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PWP · Perella Weinberg Partners

Track PWP — free
$14.79 -0.38 (-2.50%) At close · Sep 11
Market Cap
$1.43B
Shares
94.04M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$14.79 Open$15.60 Day$14.71–15.88 52W close$14.71–24.34 Avg vol 30d1.1M Short int8.9M · 9.4% float · 10.9d Short vol62% Last earningsJul 31, 2026 DataNov 2020–Sep 2026 Filing10-Q · Jul 31

Up next

Next earnings call
Oct 30, 2026 Est · unconfirmed · in 7 wks
filed Jul 31, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$689.25M
Trailing 12 months
Net income (TTM)
$22.19M
Trailing 12 months
Revenue growth YoY
+0.8%
Year over year
Operating margin
2.8%
Trailing 12 months
P / E (TTM)
56.2
Trailing earnings · reciprocal yield 1.8%
FCF yield
6.2%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
1.8%
Trailing 12 months
Shares change YoY
+2.9%
Year over year · more shares
Price change (1Y)
-30.6%
Trailing year
Short interest
9.4%
Latest settlement · 10.9 days to cover
View all 115 metrics

AI Brief

Q2 FY26 earnings call · Jul 31, 2026
Q2 FY26

TL;DR. PWP reported Q2 revenues of $157M (up 1% YoY) but H1 revenues fell 17% to $305M with a GAAP pre-tax loss of $(5)M; the firm began a business realignment with ~$22M of total costs expected through year-end, while backlog (booked plus announced and pending) is up over 30% YoY, supporting its back-half-weighted 2026 outlook.

Bullish
  • + Booked revenue plus announced and pending backlog is up over 30% year over year, with nearly 40% of YTD announcements occurring since June.
  • + Year is back-half-weighted with management reiterating full-year adjusted compensation ratio target of 67%.
  • + Reached milestone of closing transactions in the private funds advisory business with a building pipeline.
  • + On track for full-year adjusted non-comp expense to decrease by a single-digit percentage versus 2025.
Bearish
  • Business realignment initiated in Q2 with approximately $22M of total realignment costs expected through end of 2026.
  • Over a third of the partnership is still in the ramp-up stage with under three years as partner, extending the typical productivity ramp.
  • Approximately $7.6M of remaining cash payments for the realignment are expected to be paid by or soon after December 31, 2026.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Strong Sell Momentum Very Weak Sentiment Bearish Fundamentals Strong Quant / Vol Very High
Market backdrop VIX 15.8 · calm Equity put/call 0.60
Technical
price trend
Strong Sell
50 / 200-day cross No cross
Price vs 200-day avg −19%
below
Price vs 50-day avg −9%
below
RSI (14) 35
neutral
MACD trend Negative
52-week position 1%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −18%
trailing
6-month return −13%
trailing
YTD return −15%
this year
Relative strength −31%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $16 › 200d $18 — 200d above 50d
Institutional flow Distributing
-1% holders QoQ · +27 funds added
Insider flow Distributing
Net -$4.1M over 90 days · 100% sells
Short interest Rising
9.44% of float · ▲ +17.0% MoM · 10.9 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Steady
163 holders — mid 3-yr range
Squeeze score 74
high risk · 0–100
Fundamentals
Strong
Revenue growth −14%
Y/Y
EPS growth +139%
Y/Y
Free cash flow $30.5M
Valuation P/E 56.2
rich
Buyback $200.0M
authorized
Balance sheet $502.8M
net cash
Quant / Vol
risk profile
Very High
Volatility 50%
annualized · 1-yr
Max drawdown −40%
past year
ATR 5.6%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Strong Sell
4 · 3 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−19% Bearish
Price vs 50-day avg
−9% Bearish
RSI (14)
35 Neutral
MACD trend
Negative Bearish
52-week position
1% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 3 of 6
Trend (MA cross) No cross
50d $16 › 200d $18 — 200d above 50d
Institutional flow Distributing
-1% holders QoQ · +27 funds added
Insider flow Distributing
Net -$4.1M over 90 days · 100% sells
Short interest Rising
9.44% of float · ▲ +17.0% MoM · 10.9 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Steady
163 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $15 Now $15 · 1% Range high $24
vs 200-day avg -19% vs 50-day avg -9%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Capital Markets — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
PWP
Perella Weinberg Partners
this stock
$1.43B -14.5% -14.5% 56.2 9.4%
MS
Morgan Stanley
$334.00B +20.8% +5.5% 17.2 0.9%
GS
Goldman Sachs Group Inc
$299.67B +17.1% +8.9% 15.9 2.4%
SCHW
Schwab Charles Corp
$185.61B +7.3% +22.0% 19.6 1.2%
HOOD
Robinhood Markets, Inc.
$101.21B -0.5% +51.6% 50.2 4.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
163
% held
84.0%
Net QoQ
+4.5M sh
Top holder
FMR LLC
Held Float
View
Held by Funds
Fund positions
224
View
Short & Settlement
Short Interest Rising
Shares short
8.9M
Days to cover
10.9d
Change
+1.3M sh
View
Short Volume
Short vol %
62%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
7.0K
Value
$125.9K
As of
Aug 14, 2026
View
Off-Exchange
Off-exchange %
42.7%
Week of
Aug 3, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$4.1M
Buyers / Sellers
0 / 1
Buyers Sellers
View
Congressional Trades Buy
Member
Gilbert Cisneros
Amount
$1.0K–$15.0K
Traded
May 29, 2026
View
Financials
Financials
Revenue (FY)
$750.9M
Net income (FY)
$35.5M
EPS diluted
$0.47
View
Buybacks
Authorized
$200.0M
View
Filings
SEC Filings
Latest
8-K
Filed
Sep 3, 2026
This year
13
View
Proposed Sales
Value
$1.4M
Shares
77.8K
Filed
Aug 7, 2026
View
Earnings & Events
Earnings Calls
Last call
Jul 31, 2026
View

Performance

5D 20D 120D MTD YTD
PWP -12.6% -17.8% -12.8% -11.1% -14.5%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -11.5% -16.1% -30.6% -10.7% -26.6%

Capital returns

Latest dividend
$0.07 / share · ex Aug 28, 2026
Paid (TTM)
$0.28 / share · 4 payouts
Dividend yield (TTM, derived)
1.89%
Buyback program · as of Feb 8, 2023
Authorized
$200.00M
Spent (derived)
Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1777835 CUSIP 71367G102 13F (30d) 88 filings 88 filers Visit website Investor relations