Stock Fundamentals

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

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

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
FMR Inc 10.04M Mar 31, 2026 15.04% $0.01 2.50%
BlackRock Inc 4.78M Mar 31, 2026 7.15% $0.00 0.61%
William Blair Investment Management, LLC 4.08M Mar 31, 2026 6.11% $0.24 3.30%
Wellington Management Company LLP 3.93M Mar 31, 2026 5.88% $0.01 4.47%
Vanguard Group Inc 3.72M Dec 31, 2025 5.58% $0.00 6.93%
Nuveen, LLC 2.98M Mar 31, 2026 4.46% $0.01 3.99%
Adage Capital Partners Gp LLC 2.61M Mar 31, 2026 3.91% $0.07 1.21%
Capital World Investors 2.60M Mar 31, 2026 3.90% $0.01 0.00%
Boston Partners Global Investors, Inc 1.98M Mar 31, 2026 2.97% $0.04 43.87%
Ameriprise Financial Inc 1.97M Mar 31, 2026 2.95% $0.01 23.25%
Westwood Holdings Group Inc 1.96M Mar 31, 2026 2.93% $0.26 -3.29%
Frontier Capital Management CO Inc 1.87M Mar 31, 2026 2.80% $0.35 52.98%
The Goldman Sachs Group Inc 1.84M Mar 31, 2026 2.76% $0.00 19.90%
State Street Corp 1.77M Mar 31, 2026 2.66% $0.00 -1.32%
Geode Capital Management, LLC 1.61M Mar 31, 2026 2.42% $0.00 6.73%
Walleye Trading Advisors, LLC 1.35M Mar 31, 2026 2.02% $0.10 -8.16%
Franklin Resources Inc 1.35M Mar 31, 2026 2.02% $0.01 2.28%
Bank of America Corp 1.32M Mar 31, 2026 1.97% $0.00 41.56%
Delaware Management Holdings Inc 1.25M Mar 31, 2026 1.87% $0.04 36.86%
Aristotle Capital Boston, LLC 1.23M Mar 31, 2026 1.85% $1.39 153.04%

Shares Statistics

Shares Outstanding: 72.92M
Shares Float: 68.21M
% Insiders: 326.00%
% Institutions: 10,304.60%
Short % Float: 13.15%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 American Funds SMALLCAP World A 2.60M 3.90% ▲ 0.00% Mar 31, 2026
2 Fidelity Small Cap Growth 2.60M 3.90% ▲ 2.32% Feb 28, 2026
3 Vanguard Total Stock Mkt Idx Inv 1.99M 2.99% ▲ 2.23% Apr 30, 2026
4 FIAM Small Cap Core Composite 1.98M 2.96% ▲ 0.00% Dec 31, 2025
5 FIAM Small Cap Core CIT Cl B 1.95M 2.92% ▼ 1.32% Feb 28, 2026
6 Fidelity Small Cap Value Fund 1.78M 2.66% ▲ 18.56% Feb 28, 2026
7 iShares Russell 2000 ETF 1.53M 2.30% ▲ 0.85% Apr 30, 2026
8 Columbia Small Cap Growth Inst 1.48M 2.22% ▲ 11.53% Mar 31, 2026
9 Columbia Small Cap Growth 1.48M 2.22% ▲ 17.57% Mar 31, 2026
10 CREF Total Global Stock Account R3 1.22M 1.83% ▲ 0.00% Mar 31, 2026

Valuation Metrics

Enterprise Value: $1.32B
Trailing P/E: 64.64
Forward P/E: 0.00

Financial Highlights

Market Cap: $1.54B
P/E Ratio: $64.64
Book Value: $-2.19
Dividend/Share: $0.28
Dividend Yield: 1.68%
Earnings/Share: $0.25
Profit Margin: 2.85%
Operating Margin: -8.66%
ROA (TTM): 4.44%
ROE (TTM): 13.28%
Revenue (TTM): $687.99M
Revenue/Share (TTM): $10.38
Earnings Growth (YOY): -92.40%
Revenue Growth (YOY): -29.70%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 1.15x -0.15x 0.67x N/A 0.26x
2024-12-31 1.17x -0.05x 0.74x N/A -0.33x
2023-12-31 1.48x 0.00x 0.65x -417.03x 0.00x
2022-12-31 1.45x 0.00x 0.64x -172.95x 0.00x
2021-12-31 14.92x 1.25x 0.62x 8.75x 3.80x
2020-12-31 1.51x 0.61x 0.86x -0.93x 4.34x
2019-12-31 0.25x 0.04x 0.65x -10.08x 0.00x
2018-12-31 0.00x 0.00x 0.05x N/A 0.00x
2017-12-31 N/A N/A N/A N/A 0.00x

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