Westwood Holdings (WHG) EBT Margin (2010 - 2026)
Westwood Holdings (WHG) recorded quarterly EBT Margin of 3.32% in Q1 2026, down 69.27% quarter-over-quarter from 10.79% in Q4 2025, and up 77.0% on a YoY basis from 1.87% in Q1 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.
- In Q1 2026, EBT Margin rose 77.0% year-over-year to 3.32%; the TTM figure through Mar 2026 stood at 9.97% (up 1692.0% YoY), while the FY2025 annual figure was 9.9%, up 566.0% from the prior year.
- EBT Margin was 3.32% for Q1 2026 at Westwood Holdings, down from 10.79% in the prior quarter.
- In the past five years, EBT Margin ranged from a high of 38.29% in Q1 2022 to a low of 21.08% in Q4 2024.
- Historically, EBT Margin has averaged 9.85% across 5 years, with a median of 8.1% in 2022.
- The sharpest annual moves came in 2024 and 2025: EBT Margin tumbled 3765 bps in 2024, then soared 3188 bps in 2025.
- A 5-year view of EBT Margin shows it stood at 16.57% in 2022, then changed by 0 bps to 16.57% in 2023, then sank by 227 bps to 21.08% in 2024, then jumped by 151 bps to 10.79% in 2025, then slumped 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.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBT Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 42.43% |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 40.22% |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 10.72% |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 5.59% |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 25.53% |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 23.41% |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 52.23% |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 22.41% |
| 10 | Westwood Holdings | 156.37 Mn | 118.48 Mn | 24.31 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% |