Westwood Holdings (WHG) EBITDA Margin (2010 - 2026)
Westwood Holdings (WHG) recorded quarterly EBITDA Margin of 3.13% in Q1 2026, down 54.41% quarter-over-quarter from 6.87% in Q4 2025, and up 108.0% on a YoY basis from 1.51% in Q1 2025.
Westwood Holdings (WHG) EBITDA Margin (2010 - 2026) Analysis & Trends
Westwood Holdings' EBITDA Margin history runs 17 years deep, the most recent figure standing at 3.13% for Q1 2026.
- In Q1 2026, EBITDA Margin rose 108.0% year-over-year to 3.13%; the TTM figure through Mar 2026 stood at 7.4% (up 687.0% YoY), while the FY2025 annual figure was 7.22%, up 488.0% from the prior year.
- EBITDA Margin was 3.13% for Q1 2026 at Westwood Holdings, down from 6.87% in the prior quarter.
- In the past five years, EBITDA Margin ranged from a high of 24.5% in Q3 2023 to a low of 16.12% in Q4 2022.
- Historically, EBITDA Margin has averaged 4.1% across 5 years, with a median of 3.9% in 2023.
- The sharpest annual moves came in 2023 and 2024: EBITDA Margin jumped 3108 bps in 2023, then sank 3096 bps in 2024.
- A 5-year view of EBITDA Margin shows it stood at 16.12% in 2022, then soared by 149 bps to 7.9% in 2023, then increased by 27 bps to 10.06% in 2024, then slumped by 32 bps to 6.87% in 2025, then slumped by 54 bps to 3.13% in 2026.
- The last three EBITDA Margin figures came in at 3.13% (Q1 2026), 6.87% (Q4 2025), and 15.23% (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 42.01% |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 44.01% |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 46.06% |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 1.56% |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 73.37% |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 18.44% |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 170.02% |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 12.29% |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 26.04% |
| 10 | Westwood Holdings | 156.37 Mn | 118.48 Mn | 24.31 Mn | 3.13% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 3.13% |
| Dec 31, 2025 | 6.87% |
| Sep 30, 2025 | 15.23% |
| Jun 30, 2025 | 4.41% |
| Mar 31, 2025 | 2.06% |
| Dec 31, 2024 | 10.06% |
| Sep 30, 2024 | 0.68% |
| Jun 30, 2024 | -14.38% |
| Mar 31, 2024 | 13.34% |
| Dec 31, 2023 | 7.90% |
| Sep 30, 2023 | 24.50% |
| Jun 30, 2023 | 16.58% |
| Mar 31, 2023 | 3.90% |
| Dec 31, 2022 | -16.12% |
| Sep 30, 2022 | -6.58% |
| Jun 30, 2022 | -2.16% |
| Mar 31, 2022 | 0.27% |
| Dec 31, 2021 | 14.51% |
| Sep 30, 2021 | 10.52% |
| Jun 30, 2021 | 5.55% |