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Perella Weinberg Partners

Perella Weinberg Partners

PWP · NASDAQ · Financial Services / Capital Markets

13.26USD-0.19 (-1.38%)

Price History

Full chart

Market Stats

Previous Close13.45
Open13.54
Day Range13.06 – 13.70
52-Week Range12.52 – 25.63
Volume984.06K
Market Cap1.41B
P/E (TTM)55.65
Forward P/E0.00
EPS0.26
Dividend Yield1.94%
Beta1.62
50-Day Avg15.89
200-Day Avg17.93

About

Perella Weinberg Partners, an independent advisory firm, provides strategic and financial advice services in the United States, the United Kingdom, and internationally. It offers advisory services related to strategic and financial decisions, mergers and acquisition execution, shareholder engagement advisory, and financing and capital solutions advice with a focus on restructuring, liability management, capital markets advisory, and private capital placement, as well as underwriting and research services primarily for the energy and related industries. The company serves public multinational corporations, mid-sized public and private companies, financial sponsors, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in consumer and retail; energy and energy transition; financial services and FinTech; healthcare; industrials and infrastructure; and technology, telecommunication, and media industries. Perella Weinberg Partners is headquartered in New York, New York.

Company Details

  • SectorFinancial Services
  • IndustryCapital Markets
  • CEOMr. Andrew Bednar J.D.
  • Employees700
  • Headquarters767 Fifth Avenue, New York, NY, United States, 10153, USA
  • Websitehttps://pwpartners.com

Leadership

  • Mr. Peter Amory Weinberg A.C.A.Co-Founder, Founding Partner & Chairman · b. 1958
  • Mr. Andrew Bednar J.D.CEO, Partner of New York & Director
  • Mr. Dietrich BeckerPartner of London, President & Director · b. 1963
  • Ms. Taylor ReinhardtExecutive Director & Head of Investor Relations
  • Mr. Titus W. Leung J.D.Partner for Advisory Business - New York
  • Mr. Michael GracePartner of Advisory - New York
  • Mr. Daniel AvrutskyPartner · b. 1973
  • Ms. Michele AbramsManaging Director
  • Mr. Christopher BlakePartner of Healthcare Group
  • Mr. Saahil SajnaniManaging Director of New York

Financials

Income Statement

Currency: USD2017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Revenue403.01M679.57M533.30M518.99M801.66M631.51M648.65M878.04M750.90M
Growth (%)-+68.62%-21.52%-2.68%+54.47%-21.23%+2.71%+35.36%-14.48%
Cost of Revenue--349.82M374.33M600.69M391.33M426.57M525.94M20.83M
Gross Profit403.01M679.57M183.48M144.65M200.97M240.17M222.08M352.10M730.07M
Gross Margin100.00%100.00%34.40%27.87%25.07%38.03%34.24%40.10%97.23%
Operating Expense592.35M786.98M338.60M159.25M134.38M287.91M337.18M430.63M682.06M
Operating Income-189.33M-107.42M-155.12M-14.60M66.58M-47.73M-115.10M-78.53M48.01M
Operating Margin-46.98%-15.81%-29.09%-2.81%8.31%-7.56%-17.74%-8.94%6.39%
EBITDA-504.00K-977-130.35M10.38M89.35M-37.04M-100.42M-58.15M72.35M
EBITDA Margin-0.13%-0.00%-24.44%2.00%11.15%-5.87%-15.48%-6.62%9.63%
Net Income-190.48M-977-164.02M-24.34M4.02M17.88M-17.22M-64.73M35.48M
Net Income Margin-47.26%-0.00%-30.76%-4.69%0.50%2.83%-2.66%-7.37%4.72%
R&D-2.10M1.50M1.70M1.20M1.00M300.00K100.00K-
R&D as % of Total Revenue-0.31%0.28%0.33%0.15%0.16%0.05%0.01%-
Interest Expense0015.39M15.74M7.61M276.00K276.00K--
Interest Expense % of Total Revenue0.00%0.00%2.89%3.03%0.95%0.04%0.04%--

Balance Sheet

Currency: USD2017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Assets-25.17K65.64K542.95M718.33M717.09M761.11M876.75M797.64M
Total Liabilities-1.15K42.93K468.77M446.98M456.95M492.86M646.99M536.90M
Total Equity-24.02K22.70K74.18M271.35M137.46M152.66M-421.38M-127.36M
Cash--10.76K330.91M502.77M174.17M250.10M332.77M255.91M
Total Debt--869205.19M339.31M165.60M175.90M187.35M353.66M
Net Debt---9.89K-125.71M-459.32M-8.56M-74.20M-145.42M97.75M

