WESTWOOD HOLDINGS GROUP INC Financial Summary

Complete Filing Data

WESTWOOD HOLDINGS GROUP INC reported Revenues of $97.76 million for FY2025.

All values from 10-K, 20-F, and 10-Q filings on SEC EDGAR, organized by financial statement. Scroll each table horizontally for the full history. Blank cells mean WESTWOOD HOLDINGS GROUP INC did not report that metric for that period in XBRL — often because accounting standards changed which tag a company files under (for example, most companies moved revenue to the ASC-606 tag in 2018), so a metric may continue in a different row. Rows marked * merge those successor tags into one continuous series, preferring the audited value from the newest-standard tag where periods overlap.

Income Statement

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016FY2015FY2014FY2013FY2012FY2011FY2010FY2009
Net Income *$7.1M$2.2M$10.6M-$4.6M$9.8M-$8.9M$5.9M$26.8M$20.0M$22.6M$27.1M$27.2M$17.8M$12.1M$14.7M$11.3M$7.9M
Revenue *$97.8M$94.7M$89.8M$68.7M$400.0K$65.1M$84.1M$122.3M$133.8M$123.0M$130.9M$113.2M$91.8M$77.5M$68.9M$55.3M$42.6M
Income Loss From Continuing Operations Before Income Taxes Extraordinary Items Noncontrolling Interest$9.7M$4.0M$13.4M-$5.2M$14.0M-$7.6M$9.4M$36.5M$33.9M$34.0M$42.2M$42.0M$28.2M$20.0M
Selling And Marketing Expense$2.7M$2.7M$3.0M$2.0M$1.3M$1.2M$2.1M$1.9M$2.0M$1.9M$1.8M$1.7M$1.3M$1.1M$994.0K$823.0K$576.0K
Income Tax Expense Benefit$2.6M$1.8M$2.9M-$567.0K$4.2M$1.4M$3.5M$9.7M$13.9M$11.4M$15.1M$14.8M$10.3M$7.9M$8.4M$6.4M$4.4M
General And Administrative Expense$11.3M$11.9M$12.5M$9.1M$8.1M$8.9M$9.5M$9.6M$9.7M$9.4M$8.5M$5.8M$5.3M$4.5M$3.9M$2.8M$2.6M
Comprehensive Income Net Of Tax$7.1M$2.2M$9.5M-$4.6M$9.8M-$6.0M$7.9M$23.6M$22.5M$23.0M$23.6M$26.3M$17.6M$10.2M$15.7M$10.6M
Amortization Of Intangible Assets$3.9M$4.1M$4.1M$1.9M$1.6M$1.7M$1.7M$1.7M$1.9M$2.0M$1.5M$359.0K$359.0K$472.0K$498.0K$155.0K$13.0K
Income Taxes Paid Net$1.0M$3.4M$1.6M$1.9M$1.9M$1.3M$1.4M$9.8M$10.8M$14.9M$11.6M$14.4M$11.0M$7.6M$7.5M$5.9M$3.2M
Other Comprehensive Income Loss Foreign Currency Transaction And Translation Adjustment Net Of Tax$0.00$0.00-$1.2M$1.9M-$3.1M$2.5M$401.0K-$3.5M-$974.0K-$287.0K$30.0K
Operating Income Loss$5.0M$830.0K$6.0M-$4.9M$6.0M-$3.4M$4.6M$35.9M$33.9M$34.0M
Other Revenue Net$346.0K$1.7M$534.0K-$708.0K-$339.0K$346.0K$799.0K$996.0K$1.6M$581.0K
Accrued Income Taxes Current$466.0K$191.0K$289.0K$365.0K$1.6M$3.1M$6.3M$1.5M$1.0M$1.4M$85.0K$173.0K
Deferred Income Tax Expense Benefit-$93.0K-$350.0K-$73.0K

Quarterly (10-Q, single quarters)

