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PWP · Perella Weinberg Partners

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$17.38 -0.62 (-3.44%) At close · Aug 14
Market Cap
$1.62B
Shares
94.04M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$17.38 Open$18.00 Day$17.34–18.13 52W close$14.71–24.34 Avg vol 30d1.2M Short int7.3M · 7.7% float · 5.6d Short vol74% Last earningsJul 31, 2026 DataNov 2020–Aug 2026 Filing10-Q · Jul 31

Up next

Next earnings call
Oct 30, 2026 Est · unconfirmed · in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Jul 31, 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
      Neutral
      SellHoldBuy
      Technical Buy Momentum Weak Sentiment Neutral Fundamentals Strong Quant / Vol Very High
      Market backdrop VIX 14.3 · calm Equity put/call 0.52
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg −5%
      below
      Price vs 50-day avg +8%
      above
      RSI (14) 55
      neutral
      MACD trend Positive
      52-week position 28%
      mid-range
      Momentum
      relative strength
      Weak
      1-month return +9%
      trailing
      6-month return −10%
      trailing
      YTD return 0%
      this year
      Relative strength −24%
      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 · +28 funds added
      Insider flow Distributing
      Net -$6.7M over 90 days · 100% sells
      Short interest Falling
      7.75% of float · ▼ -10.5% MoM · 5.6 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      163 holders — mid 3-yr range
      Squeeze score 64
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth −14%
      Y/Y
      EPS growth +139%
      Y/Y
      Free cash flow $30.5M
      Valuation P/E 63.9
      rich
      Buyback $200.0M
      authorized
      Balance sheet $255.9M
      net cash
      Quant / Vol
      risk profile
      Very High
      Volatility 50%
      annualized · 1-yr
      Max drawdown −40%
      past year
      ATR 5.7%
      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.

      Guidance & track record

      Prior guidance period ended · from the Earnings Call filed Sep 30, 2024
      Adjusted tax rate · full year up to 30%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 3 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −5% Bearish
      Price vs 50-day avg
      +8% Bullish
      RSI (14)
      55 Neutral
      MACD trend
      Positive Bullish
      52-week position
      28% Neutral
      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 · +28 funds added
      Insider flow Distributing
      Net -$6.7M over 90 days · 100% sells
      Short interest Falling
      7.75% of float · ▼ -10.5% 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 $15 Now $17 · 28% Range high $24
      vs 200-day avg -5% vs 50-day avg +8%

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

      Key metrics

      the company's own KPIs, from written earnings releases 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
      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 in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      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
      $1.62B +0.5% -14.5% 63.9 7.7%
      MS
      Morgan Stanley
      $341.82B +22.4% +5.5% 17.6 0.8%
      GS
      Goldman Sachs Group Inc
      $302.65B +18.3% +8.9% 16.0 2.1%
      SCHW
      Schwab Charles Corp
      $189.09B +11.2% +22.0% 19.9 1.2%
      HOOD
      Robinhood Markets, Inc.
      $85.92B -15.5% +51.6% 42.3 3.7%

      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
      83.7%
      Net QoQ
      +4.3M sh
      Top holder
      FMR LLC
      Held Float
      View
      Held by Funds
      Fund positions
      301
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      7.3M
      Days to cover
      5.6d
      Change
      -853.6K sh
      View
      Short Volume
      Short vol %
      74%
      As of
      Aug 14, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      3
      Value
      $45
      As of
      Jul 13, 2026
      View
      Off-Exchange
      Off-exchange %
      38.3%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$6.7M
      Buyers / Sellers
      0 / 3
      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
      Jul 31, 2026
      This year
      11
      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 -0.7% +9.4% -10.2% -1.5% +0.5%
      SPY +0.4% +4.5% +13.8% +3.9% +13.9%
      vs SPY -1.1% +4.9% -24.0% -5.5% -13.4%

      Capital returns

      Latest dividend
      $0.07 / share · ex Jun 1, 2026
      Declared · upcoming
      $0.07 / share · ex Aug 28, 2026
      Paid (TTM)
      $0.28 / share · 4 payouts
      Dividend yield (TTM, derived)
      1.61%
      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) 165 filings 161 filers Visit website Investor relations