10.6% | $6.8M+22.1% | $5.6M | — | — | — | — | — |
| Equity Method Investments | $4.3M+1.2% | $4.3M-0.8% | $4.3M-34.8% | $6.6M | $0 | — | — | — |
| Goodwill | $39.5M+0.0% | $39.5M+0.0% | $39.5M+10.5% | $35.7M+117.9% | $16.4M+0.0% | $16.4M-17.2% | $19.8M+0.0% | $19.8M |
| Deferred income taxes | $2.5M+9.3% | $2.2M+209.1% | $726K-58.8% | $1.8M+107.8% | $848K-42.2% | $1.5M-33.8% | $2.2M-56.6% | $5.1M |
| Intangible assets, net | $18.2M-16.0% | $21.7M-12.6% | $24.8M-14.3% | $29.0M+143.1% | $11.9M-12.0% | $13.5M-11.3% | $15.3M-4.4% | $16.0M |
| Property and equipment, net of accumulated depreciation of $_,___ and $10,078 | $536K-43.6% | $951K-34.1% | $1.4M-21.0% | $1.8M-13.5% | $2.1M-33.6% | $3.2M-23.3% | $4.2M-6.8% | $4.5M |
| Assets | $162.3M+8.2% | $150.0M-3.3% | $155.2M+6.0% | $146.4M+4.9% | $139.6M-6.4% | $149.2M-16.5% | $178.7M-10.3% | $199.2M |
| Accounts payable and accrued liabilities | $7.6M+18.3% | $6.4M+4.6% | $6.1M+8.0% | $5.7M+115.3% | $2.6M+62.1% | $1.6M-24.1% | $2.1M-14.8% | $2.5M |
| Dividends payable | $2.7M+9.5% | $2.5M+4.2% | $2.4M+35.6% | $1.7M-3.1% | $1.8M+122.2% | $810K-89.0% | $7.4M-4.5% | $7.7M |
| Compensation and benefits payable | $13.6M+24.7% | $10.9M+14.5% | $9.5M+9.8% | $8.7M-8.8% | $9.5M+28.0% | $7.4M-25.3% | $10.0M-33.9% | $15.1M |
| Asset Acquisition, Contingent Consideration, Liability | $0-100.0% | $4.7M-54.0% | $10.1M-21.5% | $12.9M | — | — | — | — |
| Total liabilities | $35.6M+28.6% | $27.7M-15.5% | $32.7M-8.5% | $35.8M+64.9% | $21.7M+17.7% | $18.4M-39.4% | $30.4M-20.0% | $38.0M |
| Common stock, $0.01 par value, authorized 25,000,000 shares, issued 11,___,___ and 11,856,737, respectively and outstanding 9,___,___ and 9,140,760, respectively | $124K+1.6% | $122K+2.5% | $119K+3.5% | $115K+7.5% | $107K+1.9% | $105K+1.9% | $103K+1.0% | $102K |
| Additional paid-in capital | $206.1M+1.9% | $202.2M+0.3% | $201.6M+0.9% | $199.9M+2.4% | $195.2M-7.2% | $210.3M+3.4% | $203.4M+4.8% | $194.1M |
| Treasury stock, at cost – 2,___,___ and 2,715,977, respectively | -$89.6M-1.5% | -$88.3M-2.7% | -$86.0M-1.0% | -$85.1M-4.1% | -$81.8M-4.9% | -$78.0M-23.2% | -$63.3M-7.8% | -$58.7M |
| Retained earnings (accumulated deficit) | $9.0M+44.7% | $6.2M+33.5% | $4.7M+209.3% | -$4.3M-197.5% | $4.4M+357.3% | -$1.7M-115.5% | $11.0M-64.1% | $30.5M |
| Total Westwood Holdings Group, Inc. stockholders’ equity | $125.6M+4.4% | $120.3M-0.1% | $120.4M+8.8% | $110.6M-6.2% | $117.9M-9.8% | $130.7M-11.9% | $148.3M-8.0% | $161.1M |
| Noncontrolling Interest | $1.1M-45.7% | $2.0M-0.2% | $2.0M | — | — | — | — | — |
| Stockholders' Equity, Total | $126.7M+3.6% | $122.3M-0.1% | $122.4M+10.7% | $110.6M | — | — | — | — |
| Total liabilities and stockholders’ equity | $162.3M+8.2% | $150.0M-3.3% | $155.2M+6.0% | $146.4M+4.9% | $139.6M-6.4% | $149.2M-16.5% | $178.7M-10.3% | $199.2M |
| Operating Lease, Right-of-Use Asset | $9.7M+278.1% | $2.6M-30.3% | $3.7M-26.2% | $5.0M+2.2% | $4.9M-20.2% | $6.1M-19.3% | $7.6M-13.1% | $8.7M |
| Operating Lease, Liability | $10.2M | — | $4.6M-24.9% | $6.1M-1.1% | $6.1M-21.8% | $7.8M-16.1% | $9.3M-13.2% | $10.8M |
| Operating Lease, Liability, Current | $10.2M+218.1% | $3.2M+148.6% | $1.3M-14.4% | $1.5M+6.6% | $1.4M-18.0% | $1.7M+8.5% | $1.6M+10.6% | $1.4M |
| Taxes Payable | $1.5M | $0 | — | — | — | — | — | — |
Source: SEC EDGAR XBRL. % change vs prior period shown where available.
Source: SEC EDGAR 10-K and 10-Q filings. Up to 10 years annual / 16 quarters shown.