Vanguard realignment leads to disaggregated reporting for Perella Weinberg (PWP)
The Vanguard Group has amended its Schedule 13G/A for Perella Weinberg Partners (PWP), reporting zero beneficial ownership due to an internal realignment effective January 12, 2026. This realignment means certain Vanguard subsidiaries will now report their holdings separately, following SEC Release No. 34-39538. The filing, signed by Ashley Grim on March 27, 2026, explains that while the consolidated Vanguard entity shows no direct ownership, affiliated accounts may still hold PWP shares under different filers.
PWP SEC Filings - Perella Weinberg Partners 10-K, 10-Q, 8-K Forms
This page provides access to Perella Weinberg Partners (PWP) SEC filings, including 10-K, 10-Q, 8-K forms, and insider trading information. It offers real-time updates from EDGAR and AI-powered summaries to help investors understand key points. Recent filings highlight Q3 2025 financial results, press releases, and details regarding insider stock sales and unit exchanges by director Robert K. Steel.
PWP SEC Filings - Perella Weinberg Partners 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides comprehensive access to Perella Weinberg Partners' (PWP) SEC filings, including annual 10-K reports, quarterly 10-Q statements, 8-K material event disclosures, and insider trading forms. It features AI-powered summaries to help investors quickly understand key points from these regulatory documents, detailing changes in operations, financial condition, and corporate governance. Recent filings highlight insider transactions, such as stock unit vesting, disposals for tax withholding, new director appointments, and significant ownership disclosures.
Perella Weinberg Partners (NASDAQ:PWP) Q3 2025 Earnings Call Transcript
This document is a transcript of the Q3 2025 earnings call for Perella Weinberg Partners (NASDAQ:PWP). It provides a detailed record of the discussions held during the call.
Perella Weinberg (NYSE: PWP) CFO surrenders 1,609 shares for RSU tax withholding
Perella Weinberg Partners CFO Alexandra Gottschalk disposed of 1,609 shares of Class A common stock at $18.64 per share. This disposition was a deemed transaction to satisfy tax withholding obligations upon the vesting of restricted stock units. Following this transaction, Ms. Gottschalk beneficially owns 124,163 shares of Class A common stock.
Perella Weinberg Partners files to sell Class A common stock
Perella Weinberg Partners has filed to sell its Class A common stock. Further details regarding the filing, such as the number of shares or expected offering price, were not provided in this brief update.
Perella Weinberg (NYSE: PWP) director uses 15,301 shares to satisfy tax withholding
Perella Weinberg director Robert K. Steel disposed of 15,301 shares of Class A common stock to cover tax withholding obligations related to the vesting of restricted stock units. This transaction, valued at $18.64 per share, was a tax-related transfer to the company, not an open-market sale. Following this activity, Steel directly holds 189,643 shares of Perella Weinberg Partners Class A common stock.
PWP VoteCo Professionals LP shifts 215,000 PWP Class B-1 shares
PWP VoteCo Professionals LP, an insider entity for Perella Weinberg Partners (PWP), reallocated 215,000 shares of Class B-1 common stock at $0.02 per share. This transaction, categorized as an "other" disposition, involved a distribution to one or more of its limited partners. Post-transaction, the entity holds 21,924,506 Class B-1 shares, which are tied to PWP Holdings LP units and can be converted into Class A common stock or cash.
Perella Weinberg Partners (PWP) director gains 30,000 shares from PSU exercise
Perella Weinberg Partners director Robert K. Steel acquired 30,000 shares on February 28, 2026, through the exercise of performance-based stock units (PSUs) at a price of $0.00 per unit. These PSUs, granted on August 31, 2021, vested after meeting specific service-based and stock price performance conditions. This transaction increases Steel's direct ownership of Class A common stock to 204,944 shares.
PWP (PWP) CFO Alexandra Gottschalk gains 4,000 shares from PSU vesting
Perella Weinberg Partners CFO Alexandra Gottschalk reported the vesting of 4,000 performance-based stock units (PSUs) into Class A common stock on February 28, 2026. These PSUs, which converted at $0.00 per unit, contribute to her direct ownership of 125,772 Class A shares after the transaction. The vesting was contingent on both service-based conditions and the achievement of specific stock price targets ($12, $13.50, $15, and $17) over sustained trading periods.
