Westwood Holdings (WHG) FCF Margin (2010 - 2026)
Westwood Holdings (WHG) recorded quarterly FCF Margin of 11.27% in Q1 2026, down 161.93% quarter-over-quarter from 18.19% in Q4 2025, and up 983.0% on a YoY basis from 1.04% in Q1 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.
- In Q1 2026, FCF Margin rose 983.0% year-over-year to 11.27%; the TTM figure through Mar 2026 stood at 17.98% (up 1184.0% YoY), while the FY2025 annual figure was 16.15%, down 245.0% from the prior year.
- FCF Margin was 11.27% for Q1 2026 at Westwood Holdings, down from 18.19% in the prior quarter.
- In the past five years, FCF Margin ranged from a high of 187.17% in Q4 2022 to a low of 21.1% in Q1 2025.
- Historically, FCF Margin has averaged 24.42% across 5 years, with a median of 18.98% in 2022.
- The sharpest annual moves came in 2022 and 2023: FCF Margin jumped 19530 bps in 2022, then slumped 16335 bps in 2023.
- A 5-year view of FCF Margin shows it stood at 187.17% in 2022, then sank by 87 bps to 23.82% in 2023, then increased by 12 bps to 26.6% in 2024, then sank by 32 bps to 18.19% in 2025, then plunged by 162 bps to 11.27% in 2026.
- The last three FCF Margin figures came in at 11.27% (Q1 2026), 18.19% (Q4 2025), and 34.84% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | FCF Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | -16.21% |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 26.47% |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 39.82% |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 32.02% |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | -327.00% |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 8.80% |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | -24.56% |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 24.73% |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 27.99% |
| 10 | Westwood Holdings | 156.37 Mn | 118.48 Mn | 24.31 Mn | -11.27% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |