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
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%