Metric \ QuarterQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013Q1 2013Q4 2012Q3 2012Q2 2012Q1 2012Q4 2011Q3 2011Q2 2011Q1 2011Q3 2010Q2 2010
Net Income *$3.7M$1.0M$478.0K-$3.1M-$1.2M-$378.0K$50.0K$2.8M$1.9M$970.0K$4.1M$2.8M$1.9M$970.0K$4.1M$2.8M$1.9M$970.0K$4.1M$2.8M-$10.3M-$2.6M$1.1M$2.5M$1.1M$1.9M$392.0K$5.4M$5.4M$8.0M$8.0M$2.9M$4.1M$6.9M$6.1M$7.6M$5.9M$5.7M$3.5M$4.7M$7.0M$9.8M$5.6M$6.0M$7.1M$8.6M$5.6M$5.8M$4.3M$5.0M$2.8M$3.6M$2.5M$2.2M$3.8M$4.1M$3.3M$3.7M$3.5M$2.6M$2.5M
Revenue *$24.3M$23.1M$23.3M$20.5M$15.4M$15.6M$17.2M$19.4M$17.9M$17.5M$18.3M$19.4M$17.9M$17.5M$18.3M$19.4M$17.9M$17.5M$18.3M$17.1M$15.5M$15.9M$16.7M$18.6M$19.9M$21.7M$23.9M$26.1M$29.9M$32.8M$33.6M$33.9M$33.5M$33.8M$32.6M$31.1M$31.8M$31.0M$29.1M$31.6M$32.5M$37.3M$29.6M$28.3M$28.1M$30.9M$25.9M$25.3M$23.0M$23.5M$20.1M$20.6M$18.9M$20.1M$17.9M$17.0M$16.0M$18.9M$17.0M$13.5M$13.2M
Income Loss From Continuing Operations Before Income Taxes Extraordinary Items Noncontrolling Interest$4.7M$1.5M$592.0K-$4.3M-$1.0M-$458.0K$594.0K$3.2M$2.4M$1.4M$7.0M$3.2M$2.4M$1.4M$7.0M$3.2M$2.4M$1.4M$7.0M$2.5M-$8.3M-$1.8M-$1.0K$3.7M$1.6M$2.7M$1.5M$7.9M$7.2M$10.9M$10.5M$9.8M$5.8M$10.6M$7.8M$10.8M$9.1M$8.5M$5.6M$8.6M$10.5M$14.8M$8.4M$9.5M$10.6M$13.4M$8.6M$8.9M$6.7M$7.9M$4.7M
Selling And Marketing Expense$633.0K$657.0K$760.0K$644.0K$755.0K$628.0K$676.0K$764.0K$740.0K$335.0K$509.0K$482.0K$292.0K$370.0K$230.0K$215.0K$253.0K$478.0K$506.0K$514.0K$530.0K$549.0K$409.0K$443.0K$457.0K$513.0K$477.0K$408.0K$687.0K$328.0K$419.0K$496.0K$395.0K$430.0K$375.0K$287.0K$326.0K$334.0K$287.0K$350.0K$261.0K$212.0K$221.0K$247.0K$198.0K$181.0K$255.0K
Income Tax Expense Benefit$963.0K$437.0K$115.0K$308.0K-$1.2M$1.4M-$316.0K$1.2M$776.0K$154.0K-$80.0K$544.0K$481.0K$446.0K$2.9M$2.0M$758.0K-$1.1M$442.0K$795.0K$1.1M$1.8M$2.9M$2.5M$1.6M$3.7M$1.7M$3.2M$2.9M$2.1M$3.5M$5.0M$2.8M$3.5M$4.8M$3.1M$2.4M$2.9M$1.9M$1.8M$1.6M$2.3M$2.0M$2.2M$2.1M$1.5M$1.4M
General And Administrative Expense$2.8M$3.0M$2.9M$3.0M$3.0M$2.9M$3.3M$3.2M$3.0M$2.2M$2.3M$2.0M$1.8M$2.0M$2.1M$2.3M$2.2M$2.3M$2.3M$2.4M$2.4M$2.4M$2.5M$2.4M$3.2M$3.0M$2.5M$2.1M$2.5M$2.4M$2.2M$2.2M$1.6M$1.4M$1.4M$1.4M$1.3M$1.3M$1.2M$1.2M$1.2M$970.0K$988.0K$994.0K$888.0K$657.0K$677.0K
Comprehensive Income Net Of Tax$3.7M$1.0M$478.0K$105.0K-$2.2M$2.3M$3.4M$2.9M$693.0K-$1.2M-$378.0K$50.0K$1.9M$970.0K$4.1M-$5.5M-$1.2M-$2.1M$635.0K$2.6M$1.2M$6.0M$7.5M$6.8M$5.4M$7.8M$6.3M$5.4M$5.8M$4.8M$5.6M$10.0M$4.2M$6.5M$8.9M$5.2M$4.4M$4.7M$2.8M$2.6M$1.3M$3.4M$3.3M$3.9M$4.1M
Amortization Of Intangible Assets$1.0M$1.0M$1.0M$405.0K$406.0K$423.0K$445.0K$423.0K$413.0K$419.0K$418.0K$418.0K$469.0K$490.0K$490.0K$490.0K$490.0K$490.0K$400.0K$462.0K$90.0K$90.0K$90.0K$90.0K$90.0K$90.0K$122.0K$125.0K
Income Taxes Paid Net$232.0K$9.0K$32.0K$0.00$769.0K$64.0K$453.0K$0.00$828.0K$541.0K$957.0K$761.0K$1.1M$35.0K$33.0K
Other Comprehensive Income Loss Foreign Currency Transaction And Translation Adjustment Net Of Tax$0.00$0.00$0.00$621.0K$1.4M-$3.2M-$482.0K$735.0K$831.0K$616.0K-$479.0K-$1.2M$1.3M$934.0K$207.0K-$453.0K$157.0K$1.3M-$1.4M$233.0K-$1.4M-$578.0K$332.0K-$354.0K$104.0K-$158.0K
Operating Income Loss$2.0M$868.0K-$68.0K-$494.0K-$4.2M$2.9M-$1.5M$3.7M$946.0K-$1.1M-$398.0K$415.0K$2.0M$778.0K$769.0K-$4.0M-$2.1M$416.0K$1.5M$2.6M$1.5M$7.2M$10.9M$10.0M$5.8M$10.6M$7.8M
Other Revenue Net-$14.0K$96.0K$92.0K$498.0K$322.0K$802.0K-$85.0K$122.0K$108.0K-$245.0K-$742.0K-$289.0K-$103.0K-$117.0K-$155.0K$70.0K$155.0K-$384.0K$293.0K$450.0K$737.0K$640.0K$173.0K$140.0K
Accrued Income Taxes Current$921.0K$0.00$2.0M$0.00$1.0M$435.0K$0.00$0.00$0.00$990.0K$752.0K$1.6M$2.5M$195.0K$192.0K$323.0K$254.0K$531.0K$1.3M$2.2M$1.2M$977.0K$722.0K$2.0M$4.0M$2.5M$3.1M$8.4M$1.3M$860.0K$2.0M$5.4M
Deferred Income Tax Expense Benefit-$226.0K-$844.0K-$136.0K$21.0K$40.0K-$1.6M$273.0K-$859.0K$26.0K-$109.0K-$570.0K$3.9M$2.7M$1.8M

Balance Sheet

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016FY2015FY2014FY2013FY2012FY2011FY2010FY2009FY2008
Stockholders Equity *$125.6M$120.3M$122.4M$110.6M$117.9M$130.7M$148.3M$161.1M$156.4M$146.1M$134.0M$110.0M$88.7M$76.6M$71.1M$60.7M$47.2M$38.8M
Cash And Cash Equivalents At Carrying Value$26.2M$18.8M$20.4M$23.9M$15.2M$13.0M$49.8M$52.4M$54.2M$33.7M$22.7M$18.1M$10.9M$3.8M$5.3M$1.7M$2.9M$3.5M
Goodwill$39.5M$39.5M$39.5M$35.7M$16.4M$16.4M$19.8M$19.8M$27.1M$27.1M$27.1M$11.3M$11.3M$11.3M$11.3M$11.3M
Assets$162.3M$150.0M$155.2M$146.4M$139.6M$149.2M$178.7M$199.2M$192.7M$179.7M$181.3M$139.9M$116.1M$96.6M$90.6M$72.6M
Dividends Common Stock$658.0K$617.0K$4.0M$3.7M$3.7M$25.5M$24.8M$22.6M$20.4M$17.7M$15.1M$13.3M$12.1M$11.0M$12.4M$8.8M
Retained Earnings Accumulated Deficit$9.0M$6.2M$4.7M-$4.3M$4.4M-$1.7M$11.0M$30.5M$28.6M$31.9M$29.7M$20.3M$8.1M$3.6M$6.5M$2.8M
Additional Paid In Capital Common Stock$206.1M$202.2M$201.6M$199.9M$195.2M$210.3M$203.4M$194.1M$179.2M$162.7M$143.8M$119.9M$103.9M$91.3M$77.0M$65.6M
Treasury Stock Value$89.6M$88.3M$86.0M$85.1M$81.8M$78.0M$63.3M$58.7M$49.8M$44.4M$34.9M$29.0M$23.2M$18.5M$14.7M$8.7M
Short Term Investments$21.4M$27.7M$32.9M$15.3M$65.0M$69.5M$50.3M$65.8M$51.3M$56.5M$72.3M$79.6M$64.6M$59.9M$54.9M$43.3M
Property Plant And Equipment Net$536.0K$951.0K$1.4M$1.8M$2.1M$3.2M$4.2M$4.5M$4.2M$4.3M$2.2M$2.6M$2.7M$2.1M$2.2M$346.0K
Liabilities And Stockholders Equity$162.3M$150.0M$155.2M$146.4M$139.6M$149.2M$178.7M$199.2M$192.7M$179.7M$181.3M$139.9M$116.1M$96.6M$90.6M$72.6M
Liabilities$35.6M$27.7M$32.7M$35.8M$21.7M$18.4M$30.4M$38.0M$36.3M$33.6M$47.4M$29.9M$27.4M$20.1M$19.8M$12.0M
Employee Related Liabilities Current$13.6M$10.9M$9.5M$8.7M$9.5M$7.4M$10.0M$15.1M$19.1M$17.2M$20.3M$18.5M$17.8M$14.5M$12.7M$9.4M
Common Stock Value$124.0K$122.0K$119.0K$115.0K$107.0K$105.0K$103.0K$102.0K$100.0K$98.0K$94.0K$90.0K$88.0K$85.0K$81.0K$79.0K
Accounts Payable And Accrued Liabilities Current$7.6M$6.4M$6.1M$5.7M$2.6M$1.6M$2.1M$2.5M$3.5M$2.6M$3.5M$2.3M$2.1M$1.7M$1.7M$1.3M
Other Assets Current$4.6M$2.2M$2.6M$2.5M$2.7M$6.6M$2.4M$2.9M$2.4M$2.5M$1.4M$1.5M$733.0K
Treasury Stock Shares1.3M1.3M1.3M1.3M1.3M1.3M1.3M1.1M991.6K794.6K701.8K602.2K495.6K397.8K229.2K
Dividends Payable Current$1.7M$1.8M$810.0K$7.4M$7.7M$7.4M$6.7M$5.7M$4.9M$3.9M$1.2M$3.1M
Treasury Stock Value Acquired Cost Method$1.3M$2.9M$3.0M$13.0M$3.4M$4.7M$1.3M$6.2M$1.3M$669.0K$878.0K$3.8M$6.0M$2.7M$2.5M
Liabilities Current$17.6M$15.8M$11.8M$21.4M$27.1M$31.5M$29.7M$44.9M$27.2M$24.9M$18.8M$17.5M$11.7M
Assets Current$58.2M$93.9M$96.3M$117.0M$139.7M$138.1M$116.0M$117.6M$118.8M$96.2M$77.4M$72.5M$55.9M
Accounts Receivable Net Current$13.2M$18.4M$21.7M$23.4M$19.6M$14.5M$14.5M$8.9M$7.7M$7.3M
Cash And Cash Equivalents Period Increase Decrease$7.4M-$1.6M-$3.4M$8.7M$2.2M-$36.8M-$2.7M-$1.8M$20.6M$10.9M$4.6M$7.3M$7.0M-$1.4M$3.5M-$1.1M-$619.0K
Finite Lived Intangible Assets Net$18.2M$21.7M$24.8M$29.0M$11.9M$13.5M$15.3M$16.0M$19.8M$21.4M$23.4M$3.4M$3.8M
Dividends Payable Non Current$701.0K$1.1M$526.0K$1.3M$1.6M$1.7M$1.8M$1.7M$1.5M$1.3M

Quarterly (10-Q, single quarters)

