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PWP · Perella Weinberg Partners

$15.66 +0.70 (+4.68%) At close · Jul 24
Market Cap
$1.46B
Shares
92.93M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$14.96 Open$14.79 Day$14.79–15.10 52W$14.54–25.84 Avg vol 30d1.2M Short int8.1M · 8.8% float · 8.6d Short vol58% Last earningsJul 31, 2026 DataNov 2020–Jul 2026 Filing10-Q · May 1

Up next

Next earnings call
Jul 31, 2026 Scheduled · in 1 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 1, 2026

AI Brief

TL;DR.

Bullish
    Bearish

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

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Sell
      SellHoldBuy
      Technical Sell Momentum Very Weak Sentiment Bearish Fundamentals Strong Quant / Vol Very High
      Market backdrop VIX 18.6 · elevated Equity put/call 0.79
      Technical
      price trend
      Sell
      50 / 200-day cross No cross
      Price vs 200-day avg −19%
      below
      Price vs 50-day avg −9%
      below
      RSI (14) 42
      neutral
      MACD trend Negative
      52-week position 4%
      near low
      Volume (OBV) Bullish div.
      accumulating
      Momentum
      relative strength
      Very Weak
      1-month return −7%
      trailing
      6-month return −33%
      trailing
      YTD return −13%
      this year
      Relative strength −40%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bearish
      Trend (MA cross) No cross
      50d $16 › 200d $19 — 200d above 50d
      Institutional flow Distributing
      16 of 163 funds reported for Jun 30 · net -695.6K sh shares · +1 new
      Insider flow Distributing
      Net -$3.6M over 90 days · 100% sells
      Short interest Rising
      8.76% of float · ▲ +9.8% MoM · 8.6 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      163 holders — mid 3-yr range
      Squeeze score 76
      high risk · 0–100
      Fundamentals
      Strong
      Revenue growth −14%
      Y/Y
      EPS growth +139%
      Y/Y
      Free cash flow $30.5M
      Valuation P/E 62.7
      rich
      Buyback $200.0M
      authorized
      Balance sheet $255.9M
      net cash
      Quant / Vol
      risk profile
      Very High
      Volatility 46%
      annualized · 1-yr
      Max drawdown −39%
      past year
      ATR 5.4%
      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 Sell
      4 · 2 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −19% Bearish
      Price vs 50-day avg
      −9% Bearish
      RSI (14)
      42 Neutral
      MACD trend
      Negative Bearish
      52-week position
      4% Bearish
      Volume (OBV)
      Bullish div. Bullish
      Market signals — smart money & positioning
      Bearish · 3 of 6
      Trend (MA cross) No cross
      50d $16 › 200d $19 — 200d above 50d
      Institutional flow Distributing
      16 of 163 funds reported for Jun 30 · net -695.6K sh shares · +1 new
      Insider flow Distributing
      Net -$3.6M over 90 days · 100% sells
      Short interest Rising
      8.76% of float · ▲ +9.8% MoM · 8.6 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      163 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $15 Now $15 · 4% 52-wk high $26
      vs 200-day avg -19% vs 50-day avg -9%

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

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Capital returned to equity holders $64M Q1 2026
      Cash $78M Q1 2026
      Adjusted EPS non-GAAP $0.68 Full Year FY2025
      Adjusted if-converted effective tax rate non-GAAP 16% Full Year FY2025
      Adjusted non-compensation expenses non-GAAP $159.3M Full Year FY2025
      Adjusted Pre-Tax Income non-GAAP $82M Full Year FY2025
      Cash returned to equity holders $163.4M Full Year FY2025
      GAAP effective tax rate 7% Full Year FY2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      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
      $1.46B -13.2% -14.5% 62.7 8.8%
      MS
      Morgan Stanley
      $338.30B +21.9% +5.5% 19.4 1.1%
      GS
      Goldman Sachs Group Inc
      $313.07B +21.4% +8.9% 19.4 2.1%
      SCHW
      Schwab Charles Corp
      $177.34B +2.0% -9.3% 20.3 1.3%
      HOOD
      Robinhood Markets, Inc.
      $85.47B -10.2% +51.6% 46.1 4.2%

      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 Reducing
      Holders
      160
      % held
      78.9%
      Reported
      16 of 163
      Top holder
      FMR LLC
      Held Float
      View
      Held by Funds
      Fund positions
      217
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      8.1M
      Days to cover
      8.6d
      Change
      +727.3K sh
      View
      Short Volume
      Short vol %
      58%
      As of
      Jul 24, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      25.1K
      Value
      $387.2K
      As of
      Jun 30, 2026
      View
      Off-Exchange
      Off-exchange %
      51.4%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$3.6M
      Buyers / Sellers
      0 / 2
      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
      May 29, 2026
      This year
      9
      View
      Proposed Sales
      Value
      $1.6M
      Shares
      100.0K
      Filed
      Jun 12, 2026
      View
      Earnings & Events
      Earnings Calls Upcoming
      Next call
      Jul 31, 2026
      Last call
      May 1, 2026
      View
      Investor Relations
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      PWP -9.0% -7.4% -33.3% -6.3% -13.2%
      SPY -1.7% +0.7% +6.4% -1.2% +8.3%
      vs SPY -7.3% -8.1% -39.7% -5.1% -21.5%

      Capital returns

      Latest dividend
      $0.07 / share · ex Feb 17, 2026
      Paid (TTM)
      $0.21 / share · 3 payouts
      Dividend yield (TTM, derived)
      1.40%
      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) 16 filings 13 filers Visit website Investor relations