Westwood Holdings (WHG) Net Margin (2010 - 2026)
Westwood Holdings' 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 has reported Net Margin for 17 years, with the latest figure at 3.13% in Q1 2026.
- For the quarter ending Q1 2026, Net Margin rose 108.0% year-over-year to 3.13%; the trailing twelve-month figure through Mar 2026 stood at 7.42% (up 1506.0% YoY), and the FY2025 full-year result 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.
- Average Net Margin over 5 years is 7.96%, with a median of 6.79% recorded in 2025.
- Year-over-year, Net Margin plunged 3882 bps in 2024 and surged 3410 bps in 2025.
- Tracing WHG's Net Margin over 5 years: 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 soared by 125 bps to 6.79% in 2025, then slumped 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.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 34.73% |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 34.77% |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 8.45% |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 46.11% |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | -38.15% |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 18.57% |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 18.73% |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 37.97% |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 8.40% |
| 10 | Westwood Holdings | 135.80 Mn | 97.91 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% |
| Mar 31, 2021 | 22.39% |
| Dec 31, 2020 | 16.45% |
| Sep 30, 2020 | -66.58% |
| Jun 30, 2020 | -16.22% |
| Mar 31, 2020 | 6.61% |
| Dec 31, 2019 | 13.65% |
| Sep 30, 2019 | 5.62% |
| Jun 30, 2019 | 8.57% |
| Mar 31, 2019 | 1.64% |
| Dec 31, 2018 | 20.72% |
| Sep 30, 2018 | 17.98% |
| Jun 30, 2018 | 24.40% |
| Mar 31, 2018 | 23.77% |
| Dec 31, 2017 | 8.54% |
| Sep 30, 2017 | 12.34% |
| Jun 30, 2017 | 20.43% |
| Mar 31, 2017 | 18.59% |
| Dec 31, 2016 | 24.37% |
| Sep 30, 2016 | 18.53% |
| Jun 30, 2016 | 18.25% |
| Mar 31, 2016 | 12.09% |
| Dec 31, 2015 | 14.85% |
| Sep 30, 2015 | 21.61% |
| Jun 30, 2015 | 26.25% |
| Mar 31, 2015 | 18.95% |
| Dec 31, 2014 | 21.15% |
| Sep 30, 2014 | 25.31% |
| Jun 30, 2014 | 27.80% |
| Mar 31, 2014 | 21.43% |
| Dec 31, 2013 | 22.82% |
| Sep 30, 2013 | 18.70% |
| Jun 30, 2013 | 21.29% |
| Mar 31, 2013 | 13.98% |
| Dec 31, 2012 | 17.48% |
| Sep 30, 2012 | 13.22% |
| Jun 30, 2012 | 10.95% |
| Mar 31, 2012 | 21.19% |
| Dec 31, 2011 | 23.83% |
| Sep 30, 2011 | 20.46% |
| Jun 30, 2011 | 19.82% |
| Mar 31, 2011 | 20.87% |
| Dec 31, 2010 | 21.10% |
| Sep 30, 2010 | 19.29% |
| Jun 30, 2010 | 18.89% |