Perella Weinberg Partners (PWP) Financials: Revenue & Earnings
$1.42B
Market Cap
37.94
P/E
13.72
Forward P/E
53
Score
PWP price $12.94 +0.17 +1.33%
Stocklytics score rationale: value 65, quality 53, growth 40.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| 679567000 | 533297000 | 518986000 | 801662000 | 631507000 | 648652000 | 878039000 | 750903000 |
Perella Weinberg Partners operates as an independent investment banking firm, furnishing strategic and financial advisory services to clients both in the United States and internationally. The company's offerings encompass guidance on crucial strategic and financial decisions, the execution of mergers and acquisitions, shareholder and defense counsel, capital raising initiatives, corporate structuring and…
PWP fair value $14.93. Price $12.94. Price is 13% below fair value.
Above fair value, and more expensive than usual. A larger premium than on 75% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 88.10M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 1.6). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 109.94M. Net debt 97.75M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-29 | — | 0.17 | — | 172.82M |
| 2026-07-31 | 0.20 | 0.06 | 156.53M | 144.76M |
| 2026-05-01 | 0.05 | 0.17 | 148.92M | 158.82M |
| 2026-02-06 | 0.17 | 0.10 | 219.16M | 171.64M |
| 2025-11-07 | 0.13 | 0.21 | 164.65M | 225.34M |
| 2025-08-01 | 0.09 | 0.22 | 155.27M | 211.94M |
| 2025-05-02 | 0.28 | 0.21 | 211.83M | 208.15M |
| 2025-02-07 | 0.26 | 0.28 | 225.67M | 220.78M |
| 2024-11-08 | 0.34 | 0.18 | 278.24M | 200.36M |
| 2024-08-02 | 0.43 | 0.17 | 272.00M | 179.35M |
| 2024-05-03 | -0.10 | 0.07 | 102.13M | 133.69M |
| 2024-02-08 | 0.08 | 0.04 | 212.68M | 176.24M |
| 2023-11-07 | 0.12 | 0.05 | 139.00M | 129.93M |
| 2023-08-03 | 0.16 | 0.10 | 165.54M | 142.61M |
| 2023-05-04 | 0.09 | 0.06 | 131.43M | 126.50M |
| 2023-02-09 | 0.11 | 0.01 | 183.15M | 131.42M |
| 2022-11-03 | 0.26 | 0.13 | 145.38M | 137.89M |
| 2022-08-04 | 0.22 | 0.05 | 151.10M | 113.97M |
| 2022-05-05 | 0.19 | 0.20 | 151.88M | 165.06M |
| 2022-02-17 | 0.33 | 0.33 | 198.91M | 197.88M |
| 2021-11-04 | 0.26 | 0.23 | 177.43M | 167.63M |
| 2021-08-12 | 0.66 | 0.22 | 255.52M | 255.52M |
| 2021-05-24 | 0.34 | 0.29 | 169.80M | — |
| 2021-05-04 | 0.03 | — | 189.15M | — |
| 2020-11-16 | -0.01 | — | 122.84M | — |
| 2020-06-30 | -0.22 | — | 114.60M | — |
| 2020-03-31 | -0.04 | — | 88.42M | — |
Yield 2.16%. Payout ratio 131.95%. Frequency Quarterly.