Metric \ QuarterQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q3 2019Q2 2019Q1 2019Q3 2018Q2 2018Q1 2018Q3 2017Q2 2017Q1 2017Q3 2016Q2 2016Q1 2016Q3 2015Q2 2015Q1 2015Q3 2014Q2 2014Q1 2014Q3 2013Q2 2013Q1 2013Q3 2012Q2 2012Q1 2012Q3 2011Q2 2011Q1 2011Q3 2010Q2 2010
Stockholders Equity *$123.9M$122.4M$121.4M$120.4M$120.5M$123.8M$122.4M$119.8M$120.5M$123.8M$113.5M$115.1M$111.9M$115.7K$115.7M$117.3M$126.5K$134.7K$133.4K$150.1K$131.4K$138.4K$164.7M$154.0K$156.1K$155.4M$151.3M$144.8M$140.9M$137.6M$129.0M$130.1M$124.4M$108.9M$104.9M$98.0M$89.8M$83.5M$79.4M$75.8M$73.9M$71.4M$70.3M$66.5M$66.5M
Cash And Cash Equivalents At Carrying Value$21.6M$15.4M$9.4M$22.8M$23.8M$25.9M$17.2M$15.2M$16.8M$22.5M$22.0M$21.1M$18.5M$17.2M$13.0M$15.6M$43.9M$45.1M$58.4M$56.3M$52.4M$48.1M$47.3M$51.6M$51.4M$51.4M$30.6M$30.7M$29.1M$26.4M$23.9M$22.8M$19.6M$16.5M$16.1M$17.4M$12.0M$6.1M$5.8M$6.8M$7.1M$4.5M$4.6M$5.2M$4.7M$3.8M$4.7M
Goodwill$39.5M$39.5M$39.5M$39.5M$39.5M$39.5M$39.5M$39.5M$39.9M$16.4M$16.4M$16.4M$16.4M$16.4M$16.4M$16.4M$19.8M$19.8M$19.8M$19.8M$19.8M$19.8M$19.8M$19.8M$27.1M$27.1M$27.1M$27.1M$27.1M$27.1M$25.1M$22.9M$11.3M$11.3M$11.3M$11.3M$11.3M$11.3M$11.3M$11.3M$11.3M$11.3M$11.3M$11.3M
Assets$154.0M$146.3M$135.0M$151.5M$147.4M$149.0M$150.8M$142.1M$141.8M$131.0M$129.9M$131.0M$135.3M$152.3M$149.7M$144.4M$147.4M$157.8M$177.3M$179.5M$181.1M$192.6M$184.3M$175.1M$191.4M$175.9M$175.9M$169.7M$169.7M$164.5M$166.2M$156.1M$126.9M$132.6M$115.2M$101.4M$104.9M$95.2M$81.3M$91.9M$86.1M$81.3M$84.2M$80.7M
Dividends Common Stock$1.4M$1.4M$1.4M$1.4M$1.4M$1.4M$1.4M$1.3M$1.4M$1.3M$1.3M$1.3M$867.00$818.00$801.00-$50.0K-$24.0K$3.9K$6.4K$6.3K$6.4M$6.1M$6.2M$6.1M$5.5M$5.0M$4.2M$3.6M$3.2M$3.0M
Retained Earnings Accumulated Deficit$8.5M$6.2M$6.5M$4.3M$4.3M$6.7M$2.2M-$959.0K-$3.8M-$970.0K$1.5M$3.2M$2.8M$1.8M$1.6M-$4.6M$5.6M$8.2M$14.8M$20.1M$24.5M$31.5M$32.3M$30.5M$31.8M$33.1M$31.8M$29.7M$28.9M$28.2M$29.9M$27.2M$21.7M$18.5M$18.3M$13.1M$8.7M$7.7M$6.1M$6.1M$6.5M$7.3M$5.2M$4.6M
Additional Paid In Capital Common Stock$204.9M$203.6M$202.3M$202.2M$202.1M$201.9M$201.4M$200.9M$200.5M$199.6M$198.1M$196.6M$193.9M$213.4M$212.0M$209.1M$208.6M$206.3M$202.3M$200.0M$197.6M$191.1M$187.4M$183.6M$176.3M$172.1M$167.9M$159.6M$155.5M$147.7M$139.9M$135.3M$125.7M$116.2M$108.8M$106.2M$97.9M$95.0M$91.9M$85.6M$82.7M$79.5M$74.2M$71.6M
Treasury Stock Value$89.6M$89.6M$89.6M$88.3M$88.0M$86.9M$86.0M$86.0M$86.0M$85.2M$84.0M$82.6M$81.1M$80.6M$80.3M$78.1M$78.1M$70.0M$63.3M$62.9M$62.1M$55.2M$55.2M$55.2M$50.9M$50.9M$50.9M$44.9M$43.6M$43.6M$36.0M$35.9M$35.9M$29.0M$29.0M$29.0M$23.2M$23.1M$22.2M$18.5M$18.5M$18.1M$14.6M$11.4M
Short Term Investments$19.7M$19.8M$19.7M$25.5M$20.4M$20.7M$31.3M$22.9M$15.6M$51.6M$51.6M$52.3M$58.1M$75.1M$73.9M$62.0M$30.2M$37.3M$42.8M$47.6M$49.6M$71.0M$61.5M$48.9M$48.1M$45.7M$44.8M$49.8M$44.8M$44.8M$56.5M$46.2M$64.0M$73.1M$57.8M$45.4M$55.3M$51.4M$48.0M$52.9M$44.5M$47.2M$48.8M$44.8M
Property Plant And Equipment Net$657.0K$701.0K$825.0K$1.0M$1.1M$1.3M$1.6M$1.7M$1.9M$1.7M$1.8M$2.0M$2.2M$2.4M$2.5M$3.5M$3.7M$3.9M$4.3M$4.6M$4.7M$4.1M$4.1M$4.2M$4.1M$4.1M$4.2M$4.0M$3.9M$4.0M$2.9M$3.2M$2.9M$2.6M$2.7M$2.7M$2.4M$2.2M$2.2M$2.2M$2.2M$2.2M$2.0M$719.0K
Liabilities And Stockholders Equity$154.0M$146.3M$135.0M$151.5M$147.4M$149.0M$150.8M$142.1M$141.8M$131.0M$129.9M$131.0M$135.3M$152.3M$149.7M$144.4M$147.4M$157.8M$177.3M$179.5M$181.1M$192.6M$184.3M$175.1M$191.4M$175.9M$166.1M$169.7M$162.0M$164.5M$166.2M$156.1M$126.9M$132.6M$115.2M$101.4M$104.9M$95.2M$87.5M$91.9M$86.1M$81.3M$84.2M$80.7M
Liabilities$28.1M$23.9M$13.6M$31.1M$26.9M$25.3M$30.9M$27.0M$29.9M$17.5M$14.2M$13.8M$19.5M$17.6M$16.2M$17.9M$16.0M$19.4M$27.3M$25.5M$25.0M$28.0M$23.1M$19.1M$35.9M$24.6M$21.3M$28.8M$24.4M$35.4M$36.1M$31.8M$17.9M$27.7M$17.2M$11.7M$21.4M$15.8M$11.8M$18.0M$14.7M$11.0M$17.7M$14.2M
Employee Related Liabilities Current$8.8M$5.7M$2.4M$8.3M$5.3M$2.9M$7.3M$5.3M$3.1M$5.9M$3.9M$2.3M$7.0M$4.5M$2.4M$5.9M$3.9M$2.3M$6.9M$4.6M$2.6M$12.7M$9.0M$5.2M$14.1M$9.8M$5.3M$13.4M$8.8M$4.4M$15.4M$11.1M$5.3M$13.6M$8.9M$3.7M$13.6M$8.4M$4.6M$10.7M$7.5M$3.5M$10.1M$7.3M
Common Stock Value$124.0K$124.0K$124.0K$123.0K$123.0K$122.0K$119.0K$119.0K$119.0K$110.0K$111.0K$110.0K$108.0K$108.0K$107.0K$106.0K$106.0K$106.0K$103.0K$104.0K$104.0K$102.0K$102.0K$102.0K$100.0K$100.0K$100.0K$99.0K$98.0K$97.0K$94.0K$94.0K$93.0K$90.0K$90.0K$89.0K$88.0K$88.0K$87.0K$85.0K$85.0K$85.0K$81.0K$81.0K
Accounts Payable And Accrued Liabilities Current$5.4M$5.3M$6.0M$4.9M$5.3M$6.8M$6.5M$5.8M$6.7M$2.9M$2.5M$2.3M$2.8M$3.2M$2.4M$2.1M$1.8M$1.7M$2.0M$2.1M$2.7M$2.5M$2.7M$3.2M$2.9M$3.0M$2.5M$3.5M$3.5M$4.8M$2.6M$3.3M$3.7M$2.1M$1.9M$1.9M$2.0M$1.8M$1.9M$1.8M$1.8M$1.7M$1.5M$1.7M
Other Assets Current$7.6M$7.1M$7.5M$6.8M$5.1M$4.5M$4.8M$4.5M$4.1M$4.2M$5.3M$2.6M$1.9M$2.4M$2.5M$2.2M$2.6M$2.2M$1.8M$2.2M$2.7M$2.7M$3.6M$2.3M$1.9M$3.5M$6.3M$1.9M$2.4M$2.4M$2.2M$2.3M$2.3M$2.2M$2.5M$1.9M$1.6M$2.2M$1.9M$2.3M$2.8M$2.2M$3.9M$1.9M$869.0K$1.1M
Treasury Stock Shares1.4M1.4M1.4M1.4M1.4M1.4M1.4M1.4M1.4M1.4M1.4M1.4M1.4M1.4M1.4M1.4M1.4M1.4M1.4M1.4M1.4M1.2M1.2M1.2M1.1M1.1M1.1M976.1K976.1K975.9K814.6K813.8K813.2K701.8K701.5K701.5K602.2K601.6K580.4K495.6K495.6K484.3K395.0K300.0K
Dividends Payable Current$2.6M$2.4M$2.3M$2.5M$1.4M$1.4M$1.4M$1.7M$1.4M$1.4M$1.5M$1.7M$1.7M$1.7M$1.3M$1.1M$1.1M$873.0K$1.1M$4.8M$7.3M$7.2M$7.2M$7.3M$7.1M$7.0M$6.7M$6.5M$6.3M$6.1M$5.9M$5.8M$5.1M$4.9M$4.8M$4.3M$4.2M$4.3M$3.6M$3.5M$3.4M$3.7M$3.5M$3.3M$2.6M$2.7M
Treasury Stock Value Acquired Cost Method$273.0K$1.1M$1.3M$1.4M$200.0K$499.00$296.00$1.4K$8.1K$4.9K$452.00$806.00$981.0K$726.0K$1.3M$4.4M$1.3M$5.8M$3.7M$3.4M
Liabilities Current$16.2M$13.4M$14.6M$18.6M$16.5M$14.9M$13.2M$12.0M$9.7M$8.8M$13.3M$11.9M$10.2M$10.8M$8.7M$11.7M$18.0M$16.0M$15.3M$24.7M$20.1M$16.3M$32.4M$21.2M$18.1M$25.5M$21.3M$32.7M$33.6M$29.4M$15.8M$25.4M$15.0M$9.8M$19.2M$13.7M$9.9M$16.2M$12.8M$8.5M$14.9M$12.7M
Assets Current$68.6M$63.9M$66.5M$72.2M$66.2M$55.9M$52.8M$86.5M$85.4M$85.9M$88.9M$104.7M$101.5M$89.8M$87.4M$96.4M$117.7M$121.1M$122.1M$141.8M$133.6M$129.6M$130.7M$113.8M$103.0M$105.7M$97.5M$99.2M$109.3M$97.7M$105.9M$109.5M$95.5M$83.4M$85.4M$75.8M$68.4M$74.3M$68.2M$63.3M$66.1M$63.8M
Accounts Receivable Net Current$14.6M$15.3M$16.1M$14.5M$14.6M$14.3M$15.2M$14.4M$13.2M$13.6M$15.2M$13.9M$9.3M$9.3M$9.7M$11.2M$9.8M$9.9M$11.7M$9.5M$9.5M$10.8M$11.2M$12.9M$13.7M$15.6M$19.8M$22.9M$23.9M$22.2M$23.1M$25.2M$22.8M$21.4M$25.8M$20.0M$21.9M$14.8M$13.8M$16.7M$14.8M$12.1M$12.9M$10.1M$8.2M$8.6M$7.8M$8.0M$9.3M
Cash And Cash Equivalents Period Increase Decrease-$28.0K-$2.7M-$3.1M$3.7M$1.5M$6.5M$2.0M-$759.0K$2.9M
Finite Lived Intangible Assets Net$19.0M$20.0M$21.0M$21.7M$22.7M$23.8M$25.8M$26.9M$27.9M$10.7M$11.1M$11.5M$12.3M$12.7M$13.1M$14.0M$14.4M$14.8M$15.7M$15.8M$15.5M$16.4M$16.8M$17.2M$19.9M$20.4M$20.9M$21.9M$22.4M$22.9M$25.9M$29.0M$3.3M$3.5M$3.6M
Dividends Payable Non Current$905.0K$782.0K$663.0K$675.0K$784.0K$657.0K$515.0K$554.0K$477.0K$492.0K$1.1M$256.0K$230.0K$575.0K$371.0K$411.0K$1.1M$920.0K$748.0K$1.3M$1.1M$856.0K$1.5M$1.3M$1.0M$1.5M$1.2M$956.0K$1.4M$1.1M$914.0K$1.2M$994.0K$652.0K$1.1M$824.0K$654.0K$224.0K$148.0K

