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Zacks Company Profile for Westwood Holdings Group Inc (WHG : NYSE)

• Company Description    Westwood is a well-established investment management company that has built a strong reputation of providing superior investment results with the highest level of client service. Number of Employees: 148

• Price / Volume Information    Yesterday's Closing Price: $16.00 Daily Weekly Monthly 20 Day Moving Average: 13,393 shares Shares Outstanding: 9.49 (millions) Market Capitalization: $151.81 (millions) Beta: 0.62 52 Week High: $18.99 52 Week Low: $14.51 Short Interest Ratio:   % Price Change % Price Change Relative to S&P 500 4 Week -0.06% -4.94% 12 Week -6.81% -13.85% Year To Date -7.03% -14.10%

• Address & Contact Information Street Address Phone / Fax Email Address Web URL 200 CRESCENT COURT SUITE 1200 - DALLAS,TX 75201 USA ph: 214-756-6900 fax: 214-756-6979 ir@westwoodgroup.com http://www.westwoodgroup.com

• General Corporate Information    Officers Brian O. Casey - Chief Executive Officer and Director Randy A. Bowman - Chairman of the Board of Directors Murray Forbes III - Chief Financial Officer and Treasurer Ellen H. Masterson - Director Geoffrey R. Norman - Director Peer Information Westwood Holdings Group Inc (INSI) Westwood Holdings Group Inc (WI) Westwood Holdings Group Inc (SGSP) Westwood Holdings Group Inc (DTGP) Westwood Holdings Group Inc (AB) Westwood Holdings Group Inc (GUORY) Industry / Sector / Ticker Info Analyst Coverage: No Industry Group: FIN-INVEST MGMT Sector: Finance CUSIP: 961765104 SIC: 6282 Fiscal Year Fiscal Year End: December Last Reported Quarter: 03/01/26 Next Expected EPS Date: 08/14/26 Share - Related Items Shares Outstanding: 9.49 Most Recent Split Date: (:1) Beta: 0.62 Market Capitalization: $151.81 (millions)

• EPS Information     • Dividend Information Analyst Coverage: No Dividend Yield: 3.75% Current Fiscal Quarter EPS Consensus Estimate: $ Indicated Annual Dividend: $0.60 Current Fiscal Year EPS Consensus Estimate: $ Payout Ratio: 0.52 Number of Estimates in the Fiscal Year Consensus: Change In Payout Ratio: -0.29 Estmated Long-Term EPS Growth Rate: % Last Dividend Paid: 03/03/2026 - $0.15 Next EPS Report Date: 08/14/26

• Fundamental Ratios P/E Current FY Estimate: - Trailing 12 Months: 13.91 PEG Ratio: - Price Ratios Price/Book: 1.20 Price/Cash Flow: 10.07 Price / Sales: 1.53 EPS Growth vs. Year Ago Period: 12.50% vs. Previous Quarter: -30.77% Sales Growth vs. Year Ago Period: 7.37% vs. Previous Quarter: -7.88% ROE 03/31/26 - 8.34 12/31/25 - 8.24 09/30/25 - 8.74 ROA 03/31/26 - 6.82 12/31/25 - 6.85 09/30/25 - 7.35 Current Ratio 03/31/26 - 2.28 12/31/25 - 1.81 09/30/25 - 1.99 Quick Ratio 03/31/26 - 2.28 12/31/25 - 1.81 09/30/25 - 1.99 Operating Margin 03/31/26 - 10.51 12/31/25 - 10.47 09/30/25 - 11.17 Net Margin 03/31/26 - 7.40 12/31/25 - 7.22 09/30/25 - 7.58 Pre-Tax Margin 03/31/26 - 9.97 12/31/25 - 9.90 09/30/25 - 10.52 Book Value 03/31/26 - 13.29 12/31/25 - 13.47 09/30/25 - 13.39 Inventory Turnover 03/31/26 - - 12/31/25 - - 09/30/25 - - Debt-to-Equity 03/31/26 - 0.00 12/31/25 - 0.00 09/30/25 - 0.00 Debt-to-Capital 03/31/26 - 0.00 12/31/25 - 0.00 09/30/25 - 0.00

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