Insider Trading March 13, 2026

Westwood Holdings President Executes Mixed Stock Transactions; Company Posts Revenue Gain in Q4 2025

Gomez sold a portion of his stake while also increasing holdings; Westwood reported higher revenue and improved net income alongside steady dividends

By Nina Shah WHG
Westwood Holdings President Executes Mixed Stock Transactions; Company Posts Revenue Gain in Q4 2025
WHG

Fabian Gomez, president of Westwood Holdings Group Inc (WHG), sold 6,223 shares on February 23, 2026, at $16.22 per share for a total of $100937 and simultaneously acquired 32,287 shares the same day. After these moves he directly holds 122,573 shares. Westwood reported Q4 2025 revenues of $27.1 million versus $25.6 million a year earlier and noted an improvement in net income, driven in part by ETF performance. The company has paid dividends for 25 consecutive years and yields 3.81%. InvestingPro analysis flags WHG as appearing undervalued and offers Pro Research Reports covering WHG and over 1,400 US stocks.

Key Points

  • Insider activity: President Fabian Gomez sold 6,223 shares at $16.22 on February 23, 2026, for a total of $100937 and bought 32,287 shares the same day, leaving him with 122,573 directly owned shares - impacts investor perception of insider confidence and ownership concentration.
  • Earnings: Westwood reported Q4 2025 revenue of $27.1 million versus $25.6 million a year earlier and noted a year-over-year improvement in net income, supported by strong ETF product performance - relevant to asset management and ETF sectors.
  • Dividends and valuation: The firm has paid dividends for 25 consecutive years, yields 3.81%, and is described by InvestingPro as appearing undervalued, which may influence income-focused investors and valuation assessments in the financials sector.

Fabian Gomez, president of Westwood Holdings Group Inc (NYSE: WHG), reported a set of offsetting transactions on February 23, 2026, according to a Form 4 filing with the Securities and Exchange Commission.

The filing shows Gomez sold 6,223 shares of common stock at $16.22 per share on that date, producing a total transaction value of $100937. At the time of publication the stock trades at $15.73, which is slightly below the price at which the sale occurred.

On the same day, the filing indicates Gomez also purchased 32,287 shares of common stock. Following the sale and the acquisition, Gomez is reported to directly own 122,573 shares of Westwood Holdings Group Inc.

Separate analysis from InvestingPro characterizes WHG as appearing undervalued at current market levels. The platform notes that Westwood has maintained dividend distributions for 25 consecutive years and currently offers a 3.81% dividend yield. InvestingPro also provides access to Pro Research Reports that cover WHG along with more than 1,400 other U.S. stocks.


In quarterly operating results, Westwood Holdings Group, Inc. reported revenue growth for the fourth quarter of 2025. Total revenues reached $27.1 million in Q4 2025, up from $25.6 million in the same quarter a year earlier. Management highlighted an improvement in net income year-over-year, attributing part of the performance to strength in its ETF products.

The earnings disclosure and related commentary were followed by a modest market reaction: the stock recorded a minor decrease of 0.34% after the report. The companys earnings call did not include any announcements related to mergers or acquisitions. Additionally, there have been no recent analyst upgrades or downgrades issued for Westwood Holdings Group, Inc., according to the reporting available with these results.

These developments - the insider transactions, the sequential ownership position held by Gomez, the revenue and net income improvements, and the continued dividend history - together form the current snapshot of Westwoods financial and market posture. Investors and market participants may weigh the insider activity alongside the companys reported fundamentals and dividend track record as they assess the stocks valuation and prospects.

Risks

  • Market response uncertainty: The stock traded at $15.73, below the $16.22 sale price, and recorded a small post-earnings decline of 0.34% - market volatility could affect shareholder returns and valuation in the short term (affects equity markets and asset management stocks).
  • Limited analyst activity: No recent analyst upgrades or downgrades were issued, which may leave investors with fewer external signals for consensus valuation changes (relevant to institutional investor decision-making and sell-side coverage of financials).
  • No M&A disclosure: The earnings call did not include any information about mergers or acquisitions, leaving potential strategic moves unspecified and creating uncertainty about future inorganic growth options (impacts strategic outlook for the asset management sector).

More from Insider Trading

Alignment Healthcare President Executes $507,925 Stock Sale to Cover RSU Taxes Mar 13, 2026 Alignment Healthcare CIO Sells Shares to Cover RSU Taxes; Company Faces Mixed Market Signals Mar 13, 2026 Alignment Healthcare CEO Sells $853,125 in Stock to Cover RSU Withholding Mar 13, 2026 Warby Parker Director Sells $635,750 in Stock Amid Mixed Financial Signals Mar 13, 2026 Patrick Industries COO Sells $1.53M in Stock as Analysts Lift Targets After Strong Quarter Mar 13, 2026