PWP
Perella Weinberg Partners NASDAQ Listed Nov 24, 2020$16.02
Mkt Cap $1.0B
52w Low $14.71
13.6% of range
52w High $24.34
50d MA $18.54
200d MA $19.24
P/E (TTM)
52.4x
EV/EBITDA
19.4x
P/B
4.0x
Debt/Equity
-2.8x
ROE
-8.4%
P/FCF
33.8x
RSI (14)
44.00
ATR (14)
$0.80
Beta
1.66
50d MA
$18.54
200d MA
$19.24
Avg Volume
1.4M
Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advice services related to mission-critical strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, capital raising, structure and restructuring, capital markets advisory, energy underwriting, and equity research. It serves public multinational corporations, mid-sized public and private companies, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in various industries comprising consumer and retail; energy; financial institutions; healthcare; industrials; and technology, media, and telecommunications. The company was founded in 2006 and is based in New York, New York.
767 Fifth Avenue · New York City, NY 10153 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | BMO | 0.17 | 0.05 | -69.7% | 22.74 | -9.6% | -9.4% | -6.1% | +1.1% | -1.1% | -2.6% | — |
| Feb 6, 2026 | BMO | 0.10 | 0.17 | +65.9% | 21.53 | +10.0% | +8.0% | +4.6% | -1.7% | -0.9% | -7.8% | — |
| Nov 7, 2025 | BMO | 0.21 | 0.13 | -38.1% | 18.85 | -7.4% | -4.4% | +5.5% | +1.2% | +0.7% | -3.4% | — |
| Aug 1, 2025 | BMO | 0.22 | 0.09 | -59.1% | 19.94 | -6.4% | +5.2% | +4.2% | +1.6% | +0.1% | +0.8% | — |
| May 2, 2025 | BMO | 0.21 | 0.28 | +33.3% | 17.25 | +1.3% | +2.0% | -3.7% | -1.3% | +0.2% | +4.2% | — |
| Feb 7, 2025 | BMO | 0.28 | 0.26 | -7.1% | 26.16 | -2.8% | -6.8% | -0.5% | -2.5% | -2.6% | -1.1% | — |
| Nov 8, 2024 | BMO | 0.18 | 0.34 | +88.9% | 23.88 | +5.1% | +2.3% | +4.3% | -2.6% | +0.9% | +2.7% | — |
| Aug 2, 2024 | BMO | 0.17 | 0.43 | +152.9% | 18.29 | +6.1% | -2.4% | -3.4% | -2.9% | -0.8% | +3.0% | — |
| May 3, 2024 | BMO | 0.07 | -0.10 | -242.9% | 15.04 | -15.2% | -2.1% | -0.5% | -0.7% | +2.8% | -0.3% | — |
| Feb 8, 2024 | BMO | 0.04 | 0.08 | +109.3% | 11.75 | +1.5% | +6.3% | +2.5% | +2.6% | -4.9% | +1.4% | — |
| Nov 7, 2023 | BMO | 0.05 | 0.12 | +140.0% | 10.11 | +4.8% | +6.8% | -0.4% | -0.8% | -3.2% | -0.8% | — |
| Aug 3, 2023 | BMO | 0.10 | 0.16 | +60.0% | 10.06 | -0.3% | +3.9% | +4.5% | +2.3% | -1.7% | -1.4% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 14 | Goldman Sachs | Maintains | Sell → Sell | — | $20.96 | $20.96 | +0.0% | +2.6% | +0.6% | -0.2% | -0.1% | -0.3% |
| Apr 10 | Citizens | Maintains | Market Outperform → Market Outperform | — | $20.29 | $20.56 | +1.3% | +0.7% | +2.6% | +2.6% | +0.6% | -0.2% |
| Apr 8 | Keefe, Bruyette & Woods | Upgrade | Market Perform → Outperform | — | $17.88 | $19.00 | +6.3% | +7.6% | +5.5% | +0.7% | +2.6% | +2.6% |
| Mar 12 | Goldman Sachs | Maintains | Sell → Sell | — | $16.78 | $16.12 | -3.9% | -4.5% | +0.4% | +4.5% | +2.5% | -1.8% |
| Feb 9 | Goldman Sachs | Maintains | Sell → Sell | — | $23.26 | $24.01 | +3.2% | +4.6% | -1.7% | -0.9% | -7.8% | -1.7% |
