Company / Return on Equity (ROE)
WESTWOOD HOLDINGS GROUP INC Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
8.4%
FY2025
5-year range
-6.8% / 8.4%
FY2021-FY2025
Trend
+301.4%
vs FY2024
Sector context
Sector data unavailable
Latest sector comparison
What the data says
Return on Equity (ROE) changed +301% YoY in FY2025, a notable deviation from the 9-year average annual change of -1%.
Based on SEC 10-K filings.
8.4% in FY2025 with a 5-year CAGR of -8.2%.
Remained stable around 8.4% over the past 2 years.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +15.3pp
- 5-Year Change
- -8.2pp
- 10-Year Change
- -
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 301.4% year-over-year.
- Peak return on equity (roe) was recorded in FY2016.
- Lowest return on equity (roe) in the period was in FY2022.
Company context
Key Data Points
- Low earnings quality (accrual-heavy earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 8.4% | +301.4% |
| FY2024 | -4.2% | -150.5% |
| FY2023 | 8.3% | +221.1% |
| FY2022 | -6.8% | -271.4% |
| FY2021 | 4.0% | -76.0% |
| FY2020 | 16.6% | +29.9% |
| FY2019 | 12.8% | -17.5% |
| FY2018 | 15.5% | -23.4% |
| FY2017 | 20.2% | -18.3% |
| FY2016 | 24.8% | +23.1% |
As of FY2025 · SEC 10-K · Updated Jun 24, 2026