Westwood Holdings (WHG) EBITDA Margin (2010 - 2026)
Westwood Holdings' (WHG) quarterly EBITDA Margin came in at 5.99% in Q1 2026, down 570.0% year-on-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.
- On a quarterly basis, EBITDA Margin fell 570.0% year-over-year to 5.99% in Q1 2026; TTM through Mar 2026 was 3.56%, a 648.0% increase from a year earlier, with the FY2025 full-year figure at 5.09%, up 421.0% from the prior year.
- EBITDA Margin eased to 5.99% in Q1 2026 per WHG's latest filing, from 7.98% in the prior quarter.
- Across five years, EBITDA Margin topped out at 20.98% in Q2 2023 and bottomed at 26.78% in Q2 2024.
- The 5-year median for EBITDA Margin is 2.27% (2022), against an average of 1.19%.
- Across the five-year window, EBITDA Margin soared 3430 bps in 2023 and sank 4776 bps in 2024, its largest moves.
- Year by year, EBITDA Margin stood at 19.64% in 2022, then jumped by 175 bps to 14.66% in 2023, then decreased by 15 bps to 12.52% in 2024, then tumbled by 36 bps to 7.98% in 2025, then plunged by 175 bps to 5.99% in 2026.
- Per Business Quant, the three latest WHG EBITDA Margin figures stand at 5.99% (Q1 2026), 7.98% (Q4 2025), and 8.27% (Q3 2025).
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | 175.98% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 42.01% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 44.01% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 24.88% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 72.52% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 18.44% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 170.02% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 31.56% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 36.65% |
| 10 | Westwood Holdings | 163.51 Mn | 124.51 Mn | - | -5.99% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |
| Jun 30, 2021 | 4.45% |