analyzeportfolio
Nasdaq · Financials

Perella Weinberg Partners (PWP)

As-reported financials and SEC filings for Perella Weinberg Partners. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Perella Weinberg Partners

Perella Weinberg Partners (PWP) is a global independent advisory firm that provides strategic and financial advice to clients across various industries and international markets. The company offers services including mergers and acquisitions execution, shareholder engagement, financing and capital solutions, restructuring, capital markets advisory, private funds advisory, and private capital placement. PWP serves a diverse client base including multinational corporations, mid-sized companies, financial sponsors, investors, creditor committees, and government institutions.

Snapshot

Revenue
$750.9M
Revenue growth (YoY)
-14.5%
Net income
$35.5M
Diluted EPS
$0.47
Gross margin
Operating margin
6.4%
Net margin
4.7%
FCF margin
4.1%
ROE
net income / fiscal-year-end equity
P/E
63.7×
trailing when available, otherwise FY EPS
Market cap
$1.66B
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Perella Weinberg Partners

  • Revenue fell 14.5% to $751M in FY2025, slower than the 35.4% the year before.
  • Operating margin is 6.4% in FY2025, -1.9 pp against 8.3% in FY2021.
  • Most recent quarter Q2 FY2026: revenue $157M, up 0.8% from Q2 FY2025.
  • Free cash flow was $30M in FY2025, 4.1% of revenue.
  • Net income turned positive at $35M in FY2025, from a $65M loss in FY2024.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Perella Weinberg Partners’s fundamentals sit among the 425 Financials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Operating margin6.4%
42nd percentile of 146
Net margin4.7%
24th percentile of 377
FCF margin4.1%
25th percentile of 272
Revenue growth (YoY)-14.5%
8th percentile of 420
P/E63.7×
97th percentile of 318
Short interest6.83d
80th percentile of 420

Perella Weinberg Partners’s P/E of 63.7 ranks in the 97th percentile of the 318 peers with a meaningful P/E. Perella Weinberg Partners’s revenue growth of -14.5% ranks in the 8th percentile of the 420 Financials companies reporting it.

No reported insider purchases (code P) in the last 90 days; 4 insider sales totaling $5.7M. For context, about 14% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 1 of the superinvestors we track (plus 4 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
1
+4 quant / multi-strat
Initiated / added
4
2 new, 2 added
Reduced / exited
1
1 trimmed, 0 exited
Combined position
$27.8M
reported long value
InvestorAs ofPosition valueSharesChange
First Eagle Investment ManagementQ2 2026$14.4M901.2KAdded
Point72 Asset ManagementquantQ2 2026$11.6M724.2KNew
Citadel AdvisorsquantQ2 2026$1.1M67.1KAdded
AQR Capital ManagementquantQ2 2026$547,34834.3KReduced
Millennium ManagementquantQ2 2026$209,98613.2KNew

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
4
$5.7M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-07
Bednar AndrewChairman and CEOSell77.8K$17.41$1.4M
2026-08-06
filed 2026-08-07
Bednar AndrewChairman and CEOSell80.0K$17.17$1.4M
2026-08-05
filed 2026-08-07
Bednar AndrewChairman and CEOSell77.9K$17.36$1.4M
2026-06-12
filed 2026-06-16
STEEL ROBERT KDirectorSell100.0K$15.76$1.6M
2026-05-20
Gottschalk AlexandraChief Financial OfficerSell14.0K$17.46$245K
2026-05-19
filed 2026-05-20
Gottschalk AlexandraChief Financial OfficerSell43.8K$17.58$770K
2026-05-05
filed 2026-05-07
Gottschalk AlexandraChief Financial OfficerSell51.7K$19.74$1.0M

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
7.6M
settled 2026-08-14
Change vs prior
+4.1%
vs previous settlement
Days to cover
6.83
at avg daily volume
Avg daily volume
1.1M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-147.6M+4.1%6.83
2026-07-317.3M-10.5%5.55
2026-07-158.1M+9.8%8.64
2026-06-307.4M+7.8%4.56
2026-06-156.9M-12.2%4.31
2026-05-297.8M+0.6%7.28
2026-05-157.8M+0.5%4.93
2026-04-307.7M-8.5%9.77

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$750.9M$878.0M$648.7M$631.5M$801.7M
Gross profit
Operating income$48.0M$-78.5M$-115.1M$-47.7M$66.6M
Net income$35.5M$-64.7M$-17.2M$17.9M$-9.4M
Diluted EPS$0.47$-1.22$-1.33$-0.46$-0.66

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$255.9M$331.6M$247.2M$171.6M$502.8M
Current assets
Total assets$797.6M$876.8M$761.1M$717.1M$718.3M
Current liabilities
Long-term debt$0
Total liabilities$536.9M$647.0M$492.9M$457.0M$447.0M
Total equity$-127.4M$-421.4M$268.2M$260.1M$271.4M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$34.8M$223.4M$145.9M$-17.8M$234.9M
Capital expenditure$4.3M$16.4M$57.6M$26.6M$1.5M
Free cash flow$30.5M$207.0M$88.3M$-44.3M$233.4M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$156.5M0.8%$5.3M$0.06
Q1 FY2026$148.9M-29.7%$1.5M$0.02
Q4 FY2025$219.2M-2.9%$9.4M
Q3 FY2025$164.6M-40.8%$6.0M$0.08
Q2 FY2025$155.3M-42.9%$2.7M$0.04
Q1 FY2025$211.8M107.4%$17.3M$0.24
Q4 FY2024$225.7M6.1%$20.8M$0.39
Q3 FY2024$278.2M100.2%$16.4M$0.24

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorFinancials
SIC industryFinance Services
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2019
SEC CIK1777835

Selected SEC filings

10-K2026-02-27
View on EDGAR →
10-Q2026-07-31
View on EDGAR →
10-Q2026-05-01
View on EDGAR →
8-K2026-07-31
View on EDGAR →
8-K2026-05-29
View on EDGAR →
8-K2026-05-21
View on EDGAR →
8-K2026-05-01
View on EDGAR →

Largest Financials peers

All Financials companies →

Monitor PWP

Get an alert when Perella Weinberg Partners files something material, see which superinvestors own it, and ask its filings a question with cited answers.

Monitor PWP free

Includes one free filing-grounded research answer. Or check your whole portfolio, no account needed.

Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.