Analysts Offer Insights on Financial Companies: Evercore Partners (EVR), Chime Financial, Inc. Class A (CHYM) and Nu Holdings (NU)
Three analysts recently issued bullish sentiments on financial companies Evercore Partners (EVR), Chime Financial, Inc. Class A (CHYM), and Nu Holdings (NU). Goldman Sachs maintained a Buy rating on Evercore Partners with a $447.00 price target. B. Riley Securities maintained a Buy rating on Chime Financial, Inc. Class A with a $35.00 price target, and Goldman Sachs also maintained a Buy rating on Nu Holdings, setting a price target of $22.00.
Perella Weinberg (NASDAQ: PWP) swings to 2025 profit as fees ease
Perella Weinberg Partners reported a swing to operating profit in 2025 with $48.0 million, despite a 14% revenue decline to $750.9 million from $878.0 million in 2024. The return to profitability was largely due to the amortization of significant equity-based compensation awards related to its 2021 business combination, which were fully expensed by 2024. The firm's performance is highly sensitive to market conditions given its contingent fee model and faces ongoing challenges in talent retention, regulatory compliance, and cybersecurity risks.
Perella Weinberg Partners SEC 10-K Report
Perella Weinberg Partners released its annual Form 10-K report, highlighting significant improvements in financial performance, strategic initiatives, and challenges. The report details a return to profitability with net income of $48.0 million and improved earnings per share, despite a 14% decrease in revenues due to lower M&A activity. The company expanded advisory services, completed a strategic acquisition, managed capital through repurchases and offerings, and is focused on talent development, regulatory compliance, and cybersecurity.
First Week of PWP October 16th Options Trading
Perella Weinberg Partners (PWP) Class A has new options trading for the October 16th expiration. This article analyzes a put contract at the $17.50 strike price and a call contract at the $20.00 strike price, detailing potential returns and risks for investors considering selling puts or covered calls. The analysis uses Stock Options Channel's YieldBoost formula, implied volatility, and historical trading data for PWP.
Perella Weinberg (PWP) CFO uses 1,633 shares to cover tax bill
Perella Weinberg Partners CFO Alexandra Gottschalk used 1,633 shares of Class A common stock to cover tax withholding obligations associated with vesting restricted stock units. This administrative transaction, reported on February 24, 2026, involved shares being returned to the company rather than being sold on the open market, at a price of $19.35 per share. Following this, Gottschalk directly holds 121,772 shares of Perella Weinberg Partners Class A common stock.
Perella Weinberg Partners (PWP) director uses shares to cover tax
Perella Weinberg Partners director Robert K. Steel reported a non-market disposition of 3,093 Class A common shares. These shares, valued at $19.35 each, were transferred back to the company to cover tax withholding obligations arising from vested restricted stock units. Following this transaction, Steel directly holds 174,944 Class A shares.
Perella Weinberg (PWP) president delivers shares to cover RSU tax
Perella Weinberg Partners President Becker Dietrich disposed of 16,052 shares of Class A common stock at $19.35 per share on February 24, 2026. This transaction was a tax-related share disposition to satisfy withholding obligations linked to the vesting of restricted stock units (RSUs). After this disposition, Becker Dietrich directly owns 410,488 Class A shares.
Will Perella Weinberg Partners (PWP) be able to Create Shareholder Value Over the Coming Years?
Aristotle Capital Boston, LLC's fourth-quarter 2025 investor letter highlighted Perella Weinberg Partners (PWP) as a stock poised to create shareholder value. The investment bank is expected to benefit from an upturn in M&A activity, leveraging its strategic hires and investments made during a downturn. Despite positive outlook, Perella Weinberg Partners is not among the 30 most popular stocks among hedge funds, and the fund suggests AI stocks may offer higher and quicker returns.
