Is Weaker Earnings and Russell 2000 Defensive Inclusion Altering The Investment Case For Perella Weinberg Partners (PWP)?
Perella Weinberg Partners (PWP) was recently added to the Russell 2000 Defensive and Growth-Defensive indices, following a first-quarter earnings report that saw revenue decline and miss analyst expectations. While the index inclusion offers a technical positive, the company faces near-term challenges due to weaker results, insider selling, and leadership changes. Investors are advised to consider the high earnings multiple, dividend coverage, and execution risks despite potential drops into value territory.
Perella Weinberg Partners Director Sold Shares Worth Over $1.5M
Robert K. Steel, a Director at Perella Weinberg Partners, sold Class A common stock valued at $1,576,000 on June 12, 2026. The shares were sold at a weighted average price of $15.76. Following this transaction, Steel continues to directly own 287,922 Class A common shares of the company.
Perella Weinberg Partners (PWP) director sells 100,000 Class A shares
Perella Weinberg Partners director Robert K. Steel sold 100,000 shares of Class A Common Stock at a weighted average price of $15.76 per share in an open-market transaction. Following this sale, Steel directly holds 287,922 shares of the company's Class A Common Stock. This insider trade, categorized as a high-impact negative sentiment filing, was reported via a Form 4 SEC filing.
PWP - Perella Weinberg Partners Stock Price and Quote
This article provides comprehensive financial data for Perella Weinberg Partners (PWP), including its stock price, key financial metrics, performance indicators, and recent news and analyst ratings. It details insider transactions and outlines the company's core advisory services to various clients.
Perella Weinberg Shareholders Elect Directors, Ratify Auditor
Perella Weinberg Partners' shareholders have elected three Class II directors—Robert K. Steel, R. Edwin Bennet, and Houda Dabboussi—to serve until the 2029 annual meeting. The company's stockholders also ratified the appointment of Ernst & Young LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026. According to TipRanks' AI Analyst, PWP is rated as Neutral, despite improving profitability and strong cash generation, due to a weak capital structure and recent revenue softness.
Perella Weinberg (PWP) director Bennett granted 5,429 restricted shares in new award
Perella Weinberg Partners director Roy Edwin Bennett was granted 5,429 restricted shares of Class A Common Stock on May 27, 2026. These unvested restricted stock units will vest at the company's next general annual stockholder meeting, provided he continues his board service. Following this award, Bennett beneficially owns a total of 7,710 shares directly.
PWP (PWP) director surrenders 1,696 shares for tax withholding, holds 32,309
Perella Weinberg Partners (PWP) director Jorma J. Ollila surrendered 1,696 shares of Class A Common Stock valued at $18.97 per share to cover tax withholding obligations associated with vested restricted stock units. This transaction, which occurred on May 27, 2026, was not an open-market sale. Following this non-market disposition, Mr. Ollila directly holds 32,309 shares of Class A Common Stock.
Perella Weinberg Partners (PWP) director awarded 5,429 RSU shares in Form 4 filing
Perella Weinberg Partners (PWP) director Dabboussi Houda was awarded 5,429 restricted stock units (RSUs) of Class A Common Stock as a compensation award, as detailed in a Form 4 filing. This grant, valued at $0.00 per share, increases the director’s direct holdings to 7,710 shares. The RSUs are unvested and will vest at the company's next general annual stockholder meeting, contingent on continued board service.
Perella Weinberg (PWP) director awarded 5,429 stock units in Form 4
Perella Weinberg Partners director Kristin W. Mugford was awarded 5,429 shares of Class A common stock as restricted stock units on May 27, 2026. These units, which have a grant price of $0.00, will vest on the date of the company's next general annual stockholder meeting, contingent on her continued board service. Following this grant, Ms. Mugford directly holds 49,586 shares of Class A common stock.
Perella Weinberg Partners (PWP) director granted 5,429 stock units
Perella Weinberg Partners director Elizabeth C. Fascitelli was granted 5,429 shares of Class A Common Stock as restricted stock units, impacting her direct holdings to 49,586 shares. These granted shares are unvested and will vest upon the company's next annual stockholder meeting, conditioned on her continued board service. The transaction, reported in a Form 4 filing, was an equity grant at $0.00 per share, not an open-market purchase.
Do These 3 Checks Before Buying Perella Weinberg Partners (NASDAQ:PWP) For Its Upcoming Dividend
Perella Weinberg Partners (NASDAQ:PWP) is about to pay a dividend, but investors should be cautious. The company's payout ratio is a high 95% of earnings, which is a concern for dividend sustainability. Additionally, earnings per share have declined by 12% annually over the past five years, making the dividend less reliable.
Perella Weinberg CFO Nets $1 Million With 51,000-Share Sale. Time to Follow?
Perella Weinberg Partners CFO Alexandra Gottschalk recently sold 51,671 shares of company stock for approximately $1 million, reducing her direct holdings by over 40%. The sale, her first open-market transaction, raises questions for investors, especially given the company's rate-sensitive business and recent stock volatility. While insider sales can occur for personal reasons, some institutional investors are increasing their positions, betting on a rebound in dealmaking.
