Westwood Holdings (WHG) EBT Margin (2010 - 2026)
Westwood Holdings' (WHG) quarterly EBT Margin came in at 3.32% in Q1 2026, up 77.0% year-on-year from 1.87% in Q1 2025, and down 69.27% quarter-over-quarter from 10.79% in Q4 2025.
Westwood Holdings (WHG) EBT Margin (2010 - 2026) Analysis & Trends
Westwood Holdings' EBT Margin history runs 17 years deep, the most recent figure standing at 3.32% for Q1 2026.
- On a quarterly basis, EBT Margin rose 77.0% year-over-year to 3.32% in Q1 2026; TTM through Mar 2026 was 9.97%, a 1692.0% increase from a year earlier, with the FY2025 full-year figure at 9.9%, up 566.0% from the prior year.
- EBT Margin declined to 3.32% in Q1 2026 per WHG's latest filing, from 10.79% in the prior quarter.
- Across five years, EBT Margin topped out at 38.29% in Q1 2022 and bottomed at 21.08% in Q4 2024.
- The 5-year median for EBT Margin is 8.1% (2022), against an average of 9.85%.
- Across the five-year window, EBT Margin tumbled 3765 bps in 2024 and surged 3188 bps in 2025, its largest moves.
- Year by year, EBT Margin stood at 16.57% in 2022, then changed by 0 bps to 16.57% in 2023, then tumbled by 227 bps to 21.08% in 2024, then jumped by 151 bps to 10.79% in 2025, then plunged by 69 bps to 3.32% in 2026.
- Per Business Quant, the three latest WHG EBT Margin figures stand at 3.32% (Q1 2026), 10.79% (Q4 2025), and 19.32% (Q3 2025).
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBT 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 | - | 42.43% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 40.22% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 130.41% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 25.53% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 23.41% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 52.23% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 19.05% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 34.04% |
| 10 | Westwood Holdings | 163.51 Mn | 124.51 Mn | - | 3.32% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 3.32% |
| Dec 31, 2025 | 10.79% |
| Sep 30, 2025 | 19.32% |
| Jun 30, 2025 | 6.35% |
| Mar 31, 2025 | 2.55% |
| Dec 31, 2024 | -21.08% |
| Sep 30, 2024 | -6.63% |
| Jun 30, 2024 | -2.94% |
| Mar 31, 2024 | 3.45% |
| Dec 31, 2023 | 16.57% |
| Sep 30, 2023 | 13.21% |
| Jun 30, 2023 | 8.10% |
| Mar 31, 2023 | 38.29% |
| Dec 31, 2022 | 16.57% |
| Sep 30, 2022 | 13.21% |
| Jun 30, 2022 | 8.10% |
| Mar 31, 2022 | 38.29% |
| Dec 31, 2021 | 16.57% |
| Sep 30, 2021 | 13.21% |
| Jun 30, 2021 | 8.10% |