Perella Weinberg Partners (PWP) Profitability Turn Faces Rich 43.7x P/E Narrative Test
Perella Weinberg Partners (PWP) achieved profitability in FY 2025, with fourth-quarter revenue of US$219.2 million and basic EPS of US$0.14. Despite this turn to profit and a projected 19.9% revenue growth, the company's shares trade at a high P/E ratio of 43.7x, significantly above industry and peer averages. This valuation gap, coupled with a DCF fair value below the current share price, raises questions about whether the current PWP stock price is justified by its recent performance and future growth outlook.
PWP | Perella Weinberg Partners Class Financials - Income Statement
This page provides financial information for Perella Weinberg Partners Class A Common Stock (PWP), specifically focusing on its income statement and related data. It also includes details on congressional trading activity, insider trading, institutional holdings, and various analytical metrics related to the stock's performance. The article also provides key company information, including its market cap, employees, and services.
Perella Weinberg Reports Full Year and Fourth Quarter 2025 Results
Perella Weinberg Partners reported its full year and fourth quarter 2025 financial results, with full-year revenues of $751 million, down 14% from a record 2024, and GAAP diluted EPS of $0.47. The firm invested significantly in talent, adding twelve partners and eleven managing directors in 2025, and maintains a strong balance sheet with $256 million in cash and no debt, returning $163 million to equity holders. CEO Andrew Bednar noted that 2025 was the third-highest revenue year in the firm's history, driven by strategic talent investments and a record pipeline for 2026.
Perella Weinberg Reports Full Year and Fourth Quarter 2025 Results
Perella Weinberg announced its full year and fourth quarter 2025 financial results, reporting revenues of $751 million for the full year, a 14% decrease from a record 2024, and $219 million for the fourth quarter. Despite the revenue decrease, the firm highlighted strategic talent investments, a strong balance sheet with $256 million cash and no debt, and a record pipeline entering 2026. CEO Andrew Bednar noted that 2025 was the firm's third-highest revenue year in its 20-year history.
Perella Weinberg (NASDAQ: PWP) returns $163M to holders in 2025
Perella Weinberg (NASDAQ: PWP) reported lower revenues for 2025 at $750.9 million, a 14% decrease from the record 2024, primarily due to fewer M&A closings. Despite this, the firm returned to profitability with a GAAP pre-tax income of $51.5 million and continued significant capital returns to shareholders, totaling $163.4 million in 2025 through repurchases and dividends. The company also announced a quarterly dividend of $0.07 per share payable in March 2026 and highlighted strategic investments in talent and the acquisition of Devon Park Advisors to expand its advisory capabilities.
Perella Weinberg Partners Reports 2025 Financial Results: Revenues of $751 Million, Down 14%, with Strategic Talent Investments and Strong Capital Management
Perella Weinberg Partners reported 2025 revenues of $751 million, a 14% decrease from the previous year, primarily due to fewer M&A closings, though gains in financing and capital solutions partially offset this. Despite the revenue decline, the firm achieved its third-highest revenue year in its 20-year history and made significant strategic investments in talent, adding 12 partners and acquiring Devon Park Advisors. The company maintains a strong financial position with $256 million in cash, no debt, and returned $163 million to equity holders, while anticipating favorable market conditions and a strong pipeline for 2026.
Perella Weinberg Partners Reports 2025 Financial Results: Revenues of $751 Million, Down 14%, with Strategic Talent Investments and Strong Capital Management
Perella Weinberg Partners reported 2025 revenues of $751 million, a 14% decrease from the previous year, despite strong Q4 revenues of $219 million. The firm maintained a strong financial position with $256 million in cash and no debt, returning $163 million to equity holders, and declaring a quarterly dividend of $0.07 per share. Strategic investments were made in talent, adding 12 partners and acquiring Devon Park Advisors, positioning the company for anticipated favorable market conditions in 2026.
