WESTWOOD HOLDINGS GROUP INC
For the period ended Sep 30, 2026. Filed Nov 5, 2026.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Sep 30, 2026 · Filed Nov 5, 2026
WHG$18.55-0.8%Stored close · as of Nov 10, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
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Condensed Consolidated Statements of Stockholders’ Equity
For the Three Months Ended September 30, 2026 and 2025
(In thousands, except share amounts)
| Common Stock, Par · Additional Paid-In Capital · Treasury Stock · Retained Earnings · Noncontrolling Interest · Total | |||||||
|---|---|---|---|---|---|---|---|
| Shares · Amount | |||||||
| Balance, June 30, 2026 | 9,543,152 | $127 | $208,669 | $(90,900) | $8,442 | $1,116 | $127,454 |
| Net income | — | — | — | — | 3,117 | 3 | 3,120 |
| Issuance of restricted stock, net of forfeitures | (25,698) | — | — | — | — | — | — |
| Dividends declared ($0.15 per share) | — | — | — | — | (1,404) | — | (1,404) |
| Stock-based compensation expense | — | — | 1,044 | — | — | — | 1,044 |
| Balance, September 30, 2026 | 9,517,454 | $127 | $209,713 | $(90,900) | $10,155 | $1,119 | $130,214 |
| Common Stock, Par · Additional Paid-In Capital · Treasury Stock · Retained Earnings · Noncontrolling Interest · Total | |||||||
|---|---|---|---|---|---|---|---|
| Shares · Amount | |||||||
| Balance, June 30, 2025 | 9,408,125 | $124 | $203,594 | $(89,612) | $6,200 | $2,052 | $122,358 |
| Net income | — | — | — | — | 3,700 | 29 | 3,729 |
| Dividends declared ($0.15 per share) | — | — | — | — | (1,411) | — | (1,411) |
| Stock-based compensation expense | — | — | 1,303 | — | — | — | 1,303 |
| Balance, September 30, 2025 | 9,408,125 | $124 | $204,897 | $(89,612) | $8,489 | $2,081 | $125,979 |
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY
For the Nine Months Ended September 30, 2026 and 2025
(In thousands, except share amounts)
| Common Stock, Par · Additional Paid-In Capital · Treasury Stock · Retained Earnings · Noncontrolling Interest · Total | |||||||
|---|---|---|---|---|---|---|---|
| Shares · Amount | |||||||
| Balance, December 31, 2025 | 9,394,066 | $124 | $206,120 | $(89,612) | $8,983 | $1,108 | $126,723 |
| Net income | — | — | — | — | 5,418 | 11 | 5,429 |
| Issuance of restricted stock, net of forfeitures | 202,814 | 3 | (3) | — | — | — | — |
| Dividends declared ($0.45 per share) | — | — | — | — | (4,246) | — | (4,246) |
| Stock-based compensation expense | — | — | 3,596 | — | — | — | 3,596 |
| Restricted stock returned for payment of taxes | (79,426) | — | — | (1,288) | — | — | (1,288) |
| Balance, September 30, 2026 | 9,517,454 | $127 | $209,713 | $(90,900) | $10,155 | $1,119 | $130,214 |
| Common Stock, Par · Additional Paid-In Capital · Treasury Stock · Retained Earnings · Noncontrolling Interest · Total | |||||||
|---|---|---|---|---|---|---|---|
| Shares · Amount | |||||||
| Balance, December 31, 2024 | 9,234,575 | $122 | $202,239 | $(88,277) | $6,207 | $2,041 | $122,332 |
| Net income | — | — | — | — | 5,197 | 40 | 5,237 |
| Issuance of restricted stock, net of forfeitures | 254,737 | 2 | (2) | — | — | — | — |
| Dividends declared ($0.45 per share) | — | — | (1,265) | — | (2,915) | — | (4,180) |
| Stock-based compensation expense | — | — | 3,925 | — | — | — | 3,925 |
| Restricted stock returned for payment of taxes | (81,187) | — | — | (1,335) | — | — | (1,335) |
| Balance, September 30, 2025 | 9,408,125 | $124 | $204,897 | $(89,612) | $8,489 | $2,081 | $125,979 |
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.