PWP

Perella Weinberg Partners

PWP.US pwpartners.com
14.79
-0.38 (-2.50%)
USD · NASDAQ
52-week range
14.05
25.63
Trading at 6% of the 52-week range
Market Cap
1.44B
P/E Ratio
56.88
Forward P/E
0.00
Book Value
-0.62
Div. Yield
1.85%
% Institutions
109.01%
% Insiders
6.17%

1 Year

-33.8%

3 Year

+45.5%

10 Year

+67.5%
Description

Perella Weinberg Partners, an independent advisory firm, provides strategic and financial advice services in the United States, the United Kingdom, and internationally. It offers advisory services related to strategic and financial decisions, mergers and acquisition execution, shareholder engagement advisory, and financing and capital solutions advice with a focus on restructuring, liability management, capital markets advisory, and private capital placement, as well as underwriting and research services primarily for the energy and related industries. The company serves public multinational corporations, mid-sized public and private companies, financial sponsors, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in consumer and retail; energy and energy transition; financial services and FinTech; healthcare; industrials and infrastructure; and technology, telecommunication, and media industries. Perella Weinberg Partners is headquartered in New York, New York.

Company Information

Company Name
Perella Weinberg Partners
Sector
Financial Services
Industry
Capital Markets
Exchange
NASDAQ
ISIN: US71367G1022
CIK: 0001777835
CUSIP: 71367G102
Currency: USD
Full Time Employees: 700
Phone: 212 287 3200
Fiscal Year End: December
IPO Date: Nov 20, 2020
Description:

Perella Weinberg Partners, an independent advisory firm, provides strategic and financial advice services in the United States, the United Kingdom, and internationally. It offers advisory services related to strategic and financial decisions, mergers and acquisition execution, shareholder engagement advisory, and financing and capital solutions advice with a focus on restructuring, liability management, capital markets advisory, and private capital placement, as well as underwriting and research services primarily for the energy and related industries. The company serves public multinational corporations, mid-sized public and private companies, financial sponsors, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in consumer and retail; energy and energy transition; financial services and FinTech; healthcare; industrials and infrastructure; and technology, telecommunication, and media industries. Perella Weinberg Partners is headquartered in New York, New York.

Address:

767 Fifth Avenue, New York, NY, United States, 10153

People

Directors & Officers

Name Title Year Born
Mr. Peter Amory Weinberg A.C.A. Co-Founder, Founding Partner & Chairman 1958
Mr. Andrew Bednar J.D. CEO, Partner of New York & Director NA
Mr. Dietrich Becker Partner of London, President & Director 1963
Ms. Taylor Reinhardt Executive Director & Head of Investor Relations NA
Mr. Titus W. Leung J.D. Partner for Advisory Business - New York NA
Mr. Michael Grace Partner of Advisory - New York NA
Mr. Daniel Avrutsky Partner 1973
Ms. Michele Abrams Managing Director NA
Mr. Christopher Blake Partner of Healthcare Group NA
Mr. Saahil Sajnani Managing Director of New York NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Jan 15, 2026 Gilbert Ray Cisneros, Jr. N/A Purchase N/A $21.56 N/A
Aug 08, 2025 Dietrich Becker N/A Sale 177.55K $22.20 $3.94M

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
FMR Inc 10.04M Mar 31, 2026 13.34% $0.01 2.50%
Wellington Management Company LLP 5.19M Jun 30, 2026 6.89% $0.01 32.18%
BlackRock Inc 4.78M Mar 31, 2026 6.34% $0.00 0.61%
William Blair Investment Management, LLC 4.39M Jun 30, 2026 5.83% $0.21 7.71%
Adage Capital Partners Gp LLC 3.31M Jun 30, 2026 4.40% $0.07 26.79%
Nuveen, LLC 2.98M Mar 31, 2026 3.95% $0.01 3.99%
Vanguard Capital Management, LLC 2.76M Mar 31, 2026 3.67% $0.00 0.00%
Capital World Investors 2.68M Jun 30, 2026 3.55% $0.01 2.80%
Boston Partners Global Investors, Inc 2.54M Jun 30, 2026 3.38% $0.04 28.19%
Ameriprise Financial Inc 1.97M Mar 31, 2026 2.61% $0.01 23.25%
Westwood Holdings Group Inc 1.96M Mar 31, 2026 2.60% $0.26 -3.29%
The Goldman Sachs Group Inc 1.84M Mar 31, 2026 2.44% $0.00 19.90%
Arnhold & S. Bleichroeder Advisers, LLC 1.80M Jun 30, 2026 2.39% $0.02 193.04%
State Street Corp 1.77M Mar 31, 2026 2.36% $0.00 -1.32%
Frontier Capital Management CO Inc 1.62M Jun 30, 2026 2.16% $0.24 -13.03%
Geode Capital Management, LLC 1.61M Mar 31, 2026 2.14% $0.00 6.73%
Walleye Trading Advisors, LLC 1.35M Mar 31, 2026 1.79% $0.10 -8.16%
Franklin Templeton Inc 1.35M Mar 31, 2026 1.79% $0.01 2.28%
Bank of America Corp 1.32M Mar 31, 2026 1.75% $0.00 41.56%
Delaware Management Holdings Inc 1.25M Mar 31, 2026 1.66% $0.04 36.86%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 American Funds SMALLCAP World A 2.60M 3.46% ▲ 0.00% Jun 30, 2026
2 Nomura Small Cap Core I 2.16M 2.86% ▲ 0.00% Jul 31, 2026
3 Nomura US Small Cap Core Equity 2.16M 2.86% ▲ 108.87% Jun 30, 2026
4 Vanguard MStar Total Stk Mkt Idx Invest 2.15M 2.85% ▲ 0.00% Jul 31, 2026
5 FIAM Small Cap Core Composite 1.95M 2.59% ▼ 1.32% Mar 31, 2026
6 Fidelity Small Cap Value Fund 1.94M 2.58% ▲ 0.00% Jun 30, 2026
7 iShares Russell 2000 ETF 1.82M 2.41% ▼ 0.57% Aug 31, 2026
8 FIAM Small Cap Core CIT Cl B 1.80M 2.39% ▼ 4.14% Jun 30, 2026
9 Columbia Small Cap Growth 1.79M 2.37% ▲ 20.49% Jun 30, 2026
10 Columbia Small Cap Growth Inst 1.79M 2.37% ▲ 0.00% Jul 31, 2026

Financial Highlights

Market Cap: $1.44B
P/E Ratio: $56.88
Book Value: $-0.62
Dividend/Share: $0.28
Dividend Yield: 1.85%
Earnings/Share: $0.26
Profit Margin: 3.22%
Operating Margin: 14.73%
ROA (TTM): 4.47%
ROE (TTM): 12.69%
Revenue (TTM): $689.25M
Revenue/Share (TTM): $9.98
Earnings Growth (YOY): 52.20%
Revenue Growth (YOY): 0.80%

Valuation Metrics

Enterprise Value: $1.21B
Trailing P/E: 56.88
Forward P/E: 0.00

Shares Statistics

Shares Outstanding: 77.29M
Shares Float: 68.24M
% Insiders: 6.17%
% Institutions: 109.01%
Short % Float: 13.98%

Stock Price History

1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$750.90M
Cost of Goods Sold
adjust
$-20.83M
Gross Profit
subtotal
$730.07M
SG&A
adjust
$-61.45M
Other Operating Expense
adjust
$-620.61M
Operating Income
subtotal
$48.01M
Other / Non-Operating Items
adjust
$-12.53M
Net Income
subtotal
$35.48M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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