Cash Flow Statement

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016FY2015FY2014FY2013FY2012FY2011FY2010FY2009
Financing Cash Flow *-$7.9M-$18.1M-$6.4M-$9.1M-$26.8M-$25.8M-$31.9M-$34.1M-$28.6M-$34.9M-$22.1M-$18.0M-$13.3M-$16.9M-$12.8M-$13.8M-$9.5M
Investing Cash Flow *-$3.7M-$4.6M$4.1M-$33.7M$9.6M-$4.0K-$4.8M$3.6M-$1.2M-$1.8M-$25.1M-$478.0K-$1.2M$1.6M-$2.2M-$5.7M-$1.7M
Operating Cash Flow *$18.9M$21.1M-$1.2M$51.5M$19.4M-$9.8M$32.2M$31.5M$48.0M$47.4M$55.2M$26.5M$21.7M$13.8M$18.5M$18.3M$10.6M
Share Based Compensation$5.1M$5.5M$6.5M$6.0M$5.8M$6.7M$10.3M$15.3M$16.4M$16.0M$17.6M$13.7M$11.7M$10.5M$10.0M$9.3M$7.7M
Increase Decrease In Trading Securities-$6.4M-$6.0M$16.6M-$49.0M-$4.5M$19.6M-$15.8M$15.2M-$5.8M-$16.3M-$6.7M$15.0M$5.0M$7.7M$10.3M$714.0K$9.7M
Increase Decrease In Other Operating Liabilities-$1.1M-$1.4M-$1.4M-$1.3M-$1.6M-$1.6M-$1.4M-$1.2M-$1.2M$129.0K$25.0K-$67.0K$102.0K-$25.0K$470.0K-$497.0K-$58.0K
Increase Decrease In Other Current Assets$720.0K$1.2M-$660.0K$1.8M-$189.0K$170.0K$608.0K-$3.8M$4.2M-$567.0K$375.0K-$70.0K$887.0K-$61.0K$755.0K$18.0K-$76.0K
Increase Decrease In Accrued Taxes Payable$1.8M-$90.0K$241.0K-$687.0K$1.8M-$690.0K-$849.0K$1.6M-$4.8M-$3.7M$6.9M$2.4M$160.0K$2.1M$989.0K$838.0K$1.3M
Increase Decrease In Accounts Receivable$2.3M$59.0K-$135.0K$313.0K$1.7M-$3.7M-$5.4M-$2.7M-$2.2M$3.5M$5.2M$369.0K$5.7M$1.2M$359.0K$572.0K-$6.2M
Increase Decrease In Accounts Payable And Accrued Liabilities$1.2M$283.0K-$447.0K$1.3M$1.0M-$526.0K-$382.0K-$644.0K$763.0K-$926.0K$1.2M$353.0K$450.0K-$39.0K$381.0K-$2.2M-$101.0K
Payments Of Dividends$5.4M$5.4M$5.5M$5.6M$22.9M$11.0M$26.1M$24.6M$21.9M$19.4M$16.6M$14.0M$9.3M$14.0M$7.9M$12.3M$8.5M
Payments For Repurchase Of Common Stock$0.00$1.3M$0.00$2.9M$3.0M$13.0M$2.4M$4.0M$0.00$5.6M$0.00$0.00$878.0K$3.8M$6.0M$2.7M$2.5M
Accumulated Depreciation Depletion And Amortization Property Plant And Equipment$8.4M$10.1M$10.1M$9.2M$8.6M$8.1M$7.4M$6.5M$5.7M$4.6M$3.7M$2.7M$2.2M$1.7M$1.6M$1.5M
Payments Related To Tax Withholding For Share Based Compensation$1.3M$939.0K$862.0K$627.0K$884.0K$1.1M$2.4M$4.8M$5.3M$3.9M$5.6M$5.2M$3.8M$3.8M
Increase Decrease In Employee Related Liabilities$2.7M$1.4M$851.0K-$861.0K$2.0M-$2.3M-$5.0M-$3.6M$2.3M-$2.8M$2.9M$1.3M$3.6M$1.8M
Effect Of Exchange Rate On Cash And Cash Equivalents$0.00$0.00$5.0K$45.0K-$1.2M$1.9M-$2.8M$2.3M$301.0K-$3.4M-$807.0K-$156.0K$28.0K
Payments To Acquire Property Plant And Equipment$478.0K$1.2M$264.0K$1.4M$49.0K$86.0K

