Westwood Holdings (WHG) Gross Margin (2010 - 2026)
Westwood Holdings (WHG) recorded quarterly Gross Margin of 97.36% in Q1 2026, little changed quarter-over-quarter from 97.44% in Q4 2025, and up 62.0% on a YoY basis from 60.1% in Q1 2025.
Westwood Holdings (WHG) Gross Margin (2010 - 2026) Analysis & Trends
Westwood Holdings' Gross Margin history runs 17 years deep, the most recent figure standing at 97.36% for Q1 2026.
- In Q1 2026, Gross Margin rose 62.0% year-over-year to 97.36%; the TTM figure through Mar 2026 stood at 97.34% (up 109.0% YoY), while the FY2025 annual figure was 97.19%, up 1.0% from the prior year.
- Gross Margin was 97.36% for Q1 2026 at Westwood Holdings, roughly flat from 97.44% in the prior quarter.
- In the past five years, Gross Margin ranged from a high of 98.12% in Q3 2022 to a low of 95.16% in Q2 2024.
- Historically, Gross Margin has averaged 96.65% across 5 years, with a median of 96.73% in 2025.
- The sharpest annual moves came in 2023 and 2025: Gross Margin sank 191 bps in 2023, then surged 200 bps in 2025.
- A 5-year view of Gross Margin shows it stood at 96.51% in 2022, then retreated by 1 bps to 95.82% in 2023, then climbed by 1 bps to 96.87% in 2024, then advanced by 1 bps to 97.44% in 2025, then dropped by 0 bps to 97.36% in 2026.
- The last three Gross Margin figures came in at 97.36% (Q1 2026), 97.44% (Q4 2025), and 97.39% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Gross Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | - |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | - |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | - |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 99.70% |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 93.51% |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | - |
| 10 | Westwood Holdings | 156.37 Mn | 118.48 Mn | 24.31 Mn | 97.36% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 97.36% |
| Dec 31, 2025 | 97.44% |
| Sep 30, 2025 | 97.39% |
| Jun 30, 2025 | 97.16% |
| Mar 31, 2025 | 96.73% |
| Dec 31, 2024 | 96.87% |
| Sep 30, 2024 | 95.82% |
| Jun 30, 2024 | 95.16% |
| Mar 31, 2024 | 96.35% |
| Dec 31, 2023 | 95.82% |
| Sep 30, 2023 | 96.22% |
| Jun 30, 2023 | 95.63% |
| Mar 31, 2023 | 95.96% |
| Dec 31, 2022 | 96.51% |
| Sep 30, 2022 | 98.12% |
| Jun 30, 2022 | 97.09% |
| Mar 31, 2022 | 97.37% |
| Dec 31, 2021 | 98.00% |
| Sep 30, 2021 | 98.37% |
| Jun 30, 2021 | 97.88% |