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PWP · Perella Weinberg Partners

Track PWP — free
$15.80 -0.02 (-0.13%) At close · Oct 5
Market Cap
$1.36B
Shares
94.04M
Volume · Oct 5 2.78M Avg daily vol (3M) 1.46M

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$15.80 Open$15.81 Day$15.20–15.89 52W close$12.75–24.34 Avg vol 30d1.8M Short int6.9M · 7.3% float · 5.6d Short vol72% Last earningsJul 31, 2026 DataNov 2020–Oct 2026 Filing10-Q · Jul 31

Up next

Next earnings call
Oct 30, 2026 Est · unconfirmed · in 3 wks
filed Jul 31, 2026
call held 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)
58.6
Trailing earnings · reciprocal yield 1.7%
FCF yield
6.5%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+2.9%
Year over year · more shares
Price change (1Y)
-24.7%
Trailing year
Short interest
7.3%
Latest settlement · 5.6 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 Neutral Momentum Very Weak Sentiment Neutral Fundamentals Strong Quant / Vol Very High
Market backdrop VIX 15.5 · calm Equity put/call 0.59
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −11%
below
Price vs 50-day avg −1%
below
RSI (14) 56
neutral
MACD trend Positive
52-week position 26%
mid-range
Volume (OBV) Bullish div.
accumulating
Momentum
relative strength
Very Weak
1-month return −6%
trailing
6-month return −27%
trailing
YTD return −9%
this year
Relative strength −38%
vs S&P · 6-mo
Sentiment
smart money
Neutral
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 Falling
7.30% of float · ▼ -22.7% MoM · 5.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
163 holders — mid 3-yr range
Squeeze score 70
elevated · 0–100
Fundamentals
Strong
Revenue growth −14%
Y/Y
EPS growth +139%
Y/Y
Free cash flow $30.5M
Valuation P/E 53.6
rich
Buyback $200.0M
authorized
Balance sheet $502.8M
net cash
Quant / Vol
risk profile
Very High
Volatility 52%
annualized · 1-yr
Max drawdown −48%
past year
ATR 5.8%
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 Neutral
1 · 4 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−11% Bearish
Price vs 50-day avg
−1% Neutral
RSI (14)
56 Neutral
MACD trend
Positive Bullish
52-week position
26% Neutral
Volume (OBV)
Bullish div. Bullish
Market signals — smart money & positioning
Bearish · 2 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 Falling
7.30% of float · ▼ -22.7% MoM · 5.6 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
Range low $13 Now $16 · 26% Range high $24
vs 200-day avg -11% vs 50-day avg -1%

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
$1.36B -8.7% -14.5% 53.6 7.3%
MS
Morgan Stanley
$308.32B +7.1% +5.5% 15.9 0.9%
GS
Goldman Sachs Group Inc
$272.38B +1.6% +8.9% 14.4 2.4%
SCHW
Schwab Charles Corp
$171.26B -2.0% +22.0% 18.0 1.1%
HOOD
Robinhood Markets, Inc.
$107.35B +0.9% +51.6% 52.8 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
217
View
Short & Settlement
Short Interest Falling
Shares short
6.9M
Days to cover
5.6d
Change
-2.0M sh
View
Short Volume
Short vol %
72%
As of
Oct 5, 2026
Short Total
View
Fails to Deliver
FTD shares
7
Value
$104
As of
Sep 14, 2026
View
Off-Exchange
Off-exchange %
42.6%
Week of
Aug 31, 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
Webcasts
Last webcast
Jul 31, 2026
View

Performance

5D 20D 120D MTD YTD
PWP +7.9% -6.0% -26.5% -3.1% -8.7%
SPY +1.2% +0.6% +11.6% +1.6% +13.6%
vs SPY +6.7% -6.6% -38.1% -4.7% -22.3%

Capital returns

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) 4 filings 4 filers Visit website Investor relations