Perella Weinberg Partners
PWP
NASDAQ·Financial Services·Financial - Capital Markets·Mkt cap $1.6B
$16.80
▼ -0.77%
P/E
53.64
Mkt Cap
$1.6B
52-Wk Range
$14.11–$25.93
52-Week Range
$14.11 - $25.93
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 23.5% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Independent advisory model ensuring client alignment without conflicts from proprietary trading
- Deep sector expertise across consumer, energy, financial institutions, healthcare, industrials, and technology sectors
- Experienced team of senior advisors with track records in mission-critical transactions
- Focused boutique approach enabling personalized service versus bulge-bracket competitors
- Established relationships with multinational corporations and institutional investors
Bear Case
1 risk
- Above-average volatility (beta 1.6).
Growth
Moderate growth ahead
Increasing demand for independent advisory services amid market complexity
Value
Fairly valued vs Investment Banking & Capital Markets peers
Momentum
Strong
+7.7% over 3m
Quality
Excellent
Solid business
Dividend
Modest
1.67% yield
Smart-money signal
Who's buying PWP right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 6, 2026
JUL 31, 2026
Reported EPS of $0.20 vs $0.06 consensus (+263.6% surprise). Revenue of $156.5M vs $144.8M expected (+8.1%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+263.6%
Revenue trend · last 8Q
—
+6%
+107%
-43%
-41%
-3%
-30%
+1%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$278.2M
$225.7M
$211.8M
$155.3M
$164.6M
$219.2M
$148.9M
$156.5M
Margins · last 8Q
Gross
49.1%
Operating
3.2%
Profit
3.4%
Wall Street consensus
3 analysts · 67% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
67%
Hold
0%
Sell
33%
Median Price Target
—
Latest: Goldman Sachs · Aug 3, 2026
vs Industry
How PWP stacks vs Financial - Capital Markets
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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