Quarterly (10-Q, single quarters)

Metric \ QuarterQ3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024Q3 2023Q2 2023Q1 2023Q3 2022Q2 2022Q1 2022Q3 2021Q2 2021Q1 2021Q3 2020Q2 2020Q1 2020Q3 2019Q2 2019Q1 2019Q3 2018Q2 2018Q1 2018Q3 2017Q2 2017Q1 2017Q3 2016Q2 2016Q1 2016Q3 2015Q2 2015Q1 2015Q3 2014Q2 2014Q1 2014Q3 2013Q2 2013Q1 2013Q3 2012Q2 2012Q1 2012Q3 2011Q2 2011Q1 2011
Financing Cash Flow *-$3.1M-$2.7M-$2.7M-$2.8M-$2.7M-$13.1M-$11.1M-$12.7M-$13.1M-$14.3M-$10.3M-$7.9M-$3.0M-$5.6M-$2.0M
Investing Cash Flow *-$1.4M-$3.0K-$1.3M-$30.0K$9.7M-$16.0K-$321.0K$9.7M-$150.0K-$378.0K-$288.0K-$121.0K-$247.0K-$48.0K-$233.0K
Operating Cash Flow *-$4.9M$8.1M-$3.2M$8.8M-$7.0M$11.5M$10.6M$1.4M$9.9M$17.2M$13.8M$14.6M$5.3M$4.8M$5.2M
Share Based Compensation$1.3M$1.5M$1.7M$1.4M$1.7M$2.6M$3.3M$4.2M$3.9M$4.1M$4.0M$4.9M$4.0M$3.7M$3.6M$3.0M$3.5M$3.0M$2.7M$1.9M$2.4M
Increase Decrease In Trading Securities-$8.0M-$12.4M-$47.0K-$12.4M$4.4M-$12.9M-$16.6M-$2.2M-$12.0M-$27.8M-$15.7M-$19.2M-$11.5M-$6.8M-$5.1M
Increase Decrease In Other Operating Liabilities-$381.0K-$354.0K-$445.0K-$226.0K-$478.0K-$383.0K-$293.0K-$327.0K-$33.0K$82.0K-$6.0K-$37.0K-$6.0K-$6.0K$71.0K
Increase Decrease In Other Current Assets$696.0K$242.0K$17.0K$283.0K-$23.0K-$326.0K$886.0K-$3.0M$18.0K-$675.0K-$42.0K-$338.0K$1.3M$391.0K$281.0K
Increase Decrease In Accrued Taxes Payable$109.0K$2.2M$881.0K$524.0K$3.6M$475.0K$379.0K$871.0K$859.0K$1.7M$2.4M-$1.6M-$1.2M-$401.0K$447.0K
Increase Decrease In Accounts Receivable$1.6M$784.0K$657.0K-$1.4M$2.3M-$1.8M-$3.0M$2.6M$1.7M$5.7M$690.0K$450.0K$1.2M$101.0K$1.4M
Increase Decrease In Accounts Payable And Accrued Liabilities-$464.0K$719.0K$141.0K-$301.0K$803.0K-$469.0K-$275.0K-$22.0K-$161.0K$374.0K$1.3M-$189.0K-$198.0K-$7.0K$17.0K
Payments Of Dividends$1.6M$1.7M$1.8M$2.0M$801.0K$7.3M$7.7M$7.3M$6.6M$5.7M$4.9M$3.9M$2.8M-$1.0K
Payments For Repurchase Of Common Stock$0.00$200.0K$1.0M$3.9M$981.0K$0.00$4.4M$0.00$669.0K$3.7M$3.4M$2.6M
Accumulated Depreciation Depletion And Amortization Property Plant And Equipment$7.1M$7.1M$7.1M$7.1M$7.1M$7.1M$7.1M$7.1M$7.1M$7.1M$7.1M$7.1M$7.1M$7.1M$7.1M$7.1M$7.1M$7.1M$7.1M$6.9M$6.7M$6.3M$6.1M$5.8M$5.4M$5.1M$4.8M$4.4M$4.1M$3.9M$3.3M$3.0M$2.8M$2.6M$2.4M$2.3M$2.0M$1.9M$1.8M$1.8M$1.7M$1.6M$1.7M$1.6M
Payments Related To Tax Withholding For Share Based Compensation$1.3M$940.0K$837.0K$626.0K$884.0K$1.1M$2.4M$4.7M$5.2M$3.7M$5.6M$5.2M
Increase Decrease In Employee Related Liabilities-$8.5M-$6.6M-$5.6M-$7.2M-$5.0M-$7.4M-$12.3M-$13.7M-$11.4M-$15.7M-$12.4M-$14.0M
Effect Of Exchange Rate On Cash And Cash Equivalents$0.00$13.0K-$3.1M$780.0K-$1.0M$235.0K$1.1M-$1.7M-$78.0K-$39.0K
Payments To Acquire Property Plant And Equipment$6.0K$3.0K$84.0K$30.0K$9.0K$16.0K$71.0K$299.0K$150.0K$378.0K$288.0K$121.0K$247.0K$48.0K$233.0K

Per-Share & Share Counts

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016FY2015FY2014FY2013FY2012FY2011FY2010FY2009
Earnings Per Share Diluted$0.79$0.26$1.17$-0.59$1.23$-1.12$0.70$3.13$2.38$2.77$3.33$3.45$2.32$1.65$2.04$1.58$1.09
Earnings Per Share Basic$0.84$0.27$1.20$-0.59$1.24$-1.12$0.70$3.20$2.45$2.84$3.49$3.63$2.43$1.69$2.11$1.62$1.10
Weighted Average Number Of Shares Outstanding Basic8.4M8.2M8.0M7.8M7.9M8.0M8.4M8.4M8.1M8.0M7.8M7.5M7.3M7.1M7.0M6.6M
Weighted Average Number Of Diluted Shares Outstanding8.9M8.5M8.1M7.8M7.9M8.0M8.5M8.5M8.4M8.2M8.1M7.9M7.7M7.3M7.2M6.8M
Common Stock Shares Authorized25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M
Common Stock Par Or Stated Value Per Share$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01
Common Stock Shares Outstanding8.9M8.9M8.9M8.9M8.9M8.9M8.9M8.9M8.8M8.6M8.3M8.2M8.0M7.7M7.6M
Common Stock Shares Issued10.2M10.2M10.2M10.2M10.2M10.2M10.2M10.0M9.8M9.4M9.0M8.8M8.5M8.1M7.9M
Common Stock Dividends Per Share Declared
Restricted Stock Value Shares Issued Net Of Tax Withholdings1.3M939.0K862.0K627.0K884.0K1.1M2.4M4.8M5.3M3.9M5.6M5.2M-3.8M3.8M

