Westwood Holdings (WHG) Retained Earnings (2010 - 2026)
Westwood Holdings (WHG) recorded quarterly Retained Earnings of $8.4 million in Q1 2026, down 7.02% quarter-over-quarter from $9.0 million in Q4 2025, and up 27.8% on a YoY basis from $6.5 million in Q1 2025.
Westwood Holdings (WHG) Retained Earnings (2010 - 2026) Analysis & Trends
Westwood Holdings' Retained Earnings history runs 17 years deep, the most recent figure standing at $8.4 million for Q1 2026.
- In Q1 2026, Retained Earnings rose 27.8% year-over-year to $8.4 million; the TTM figure through Mar 2026 stood at $8.4 million (up 27.8% YoY), while the FY2025 annual figure was $9.0 million, up 44.72% from the prior year.
- Retained Earnings was $8.4 million for Q1 2026 at Westwood Holdings, down from $9.0 million in the prior quarter.
- In the past five years, Retained Earnings ranged from a high of $9.0 million in Q4 2025 to a low of -$4.3 million in Q4 2022.
- Historically, Retained Earnings has averaged $3.6 million across 5 years, with a median of $4.3 million in 2024.
- The sharpest annual moves came in 2023 and 2024: Retained Earnings sank 218.66% in 2023, then jumped 552.45% in 2024.
- A 5-year view of Retained Earnings shows it stood at -$4.3 million in 2022, then soared by 209.33% to $4.6 million in 2023, then surged by 33.48% to $6.2 million in 2024, then surged by 44.72% to $9.0 million in 2025, then decreased by 7.02% to $8.4 million in 2026.
- The last three Retained Earnings figures came in at $8.4 million (Q1 2026), $9.0 million (Q4 2025), and $8.5 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 39.18 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | -15.77 Mn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 14.08 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 5.16 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 28.43 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 17.07 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 14.49 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | -1.66 Bn |
| 10 | Westwood Holdings | 156.37 Mn | 118.48 Mn | 24.31 Mn | 8.35 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 8.35 Mn |
| Dec 31, 2025 | 8.98 Mn |
| Sep 30, 2025 | 8.49 Mn |
| Jun 30, 2025 | 6.20 Mn |
| Mar 31, 2025 | 6.54 Mn |
| Dec 31, 2024 | 6.21 Mn |
| Sep 30, 2024 | 4.29 Mn |
| Jun 30, 2024 | 4.34 Mn |
| Mar 31, 2024 | 6.75 Mn |
| Dec 31, 2023 | 4.65 Mn |
| Sep 30, 2023 | 2.21 Mn |
| Jun 30, 2023 | -959,000.00 |
| Mar 31, 2023 | -3.75 Mn |
| Dec 31, 2022 | -4.25 Mn |
| Sep 30, 2022 | -970,000.00 |
| Jun 30, 2022 | 1.49 Mn |
| Mar 31, 2022 | 3.16 Mn |
| Dec 31, 2021 | 4.36 Mn |
| Sep 30, 2021 | 2.77 Mn |
| Jun 30, 2021 | 1.76 Mn |