Perella Weinberg Partners (NASDAQ: PWP) is a Financial Services company in the Financial - Capital Markets industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 43.20 | EPS (ttm) | 0.30 | Insider Own | - | Shs Outstand | 69.05M | Perf Week | -12.37% |
| Market Cap | 894.87M | Forward P/E | 8.86 | EPS next Y | 1.46 | Insider Trans | -0.38% | Shs Float | 68.36M | Perf Month | -22.07% |
| Enterprise Value | 958.87M | PEG | 1.38 | EPS next Q | 0.26 | Inst Own | - | Short Float | 12.98% | Perf Quarter | -18.23% |
| Income | 21.00M | P/S | 1.30 | EPS this Y | 234.17% | Inst Trans | - | Short Ratio | 7.09 | Perf Half Y | -25.09% |
| Sales | 690.00M | P/B | 3.39 | EPS next Y | 45.89% | ROA | 3.44% | Short Interest | 8.87M | Perf YTD | -25.09% |
| Book/sh | 3.82 | P/C | 7.71 | EPS next 5Y | 31.37% | ROE | -14.08% | 52W High | 25.93 -50.02% | Perf Year | -41.52% |
| Cash/sh | 1.68 | P/FCF | 16.49 | EPS past 3/5Y | - | ROIC | 3.81% | 52W Low | 12.52 3.51% | Perf 3Y | 24.62% |
| Dividend Est. | 0.28 (2.16%) | EV/EBITDA | 20.85 | Sales past 3/5Y | 5.92% 7.67% | Gross Margin | - | Volatility | 6.52% 4.84% | Perf 5Y | -7.49% |
| Dividend TTM | 0.28 (2.16%) | EV/Sales | 1.39 | EPS Y/Y TTM | 124.59% | Oper. Margin | 2.84% | ATR (14) | 0.84 | Perf 10Y | - |
| Dividend Ex-Date | Aug 28, 2026 | Quick Ratio | 1.44 | Sales Y/Y TTM | -21.41% | Profit Margin | 3.22% | RSI (14) | 27.74 | Recom | 2.50 |
| Dividend Gr. 3/5Y | 0.00% - | Current Ratio | 1.44 | EPS Q/Q | 122.22% | SMA20 | -16.94% | Beta | 1.66 | Target Price | 16.00 |
| Payout | 131.95% | Debt/Eq | 1.36 | Sales Q/Q | 1.29% | SMA50 | -19.14% | Rel Volume | 2.04 | Prev Close | 12.77 |
| Employees | 736 | LT Debt/Eq | 1.29 | Earnings | Nov 06 | SMA200 | -28.12% | Avg Volume | 1.23M | Price | 12.96 |
| IPO Date | Nov 24, 2020 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 263.64% 8.13% | Net Debt/EBITDA | 1.40 | Volume | 2,505,843 | Change | 1.49% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Jun-12-26 | Reiterated | Goldman Sachs | Sell | $18 → $16 |
| Apr-14-26 | Reiterated | Goldman Sachs | Sell | $22 → $20 |
| Apr-08-26 | Upgrade | Keefe, Bruyette & Woods | Market Perform → Outperform | |
| Feb-09-26 | Reiterated | Goldman Sachs | Sell | $19 → $22 |
| Jan-20-26 | Reiterated | Goldman Sachs | Sell | $17 → $19 |
| Jan-07-26 | Reiterated | Wolfe Research | $24 → $21 | |
| Jul-14-25 | Downgrade | Keefe, Bruyette & Woods | Outperform → Market Perform | |
| Jan-03-25 | Reiterated | Wolfe Research | $28 → $29 | |
| Apr-09-24 | Reiterated | JMP Securities | Market Outperform | $22 |
| Jan-09-24 | Downgrade | Goldman Sachs | Buy → Sell |
Perella Weinberg Partners operates as an independent investment banking firm, furnishing strategic and financial advisory services to clients both in the United States and internationally. The company's offerings encompass guidance on crucial strategic and financial decisions, the execution of mergers and acquisitions, shareholder and defense counsel, capital raising initiatives, corporate structuring and restructuring advice, capital markets insights, energy underwriting, and equity research. Its extensive client base includes large multinational corporations, medium-sized public and private businesses, individual entrepreneurs, private and institutional investors, creditor committees, and governmental bodies. These clients hail from various industries, such as consumer and retail, energy, financial institutions, healthcare, industrials, and technology, media, and telecommunications. Founded in 2006, the firm's main office is located in New York, New York.
