Perella Weinberg Partners
Advises clients on M&A, restructuring, financing and shareholder-engagement matters.
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Profile
Provides strategic and financial advice through one global advisory segment, spanning M&A, shareholder engagement, financing, restructuring, capital markets, private funds and energy-focused services. Revenue comes from individually won mandates, with the model tied to senior banker relationships and transaction activity.
Provides independent strategic and financial advice to corporations, financial sponsors, governments, sovereign wealth funds and other clients. The advisory platform covers M&A execution, shareholder engagement, financing and capital solutions, restructuring and liability management, capital markets, private funds advisory, private capital placement, and energy-focused underwriting and research through TPH.
Built around senior advisory partners rather than a lending or trading balance sheet, the firm operates from New York and London roots with offices across several countries. Coverage spans consumer and retail, energy and energy technology, financial institutions, healthcare, industrials, technology, FinTech, telecom and media.
Revenue is earned mandate by mandate through separately solicited, awarded and negotiated engagements. Talent attraction and retention, client relationships, execution reputation and deal activity shape the business structure.
Company facts
Categories
Key statistics
Year to date −3.2% · Average volume (30d) 1.1M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jun 12, 2026 | Goldman Sachs | Target | $19.50 | $16 | ||
| Apr 14, 2026 | Goldman Sachs | Reiterate | Sell | $21.50 | $19.50 | |
| Apr 8, 2026 | Keefe, Bruyette & Woods | Upgrade | Market Perform | Outperform | ||
| Feb 9, 2026 | Goldman Sachs | Reiterate | Sell | $19 | $21.50 | |
| Jan 20, 2026 | Goldman Sachs | Target | $9 | $19 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 31, 2026Q2 FY26 | $0.06 | $0.20 | +263.6% | $144.8M | $156.5M | +8.1% | +18.38% |
| May 1, 2026Q1 FY26 | $0.17 | $0.05 | −69.7% | $158.8M | $148.9M | −6.2% | −6.11% |
| Feb 6, 2026Q4 FY25 | $0.10 | $0.17 | +65.9% | $171.6M | $219.2M | +27.7% | +4.64% |
| Nov 7, 2025Q3 FY25 | $0.21 | $0.13 | −38.1% | $225.3M | $164.6M | −26.9% | +5.49% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $211.8M | $155.3M | $164.6M | $219.2M | $148.9M | $156.5M | |
| Gross profit | $88.8M | $75.0M | $75.9M | $490.4M | $143.1M | $150.7M | |
| Operating income | $11.7M | $8.9M | $8.9M | $18.5M | −$12.9M | $5.1M | |
| Net income | $17.3M | $2.7M | $6.0M | $9.4M | $1.5M | $5.3M | |
| Diluted EPS | $0.24 | $0.04 | $0.08 | $0.14 | $0.02 | $0.06 | |
| Gross margin | 41.9% | 48.3% | 46.1% | 223.7% | 96.1% | 96.3% | |
| Operating margin | 5.5% | 5.8% | 5.4% | 8.5% | -8.7% | 3.2% |
Fiscal years (4-quarter sums)FY21 $801.7M · FY22 $631.5M · FY23 $648.7M · FY24 $878.0M · FY25 $750.9M
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $115.8M · Total debt $179.3M · Total assets $645.0M · Shareholders' equity −$45.8M
Dividends
Raised for 3 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 28, 2026 | Aug 28 | Sep 10 | $0.07 | |
| Jun 1, 2026 | Jun 1 | Jun 15 | $0.07 | |
| Feb 17, 2026 | Feb 17 | Mar 9 | $0.07 | |
| Nov 17, 2025 | Nov 17 | Dec 15 | $0.07 | |
| Aug 29, 2025 | Aug 29 | Sep 10 | $0.07 | |
| May 14, 2025 | May 14 | May 30 | $0.07 | |
| Feb 18, 2025 | Feb 18 | Mar 10 | $0.07 | |
| Dec 4, 2024 | Dec 4 | Dec 18 | $0.07 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 69.05M · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| PWP VoteCo Professionals LP · director | 20.02M | 28.99% | Form 4 | May 20, 2026 |
| FMR LLC | 10.04M | 14.55% | 13F | May 15, 2026 |
| BlackRock, Inc. | 4.78M | 6.92% | 13F | May 13, 2026 |
| William Blair Investment Management, LLC | 4.08M | 5.90% | 13F | May 8, 2026 |
| Wellington Management Group LLP | 3.93M | 5.69% | 13F | May 15, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 7, 2026 | Andrew Bednar | director, officer: Chairman and CEO | −77,753 | $17.41 |
| Aug 6, 2026 | Andrew Bednar | director, officer: Chairman and CEO | −80,045 | $17.17 |
| Aug 5, 2026 | Andrew Bednar | director, officer: Chairman and CEO | −77,899 | $17.36 |
| Jun 12, 2026 | Robert K. Steel | director | −100,000 | $15.76 |
| May 20, 2026 | Alexandra Gottschalk | officer: Chief Financial Officer | −14,018 | $17.46 |
Peers
- Evercore
Broad independent-advisory rival across M&A, restructuring, and private capital
- Lazard
Global advisory peer in M&A, restructuring, and capital solutions
- PJT Partners
Advisory-focused peer in restructuring, shareholder, and fund advisory
- Houlihan Lokey
Transaction-volume leader across M&A, capital solutions, and restructuring
- Moelis & Company
Independent-bank rival in M&A, capital markets, and restructuring
- Goldman Sachs
Large-bank M&A and capital-markets platform for marquee mandates
- Jefferies Financial Group
Full-service bank rival in advisory, capital markets, and energy banking
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Perella Weinberg Partners | $16.98 | 0.00% | $1.67B | 56.5 | 13.4 | 2.4 | +0.8% |
| Evercore | $293.00 | +1.00% | $11.22B | 16.4 | 15.1 | 2.4 | +19.2% |
| Lazard | $43.64 | −0.07% | $4.25B | 21.0 | 13.7 | 1.3 | −2.7% |
| PJT Partners | $182.80 | −0.05% | $4.67B | 30.7 | 21.8 | 2.5 | +19.5% |
| Houlihan Lokey | $133.02 | 0.00% | $9.30B | 22.4 | 17.5 | 3.7 | −15.6% |
| Moelis & Company | $68.40 | +0.02% | $5.07B | 23.8 | 19.5 | 3.2 | +12.1% |
| Goldman Sachs | $1,033.62 | +0.05% | $305.03B | 16.0 | 14.8 | 2.6 | +39.5% |
| Jefferies Financial Group | $53.09 | 0.00% | $10.80B | 14.8 | 13.3 | 0.9 | −11.5% |
| Median | 21.0 | 15.1 | 2.5 | +12.1% |