WESTWOOD HOLDINGS GROUP INC — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 38/100
What the filing says
Westwood Holdings (market cap ~$98.5M) reported Q2 2026 revenues of $25.3M vs. $25.0M (Q1) and $23.1M (Q2 2025). Net income was $1.5M vs. $0.8M (Q1) and $1.0M (Q2 2025); diluted EPS $0.17 vs. $0.09 (Q1) and $0.12 (Q2 2025). Firmwide AUM+AUA totaled $17.9B ($17.0B AUM, $1.0B AUA); Private Capital platform surpassed $500M; Managed Investment Solutions flows reached $350M. Cash $22.6M, equity $126.3M. Company declared $0.15/share dividend payable 10/1/2026. Six-month 2026 EPS $0.25 vs. $0.17 (2025).
Why this rating
Modest sequential and YoY revenue/earnings growth in boutique asset manager. AUM stable but represents ordinary quarterly operations. Event is routine earnings disclosure, small relative to $98.5M market cap.
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