Westwood Holdings Group Inc 's ROE per quarter

Return on Equity, Quarterly Results, Trends, Rankings, Statistics

What is ROE for Westwood Holdings Group Inc in the second quarter 2026?
Westwood Holdings Group Inc achieved a return on average equity (ROE) of 6.26 % in its second quarter 2026, which is below Westwood Holdings Group Inc 's average return on equity, which stands at 13.17%.

ROE has advanced compared to 5.95% in the first quarter 2026, due to net income growth.

Within the Investment Services industry 61 other companies had a higher return on equity. While return on equity, the total ranking has deteriorated compared to the first quarter 2026 from 1411 to 1878.

What is ROE?

Select the Comparisons :

None ▼

Select the Ratio:

Return on Equity ROE▼

None ▼

Return on Equity ROE▼

Download as CSV

Commercial Data Licensing & OEM

Annual commercial subscriptions for corporate use, internal BI systems, management reporting, AI integration, and client-facing platforms

API & Data Feeds

Programmatic access to normalized fundamentals & ratios.

Return On Equity	(Jun 30 2026) II. Quarter	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter	(Jun 30 2025) II. Quarter
Y / Y Equity Change	5.94 %	4.7 %	3.59 %	2.92 %	-
Y / Y Net Income Change	48.11 %	63.94 %	-	-	-
Net Income (TTM) in Millions	8	7	7	2	-3
Return On Equity (TTM)	6.26 %	5.95 %	5.77 %	1.74 %	-2.32 %
WHG's Total Ranking	# 1878	# 1411	# 0	# 0	#
Equity (TTM) in Millions	127	125	127	124	120
Seq. Equity Change	2 %	-1.39 %	2.28 %	2.99 %	0.8 %
Seq. Net Income Change	95.27 %	-57.5 %	-50.66 %	261.69 %	116.14 %

Back to WHG Management Effectiveness >> WHG's 5 Years Annual ROE >> Compare WHG ROE to its Competitors

Return On Equity Company Ranking
Within:	No.
Industry	# 62
Sector	# 579
Overall	# 1878

Return On Equity Statistics
High	Average	Low
32.81 %	13.17 %	-27.3 %
(Dec 31 2018)		(Dec 31 2020)

WHG Annual Return On Equity	(Dec 31 2025) 2025	(Dec 31 2024) 2024	(Dec 31 2023) 2023	(Dec 31 2022) 2022	(Dec 31 2021) 2021
Total Equity in Millions	127	122	122	111	118
Y / Y Equity Change	3.59 %	-0.09 %	10.66 %	-6.16 %	-9.8 %
Net Income in Millions	7	2	11	-5	10
Y / Y Net Income Change	220.08 %	-79.08 %	-	-	-
Return On Equity	5.58 %	1.81 %	8.63 %	-4.18 %	8.28 %

Back to WHG Management Effectiveness >> WHG's 5 Years Annual ROE >> Compare WHG ROE to its Competitors

Annual Roe Comment

In 2025 ROE improved to 5.58 % compared to the previous year, due to net income growth.

More Return On Equity Ratios
Investment Services Industry Roe Trends and Statistics
Financial Sector Return On Equity Statistics
WHG's' Return on Equity at Yahoo Finance
WHG's Roe Ratio versus Investment Services Industry, Financial Sector and overall Market
Highest Ranking Return On Equity
Lowest Ranking Return On Equity
Subscribers only: Roe for WHG's Competitors
Subscribers only: Roe for Westwood Holdings Group Inc 's Suppliers
Subscribers only: Return On Equity for WHG's Customers

Companies with similar Return On Equity at Jun 30 2026, within Financial Sector	ROE
Northern Trust Corporation	17.14 %
Servisfirst Bancshares Inc	17.05 %
Bread Financial Holdings Inc	17.04 %
Upstart Holdings Inc	16.96 %
The Goldman Sachs Group Inc	16.95 %
Skyward Specialty Insurance Group Inc	16.84 %
River Financial Corporation	16.82 %
Dynex Capital Inc	16.81 %
Axos Financial Inc	16.76 %
Unity Bancorp inc	16.64 %
Abrdn Precious Metals Basket Etf Trust	16.58 %
Abrdn Gold Etf Trust	16.58 %
The Cigna Group	16.50 %
Bank7 Corp	16.48 %
Caterpillar Financial Services Corporation	16.45 %
Orange County Bancorp inc	16.44 %
Omega Healthcare Investors Inc	16.44 %
Aflac Incorporated	16.42 %
Optimumbank Holdings Inc	16.39 %
City Holding Company	16.38 %
STANDARD PREMIUM FINANCE HOLDINGS, INC.	16.36 %
Nasdaq Inc	16.28 %
East West Bancorp inc	16.19 %
Stifel Financial Corp	16.07 %
Zions Bancorporation National Association	16.06 %
Victory Capital Holdings Inc	16.00 %
Juniata Valley Financial Corp	15.96 %
Community Ban corp	15.92 %
Five Star Bancorp	15.92 %
Ofg Bancorp	15.92 %

Date modified: 2026-09-08T01:28:17+00:00

Help

About us

Products

Data downloads

API

CSIMarket Company, Sector, Industry, Market Analysis, Stock Quotes, Earnings, Economy, News and Research.

Intraday data delayed per exchange requirements. All quotes are in local exchange time. Intraday data delayed 15 minutes for Nasdaq, and other exchanges. Fundamental and financial data for Stocks, Sector, Industry, and Economic Indicators provided by CSIMarket.com

Disclaimer: Information provided by CSIMarket.com is for informational purposes only and does not constitute investment advice, recommendation, or solicitation to buy or sell any security.