Safety score 68/100 · Moderate. Payout ratio is 132% of earnings, above what earnings cover. Dividends use less than 40% of free cash flow. Dividends were paid in 6 separate years. Yield is 2.2%, in a range that is usually sustainable.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-08-28 | $0.07 | 2026-08-28 | 2026-09-10 | Quarterly |
| 2026-06-01 | $0.07 | 2026-06-01 | 2026-06-15 | Quarterly |
| 2026-02-17 | $0.07 | 2026-02-17 | 2026-03-09 | Quarterly |
| 2025-11-17 | $0.07 | 2025-11-17 | 2025-12-15 | Quarterly |
| 2025-08-29 | $0.07 | 2025-08-29 | 2025-09-10 | Quarterly |
| 2025-05-14 | $0.07 | 2025-05-14 | 2025-05-30 | Quarterly |
| 2025-02-18 | $0.07 | 2025-02-18 | 2025-03-10 | Quarterly |
| 2024-12-04 | $0.07 | 2024-12-04 | 2024-12-18 | Quarterly |
| 2024-09-05 | $0.07 | 2024-09-05 | 2024-09-16 | Quarterly |
| 2024-05-24 | $0.07 | 2024-05-28 | 2024-06-10 | Quarterly |
| 2024-02-27 | $0.07 | 2024-02-28 | 2024-03-11 | Quarterly |
| 2023-11-22 | $0.07 | 2023-11-24 | 2023-12-08 | Quarterly |
| 2023-08-31 | $0.07 | 2023-09-01 | 2023-09-12 | Quarterly |
| 2023-05-25 | $0.07 | 2023-05-26 | 2023-06-09 | Quarterly |
| 2023-02-27 | $0.07 | 2023-02-28 | 2023-03-10 | Quarterly |
| 2022-11-23 | $0.07 | 2022-11-25 | 2022-12-09 | Quarterly |
| 2022-09-01 | $0.07 | 2022-09-02 | 2022-09-12 | Quarterly |
| 2022-05-18 | $0.07 | 2022-05-19 | 2022-06-02 | Quarterly |
| 2022-03-02 | $0.07 | 2022-03-03 | 2022-03-17 | Quarterly |
| 2021-12-02 | $0.07 | 2021-12-03 | 2021-12-17 | Quarterly |
| 2021-09-02 | $0.07 | 2021-09-03 | 2021-09-21 | Quarterly |
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-16 | Becker Dietrich | Sell | 455.41K | $13.23 | 6.03M |
| 2026-10-16 | Bednar Andrew | Sell | 485.52K | $13.23 | 6.42M |
| 2026-10-16 | Weinberg Peter A | Sell | 536.23K | $13.23 | 7.09M |
| 2026-09-01 | PWP VoteCo Professionals LP | Sell | 2.00M | $0.02 | 39.94K |
| 2026-08-31 | STEEL ROBERT K | Buy | 30.00K | — | — |
| 2026-08-31 | STEEL ROBERT K | Sell | 15.30K | $16.98 | 259.76K |
| 2026-08-31 | STEEL ROBERT K | Sell | 30.00K | — | — |
| 2026-08-31 | Gottschalk Alexandra | Buy | 4.00K | — | — |
| 2026-08-31 | Gottschalk Alexandra | Sell | 1.63K | $16.98 | 27.61K |
| 2026-08-31 | Gottschalk Alexandra | Sell | 4.00K | — | — |
| 2026-08-31 | Weinberg Peter A | Buy | 680.34K | — | — |
| 2026-08-31 | Weinberg Peter A | Sell | 680.34K | — | — |
| 2026-08-31 | Becker Dietrich | Buy | 968.96K | — | — |
| 2026-08-31 | Becker Dietrich | Sell | 968.96K | — | — |
| 2026-08-31 | Bednar Andrew | Buy | 968.96K | — | — |
| 2026-08-31 | Bednar Andrew | Sell | 968.96K | — | — |
| 2026-08-07 | Bednar Andrew | Sell | 77.75K | $17.41 | 1.35M |
| 2026-08-06 | Bednar Andrew | Sell | 80.05K | $17.17 | 1.37M |
| 2026-08-05 | Bednar Andrew | Sell | 77.90K | $17.36 | 1.35M |
| 2026-06-12 | STEEL ROBERT K | Sell | 100.00K | $15.76 | 1.58M |
| 2026-05-27 | Bennett Roy Edwin | Buy | 5.43K | — | — |
| 2026-05-27 | Dabboussi Houda | Buy | 5.43K | — | — |
| 2026-05-27 | FASCITELLI ELIZABETH C | Buy | 5.43K | — | — |
| 2026-05-27 | MUGFORD KRISTIN W | Buy | 5.43K | — | — |
| 2026-05-27 | OLLILA JORMA J | Sell | 1.70K | $18.97 | 32.17K |
| 2026-05-20 | Gottschalk Alexandra | Sell | 14.02K | $17.46 | 244.75K |
| 2026-05-19 | Gottschalk Alexandra | Sell | 43.79K | $17.58 | 769.79K |
| 2026-05-18 | Gottschalk Alexandra | Buy | 58 | — | — |
