PWP

Perella Weinberg Partners

PWP.US pwpartners.com + Research + Basket
CIK 0001777835
Employees 700
Phone 212 287 3200
Fiscal year end December
IPO Nov 20, 2020
Address 767 Fifth Avenue, New York, NY, United States, 10153
14.00
+1.06 (+8.19%)
USD · NASDAQ
52-week range
12.13
25.63
Trading at 14% of the 52-week range
Market Cap
1.24B
P/E Ratio
49.12
Forward P/E
0.00
Book Value
-0.62
Div. Yield
2.23%
% Institutions
109.01%
% Insiders
4.22%

1 Year

-24.1%

3 Year

+51.5%

10 Year

+58.6%
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.

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People

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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

Open insider trading
Date Insider Name Title Transaction Type Shares Price Value SEC
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 SEC

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
FMR Inc 9.90M Jun 30, 2026 12.80% $0.01 -1.46%
BlackRock Inc 5.47M Jun 30, 2026 7.07% $0.00 14.45%
Wellington Management Company LLP 5.19M Jun 30, 2026 6.71% $0.01 32.18%
William Blair Investment Management, LLC 4.39M Jun 30, 2026 5.68% $0.21 7.71%
Nuveen, LLC 3.60M Jun 30, 2026 4.66% $0.01 21.03%
Adage Capital Partners Gp LLC 3.31M Jun 30, 2026 4.28% $0.07 26.79%
Vanguard Capital Management, LLC 3.03M Jun 30, 2026 3.92% $0.00 9.81%
Capital World Investors 2.68M Jun 30, 2026 3.46% $0.01 2.80%
Delaware Management Holdings Inc 2.55M Jun 30, 2026 3.30% $0.06 104.08%
Boston Partners Global Investors, Inc 2.54M Jun 30, 2026 3.29% $0.04 28.19%
Ameriprise Financial Inc 2.27M Jun 30, 2026 2.93% $0.01 15.34%
State Street Corp 2.04M Jun 30, 2026 2.64% $0.00 14.90%
Westwood Holdings Group Inc 1.86M Jun 30, 2026 2.41% $0.22 -4.99%
Geode Capital Management, LLC 1.83M Jun 30, 2026 2.36% $0.00 13.15%
Arnhold & S. Bleichroeder Advisers, LLC 1.80M Jun 30, 2026 2.33% $0.02 193.04%
The Goldman Sachs Group Inc 1.77M Jun 30, 2026 2.28% $0.00 -4.09%
Frontier Capital Management CO Inc 1.62M Jun 30, 2026 2.10% $0.24 -13.03%
Bank of America Corp 1.52M Jun 30, 2026 1.96% $0.00 15.09%
Royce & Associates, LP 1.39M Jun 30, 2026 1.80% $0.18 43.33%
GW&K Investment Management, LLC 1.29M Jun 30, 2026 1.67% $0.16 22.49%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 American Funds SMALLCAP World A 2.60M 3.37% ▲ 0.00% Sep 30, 2026
2 Nomura Small Cap Core I 2.16M 2.79% ▲ 0.00% Aug 31, 2026
3 Vanguard MStar Total Stk Mkt Idx Invest 2.15M 2.78% ▲ 0.00% Sep 30, 2026
4 iShares Russell 2000 ETF 1.94M 2.50% ▲ 0.14% Sep 30, 2026
5 Fidelity Small Cap Value Fund 1.90M 2.45% ▼ 2.50% Jul 31, 2026
6 Columbia Small Cap Growth Inst 1.79M 2.31% ▲ 0.00% Aug 31, 2026
7 Nuveen Multi Cap Value I 1.59M 2.06% ▲ 46.03% Sep 30, 2026
8 Column Small Cap Select 1.22M 1.57% ▲ 41.11% Sep 30, 2026
9 CREF Total Global Stock Account R3 1.19M 1.54% ▲ 0.00% Aug 31, 2026
10 First Eagle Small Cap Opportunity I 1.00M 1.30% ▲ 2.37% Sep 30, 2026

Financial Highlights

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Market Cap: $1.24B
P/E Ratio: $49.12
Book Value: $-0.62
Dividend/Share: $0.28
Dividend Yield: 2.23%
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: $1.03B
Trailing P/E: 49.12
Forward P/E: 0.00

Shares Statistics

Shares Outstanding: 77.29M
Shares Float: 70.27M
% Insiders: 4.22%
% Institutions: 109.01%
Short % Float: 13.48%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
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

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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