Event-Driven Stocks

WESTWOOD HOLDINGS GROUP INC

WHGNYSE

Financials · Investment Advice · DE · SEC filings ↗ · Compare ⊕

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Signs● 5 gooddetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$97.8M$94.7M$89.8M$68.7M$73.1M$65.1M
Operating income$5.0M$830,000$6.0M−$4.9M$6.0M−$3.4M
Net income$7.1M$50,000$10.6M−$4.6M$9.8M−$8.9M
Total assets$162.3M$150.0M$155.2M$146.4M$139.6M$149.2M
Total liabilities$35.6M$27.7M$32.7M$35.8M$21.7M$18.4M
Equity$125.6M$120.3M$120.4M$110.6M$117.9M$130.7M
EPS (diluted)$0.79$0.01$1.17$-0.59$1.23$-1.12
Shares out.8.9M8.9M8.9M8.9M8.9M8.9M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
5.1%
Net margin
7.2%
Return on equity
5.6%
Return on assets
4.4%
Return on capital (ROCE)
—
Liabilities / assets
21.9%
Debt / equity
0.28×
Book value / share
$14.14
Revenue growth (YoY)
3.2%
Net income growth (YoY)
14054.0%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Accruals / assets
−7.3%clean
Piotroski F-Score
6/8mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
93
/ 100
Profitability 100Growth 100Catalyst 67Earnings quality 100Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

● 5 good
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Conservative leverage (liabilities < 50% of assets)
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 2026116,3027.6-15.5%
Apr 30, 2026137,69116.4-4.6%
Apr 15, 2026144,28915.6-3.6%
Mar 31, 2026149,76010.2+13.9%
Mar 13, 2026131,4269.6+8.7%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (2)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.