Westwood Holdings (WHG) EBITDA Margin (2010 - 2026)
Westwood Holdings' quarterly EBITDA Margin came in at 3.13% in Q1 2026, up 108.0% year-on-year from 1.51% in Q1 2025, and down 54.41% quarter-over-quarter from 6.87% in Q4 2025.
Westwood Holdings has reported EBITDA Margin for 17 years, with the latest figure at 3.13% in Q1 2026.
- For the quarter ending Q1 2026, EBITDA Margin rose 108.0% year-over-year to 3.13%; the trailing twelve-month figure through Mar 2026 stood at 7.4% (up 687.0% YoY), and the FY2025 full-year result was 7.22%, up 488.0% from the prior year.
- EBITDA Margin for Q1 2026 stood at 3.13%, down from 6.87% in the prior quarter.
- The five-year high for EBITDA Margin was 24.5% in Q3 2023, with the low at 16.12% in Q4 2022.
- Average EBITDA Margin over 5 years is 4.1%, with a median of 3.9% recorded in 2023.
- Year-over-year, EBITDA Margin soared 3108 bps in 2023 and sank 3096 bps in 2024.
- Tracing WHG's EBITDA Margin over 5 years: stood at 16.12% in 2022, then jumped by 149 bps to 7.9% in 2023, then rose by 27 bps to 10.06% in 2024, then sank by 32 bps to 6.87% in 2025, then sank 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.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 42.01% |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 44.01% |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 46.06% |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 54.78% |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 1.56% |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 73.37% |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 18.44% |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 170.02% |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 26.04% |
| 10 | Westwood Holdings | 135.80 Mn | 97.91 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% |
| Mar 31, 2021 | 22.39% |
| Dec 31, 2020 | 16.45% |
| Sep 30, 2020 | -35.43% |
| Jun 30, 2020 | -7.58% |
| Mar 31, 2020 | -12.84% |
| Dec 31, 2019 | 18.25% |
| Sep 30, 2019 | 3.19% |
| Jun 30, 2019 | 11.96% |
| Mar 31, 2019 | 5.13% |
| Dec 31, 2018 | 12.85% |
| Sep 30, 2018 | 20.04% |
| Jun 30, 2018 | 22.93% |
| Mar 31, 2018 | 20.20% |
| Dec 31, 2017 | 8.79% |
| Sep 30, 2017 | 16.21% |
| Jun 30, 2017 | 23.20% |
| Mar 31, 2017 | 19.22% |
| Dec 31, 2016 | 22.42% |
| Sep 30, 2016 | 17.10% |
| Jun 30, 2016 | 18.75% |
| Mar 31, 2016 | 16.56% |
| Dec 31, 2015 | 11.95% |
| Sep 30, 2015 | 17.34% |
| Jun 30, 2015 | 26.88% |
| Mar 31, 2015 | 14.26% |
| Dec 31, 2014 | 19.83% |
| Sep 30, 2014 | 23.26% |
| Jun 30, 2014 | 28.87% |
| Mar 31, 2014 | 20.07% |
| Dec 31, 2013 | 22.20% |
| Sep 30, 2013 | 19.15% |
| Jun 30, 2013 | 20.11% |
| Mar 31, 2013 | 13.71% |
| Dec 31, 2012 | 14.25% |
| Sep 30, 2012 | 13.63% |
| Jun 30, 2012 | 6.51% |
| Mar 31, 2012 | 18.75% |
| Dec 31, 2011 | 35.01% |
| Sep 30, 2011 | 31.63% |
| Jun 30, 2011 | 30.06% |
| Mar 31, 2011 | 24.02% |
| Dec 31, 2010 | 31.52% |
| Sep 30, 2010 | 29.17% |
| Jun 30, 2010 | 27.93% |