Westwood Holdings (WHG) Net Margin (2010 - 2026)
Westwood Holdings (WHG) recorded quarterly Net Margin of 3.13% in Q1 2026, down 53.87% quarter-over-quarter from 6.79% in Q4 2025, and up 108.0% on a YoY basis from 1.51% in Q1 2025.
Westwood Holdings (WHG) Net Margin (2010 - 2026) Analysis & Trends
Westwood Holdings' Net Margin history runs 17 years deep, the most recent figure standing at 3.13% for Q1 2026.
- In Q1 2026, Net Margin rose 108.0% year-over-year to 3.13%; the TTM figure through Mar 2026 stood at 7.42% (up 1506.0% YoY), while the FY2025 annual figure was 7.24%, up 490.0% from the prior year.
- Net Margin was 3.13% for Q1 2026 at Westwood Holdings, down from 6.79% in the prior quarter.
- In the past five years, Net Margin ranged from a high of 35.32% in Q1 2022 to a low of 27.31% in Q4 2024.
- Historically, Net Margin has averaged 7.96% across 5 years, with a median of 6.79% in 2025.
- The sharpest annual moves came in 2024 and 2025: Net Margin plunged 3882 bps in 2024, then soared 3410 bps in 2025.
- A 5-year view of Net Margin shows it stood at 22.68% in 2022, then tumbled by 54 bps to 10.55% in 2023, then plunged by 359 bps to 27.31% in 2024, then surged by 125 bps to 6.79% in 2025, then tumbled by 54 bps to 3.13% in 2026.
- The last three Net Margin figures came in at 3.13% (Q1 2026), 6.79% (Q4 2025), and 15.35% (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 34.73% |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 34.77% |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 8.45% |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | -38.15% |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 18.57% |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 18.73% |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 37.97% |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 12.72% |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 8.40% |
| 10 | Westwood Holdings | 156.37 Mn | 118.48 Mn | 24.31 Mn | 3.13% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 3.13% |
| Dec 31, 2025 | 6.79% |
| Sep 30, 2025 | 15.35% |
| Jun 30, 2025 | 4.46% |
| Mar 31, 2025 | 2.05% |
| Dec 31, 2024 | -27.31% |
| Sep 30, 2024 | -8.63% |
| Jun 30, 2024 | 4.71% |
| Mar 31, 2024 | -4.77% |
| Dec 31, 2023 | 10.55% |
| Sep 30, 2023 | 14.98% |
| Jun 30, 2023 | 0.98% |
| Mar 31, 2023 | 34.05% |
| Dec 31, 2022 | 22.68% |
| Sep 30, 2022 | 12.35% |
| Jun 30, 2022 | 8.56% |
| Mar 31, 2022 | 35.32% |
| Dec 31, 2021 | 14.51% |
| Sep 30, 2021 | 10.52% |
| Jun 30, 2021 | 5.55% |