Westwood Holdings (WHG) Net Margin (2010 - 2026)
Westwood Holdings (WHG) posted quarterly Net Margin of 3.13% for Q1 2026, up 108.0% year-over-year from 1.51% in Q1 2025, and down 53.87% quarter-over-quarter from 6.79% in Q4 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 for Q1 2026 stood at 3.13%, down from 6.79% in the prior quarter.
- The five-year high for Net Margin was 35.32% in Q1 2022, with the low at 27.31% in Q4 2024.
- The 5-year median for Net Margin is 6.79% (2025), against an average of 7.96%.
- The sharpest annual moves came in 2024 and 2025: Net Margin tumbled 3882 bps in 2024, then surged 3410 bps in 2025.
- Westwood Holdings' Net Margin stood at 22.68% in 2022, then slumped by 54 bps to 10.55% in 2023, then tumbled by 359 bps to 27.31% in 2024, then jumped by 125 bps to 6.79% in 2025, then slumped by 54 bps to 3.13% in 2026.
- Business Quant data shows WHG's Net Margin at 3.13% in Q1 2026, 6.79% in Q4 2025, and 15.35% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 27.15% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 46.71% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 11.53% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | 1.88% |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 51.57% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 11.98% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 25.35% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 22.20% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 58.35% |
| 10 | Westwood Holdings | 169.86 Mn | 127.64 Mn | - | 6.03% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 6.03% |
| 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% |