Perella Weinberg (PWP) Q4 2025 Earnings Transcript
Perella Weinberg Partners (PWP) reported its third-highest revenue year in 2025 at $751 million, despite a 14% decrease from the previous record year, driven by record performance in Europe and its restructuring practice. The company made significant investments in senior talent, hiring 23 senior bankers in 2025, and maintained a strong financial position with $256 million cash and no debt, returning over $163 million to shareholders. Management expressed optimism for 2026, citing a record-high gross pipeline and improving market sentiment.
Is PWP’s New AI Hire a Subtle Shift in How Perella Weinberg Competes for Tech Deals?
Perella Weinberg Partners recently hired Daniel Avrutsky as a Partner in its New York-based Technology business, focusing on software clients involved with human capital management, future of work, and AI. This move signifies the firm's strategic push to enhance its expertise in the intersection of software and AI, addressing evolving business models and workforce technologies. While this hire, along with that of Benjamin Port in Healthcare, strengthens sector expertise, the article suggests it may not immediately impact financial results, instead modestly tilting the risk balance given the company's valuation and focus on execution.
Perella Weinberg sends $163M to investors as 2025 revenue falls 14%
Perella Weinberg Partners (NASDAQ: PWP) reported full-year 2025 revenues of $750.9 million, a 14% decrease from the previous year, with fourth-quarter revenues at $219.2 million. Despite the revenue decline, the firm maintained a strong financial position with $255.9 million in cash and no debt, returning $163.4 million to equity holders and acquiring Devon Park Advisors to expand its secondaries advisory capabilities. The market reacted positively to the news, with PWP's stock gaining 8.04%, adding approximately $157 million to its valuation.
Perella Weinberg chairman Peter A. Weinberg sells $3.56m in stock
Perella Weinberg chairman Peter A. Weinberg sold $3.56 million worth of company stock. This transaction suggests a significant divestment by a key executive.
Perella Weinberg Expands Healthcare Advisory As PWP Shares Show Mixed Picture
Perella Weinberg Partners (PWP) has appointed Benjamin Port as a Partner, expanding its Healthcare advisory practice, a move signalling a stronger focus on this sector. While the stock has seen significant short-term gains (26% over 30 days) and long-term growth (119% over 3 years), it also experienced a 10.5% decline over the past year, indicating mixed performance. The appointment and its potential impact on future deal pipelines and revenue mix are important considerations for investors.
Leadership Shift And Healthcare Hire Might Change The Case For Investing In Perella Weinberg Partners (PWP)
Perella Weinberg Partners recently strengthened its healthcare services advisory capabilities by hiring Benjamin Port as a Partner in New York. Concurrently, co-founder Peter A. Weinberg will step down as Chairman in 2026, with current CEO Andrew Bednar set to assume the role, consolidating leadership. This shift, combined with a focus on higher-value sectors and a premium valuation, presents both opportunities and risks for investors.
A Piece Of The Puzzle Missing From Perella Weinberg Partners' (NASDAQ:PWP) 27% Share Price Climb
Perella Weinberg Partners' shares have seen a 27% climb in the last month, though they are still down 15% over the past year. Despite its low price-to-sales (P/S) ratio of 1.9x compared to an industry average of 4.1x, the company is forecasted to have 20% revenue growth in the coming year, outperforming the industry's 7.3% prediction. The low P/S ratio suggests that some shareholders might be doubtful of these strong forecasts or perceive potential risks despite the positive outlook.
Perella Weinberg Partners announces board leadership changes effective June 2026
Perella Weinberg Partners announced leadership changes effective June 30, 2026, with Peter A. Weinberg resigning as Chairman but remaining on the board, and CEO Andrew Bednar also assuming the Chairman role. This consolidation comes as the company trades at a low P/E ratio relative to its near-term earnings growth. The firm also reported disappointing Q3 2025 earnings and a recent exchange of Class A common stock for partnership units.
Perella Weinberg Partners announces board leadership changes effective June 2026
Perella Weinberg Partners announced that Peter A. Weinberg will resign as Chairman of the Board of Directors effective June 30, 2026, but will remain on the board and as a working partner. Andrew Bednar, the current CEO, will assume the role of Chairman in addition to his CEO responsibilities. These leadership changes come as the company trades at a low P/E ratio, expects increased net income, and recently reported third-quarter 2025 earnings that missed analyst expectations.