| Feb 9 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $23.26 | $24.01 | +3.2% | +4.6% | -1.7% | -0.9% | -7.8% | -1.7% |
| Dec 17 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $17.97 | $17.81 | -0.9% | -0.4% | -0.8% | -2.0% | -0.3% | -0.3% |
| Nov 10 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $18.02 | $18.18 | +0.9% | +5.5% | +1.2% | +0.7% | -3.4% | +0.0% |
| Oct 13 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $18.64 | $18.79 | +0.8% | +2.0% | +3.7% | +1.5% | -2.4% | -1.5% |
| Aug 4 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $20.97 | $22.31 | +6.4% | +4.2% | +1.6% | +0.1% | +0.8% | -0.9% |
| Jul 14 | Keefe, Bruyette & Woods | Downgrade | Outperform → Market Perform | — | $20.00 | $19.64 | -1.8% | -1.3% | -3.1% | +0.5% | +1.4% | +1.4% |
| May 15 | Goldman Sachs | Maintains | Sell → Sell | — | $19.25 | $19.02 | -1.2% | -1.5% | +0.8% | -1.4% | -1.4% | -5.1% |
| May 12 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $17.68 | $18.78 | +6.2% | +6.8% | +2.8% | -0.8% | -1.5% | +0.8% |
| Apr 8 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $16.11 | $16.88 | +4.8% | -3.8% | +13.2% | -9.5% | -2.6% | +3.5% |
| Apr 2 | Goldman Sachs | Maintains | Sell → Sell | — | $18.49 | $18.35 | -0.8% | +5.4% | -12.8% | -6.4% | +1.4% | -3.8% |
| Mar 14 | Goldman Sachs | Maintains | Sell → Sell | — | $19.64 | $19.71 | +0.4% | -0.8% | -0.5% | -1.3% | +2.5% | -0.5% |
| Feb 10 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $24.39 | $25.21 | +3.4% | -0.5% | -2.5% | -2.6% | -1.1% | +4.7% |
| Jan 14 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $22.17 | $22.48 | +1.4% | +5.1% | +5.3% | +0.0% | +4.9% | +2.5% |
| Oct 9 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $19.93 | $19.96 | +0.2% | +3.5% | -2.5% | +5.9% | +0.3% | +1.6% |
| Aug 5 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $17.85 | $16.43 | -8.0% | -3.4% | -2.9% | -0.8% | +3.0% | +3.6% |
| Jul 12 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $17.36 | $17.52 | +0.9% | +2.9% | +0.6% | +1.6% | +1.2% | -2.9% |
| Apr 9 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $15.59 | $15.96 | +2.4% | +2.1% | -1.6% | +1.2% | -3.9% | -0.7% |
| Jan 9 | Goldman Sachs | Downgrade | Buy → Sell | — | $11.89 | $11.23 | -5.6% | -5.6% | -1.4% | -1.7% | +0.6% | +0.2% |
| Nov 20 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $10.88 | $10.88 | +0.0% | +2.8% | +1.1% | +0.1% | +2.6% | -1.9% |
| Aug 4 | Goldman Sachs | Maintains | Buy → Buy | — | $10.45 | $10.77 | +3.1% | +4.5% | +2.3% | -1.7% | -1.4% | +0.6% |
| Jul 10 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $8.09 | $8.06 | -0.4% | +2.7% | +5.1% | +4.0% | +1.1% | +2.0% |
| May 22 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $8.09 | $8.09 | +0.0% | +1.4% | -0.1% | -0.9% | -2.0% | +1.1% |
| May 22 | JMP Securities | Maintains | Market Outperform → Outperform | — | $8.09 | $8.09 | +0.0% | +1.4% | -0.1% | -0.9% | -2.0% | +1.1% |
| May 5 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $7.42 | $7.50 | +1.1% | +6.5% | +1.6% | -1.6% | +0.5% | +1.4% |
