Westwood Holdings Group, Inc. reported a total revenue of $24.3 million for the third quarter of 2025, reflecting a 2.4% increase from $23.7 million in the same period last year. For the nine months ending September 30, 2025, revenues reached $70.7 million, up from $69.1 million in 2024. The increase in revenue was primarily driven by a rise in asset-based advisory fees, which grew to $18.9 million from $17.8 million year-over-year. The company also reported a net income of $3.7 million for the quarter, a significant increase from $159,000 in the prior year, resulting in earnings per share of $0.44 compared to $0.01.
In terms of operational performance, Westwood's assets under management (AUM) increased to approximately $17.3 billion as of September 30, 2025, up from $16.8 billion a year earlier. The firm experienced net outflows of $671 million during the quarter, primarily attributed to its LargeCap Value strategy, which was offset by market appreciation of $679 million. The average AUM for the third quarter was $17.3 billion, compared to $16.3 billion in the same quarter of 2024.
Strategically, Westwood Holdings has focused on enhancing its investment strategies and expanding its service offerings. The company has maintained a strong emphasis on its value investment approach, which aims to deliver superior long-term, risk-adjusted returns. Additionally, Westwood Trust continues to provide trust and custodial services, contributing to the firm's overall revenue. The company has also renewed its office lease in Dallas, Texas, for approximately 30,000 square feet, which is expected to commence in the second quarter of fiscal 2026.
The company reported a total of 9,408,125 shares outstanding as of September 30, 2025, with no share repurchases made during the quarter. Westwood's employee headcount remains stable, supporting its operational capabilities. The firm continues to invest in technology and infrastructure to support its growth initiatives, with information technology expenses increasing due to additional software subscription fees.
Looking ahead, Westwood Holdings Group remains optimistic about its growth potential, driven by its established investment strategies and a focus on expanding its client base. The company anticipates that its ongoing efforts to develop new products and services will yield additional revenue streams, although it acknowledges the inherent risks associated with market conditions and client retention. The firm plans to continue monitoring its financial performance closely while navigating the competitive landscape of the investment management industry.
About WESTWOOD HOLDINGS GROUP INC
Westwood Holdings Group, Inc. manages investment assets and provides wealth management services through subsidiaries specializing in active investment strategies, mutual funds, ETFs, and trust services. Serving institutional, high-net-worth, and retail clients, it offers diversified strategies across equities, fixed income, alternatives, and customized solutions. The company emphasizes client relationships, responsible investing, innovation, and regulatory compliance within a competitive, global asset management industry.
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