Westwood Holdings (WHG) EBITDA Margin (2010 - 2026)
Westwood Holdings (WHG) posted quarterly EBITDA Margin of 5.99% for Q1 2026, down 570.0% year-over-year from 1.27% in Q1 2025, and down 175.04% quarter-over-quarter from 7.98% in Q4 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 5.99% for Q1 2026.
- In Q1 2026, EBITDA Margin fell 570.0% year-over-year to 5.99%; the TTM figure through Mar 2026 stood at 3.56% (up 648.0% YoY), while the FY2025 annual figure was 5.09%, up 421.0% from the prior year.
- EBITDA Margin for Q1 2026 stood at 5.99%, down from 7.98% in the prior quarter.
- The five-year high for EBITDA Margin was 20.98% in Q2 2023, with the low at 26.78% in Q2 2024.
- The 5-year median for EBITDA Margin is 2.27% (2022), against an average of 1.19%.
- The sharpest annual moves came in 2023 and 2024: EBITDA Margin soared 3430 bps in 2023, then plunged 4776 bps in 2024.
- Westwood Holdings' EBITDA Margin stood at 19.64% in 2022, then soared by 175 bps to 14.66% in 2023, then retreated by 15 bps to 12.52% in 2024, then plunged by 36 bps to 7.98% in 2025, then sank by 175 bps to 5.99% in 2026.
- Business Quant data shows WHG's EBITDA Margin at 5.99% in Q1 2026, 7.98% in Q4 2025, and 8.27% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 178.97 Bn | 165.10 Bn | - | 34.74% |
| 2 | Blackstone | 114.89 Bn | 112.38 Bn | - | 58.55% |
| 3 | Kkr | 97.39 Bn | -179.68 Bn | - | 35.61% |
| 4 | Brookfield | 93.49 Bn | 46.09 Bn | - | - |
| 5 | Brookfield Asset Management | 83.75 Bn | 82.25 Bn | - | 79.12% |
| 6 | Apollo Global Management | 78.59 Bn | 53.21 Bn | 10.54 Bn | 47.97% |
| 7 | State Street | 51.56 Bn | 51.56 Bn | - | 83.30% |
| 8 | Ameriprise Financial | 51.27 Bn | 40.23 Bn | 4.72 Bn | 24.36% |
| 9 | Raymond James Financial | 34.00 Bn | 20.75 Bn | - | 27.14% |
| 10 | Westwood Holdings | 172.45 Mn | 130.23 Mn | - | 8.14% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 8.14% |
| Mar 31, 2026 | -5.99% |
| Dec 31, 2025 | 7.98% |
| Sep 30, 2025 | 8.27% |
| Jun 30, 2025 | 3.75% |
| Mar 31, 2025 | -0.29% |
| Dec 31, 2024 | 12.52% |
| Sep 30, 2024 | -3.21% |
| Jun 30, 2024 | -26.78% |
| Mar 31, 2024 | 17.08% |
| Dec 31, 2023 | 14.66% |
| Sep 30, 2023 | -8.14% |
| Jun 30, 2023 | 20.98% |
| Mar 31, 2023 | 5.16% |
| Dec 31, 2022 | -19.64% |
| Sep 30, 2022 | -6.06% |
| Jun 30, 2022 | -2.28% |
| Mar 31, 2022 | 2.27% |
| Dec 31, 2021 | 12.21% |
| Sep 30, 2021 | 11.44% |