Quarterly (10-Q, single quarters)

Metric \ QuarterQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013Q1 2013Q4 2012Q3 2012Q2 2012Q1 2012Q4 2011Q3 2011Q2 2011Q1 2011Q3 2010Q2 2010
Earnings Per Share Diluted$0.41$0.12$0.05$-0.40$-0.15$-0.05$0.01$0.36$0.24$0.12$0.52$0.36$0.24$0.12$0.52$0.36$0.24$0.12$0.52$0.36$-1.31$-0.33$0.13$0.30$0.13$0.22$0.05$0.64$0.62$0.94$0.93$0.34$0.49$0.83$0.73$0.92$0.72$0.69$0.44$0.58$0.87$1.23$0.71$0.77$0.92$1.12$0.72$0.75$0.57$0.66$0.38$0.49$0.34$0.30$0.52$0.57$0.46$0.52$0.50$0.38$0.34
Earnings Per Share Basic$0.44$0.12$0.06$-0.40$-0.15$-0.05$0.01$0.36$0.24$0.12$0.52$0.36$0.24$0.12$0.52$0.36$0.24$0.12$0.52$0.36$-1.31$-0.33$0.13$0.30$0.13$0.22$0.05$0.65$0.64$0.95$0.96$0.35$0.51$0.84$0.75$0.95$0.74$0.71$0.45$0.60$0.90$1.25$0.74$0.79$0.95$1.14$0.74$0.78$0.58$0.67$0.39$0.50$0.35$0.31$0.53$0.59$0.47$0.53$0.51$0.39$0.34
Weighted Average Number Of Shares Outstanding Basic8.4M8.4M8.3M8.1M8.2M8.1M8.0M8.0M7.9M7.8M7.9M7.9M7.9M7.9M7.9M7.8M7.9M8.4M8.4M8.4M8.4M8.4M8.4M8.3M8.2M8.2M8.1M8.0M8.0M7.9M7.8M7.8M7.6M7.5M7.5M7.5M7.4M7.3M7.3M7.2M7.2M7.1M
Weighted Average Number Of Diluted Shares Outstanding8.9M8.8M8.8M8.5M8.2M8.4M8.1M8.1M8.0M7.8M7.9M7.9M8.0M7.9M7.9M7.8M7.9M8.5M8.5M8.5M8.5M8.6M8.5M8.5M8.4M8.3M8.3M8.2M8.2M8.0M8.0M8.0M7.9M7.7M7.7M7.8M7.6M7.5M7.5M7.3M7.3M7.3M
Common Stock Shares Authorized25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M25.0M
Common Stock Par Or Stated Value Per Share$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01
Common Stock Shares Outstanding8.9M8.9M8.9M8.9M8.9M8.9M8.9M8.9M8.9M8.9M8.9M8.9M8.9M8.9M8.9M8.9M8.9M8.9M8.9M8.9M9.0M9.0M9.0M9.0M8.9M8.9M8.9M8.8M8.8M8.8M8.6M8.6M8.5M8.3M8.3M8.3M8.2M8.2M8.1M8.0M8.0M8.0M7.7M7.8M
Common Stock Shares Issued10.3M10.3M10.3M10.3M10.3M10.3M10.3M10.3M10.3M10.3M10.3M10.3M10.3M10.3M10.3M10.3M10.3M10.3M10.3M10.3M10.3M10.2M10.2M10.2M10.0M10.0M10.0M9.8M9.8M9.7M9.4M9.4M9.3M9.0M9.0M9.0M8.8M8.8M8.7M8.5M8.5M8.5M8.1M8.1M
Common Stock Dividends Per Share Declared$0.15$0.15$0.15$0.15$0.10$0.10$0.43$0.72$0.72$0.68$0.68$0.68$0.62$0.62$0.62$0.57$0.57$0.57$0.50$0.50$0.50$0.44$0.44$0.44$0.37$0.37$0.37$0.35$0.35$0.35$0.33$0.33
Restricted Stock Value Shares Issued Net Of Tax Withholdings1.3M940.0K25.0K837.0K626.0K884.001.1K2.4M14.0K0.004.7M5.2M3.7M5.6M

Other Metrics

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016FY2015FY2014FY2013FY2012FY2011FY2010FY2009
Professional Fees$6.9M$5.5M$5.1M$5.4M$4.4M$4.3M$4.3M$4.8M$5.9M$5.6M$5.6M$4.9M$4.2M$4.4M$3.0M$2.9M$1.5M
Labor And Related Expense$56.7M$56.0M$52.9M$40.1M$42.5M$42.1M$50.2M$60.0M$65.0M$61.5M$63.6M$52.8M$47.9M$43.7M$35.1M$29.0M$23.7M
Communications And Information Technology$10.9M$9.7M$9.7M$7.7M$8.2M$8.1M$8.4M$9.1M$7.8M$7.7M$5.7M$3.5M$2.9M$2.6M$2.1M$1.4M$1.2M
Mutual Fund Administration And Distribution$3.3M$3.1M$2.2M$2.7M$1.7M$3.1M$3.8M$3.9M$3.2M$3.4M$2.5M$2.2M$1.2M$790.0K$662.0K$600.0K
Costs And Expenses$68.6M$79.4M$86.4M$99.9M$89.0M$88.7M$71.2M$63.6M$57.5M
Trading Securities Unrealized Holding Gain Loss$2.0M$790.0K$839.0K-$2.1M-$1.8M-$1.1M$3.7M-$737.0K$617.0K$510.0K-$613.0K$75.0K-$325.0K$344.0K-$291.0K$694.0K$588.0K
Depreciation$501.0K$602.0K$670.0K$687.0K$750.0K$921.0K$898.0K$867.0K$1.0M$969.0K$1.1M$579.0K$410.0K$349.0K$264.0K$274.0K$241.0K
Adjustments To Additional Paid In Capital Sharebased Compensation Requisite Service Period Recognition Value$5.1M$5.5M$6.5M$6.0M$5.8M$6.7M$10.3M$15.3M$16.4M$16.0M$17.6M$13.7M$11.7M$10.5M
Trust Fees$31.6M$30.3M$28.8M$20.5M$18.4M$15.0M$13.5M$12.1M$10.3M
Investment Income And Loss$1.6M$581.0K$168.0K$437.0K$870.0K$3.3M$219.0K$1.1M$455.0K
Investment Advisory Fees$99.2M$91.5M$99.3M$88.5M$70.0M$57.9M$54.2M$42.2M$31.8M
Other Income$1.1M$1.0M$6.2M$907.0K$602.0K$135.0K$144.0K$0.00
Performance Fees$1.4M$635.0K$2.7M$3.8M$2.6M$1.3M$991.0K
Foreign Currency Transaction Gain Loss Before Tax$0.00-$4.9M-$2.8M$0.00$0.00-$1.2M$1.9M-$2.8M$1.6M$362.0K