| 2026-05-18 | Gottschalk Alexandra | Sell | 1 | $18.37 | 16 |
| 2026-05-18 | Gottschalk Alexandra | Buy | 57.75K | — | — |
| 2026-05-18 | Gottschalk Alexandra | Sell | 57.75K | — | — |
| 2026-05-18 | Gottschalk Alexandra | Sell | 57.75K | — | — |
| 2026-05-18 | STEEL ROBERT K | Buy | 198 | — | — |
| 2026-05-18 | STEEL ROBERT K | Sell | 2 | $18.37 | 38 |
| 2026-05-18 | STEEL ROBERT K | Buy | 198.08K | — | — |
| 2026-05-18 | STEEL ROBERT K | Sell | 198.08K | — | — |
| 2026-05-18 | STEEL ROBERT K | Sell | 198.08K | — | — |
| 2026-05-18 | PWP VoteCo Professionals LP | Sell | 1.91M | — | — |
| 2026-05-05 | Gottschalk Alexandra | Sell | 51.67K | $19.74 | 1.02M |
| 2026-03-05 | STEEL ROBERT K | Sell | 15.30K | $18.64 | 285.21K |
| 2026-03-05 | Gottschalk Alexandra | Sell | 1.61K | $18.64 | 29.99K |
| 2026-03-03 | PWP VoteCo Professionals LP | Sell | 215.00K | — | — |
| 2026-02-28 | Gottschalk Alexandra | Buy | 4.00K | — | — |
| 2026-02-28 | Gottschalk Alexandra | Sell | 4.00K | — | — |
| 2026-02-28 | STEEL ROBERT K | Buy | 30.00K | — | — |
| 2026-02-28 | STEEL ROBERT K | Sell | 30.00K | — | — |
| 2026-02-24 | Weinberg Peter A | Sell | 11.84K | $19.35 | 229.18K |
| 2026-02-24 | STEEL ROBERT K | Sell | 3.09K | $19.35 | 59.85K |
| 2026-02-24 | Becker Dietrich | Sell | 16.05K | $19.35 | 310.61K |
| 2026-02-24 | Gottschalk Alexandra | Sell | 1.63K | $19.35 | 31.60K |
| 2026-02-24 | Bednar Andrew | Buy | 474.85K | — | — |
| 2026-02-24 | Bednar Andrew | Sell | 15.59K | $19.35 | 301.67K |
| 2026-02-24 | Bednar Andrew | Sell | 474.85K | — | — |
| 2026-02-18 | Bednar Andrew | Sell | 62.95K | $20.79 | 1.31M |
| 2026-02-18 | Becker Dietrich | Sell | 48.55K | $20.79 | 1.01M |
| 2026-02-18 | Gottschalk Alexandra | Sell | 3.98K | $20.79 | 82.64K |
| 2026-02-18 | STEEL ROBERT K | Sell | 16.82K | $20.79 | 349.77K |
| 2026-02-13 | Bednar Andrew | Buy | 224.21K | — | — |
| 2026-02-13 | Becker Dietrich | Buy | 106.62K | — | — |
| 2026-02-13 | Gottschalk Alexandra | Buy | 32.24K | — | — |
| 2026-02-13 | STEEL ROBERT K | Buy | 96.09K | — | — |
| 2025-11-17 | PWP VoteCo Professionals LP | Sell | 1.32M | — | — |
| 2025-09-11 | STEEL ROBERT K | Sell | 69.84K | $22.42 | 1.57M |
| 2025-09-10 | STEEL ROBERT K | Sell | 51.51K | $21.85 | 1.13M |
| 2025-09-09 | STEEL ROBERT K | Sell | 90.53K | $21.76 | 1.97M |
| 2025-09-02 | STEEL ROBERT K | Buy | 197 | — | — |
| 2025-09-02 | STEEL ROBERT K | Buy | 197.00K | — | — |
| 2025-09-02 | STEEL ROBERT K | Sell | 197.00K | — | — |
| 2025-09-02 | STEEL ROBERT K | Sell | 197.00K | — | — |
| 2025-09-02 | PWP VoteCo Professionals LP | Sell | 1.50M | — | — |
| 2025-09-02 | Perella Weinberg Partners | Sell | 1.63K | $22.13 | 36.07K |
| 2025-09-02 | STEEL ROBERT K | Sell | 15.31K | $22.13 | 338.92K |
| 2025-08-31 | Perella Weinberg Partners | Buy | 4.00K | — | — |
| 2025-08-31 | Perella Weinberg Partners | Sell | 4.00K | — | — |
| 2025-08-31 | STEEL ROBERT K | Buy | 30.00K | — | — |
| 2025-08-31 | STEEL ROBERT K | Sell | 30.00K | — | — |
| 2025-08-08 | Dabboussi Houda | Buy | 2.28K | — | — |
| 2025-08-08 | Bennett Roy Edwin | Buy | 2.28K | — | — |
| 2025-08-08 | Becker Dietrich | Sell | 177.55K | $22.20 | 3.94M |
| 2025-07-30 | Bennett Roy Edwin | Other | 0 | — | — |
| 2025-07-30 | Dabboussi Houda | Other | 0 | — | — |
| 2025-06-11 | STEEL ROBERT K | Sell | 28.21K | $18.75 | 529.01K |
| 2025-06-02 | STEEL ROBERT K | Sell | 60.09K | $17.30 | 1.04M |
