WHG Board OKs $0.15 Dividend and Furnishes Q2 2025 Earnings Release

Rhea-AI Filing Summary

Westwood Holdings Group announced it has furnished a press release reporting its financial results for the quarter ended June 30, 2025. The Current Report states the press release is furnished and shall not be deemed "filed" for purposes of Section 18, limiting the filing liabilities associated with the disclosure. The company's Board approved a quarterly cash dividend of $0.15 per common share, payable on October 1, 2025 to stockholders of record on September 2, 2025. The filing identifies the registrant as WHG (New York Stock Exchange). This 8-K does not itself include detailed financial line-item results; those are provided in Exhibit 99.1.

Positive

• Board approved a quarterly cash dividend of $0.15 per common share
• Company furnished quarterly financial results (Exhibit 99.1), providing transparency on performance

Negative

• The 8-K does not include detailed financial figures; investors must review Exhibit 99.1 for the full results
• The press release is expressly "furnished" and not "filed" under Section 18, which limits certain statutory liabilities

Insights

Financial Analyst

TL;DR: Routine quarterly results announcement and a modest cash dividend; no detailed figures in the 8-K itself.

The filing communicates two material items: the furnishing of quarter-end results and a Board-approved quarterly dividend of $0.15 per share. The dividend is a cash return to shareholders and may be of interest to income-focused investors. The 8-K does not include the detailed financial metrics, so assessing performance requires review of Exhibit 99.1. The disclosure that the press release is "furnished" rather than "filed" is standard but limits Exchange Act Section 18 liability.

Corporate Governance Expert

TL;DR: Governance action is routine: Board authorized a quarterly cash dividend; disclosure practices follow common furnished-vs-filed convention.

The Board's approval of a $0.15 per-share quarterly dividend is an explicit corporate action, specifying record and payment dates. This is a straightforward capital allocation decision; the filing provides necessary timing and payment mechanics. The company also followed common disclosure practice by furnishing the earnings release as Exhibit 99.1 and stating it is not "filed," which preserves certain liability protections for the company while informing investors.

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 UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 8, 2025

______________________________________________________________________________________________________

WESTWOOD HOLDINGS GROUP, INC.

(Exact name of registrant as specified in charter)

______________________________________________________________________________________________________

Delaware

001-31234

75-2969997

(State or other jurisdiction

(Commission File Number)

(IRS Employer Identification No.)

of incorporation)

200 Crescent Court, Suite 1200

Dallas, Texas 75201

(Address of principal executive offices)

(214) 756-6900

(Registrant's telephone number, including area code)

    Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

    o    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

    o    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

    o    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

    o    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class			Trading Symbol(s)			Name of Each Exchange on Which Registered
Common stock, par value $0.01 per share			WHG			New York Stock Exchange

Indicate by checkmark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company  ¨

If an emerging growth company, indicate by checkmark if the registrant has elected not to use the extended transition period for complying with any new revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ¨

ITEM 2.02:    RESULTS OF OPERATIONS AND FINANCIAL CONDITION

On August 8, 2025, Westwood Holdings Group, Inc. (“Westwood”) announced its financial results for the quarter ended June 30, 2025, a copy of which is furnished with this Current Report on Form 8-K as Exhibit 99.1.

The information in this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”), as amended, or otherwise subject to the liabilities of that Section, nor shall it be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated in such filing.

ITEM 7.01:    REGULATION FD DISCLOSURE

Westwood announced today that its Board of Directors has approved the payment of a quarterly cash dividend of $0.15 per common share, payable on October 1, 2025 to stockholders of record on September 2, 2025.

ITEM 9.01:    FINANCIAL STATEMENTS AND EXHIBITS

(d)    Exhibits: The following exhibit is furnished with this report:

Exhibit Number                    Description

99.1    Press Release Dated August 8, 2025

104    Cover Page Interactive Date File (embedded within the Inline XBRL document)

SIGNATURES

    Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: August 8, 2025

			WESTWOOD HOLDINGS GROUP, INC.
By:			/s/ Murray Forbes III
			Murray Forbes III
			Chief Financial Officer and Treasurer

FAQ

What dividend did Westwood Holdings (WHG) declare?

The Board approved a quarterly cash dividend of $0.15 per common share.

When is the WHG dividend payable and what is the record date?

The dividend is payable on October 1, 2025 to stockholders of record on September 2, 2025.

Which quarter's financial results did WHG announce?

Westwood announced financial results for the quarter ended June 30, 2025, furnished as Exhibit 99.1.

Is the press release considered filed with the SEC?

No. The filing states the press release is furnished and shall not be deemed "filed" for purposes of Section 18 of the Exchange Act.

Who signed the Current Report on behalf of Westwood?

Murray Forbes III, Chief Financial Officer and Treasurer, signed the report on the company’s behalf.