Cash Flow

Currency: USD2017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Operating Cash Flow270.88M270.88M-106.11M85.91M234.91M-17.77M145.88M223.36M34.79M
Investing Cash Flow-2.78M-2.78M-7.27M-230.00M-2.44M-166.23M-5.82M-98.00K51.74M
Financing Cash Flow-24.54M-24.54M-30.21M-21.99M-55.02M-136.77M-67.02M-137.25M-168.57M
Capital Expenditure3.34M3.34M7.42M5.52M1.46M26.56M57.60M16.38M4.31M
Free Cash Flow-267.54M-113.52M80.39M233.45M-44.33M88.28M206.98M30.48M
Dividends Paid38.38M38.38M38.38M11.99M71.92M57.30M27.31M20.28M22.91M
FCF to OCF-98.77%106.99%93.57%99.38%249.44%60.52%92.67%87.60%
Dividend Paid to FCF-14.34%-33.80%14.91%30.81%-129.24%30.94%9.80%75.18%

Earnings

Report DateSep 11, 2020Nov 16, 2020Mar 30, 2021May 24, 2021Aug 12, 2021Nov 4, 2021Feb 17, 2022May 5, 2022Aug 4, 2022Nov 3, 2022Feb 9, 2023May 4, 2023Aug 3, 2023Nov 7, 2023Feb 8, 2024May 3, 2024Aug 2, 2024Nov 8, 2024Feb 7, 2025May 2, 2025Aug 1, 2025Nov 7, 2025Feb 6, 2026May 1, 2026Jul 31, 2026Nov 6, 2026
EPS Estimate0.000.00-0.290.240.230.330.200.050.120.020.070.110.050.040.070.170.190.210.210.050.140.100.170.060.26
EPS Actual0.000.00-0.160.340.660.260.330.190.220.260.110.090.160.120.08-0.100.430.340.260.280.090.130.170.050.20-
Surprise---17.24%175.00%13.04%0.00%-5.00%340.00%116.67%450.00%28.57%45.45%140.00%100.00%-242.86%152.94%78.95%23.81%33.33%80.00%-7.14%70.00%-70.59%233.33%-
Timing--After-hoursAfter-hoursPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-market

Key Statistics & Ratios

Market Cap1.41B
Enterprise Value1.10B
Trailing P/E55.65
Forward P/E0.00
Price / Sales2.04
Price / Book5.89
EPS0.26
Book Value-0.621
Revenue (TTM)689.25M
Gross Profit (TTM)666.00M
Profit Margin3.22%
Operating Margin14.73%
Return on Equity12.69%
Return on Assets4.47%
Shares Outstanding77.29M
Shares Float68.79M
Beta1.62
Dividend Yield1.94%
Dividend Rate0.28
Payout Ratio50.91%

Analyst Ratings

Buy
Based on 4 analystsTarget 22.25
  • Strong Buy
    1
  • Buy
    2
  • Sell
    1

Ownership Breakdown

Institutions
109.00%
Insiders
6.17%
Retail / Other
0.00%

Top Institutional Holders

  • FMR Inc
    10.04M13.34%
  • Wellington Management Company LLP
    5.19M6.89%
  • BlackRock Inc
    4.78M6.34%
  • William Blair Investment Management, LLC
    4.39M5.83%
  • Adage Capital Partners Gp LLC
    3.31M4.40%
  • Nuveen, LLC
    2.98M3.95%
  • Vanguard Capital Management, LLC
    2.76M3.67%
  • Capital World Investors
    2.68M3.55%
  • Boston Partners Global Investors, Inc
    2.54M3.38%
  • Ameriprise Financial Inc
    1.97M2.61%
  • Westwood Holdings Group Inc
    1.96M2.60%
  • The Goldman Sachs Group Inc
    1.84M2.44%
  • Arnhold & S. Bleichroeder Advisers, LLC
    1.80M2.39%
  • State Street Corp
    1.77M2.36%

Top Fund Holders

  • American Funds SMALLCAP World A
    2.60M3.46%
  • Nomura Small Cap Core I
    2.16M2.86%
  • Vanguard MStar Total Stk Mkt Idx Invest
    2.15M2.85%
  • Fidelity Small Cap Value Fund
    1.94M2.58%
  • iShares Russell 2000 ETF
    1.82M2.41%
  • Columbia Small Cap Growth Inst
    1.79M2.37%

Dividends

20263×
0.07Aug 28, 20260.07Jun 1, 20260.07Feb 17, 2026
20254×
0.07Nov 17, 20250.07Aug 29, 20250.07May 14, 20250.07Feb 18, 2025
20244×
0.07Dec 4, 20240.07Sep 5, 20240.07May 28, 20240.07Feb 27, 2024
20234×
0.07Nov 22, 20230.07Aug 31, 20230.07May 25, 20230.07Feb 27, 2023
20224×
0.07Nov 23, 20220.07Sep 1, 20220.07May 18, 20220.07Mar 2, 2022
20212×
0.07Dec 2, 20210.07Sep 2, 2021