| May 5 | Goldman Sachs | Maintains | Buy → Buy | — | $7.42 | $7.50 | +1.1% | +6.5% | +1.6% | -1.6% | +0.5% | +1.4% |
| Mar 13 | JMP Securities | Maintains | Market Outperform → Outperform | — | $9.18 | $8.97 | -2.3% | -2.1% | +0.0% | +2.1% | +3.7% | -2.3% |
| Feb 10 | Goldman Sachs | Maintains | Buy → Buy | — | $10.89 | $10.99 | +0.9% | -1.0% | +3.2% | +2.4% | -2.8% | -1.7% |
| Jan 3 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $9.80 | $9.89 | +0.9% | -2.4% | +2.7% | -2.2% | +1.5% | +0.9% |
| Nov 4 | Goldman Sachs | Maintains | Buy → Buy | — | $8.25 | $8.45 | +2.4% | +1.6% | +0.0% | +0.2% | -2.4% | +9.4% |
| Oct 7 | Goldman Sachs | Maintains | Buy → Buy | — | $6.75 | $6.62 | -1.9% | -2.2% | +1.2% | -1.8% | +4.6% | +4.2% |
| Sep 26 | Keefe, Bruyette & Woods | Downgrade | Outperform → Market Perform | — | $7.35 | $7.14 | -2.9% | -7.3% | -1.6% | +1.2% | -5.6% | -1.1% |
| Aug 9 | Goldman Sachs | Maintains | Buy → Buy | — | $8.14 | $8.18 | +0.5% | -1.7% | +1.2% | -1.7% | +1.0% | +1.1% |
| Jul 13 | Goldman Sachs | Maintains | Buy → Buy | — | $5.86 | $5.71 | -2.6% | +0.2% | -2.6% | +5.6% | +0.5% | +4.4% |
| Apr 7 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $8.51 | $8.40 | -1.3% | -2.9% | -1.8% | +1.4% | -1.2% | +2.2% |
| Nov 5 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $13.50 | $13.70 | +1.5% | +1.5% | +1.7% | +0.4% | +0.6% | -0.6% |
| Aug 20 | Goldman Sachs | Maintains | Buy → Buy | — | $13.29 | $13.44 | +1.1% | +2.1% | +1.8% | +3.4% | +0.6% | -2.2% |
| Aug 13 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $13.84 | $13.99 | +1.1% | +0.8% | +0.4% | -3.6% | +0.2% | -1.8% |
| Jun 28 | JMP Securities | Maintains | Market Outperform → Outperform | — | $13.00 | $14.60 | +12.3% | -0.7% | +0.0% | -0.4% | +4.4% | -1.6% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 12, 2026 | STEEL ROBERT KDir | — | Sell | 100,000 | $15.76 | $1.6M | 287,922 | -3.09% | — |
| May 20, 2026 | Gottschalk AlexandraOff | Chief Financial Officer | Sell | 14,018 | $17.46 | $245K | 72,492 | +3.73% | -4.62% |
| May 19, 2026 | Gottschalk AlexandraOff | Chief Financial Officer | Sell | 43,788 | $17.58 | $770K | 86,510 | +3.73% | -4.62% |
| May 5, 2026 | Gottschalk AlexandraOff | Chief Financial Officer | Sell | 51,671 | $19.74 | $1.0M | 72,492 | -2.39% | +2.39% |
8-K
Perella Weinberg Partners -- 8-K Filing
May 29
8-K · 8.01
!! High
Seer, Inc. -- 8-K 8.01: Material Event / Announcement
May 22
8-K
Perella Weinberg Partners -- 8-K Filing
May 21
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
SEER received an unsolicited acquisition proposal from Bradley L., requiring board review but carrying no certainty of deal completion, creating uncertainty that could drive near-term stock volatility.
Apr 13
8-K
Unknown — 8-K Filing
PWP completed a private securities offering under Section 4(a)(2), raising capital without public registration, which dilutes existing shareholders but provides cash for operations or growth.