Quarterly (10-Q, single quarters)

Metric \ QuarterQ3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024Q3 2023Q2 2023Q1 2023Q3 2022Q2 2022Q1 2022Q3 2021Q2 2021Q1 2021Q3 2020Q2 2020Q1 2020Q3 2019Q2 2019Q1 2019Q3 2018Q2 2018Q1 2018Q3 2017Q2 2017Q1 2017Q3 2016Q2 2016Q1 2016Q3 2015Q2 2015Q1 2015Q3 2014Q2 2014Q1 2014Q3 2013Q2 2013Q1 2013Q3 2012Q2 2012Q1 2012Q3 2011Q2 2011Q1 2011Q3 2010Q2 2010
Professional Fees$1.6M$1.5M$1.6M$1.8M$1.5M$1.5M$1.0M$1.4M$1.5M$1.5M$832.0K$1.5M$726.0K$1.4M$1.3M$1.0M$991.0K$1.2M$940.0K$1.2M$1.1M$1.4M$1.3M$1.0M$1.7M$1.3M$1.5M$1.9M$1.2M$1.6M$1.2M$1.0M$2.1M$983.0K$1.2M$1.4M$887.0K$1.1M$1.0M$739.0K$2.1M$879.0K$710.0K$793.0K$935.0K$817.0K$527.0K
Labor And Related Expense$13.3M$13.5M$14.5M$13.6M$13.6M$14.7M$12.7M$13.7M$14.2M$9.5M$9.1M$10.3M$10.3M$10.2M$11.5M$9.5M$10.8M$12.7M$12.1M$11.4M$14.6M$14.4M$14.7M$17.8M$15.6M$15.6M$17.7M$15.6M$15.1M$16.5M$15.7M$16.5M$15.3M$13.3M$12.9M$12.9M$12.5M$11.9M$11.8M$11.4M$11.9M$8.9M$8.3M$10.1M$8.7M$7.3M$7.4M
Communications And Information Technology$2.9M$2.7M$2.7M$2.6M$2.4M$2.3M$2.3M$2.6M$2.4M$1.9M$1.8M$1.8M$1.9M$2.3M$2.0M$2.2M$2.0M$2.0M$2.0M$2.3M$2.0M$2.3M$2.4M$2.0M$1.9M$1.9M$1.8M$1.9M$2.2M$2.0M$1.6M$1.4M$1.0M$807.0K$1.0M$715.0K$690.0K$678.0K$656.0K$649.0K$629.0K$596.0K$503.0K$542.0K$458.0K$328.0K$322.0K
Mutual Fund Administration And Distribution$1.1M$957.0K$897.0K$798.0K$855.0K$721.0K$872.0K$746.0K$732.0K$270.0K$445.0K$596.0K$814.0K$368.0K$391.0K$421.0K$434.0K$515.0K$916.0K$661.0K$846.0K$979.0K$1.0M$985.0K$977.0K$909.0K$863.0K$755.0K$831.0K$696.0K$865.0K$901.0K$827.0K$591.0K$722.0K$652.0K$599.0K$462.0K$404.0K$292.0K$275.0K$209.0K$34.0K$233.0K$256.0K$83.0K$118.0K
Costs And Expenses$22.3M$22.3M$23.3M$24.2M$26.9M$19.8M$23.3M$18.3M$21.8M$16.5M$16.0M$16.8M$15.8M$16.7M$17.6M$19.5M$18.0M$16.3M$18.4M$19.1M$22.4M$22.7M$21.8M$23.6M$27.7M$23.2M$24.9M$22.7M$22.5M$23.5M$21.9M$22.6M$21.2M$17.5M$17.5M$17.3M$16.3M$15.7M
Trading Securities Unrealized Holding Gain Loss-$80.0K$632.0K$369.0K-$239.0K-$2.4M-$1.1M$374.0K-$232.0K$303.0K$248.0K$119.0K$57.0K-$373.0K-$138.0K$227.0K
Depreciation$132.0K$174.0K$176.0K$177.0K$207.0K$233.0K$212.0K$213.0K$240.0K$258.0K$145.0K$144.0K$90.0K$81.0K$67.0K
Adjustments To Additional Paid In Capital Sharebased Compensation Requisite Service Period Recognition Value$1.3M$1.3M$1.3M$1.4M$1.4M$1.5M$1.7M$1.6M$1.7M$1.5M$1.5M$1.4M$1.4K$1.4K$1.7K$488.00$2.3K$2.6K$2.2K$2.4K$3.3M$3.7M$3.8M$4.2M$3.9M$4.0M$3.7M
Trust Fees$7.2M$7.5M$7.6M$7.9M$7.9M$7.8M$7.7M$7.6M$7.5M$8.0M$7.9M$5.2M$5.3M$5.2M$5.0M$4.7M$4.6M$4.2M$3.7M$3.8M$3.5M$3.5M$3.5M$3.4M$2.8M$3.1M
Investment Income And Loss$640.0K$173.0K$140.0K$300.0K$312.0K$653.0K$414.0K$305.0K-$151.0K-$462.0K$14.0K$241.0K-$17.0K$216.0K$169.0K$344.0K-$120.0K$336.0K$672.0K$1.0M$303.0K-$796.0K$62.0K$328.0K$482.0K-$133.0K
Investment Advisory Fees$22.0M$23.5M$24.5M$25.3M$24.5M$23.8M$23.4M$22.7M$21.8M$24.9M$27.5M$23.9M$22.9M$22.1M$20.4M$18.0M$16.5M$15.5M$14.5M$14.1M$14.1M$13.4M$14.3M$13.3M$10.2M$10.2M
Other Income$292.0K$257.0K$277.0K$374.0K$224.0K$185.0K$5.3M$239.0K$372.0K$206.0K$234.0K$158.0K$198.0K$142.0K$50.0K$34.0K$34.0K$34.0K$33.0K$77.0K$0.00$0.00$0.00
Performance Fees$0.00$1.6M$1.3M$0.00$1.0M$386.0K$226.0K$409.0K$0.00$0.00$1.9M$288.0K$0.00$3.4M$363.0K$26.0K$2.5M$69.0K$1.2M$991.0K
Foreign Currency Transaction Gain Loss Before Tax$0.00$0.00$0.00-$1.8M-$4.8M$2.9M-$2.5M$4.1M$1.1M$0.00$0.00$0.00$0.00$0.00-$419.0K-$1.3M$2.9M$402.0K-$724.0K-$820.0K-$596.0K$355.0K$1.1M

Most recent annual filing with the SEC: March 4, 2026

Data sourced from SEC EDGAR public filings as of August 5, 2026.