Westwood Holdings (WHG) Net Margin (2010 - 2026)
Westwood Holdings' (WHG) quarterly Net Margin came in at 3.13% in Q1 2026, up 108.0% year-on-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.
- On a quarterly basis, Net Margin rose 108.0% year-over-year to 3.13% in Q1 2026; TTM through Mar 2026 was 7.42%, a 1506.0% increase from a year earlier, with the FY2025 full-year figure at 7.24%, up 490.0% from the prior year.
- Net Margin eased to 3.13% in Q1 2026 per WHG's latest filing, from 6.79% in the prior quarter.
- Across five years, Net Margin topped out at 35.32% in Q1 2022 and bottomed at 27.31% in Q4 2024.
- The 5-year median for Net Margin is 6.79% (2025), against an average of 7.96%.
- Across the five-year window, Net Margin plunged 3882 bps in 2024 and surged 3410 bps in 2025, its largest moves.
- Year by year, Net Margin stood at 22.68% in 2022, then sank by 54 bps to 10.55% in 2023, then slumped by 359 bps to 27.31% in 2024, then surged by 125 bps to 6.79% in 2025, then sank by 54 bps to 3.13% in 2026.
- Per Business Quant, the three latest WHG Net Margin figures stand at 3.13% (Q1 2026), 6.79% (Q4 2025), and 15.35% (Q3 2025).
Powered by 
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | 0.55% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 32.99% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 34.77% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | -889.40% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 18.57% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 18.73% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 37.97% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 14.05% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 26.07% |
| 10 | Westwood Holdings | 163.51 Mn | 124.51 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% |