Apr 13
8-K
Perella Weinberg Partners -- 8-K Filing
This summary contains only boilerplate forward-looking statement disclaimers without substantive business information relevant to investor decision-making.
Feb 6
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Fmr Llc | 10,044,082 | $182M | Added | Mar 2026 |
| 2 | William Blair Investment Management, Llc | 4,076,313 | $74M | Added | Mar 2026 |
| 3 | Nuveen, Llc | 2,975,457 | $54M | Added | Mar 2026 |
| 4 | Vanguard Capital Management Llc | 2,761,518 | $50M | New | Mar 2026 |
| 5 | Walleye Capital Llc | 2,692,620 | $49M | Reduced | Mar 2026 |
| 6 | Capital World Investors | 2,602,595 | $47M | New | Mar 2026 |
| 7 | Morgan Stanley | 2,274,530 | $39M | Added | Dec 2025 |
| 8 | Boston Partners | 1,983,844 | $36M | Added | Mar 2026 |
| 9 | Westwood Holdings Group Inc | 2,024,905 | $35M | Added | Dec 2025 |
| 10 | Franklin Resources Inc | 1,345,374 | $24M | Added | Mar 2026 |
| 11 | Bank Of America Corp /de/ | 1,316,482 | $24M | Added | Mar 2026 |
| 12 | Raymond James Financial Inc | 1,310,163 | $23M | Reduced | Mar 2026 |
| 13 | First Eagle Investment Management, Llc | 1,230,114 | $22M | Added | Mar 2026 |
| 14 | Frontier Capital Management Co Llc | 1,220,833 | $21M | New | Dec 2025 |
| 15 | Wasatch Advisors Lp | 1,120,404 | $20M | Reduced | Mar 2026 |
| 16 | Schroder Investment Management Group | 989,788 | $17M | — | Mar 2026 |
| 17 | Russell Investments Group, Ltd. | 832,362 | $15M | Added | Mar 2026 |
| 18 | Rockefeller Capital Management L.p. | 688,299 | $12M | Reduced | Mar 2026 |
| 19 | Sei Investments Co | 610,588 | $11M | Added | Mar 2026 |
| 20 | Ceredex Value Advisors Llc | 580,900 | $11M | Reduced | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$1.03B
Enterprise Value
$940.3M
P/E (TTM)
52.41x
Forward P/E
14.53x
PEG Ratio
-0.22x
P/B
3.95x
P/S
1.50x
P/FCF
33.75x
EV/EBITDA
19.45x
Shares Out
64.2M
Financials (TTM)
Revenue
$688.0M
Net Income
$19.6M
EBITDA
$48.4M
Free Cash Flow
$30.5M
Op Cash Flow
$34.8M
EPS Basic
$0.55
EPS Diluted
$0.28
EPS Forward
$1.10
Gross Margin
114.0%
Op Margin
3.4%
Net Margin
2.9%
Balance Sheet
Total Assets
$797.6M
Total Liab.
$536.9M
Total Equity
$260.7M
Cash
$255.9M
LT Debt
$167.6M
Book Value/Sh
$4.06
Debt/Equity
-2.78x
Current Ratio
1.15
Quick Ratio
1.16
Returns & Growth
ROE
-8.4%
ROA
4.5%
ROIC
9.1%
Rev Growth YoY
-14.5%
EPS Growth YoY
+145.1%
Price Returns
2W
-6.8%
1M
-24.5%
3M
-7.3%
6M
-6.0%
12M
-1.2%
Technicals
52W High
$24.34
52W Low
$14.71
50d MA
$18.54
200d MA
$19.24
RSI (14)
44.00
ATR (14)
$0.80
Beta
1.66
Avg Volume
1.4M
Dividends
Div Rate
$0.36
Div Yield
1.7%
Frequency
4
Ex-Div Date
Feb 17, 2026
Analyst Price Targets
Consensus
$20.25
High
$21.00
Low
$19.50
Median
$20.25
Data updated apr 26, 2026 9:19pm
· Source: financialmodelingprep.com