Perella Weinberg Partners announces board leadership changes effective June 2026
Perella Weinberg Partners announced that Peter A. Weinberg will resign as Chairman of the Board of Directors effective June 30, 2026, though he will remain on the board and as a working partner. Current CEO Andrew Bednar will assume the Chairman role while retaining his CEO responsibilities. These leadership changes follow the company's recent third-quarter earnings which missed analyst expectations and amidst significant stock price volatility.
Perella Weinberg Partners announces board leadership changes effective June 2026
Perella Weinberg Partners announced that Peter A. Weinberg will resign as Chairman of the Board of Directors effective June 30, 2026, but will remain on the Board and as a working partner. Andrew Bednar, the current CEO, will assume the Chairman role while retaining his CEO responsibilities. These leadership changes come as PWP faces significant price volatility and recently reported third-quarter 2025 earnings and revenue that fell short of analyst expectations.
Perella Weinberg Partners (NASDAQ:PWP) Q3 2025 Earnings Call Transcript
Perella Weinberg Partners (PWP) reported Q3 2025 revenues of $165 million, missing EPS expectations. CEO Andrew Bednar highlighted record active engagements and pipeline, with significant investments in new bankers and the acquisition of Devon Park expanding capabilities, particularly in the secondaries market. CFO Alex Gottschalk detailed continued expense discipline and capital returns, with a positive outlook for revenue growth in 2026 driven by strategic expansions.
Perella Weinberg (PWP) To Report Earnings Tomorrow: Here Is What To Expect
Perella Weinberg Partners (PWP) is scheduled to report earnings tomorrow before market hours. Analysts expect a revenue decline of 35.4% year-on-year to $179.8 million and adjusted earnings of $0.15 per share. While other firms in the investment banking segment have shown varied Q3 results, Perella Weinberg has historically beaten revenue estimates, exceeding them by 17.2% on average over the last two years.
Perella Weinberg Partners issues 1.32 million shares in unit exchange By Investing.com
Perella Weinberg Partners (NASDAQ:PWP) issued 1.32 million shares of its Class A common stock in exchange for Class A partnership units and Class B common stock from PWP Holdings LP limited partners. This transaction occurred as PWP's stock experienced a decline of 9.33% over the past week and 26.15% year-to-date, trading at $17.50. The firm recently reported Q3 2025 earnings and revenue that fell short of analyst expectations.
Perella Weinberg Partners issues 1.32 million shares in unit exchange
Perella Weinberg Partners (NASDAQ: PWP) issued 1,320,319 shares of its Class A common stock in exchange for Class A partnership units and Class B common stock from PWP Holdings LP. This transaction comes as PWP's stock has seen a decline, dropping 9.33% over the past week and 26.15% year-to-date. The company recently reported third-quarter 2025 earnings that missed analyst expectations for both EPS and revenue.
How Investors Are Reacting To Perella Weinberg Partners (PWP) 40% Revenue Drop and M&A Slowdown
Perella Weinberg Partners (PWP) recently reported a significant 40% year-over-year revenue drop in Q3 2025 due to a slowdown in M&A activity, missing analyst expectations. Despite these challenges, the firm is investing in talent and acquired Devon Park Advisors, maintaining a $0.07 quarterly dividend, signaling confidence in its healthy balance sheet with $186 million in cash and no debt. The investment narrative hinges on a recovery in deal-making, but market sentiment remains cautious given the volatile M&A cycles and high executive compensation costs.
Earnings call transcript: Perella Weinberg misses Q3 2025 forecasts
Perella Weinberg Partners (PWP) reported a miss on both Q3 2025 EPS and revenue forecasts, with EPS at $0.13 against an anticipated $0.1675 and revenue of $164.65 million against a forecast of $189.33 million. Despite the financial shortfall, the firm remains optimistic, highlighting strategic hires and the acquisition of Devon Park as key drivers for future revenue growth, particularly in 2026, and confirming a steady pace of activity in its liability management business. The market reacted with a slight dip in share price after the announcement.
