Westwood Holdings Group Inc (WHG) Return on Investment ROI from the third quarter of 2026 to third quarter of 2025 and for the year 2026, average high and low, overall ranking from Sep 30 2026 to Sep 30 2025 - CSIMarket
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Westwood Holdings Group Inc   (NYSE: WHG)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


Westwood Holdings Group Inc's ROI from its third quarter of 2026 to the third quarter of 2025 and 5 Year Period

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

What is Westwood Holdings Group Inc's ROI in the third quarter of 2026?
Westwood Holdings Group Inc achieved a return on average invested assets (ROI) of 2.7 % in its third quarter of 2026, which is below Westwood Holdings Group Inc's average return on investment, which stands at 12.09%.

ROI fell compared to the second quarter of 2026, despite the net income growth of 104.32% from the second quarter of 2026.

Within the Financial sector 406 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the second quarter of 2026 from 1210 to 1953.

Definition and Formula of Return on Investment


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Return On Investment (Sep 30 2026)
III. Quarter		 (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter
Y / Y Investment Change TTM 20.64 % 22.13 % 22.54 % 20.58 % 4.26 %
Y / Y Net Income Change TTM 244.18 % - - - -
Investment (TTM) in Millions 276 270 264 266 263
Return On Investment (TTM) 2.7 % 2.97 % 2.82 % 2.75 % 0.95 %
WHG's Overall Ranking # 1953 # 1210 # 1656 # #
Seq. Investment Change TTM 1.28 % 1.37 % 1.71 % 15.53 % 2.53 %
Seq. Net Income Change TTM -7.73 % 6.72 % 4.31 % 235.09 % -
Net Income (TTM) in Millions 7 8 7 7 2

WHG Company Profile >> Back to WHG Roi Comparisons >> See Annual WHG Return On Investment



Return On Investment WHG's Ranking
Within: No.
Industry # 44
Sector # 407
Overall # 1953

Return On Investment Statistics
High Average Low
31.3 %
12.09 %
-22.82 %
(Dec 31 2018)   (Dec 31 2020)







Financial Statements
Westwood Holdings Group Inc's III. Quarter Investments $ 276 Millions WHG's Balance sheet
Westwood Holdings Group Inc's III. Quarter Income $ 3 Millions Quarterly WHG's Income Statement
WHG's Income by Division See WHG's Income by Division


WHG Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024		 (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2021
Total Investments in Millions 259 128 129 225 121
Y / Y Investment Growth 102.58 % -0.74 % -42.68 % 84.99 % -9.6 %
Net Income in Millions 7 2 11 -5 10
Y / Y Net Income Growth 220.08 % -79.08 % - - -
Annual Return On Investment 2.73 % 1.73 % 8.21 % -2.06 % 8.04 %


Annual Roi Comment
In the fiscal year 2025 ROI improved to 2.73 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
WHG's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for WHG's Competitors
Subscribers only: Roi for Westwood Holdings Group Inc's Suppliers
Subscribers only: Return On Investment for WHG's Customers

Other Ratios
WHG's Roa WHG's Inventory Turnover Ratio WHG's Growth Rates WHG's Dividend Statistics
WHG's Profitability Ratios WHG's Asset Turnover Ratio WHG's Dividend Growth
WHG's Roe WHG's Valuation Ratios WHG's Financial Strength Ratios WHG's Dividend Payout Ratio



Companies with similar Return On Investment at Sep 30 2026, within Financial Sector ROI
Equifax Inc  7.36 %
Mercury General Corporation  7.20 %
Cincinnati Financial Corporation  7.04 %
W R Berkley Corp  6.81 %
Aldel Financial Ii inc   6.79 %
Udr Inc   6.58 %
Rli Corp  6.33 %
Elevance Health Inc   6.32 %
Amerisafe Inc   6.02 %
Eastgroup Properties Inc   5.95 %
Transunion  5.86 %
Brown and Brown Inc   5.83 %
American Express Company  5.76 %
Enova International Inc   5.76 %
Kite Realty Group Trust  5.68 %
Crawford and Co  5.51 %
Perella Weinberg Partners  5.51 %
Renaissancere Holdings Ltd  5.43 %
First American Financial Corporation  5.38 %
Hanover Insurance Group Inc   5.31 %
Gaming And Leisure Properties inc   5.31 %
Everest Group Ltd   5.26 %
Epr Properties  5.24 %
Diamondrock Hospitality Co  5.22 %
The Hartford Insurance Group Inc   5.10 %
Brixmor Property Group Inc   5.04 %
Vici Properties Inc   4.96 %
American Financial Group Inc   4.86 %
Equity Lifestyle Properties Inc   4.81 %
Slm Corp  4.68 %

Date modified: 2026-11-08T19:52:39+00:00



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