Growth Metrics

Westwood Holdings (WHG) EBT Margin (2010 - 2026)

Westwood Holdings' 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 has reported EBT Margin for 17 years, with the latest figure at 3.32% in Q1 2026.

  • For the quarter ending Q1 2026, EBT Margin rose 77.0% year-over-year to 3.32%; the trailing twelve-month figure through Mar 2026 stood at 9.97% (up 1692.0% YoY), and the FY2025 full-year result was 9.9%, up 566.0% from the prior year.
  • EBT Margin for Q1 2026 stood at 3.32%, down from 10.79% in the prior quarter.
  • The five-year high for EBT Margin was 38.29% in Q1 2022, with the low at 21.08% in Q4 2024.
  • Average EBT Margin over 5 years is 9.85%, with a median of 8.1% recorded in 2022.
  • Year-over-year, EBT Margin tumbled 3765 bps in 2024 and surged 3188 bps in 2025.
  • Tracing WHG's EBT Margin over 5 years: stood at 16.57% in 2022, then changed by 0 bps to 16.57% in 2023, then plunged by 227 bps to 21.08% in 2024, then surged by 151 bps to 10.79% in 2025, then sank by 69 bps to 3.32% in 2026.
  • The last three EBT Margin figures came in at 3.32% (Q1 2026), 10.79% (Q4 2025), and 19.32% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) EBT Margin (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 42.43%
2 Blackstone 92.68 Bn 91.63 Bn - 40.22%
3 Kkr 84.94 Bn 132.45 Bn - 10.72%
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 52.02%
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 5.59%
6 State Street 44.42 Bn 18.75 Bn - 25.53%
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 23.41%
8 Northern Trust 31.21 Bn 31.21 Bn - 52.23%
9 Ares Management 28.85 Bn 32.22 Bn - 22.41%
10 Westwood Holdings 135.80 Mn 97.91 Mn 24.31 Mn 3.32%

Historic Data

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DateValue
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%
Mar 31, 2021 38.29%
Dec 31, 2020 14.89%
Sep 30, 2020 -53.82%
Jun 30, 2020 -11.45%
Mar 31, 2020 -0.01%
Dec 31, 2019 19.83%
Sep 30, 2019 7.84%
Jun 30, 2019 12.23%
Mar 31, 2019 6.27%
Dec 31, 2018 30.20%
Sep 30, 2018 23.95%
Jun 30, 2018 33.38%
Mar 31, 2018 31.24%
Dec 31, 2017 28.86%
Sep 30, 2017 17.17%
Jun 30, 2017 31.35%
Mar 31, 2017 23.82%
Dec 31, 2016 34.73%
Sep 30, 2016 28.49%
Jun 30, 2016 27.44%
Mar 31, 2016 19.38%
Dec 31, 2015 27.21%
Sep 30, 2015 32.36%
Jun 30, 2015 39.54%
Mar 31, 2015 28.30%
Dec 31, 2014 33.52%
Sep 30, 2014 37.66%
Jun 30, 2014 43.22%
Mar 31, 2014 33.19%
Dec 31, 2013 35.24%
Sep 30, 2013 29.30%
Jun 30, 2013 33.44%
Mar 31, 2013 23.36%
Dec 31, 2012 28.41%
Sep 30, 2012 22.87%
Jun 30, 2012 18.70%
Mar 31, 2012 34.06%
Dec 31, 2011 36.94%
Sep 30, 2011 33.01%
Jun 30, 2011 31.37%
Mar 31, 2011 33.04%
Dec 31, 2010 33.16%
Sep 30, 2010 30.51%
Jun 30, 2010 29.86%