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

Westwood Holdings' (WHG) quarterly FCF Margin came in at 11.27% in Q1 2026, up 983.0% year-on-year from 1.04% in Q1 2025, and down 161.93% quarter-over-quarter from 18.19% in Q4 2025.

Westwood Holdings (WHG) FCF Margin (2010 - 2026) Analysis & Trends

Westwood Holdings' FCF Margin history runs 17 years deep, the most recent figure standing at 11.27% for Q1 2026.

  • On a quarterly basis, FCF Margin rose 983.0% year-over-year to 11.27% in Q1 2026; TTM through Mar 2026 was 17.98%, a 1184.0% increase from a year earlier, with the FY2025 full-year figure at 16.15%, down 245.0% from the prior year.
  • FCF Margin fell to 11.27% in Q1 2026 per WHG's latest filing, from 18.19% in the prior quarter.
  • Across five years, FCF Margin topped out at 187.17% in Q4 2022 and bottomed at 21.1% in Q1 2025.
  • The 5-year median for FCF Margin is 18.98% (2022), against an average of 24.42%.
  • Across the five-year window, FCF Margin soared 19530 bps in 2022 and slumped 16335 bps in 2023, its largest moves.
  • Year by year, FCF Margin stood at 187.17% in 2022, then tumbled by 87 bps to 23.82% in 2023, then increased by 12 bps to 26.6% in 2024, then tumbled by 32 bps to 18.19% in 2025, then slumped by 162 bps to 11.27% in 2026.
  • Per Business Quant, the three latest WHG FCF Margin figures stand at 11.27% (Q1 2026), 18.19% (Q4 2025), and 34.84% (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) FCF Margin (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - -16.21%
3 Blackstone 97.77 Bn 96.72 Bn - 26.47%
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 746.54%
5 State Street 51.30 Bn 51.30 Bn - -327.00%
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 8.80%
7 Northern Trust 32.93 Bn 32.93 Bn - -24.56%
8 Raymond James Financial 32.59 Bn 17.67 Bn - 27.31%
9 Price T Rowe 24.70 Bn 21.13 Bn - 41.05%
10 Westwood Holdings 163.51 Mn 124.51 Mn - -11.27%

Historic Data

Download Data
DateValue
Mar 31, 2026 -11.27%
Dec 31, 2025 18.19%
Sep 30, 2025 34.84%
Jun 30, 2025 31.59%
Mar 31, 2025 -21.10%
Dec 31, 2024 26.60%
Sep 30, 2024 3.37%
Jun 30, 2024 22.63%
Mar 31, 2024 47.22%
Dec 31, 2023 23.82%
Sep 30, 2023 -10.10%
Jun 30, 2023 -4.21%
Mar 31, 2023 -17.81%
Dec 31, 2022 187.17%
Sep 30, 2022 17.56%
Jun 30, 2022 18.98%
Mar 31, 2022 47.71%
Dec 31, 2021 -8.13%
Sep 30, 2021 124.69%
Jun 30, 2021 32.78%