Earnings Flash (PWP) Perella Weinberg Partners Reports Q3 Revenue $164.6M, vs. FactSet Est of $179.8M
Perella Weinberg Partners announced its Q3 revenue of $164.6 million, falling short of the FactSet estimate of $179.8 million. The advisory firm also reported a 41% drop in Q3 revenue due to fewer M&A deals and adjusted EPS of $0.13 per share.
Perella Weinberg Reports Third Quarter 2025 Results
Perella Weinberg Partners reported third-quarter 2025 revenues of $165 million, a 41% decrease from the previous year, primarily due to fewer M&A closings. Despite the revenue decline, the firm has made significant strategic investments, adding 25 senior bankers and completing the Devon Park acquisition to strengthen its market position. The company also reported a strong balance sheet with $186 million in cash and no debt, and returned over $157 million to equity holders year-to-date, along with declaring a quarterly dividend of $0.07 per share.
Perella Weinberg Reports Third Quarter 2025 Results
Perella Weinberg Partners reported its Q3 2025 financial results, showing a 41% decrease in revenues to $165 million from the previous year, primarily due to fewer M&A closings. Despite this, the firm announced strategic investments, including adding senior bankers and acquiring Devon Park Advisors Capital Management, and maintaining a strong balance sheet with $186 million in cash and no debt. The company also declared a quarterly dividend of $0.07 per share.
Perella Weinberg Partners Announces Third Quarter 2025 Financial Results Release and Conference Call Details
Perella Weinberg Partners (PWP) announced it will release its Q3 2025 financial results on November 7, 2025, before market open, followed by a conference call and webcast at 9:00 AM ET on the same day. The firm, a leading global independent advisory company, is known for providing strategic and financial advice to various clients. The announcement includes public access details for the webcast and conference call, with a replay available until November 14, 2025.
Perella Weinberg Partners Welcomes David Wyles as Partner to Lead UK and European Business Initiatives
Perella Weinberg Partners has appointed David Wyles as Partner to lead its UK and European businesses, based in London. Wyles, formerly President and Head of EMEA at Greenhill & Co. for 27 years, brings extensive experience in M&A and restructuring. CEO Andrew Bednar stated that Wyles's leadership is expected to significantly enhance the firm's growth and market position across Europe, particularly in the active UK market.
Perella Weinberg Stock Q2: Maximum M&A Torque (NASDAQ:PWP)
Perella Weinberg (PWP) significantly exceeded Street expectations in its Q2 earnings, primarily driven by its strong M&A advisory business. The article highlights PWP's potential for higher earnings due to its leverage in the M&A cycle and its attractive relative valuation discount, suggesting it is a compelling investment. The company's capabilities extend beyond M&A to restructuring, capital markets, and private funds.
Perella Weinberg Partners Acquires Devon Park Advisors to Enhance Financial Services Offering Amid Declining Revenues | PWP Stock News
Perella Weinberg Partners has acquired Devon Park Advisors to bolster its financial services for alternative asset managers, especially in the growing secondaries market. This strategic move aims to generate revenue opportunities despite a 43% decline in Q2 2025 revenues to $155 million and a 2% decrease for the first half of 2025. The firm maintains a strong balance sheet with $145 million in cash and no debt, and has continued to invest in talent while returning value to shareholders through repurchases and dividends.
Perella Weinberg Reports Second Quarter 2025 Results; Adds Private Funds Advisory Platform with Acquisition of Devon Park Advisors
Perella Weinberg Partners announced its second-quarter 2025 financial results, with revenues down 43% from the previous year, but with adjusted pre-tax income of $12 million. The firm also announced the strategic acquisition of Devon Park Advisors, a GP-led secondaries advisory firm, to expand its services to alternative asset managers and enhance its Private Funds Advisory platform. Despite reduced M&A contributions, Perella Weinberg highlighted strong client activity in Q3, ongoing talent investment, and a solid balance sheet, including the declaration of a $0.07 quarterly dividend.
