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
DateValue
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%