Perella Weinberg Partners

PWP

Perella Weinberg Partners

PWP

Insider Sentiment (TTM):

Last Purchase:-Last Sale:2026-06-12Shares Purchased (TTM):0Shares Sold (TTM):235,534

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:72,440,870Shares Outstanding:70,398,710Institutional Ownership Pct.:102.90%

Earnings Market Reaction:

Filing Date:2026-07-31Price on Filing Date:N/APrevious Close:N/A% Change:N/A

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Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Common Class A	3	71	0	-12	1	76	0	4	0	66	0	2
Cash And Cash Equivalents At Carrying Value	116	78	256	186	145	111	332	260	185	157	247	127
Restricted Cash	1	1	1	1	1	1	1	1	1	3	3	3
Short Term Investments	-	-	0	0	0	0	76	75	0	0	91	70
Accounts Receivable Net	36	33	63	41	48	47	73	87	91	58	48	69
Property Plant And Equipment Net	73	75	77	79	81	82	85	89	91	93	94	82
Finite Lived Intangible Assets Net	8	10	13	8	9	11	13	14	16	18	19	21
Goodwill	73	73	73	34	34	34	34	34	34	34	34	34
Prepaid Expense And Other Assets	50	50	47	36	36	42	29	36	32	28	31	40
Operating Lease Right Of Use Asset	133	135	138	137	137	138	140	143	139	142	144	144
Deferred Income Tax Assets Net	154	140	130	128	115	104	93	66	52	48	46	41
Assets	645	596	798	650	607	570	877	811	646	584	761	634
Employee Related Liabilities Current And Noncurren…	55	49	210	132	107	85	325	250	133	34	234	119
Accounts Payable And Accrued Liabilities Current A…	41	42	47	47	63	73	69	85	74	60	52	45
Contract With Customer Liability	-	-	-	-	-	-	-	-	-	-	-	1
Operating Lease Liability	179	182	186	185	185	186	187	188	181	176	176	175
Liabilities	381	368	537	450	431	409	647	569	422	305	493	369
Redeemable Noncontrolling Interest Equity Carrying…	310	383	388	503	495	485	651	603	506	-	0	-
Equity
Preferred Stock Value	0	0	0	0	0	0	0	0	0	0	0	0
Additional Paid In Capital Common Stock	229	119	144	0	0	0	0	0	4	362	313	291
Retained Earnings Accumulated Deficit	-137	-136	-131	-162	-179	-198	-304	-246	-168	-96	-55	-40
Accumulated Other Comprehensive Income Loss Net Of…	-4	-4	-3	-2	-1	-4	-6	-3	-5	-5	-4	-6
Treasury Stock Value	-	-	-	-	-	-	-	-	-	-99	-101	-101
Treasury Stock Common Value	-135	-135	-138	-138	-138	-121	-111	-111	-114	-	-101	-
Stockholders Equity	-46	-155	-127	-302	-318	-323	-421	-361	-283	279	153	144
Minority Interest	-	-	-	-	-	-	0	0	0	117	116	121
Liabilities And Stockholders Equity	645	596	798	650	607	570	877	811	646	584	761	634
Common Class B	-2	22	0	-1	-1	26	0	-2	-7	41	0	-1
Related Party	-0	1	1	-0	0	1	1	0	0	4	4	0
Temporary Equity Shares Outstanding	20	22	22	23	25	26	27	31	33	-	-	-
Temporary Equity Redemption Price Per Share	15.49	17.47	17.53	21.44	19.81	18.51	23.71	19.32	15.4	-	-	-
Preferred Stock Par Or Stated Value Per Share	0	0	0	0	0	0	0	0	0	0	0	0
Preferred Stock Shares Authorized	100	100	100	100	100	100	100	100	100	100	100	100
Preferred Stock Shares Issued	0	0	0	0	0	0	0	0	0	0	0	0
Preferred Stock Shares Outstanding	0	0	0	0	0	0	0	0	0	0	0	0
Treasury Stock Common Shares	14	14	-	-	-	-	-	-	-	-	13	-

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10‑Q10‑K

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Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	-9.36%	-22.78%	-22.59%	-	-	-	-	-	-	-	-	-
2025	0.02%	1.50%	12.69%	6.82%	9.12%	-8.06%	1.71%	-1.24%	21.99%	-8.37%	16.48%	-0.97%
2024	8.71%	-2.62%	22.02%	12.10%	10.34%	24.74%	3.43%	-6.47%	4.32%	-11.13%	-28.54%	-13.16%
2023	-	-	-	-1.10%	-5.05%	-12.34%	8.96%	13.95%	3.98%	4.65%	17.98%	17.98%
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Performance and Valuation Metrics