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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 690 | 751 | 878 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | -170 | 21 | 526 | — | — | — | — | — | — | |
| Gross Profit | 860 | 730 | 352 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 79 | 61 | 355 | — | — | — | — | — | — | |
| Research and Development | 0 | 0 | 0 | — | — | — | — | — | — | |
| Other Operating Expense | 762 | 621 | 76 | — | — | — | — | — | — | |
| Operating Income | 20 | 48 | -79 | — | — | — | — | — | — | |
| Interest Expense | 0 | 0 | 0 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 9 | 4 | 10 | — | — | — | — | — | — | |
| Net Income Before Taxes | 29 | 52 | -68 | — | — | — | — | — | — | |
| Income Taxes | 1 | 4 | 21 | — | — | — | — | — | — | |
| Consolidated Net Income | 21 | 35 | -65 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 28 | 48 | -89 | — | — | — | — | — | — | |
| Net Income | 21 | 35 | -65 | — | — | — | — | — | — | |
| EPS (Recurring) | 0.33 | 0.55 | -1.22 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 0.33 | 0.55 | -1.22 | — | — | — | — | — | — | |
| EPS (Diluted) | 0.30 | 0.55 | -1.22 | — | — | — | — | — | — | |
| EBITDA | 46 | 72 | -58 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 43.20 | 31.45 | — | — | — | — | — | — | — | |
| Price To Sales Ratio | 1.39 | 1.47 | 1.44 | — | — | — | — | — | — | |
| Gross Margin | 124.64 | 97.20 | 40.09 | — | — | — | — | — | — | |
| Operating Margin | 2.90 | 6.39 | -9.00 | — | — | — | — | — | — | |
| Net Margin | 3.04 | 4.66 | -7.40 | — | — | — | — | — | — | |
| Shares Outstanding | 74 | 64 | 53 | — | — | — | — | — | — | |
| Market Capitalization | 959 | 1,107 | 1,264 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| STEEL ROBERT K | Director | Aug 31 '26 | Option Exercise | 0.00 | 30,000 | 0 | 317,922 | Sep 02 |
| Gottschalk Alexandra | CFO and COO | Aug 31 '26 | Option Exercise | 0.00 | 4,000 | 0 | 76,492 | Sep 02 |
| Weinberg Peter A | Director | Aug 31 '26 | Option Exercise | 0.00 | 680,336 | 0 | 2,635,236 | Sep 02 |
| Becker Dietrich | President | Aug 31 '26 | Option Exercise | 0.00 | 968,964 | 0 | 1,379,452 | Sep 02 |
| Bednar Andrew | Chairman and CEO | Aug 31 '26 | Option Exercise | 0.00 | 968,964 | 0 | 2,030,224 | Sep 02 |
| Bednar Andrew | Chairman and CEO | Aug 07 '26 | Sale | 17.41 | 77,753 | 1,353,680 | 1,061,260 | Aug 07 |
| Bednar Andrew | Chairman and CEO | Aug 06 '26 | Sale | 17.17 | 80,045 | 1,374,373 | 1,139,013 | Aug 07 |
| Bednar Andrew | Chairman and CEO | Aug 05 '26 | Sale | 17.36 | 77,899 | 1,352,327 | 1,219,058 | Aug 07 |
| STEEL ROBERT K | Director | Jun 12 '26 | Sale | 15.76 | 100,000 | 1,576,000 | 287,922 | Jun 16 |
| Gottschalk Alexandra | Chief Financial Officer | May 20 '26 | Sale | 17.46 | 14,018 | 244,754 | 72,492 | May 20 |
| Gottschalk Alexandra | Chief Financial Officer | May 19 '26 | Sale | 17.58 | 43,788 | 769,793 | 86,510 | May 20 |
| Gottschalk Alexandra | Chief Financial Officer | May 18 '26 | Option Exercise | 0.00 | 57,807 | 0 | 130,299 | May 20 |
| STEEL ROBERT K | Director | May 18 '26 | Option Exercise | 0.00 | 198,281 | 0 | 387,924 | May 20 |
| Gottschalk Alexandra | Chief Financial Officer | May 05 '26 | Sale | 19.74 | 51,671 | 1,019,986 | 72,492 | May 07 |
| Gottschalk Alexandra | Chief Financial Officer | Feb 28 '26 | Option Exercise | 0.00 | 4,000 | 0 | 125,772 | Mar 03 |