| 2025-05-30 | STEEL ROBERT K | Sell | 63.00K | $17.45 | 1.10M |
| 2025-05-29 | STEEL ROBERT K | Sell | 73.11K | $17.73 | 1.30M |
| 2025-05-28 | FASCITELLI ELIZABETH C | Buy | 5.65K | — | — |
| 2025-05-28 | MUGFORD KRISTIN W | Buy | 5.65K | — | — |
| 2025-05-28 | OLLILA JORMA J | Buy | 5.65K | — | — |
| 2025-05-28 | OLLILA JORMA J | Sell | 1.92K | $18.02 | 34.51K |
| 2025-05-28 | Sherburne Jane Cecile | Buy | 5.65K | — | — |
| 2025-05-16 | STEEL ROBERT K | Sell | 196.00K | — | — |
| 2025-05-16 | STEEL ROBERT K | Sell | 196.00K | — | — |
| 2025-05-16 | STEEL ROBERT K | Buy | 196 | — | — |
| 2025-05-16 | STEEL ROBERT K | Buy | 196.00K | — | — |
| 2025-05-16 | PWP VoteCo Professionals LP | Sell | 1.23M | — | — |
| 2025-05-01 | Weinberg Peter A | Sell | 137.62K | $17.20 | 2.37M |
| 2025-04-02 | Weinberg Peter A | Sell | 39.98K | $19.16 | 766.06K |
| 2025-04-01 | Weinberg Peter A | Sell | 101.02K | $18.45 | 1.86M |
| 2025-03-04 | Bednar Andrew | Sell | 47.97K | $22.24 | 1.07M |
| 2025-03-04 | Becker Dietrich | Sell | 44.04K | $22.24 | 979.54K |
Latest filed quarter: Q2 2026.
Institutions holding: 167, holders +5 vs prior quarter. Ownership 107.29%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| FMR LLC | 9.90M | -146.89K | -1.46% | 157.96M |
| BLACKROCK, INC. | 5.47M | 689.92K | +14.45% | 87.23M |
| WELLINGTON MANAGEMENT GROUP LLP | 5.19M | 1.26M | +32.18% | 82.82M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4.39M | 314.23K | +7.71% | 70.07M |
| NUVEEN, LLC | 3.60M | 625.62K | +21.03% | 57.47M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 3.31M | 699.76K | +26.79% | 52.85M |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.03M | 270.94K | +9.81% | 48.40M |
| CAPITAL WORLD INVESTORS | 2.68M | 72.99K | +2.80% | 42.70M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.55M | 1.30M | +104.08% | 40.69M |
| BOSTON PARTNERS | 2.54M | 559.27K | +28.19% | 40.58M |
| AMERIPRISE FINANCIAL INC | 2.27M | 301.76K | +15.34% | 36.21M |
| STATE STREET CORP | 2.04M | 264.33K | +14.90% | 32.54M |
| WESTWOOD HOLDINGS GROUP INC | 1.86M | -97.73K | -4.99% | 29.69M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.83M | 212.19K | +13.15% | 29.15M |
| GOLDMAN SACHS GROUP INC | 1.77M | -75.39K | -4.09% | 28.18M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 1.62M | -243.40K | -13.03% | 25.92M |
| BANK OF AMERICA CORP /DE/ | 1.52M | 198.60K | +15.09% | 24.18M |
| ROYCE & ASSOCIATES LP | 1.39M | 421.20K | +43.33% | 22.24M |
| RAYMOND JAMES FINANCIAL INC | 1.30M | -7.32K | -0.56% | 20.79M |
| GW&K INVESTMENT MANAGEMENT, LLC | 1.29M | 237.08K | +22.49% | 20.61M |
| ARISTOTLE CAPITAL BOSTON, LLC | 1.15M | -81.24K | -6.59% | 18.39M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.13M | 138.34K | +13.98% | 17.40M |
| DIMENSIONAL FUND ADVISORS LP | 981.18K | 128.19K | +15.03% | 15.66M |
| WALLEYE CAPITAL LLC | 960.60K | -385.71K | -28.65% | 15.33M |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 901.19K | 286.13K | +46.52% | 14.38M |
Perella Weinberg Partners (PWP) trades at $12.94, with a market cap of $1.42B and a trailing P/E of 37.94. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| 679567000 | 533297000 | 518986000 | 801662000 | 631507000 | 648652000 | 878039000 | 750903000 |
Insights · Dividends · Forecast · Financials · Learn
$1.42B
Market Cap
37.94
P/E
13.72
Forward P/E
53
Score