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Metrics	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Leverage & Debt
Interest Coverage TTM	-	-	-	-	-	-	-	-	-	-	-	-1,295.39
Per Share Metrics
Diluted EPS TTM	0.15	0.13	0.35	0.57	0.79	-0.10	-1.22	-2.76	-4.10	-1.57	-1.29	0.07
Free Cash Flow Per Share TTM	1.19	1.37	0.47	1.16	3.42	3.93	3.89	3.86	0.78	0.48	2.04	0.11
Dividend Per Share TTM	0.34	0.33	0.36	0.36	0.39	0.38	0.38	0.34	0.28	0.29	0.30	0.30
Margin Metrics
Gross Profit Margin TTM	25.17%	26.14%	28.71%	30.03%	29.29%	17.18%	10.68%	2.51%	-5.92%	2.04%	6.12%	36.40%
Operating Profit Margin TTM	2.84%	3.41%	6.39%	6.71%	8.94%	-1.35%	-8.94%	-16.63%	-28.44%	-23.57%	-17.74%	-14.65%
Net Profit Margin TTM	2.24%	1.94%	4.72%	7.57%	8.91%	-0.76%	-7.37%	-22.30%	-30.83%	-23.02%	-17.24%	0.93%
Growth Metrics
Net Revenue Growth (1Y)	-20.87%	-30.35%	-14.48%	-12.44%	20.01%	59.48%	35.36%	39.72%	16.04%	1.36%	2.71%	-4.35%
Net Income Growth (1Y)	-80.13%	-277.86%	-154.81%	-129.72%	-134.68%	-94.73%	-42.12%	-3,445.59%	4,335.38%	-3,792.33%	-725.57%	-212.91%
EPS Growth (1Y)	-83.10%	-256.99%	-145.40%	-125.75%	-130.02%	-95.83%	-52.91%	-2,698.90%	3,372.90%	-3,275.83%	-733.72%	-210.65%
Valuation Metrics
P/E TTM	76.75	95.31	31.08	23.57	15.56	-149.53	-19.19	-5.43	-3.86	-4.72	-4.56	72.91
P/B TTM	-25.85	-8.23	-8.66	-4.47	-3.79	-3.48	-2.95	-2.90	-3.05	2.41	1.90	2.91
P/S TTM	1.72	1.85	1.47	1.78	1.39	1.14	1.41	1.21	1.19	1.09	0.79	0.68
Market Cap	1.18B	1.27B	1.10B	1.35B	1.21B	1.12B	1.24B	1.05B	863.12M	673.37M	509.86M	420.30M
Enterprise Value	1.07B	1.19B	845.62M	1.16B	1.06B	1.01B	909.15M	785.52M	676.61M	513.75M	259.76M	291.10M
Calculated Values
Free Cash Flow TTM	88.10M	96.27M	30.48M	74.19M	215.82M	244.23M	206.98M	214.48M	42.42M	23.75M	88.29M	4.60M
Net Debt	-116.97M	-78.78M	-257.05M	-186.68M	-146.19M	-112.51M	-332.77M	-261.50M	-186.51M	-159.62M	-250.10M	-129.20M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
NCAV
NCAV Per Share TTM
Valuation Ratios
P/CF TTM
PEG Ratio
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
EV Revenue TTM
EV FCF TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2026-06-12Sale

Owner: Steel, Robert K

Title: -

Shares: 100,000

Price/Share: $15.76

Value: $1,576,000.00

Shares Owned: 287,922

Relationship: Director

Ownership: Direct

2026-05-20Sale

Owner: Gottschalk, Alexandra

Title: Chief Financial Officer

Shares: 14,018

Price/Share: $17.46

Value: $244,754.28

Shares Owned: 72,492

Relationship: Officer

Ownership: Direct

2026-05-05Sale

Owner: Gottschalk, Alexandra

Title: Chief Financial Officer

Shares: 51,671

Price/Share: $19.74

Value: $1,019,985.54

Shares Owned: 72,492

Relationship: Officer

Ownership: Direct

2025-09-11Sale

Owner: Steel, Robert K

Title: -

Shares: 69,845

Price/Share: $22.42

Value: $1,565,924.90

Shares Owned: 98,772

Relationship: Director

Ownership: Direct

2025-08-08Sale

Owner: Becker, Dietrich

Title: President

Shares: 177,553

Price/Share: $22.20

Value: $3,941,676.60

Shares Owned: 368,469

Relationship: Director,Officer

Ownership: Direct

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-06-12	Steel, Robert K	Director	-	Direct	Sale	100,000	15.76	$1,576,000.00	287,922	4
2026-05-20	Gottschalk, Alexandra	Officer	Chief Financial Officer	Direct	Sale	14,018	17.46	$244,754.28	72,492	4
2026-05-05	Gottschalk, Alexandra	Officer	Chief Financial Officer	Direct	Sale	51,671	19.74	$1,019,985.54	72,492	4
2025-09-11	Steel, Robert K	Director	-	Direct	Sale	69,845	22.42	$1,565,924.90	98,772	4
2025-08-08	Becker, Dietrich	Director,Officer	President	Direct	Sale	177,553	22.20	$3,941,676.60	368,469	4
2025-06-11	Steel, Robert K	Director	-	Direct	Sale	28,214	18.75	$529,012.50	98,772	4
2025-06-02	Steel, Robert K	Director	-	Direct	Sale	60,092	17.30	$1,039,591.60	126,986	4
2025-05-01	Weinberg, Peter A	Director,Officer	Chairman	Indirect	Sale	137,621	17.20	$2,367,081.20	0	4
2025-04-02	Weinberg, Peter A	Director,Officer	Chairman	Indirect	Sale	39,982	19.16	$766,055.12	137,621	4
2025-03-04	Weinberg, Peter A	Director,Officer	Chairman	Indirect	Sale	59,130	21.03	$1,243,503.90	278,621	4
2025-02-04	Weinberg, Peter A	Director,Officer	Chairman	Indirect	Sale	45,884	25.85	$1,186,101.40	419,621	4
2025-01-03	Weinberg, Peter A	Director,Officer	Chairman	Indirect	Sale	68,134	23.12	$1,575,258.08	560,621	4
2024-12-10	Steel, Robert K	Director	-	Direct	Sale	32,943	24.87	$819,292.41	50,479	4
2024-12-05	Weinberg, Peter A	Director,Officer	Chairman	Indirect	Sale	21,108	25.71	$542,686.68	701,621	4
2024-11-12	Becker, Dietrich	Director,Officer	President	Direct	Sale	442,889	24.48	$10,841,922.72	379,140	4
2024-11-12	Bednar, Andrew	Director,Officer	Chief Executive Officer	Direct	Sale	300,579	24.48	$7,358,173.92	566,386	4
2023-12-14	Shendelman, Vladimir	Officer	General Counsel	Direct	Sale	7,722	12.46	$96,216.12	67,341	4
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Institutional Ownership

No data available for chart

2026-03-31

102.90%

Inst. Shares: 72,440,870

Shares Outstanding: 70,398,710

2025-12-31

105.01%

Inst. Shares: 67,422,804

Shares Outstanding: 64,208,733

2025-09-30

99.44%

Inst. Shares: 63,710,558

Shares Outstanding: 64,071,958

2025-06-30

94.88%

Inst. Shares: 59,833,978

Shares Outstanding: 63,064,731

2025-03-31

84.74%

Inst. Shares: 52,655,531

Shares Outstanding: 62,138,123

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	72,440,870	70,398,710	102.90%
2025-12-31	67,422,804	64,208,733	105.01%
2025-09-30	63,710,558	64,071,958	99.44%
2025-06-30	59,833,978	63,064,731	94.88%
2025-03-31	52,655,531	62,138,123	84.74%
2024-12-31	50,056,788	53,187,995	94.11%
2024-09-30	48,308,753	55,513,159	87.02%
2024-06-30	45,665,160	54,589,542	83.65%
2024-03-31	40,544,110	49,200,283	82.41%
2023-12-31	34,384,758	43,273,939	79.46%
2023-09-30	33,324,397	43,123,465	77.28%
2023-06-30	32,927,151	42,743,611	77.03%
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Perella Weinberg Partners (PWP) — SEC Financial Statements & Analysis

Perella Weinberg Partners (PWP) is a finance services company, incorporated in DE. Perella Weinberg Partners trades on Nasdaq as: PWP. Based on its latest SEC filing (Form 10-Q, period ending 2026-06-30), Perella Weinberg Partners reported a -20.87% year-over-year revenue growth, a Gross Profit Margin of 25.17% (TTM), a Price-to-Sales (P/S) ratio of 1.72x (TTM), a Price-to-Book (P/B) ratio of -25.85x (TTM), at a market cap of $1.18B. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y: -20.87%
Gross Profit Margin TTM: 25.17%
P/S TTM: 1.72x
P/B TTM: -25.85x
Market Cap: $1.18B

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is Perella Weinberg Partners in?

Perella Weinberg Partners (PWP) operates in the Finance Services industry.

What is PWP's market cap?

Perella Weinberg Partners (PWP) has a market capitalization of $1.18B as of 2026-06-30.

What is PWP's P/E ratio?

Perella Weinberg Partners (PWP)'s trailing twelve month P/E ratio is 76.75x as of 2026-06-30.

What exchange does PWP trade on?

Perella Weinberg Partners (PWP) trades on the Nasdaq.

Where is Perella Weinberg Partners incorporated?

Perella Weinberg Partners is incorporated in DE.