Perella Weinberg (PWP) investors re-elect directors and ratify EY auditor
Perella Weinberg Partners (PWP) held its 2026 Annual Meeting of Stockholders on May 27, 2026. During the meeting, stockholders re-elected three Class II directors—Robert K. Steel, R. Edwin Bennet, and Houda Dabboussi—to serve until the 2029 annual meeting. Additionally, the appointment of Ernst & Young LLP as the company's independent registered public accounting firm for the fiscal year ending December 31, 2026, was ratified with strong support.
Perella Weinberg Continues Partner Unit-to-Equity Conversions
Perella Weinberg Partners recently announced the conversion of 1,906,191 Class A partnership units into 1,908,084 shares of Class A common stock, held by certain limited partners of PWP Holdings LP. This transaction, conducted as a private offering, continues the firm's strategy of simplifying its capital structure and aligning partner interests with public shareholders. Analysts currently rate PWP stock as a "Buy" with a target price of $23.50, though TipRanks' AI Analyst notes concerns about its capital structure despite improving profitability.
Perella Weinberg (PWP) CFO sells 57,806 shares after unit and Class B-1 exchanges
Perella Weinberg Partners CFO Alexandra Gottschalk sold 57,806 shares of Class A common stock in open-market transactions on May 19 and 20, 2026, for approximately $1.01 million. These sales followed the exercise of PWP Holdings LP Common Units and Class B-1 common stock into Class A common stock or cash. After these transactions, Ms. Gottschalk directly holds 72,492 Class A shares.
Perella Weinberg Partners (PWP) restructures 1.9M Class B-1 share holdings
Perella Weinberg Partners (PWP) affiliate, PWP VoteCo Professionals LP, reported an internal restructuring transaction involving 1.9 million Class B-1 Common Stock shares at $0.02 per share. Following this transaction, the reporting person directly holds over 20 million Class B-1 shares. This restructuring is related to the distribution of Class B-1 shares to limited partners, which can later be converted into Class A common stock or cash.
Perella Weinberg (PWP) director exchanges OpCo units and Class B-1 shares
Perella Weinberg Partners director Robert K. Steel reported engaging in option-style exchanges of partnership units and Class B-1 shares linked to PWP Holdings LP into Class A common stock or cash. This action is primarily a technical conversion, not a direct open-market trade, and Steel maintains a significant direct Class A stock position. The transactions account for 396,166 shares exercised/converted, alongside a minor disposition of Class A shares back to the company.
Perella Weinberg Partners (NASDAQ: PWP) swaps OpCo units for 1.9M Class A shares
Perella Weinberg Partners (NASDAQ: PWP) announced an unregistered issuance of 1.9 million Class A common shares. This issuance is part of an ongoing exchange mechanism where certain limited partners of PWP Holdings LP converted their PWP OpCo Class A partnership units and corresponding Class B shares into publicly traded Class A common stock. The transaction, classified as a material event in an 8-K filing, reflects a standard process of migrating economic and voting interests from the partnership level to publicly traded equity.
Perella Weinberg CFO Nets $1 Million With 51,000-Share Sale. Time to Follow?
Perella Weinberg Partners CFO Alexandra Gottschalk sold 51,671 shares of common stock for approximately $1.02 million, reducing her direct holdings by over 40%. While insider sales can occur for various reasons, this significant reduction comes as the company's stock experiences volatility and institutional investors like Aristotle Capital Boston are increasing their stakes in anticipation of a rebound in dealmaking. The article advises investors to consider the broader market context and analyst recommendations before acting on insider transactions.
Perella Weinberg CFO Nets $1 Million With 51,000-Share Sale. Time to Follow?
Perella Weinberg Partners CFO Alexandra Gottschalk recently sold 51,671 shares of common stock for approximately $1.02 million, representing 41.62% of her direct holdings. This transaction, her first open-market sale, reduced her direct ownership to 72,492 shares. While insider sales can be for various reasons, this significant reduction comes as Perella's stock faces pressure and some institutional investors are increasing their positions.
Perella Weinberg CFO Nets $1 Million With 51,000-Share Sale. Time to Follow?
Perella Weinberg Partners' CFO, Alexandra Gottschalk, sold 51,671 shares of common stock for approximately $1.02 million, reducing her direct holdings by over 40%. This is her first reported open-market sale, maintaining a meaningful equity interest in the company. The article notes that while insider sales can be for various personal reasons, the significant reduction in holdings is noteworthy, especially given the company's rate-sensitive business and recent stock volatility.
PWP SEC Filings - Perella Weinberg Partners 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides comprehensive access to SEC filings for Perella Weinberg Partners (PWP), including 10-K annual reports, 10-Q quarterly earnings, and 8-K material event reports. It details how PWP uses these filings to communicate financial results, governance changes, and equity transactions. The platform offers AI-powered summaries and real-time updates from EDGAR to help investors quickly understand key points.
Perella Weinberg CFO Alexandra Gottschalk sells $1m in stock
Perella Weinberg Partners CFO Alexandra Gottschalk sold 51,671 shares of Class A Common Stock for approximately $1,019,985 on May 5, 2026. This transaction comes as PWP shares have declined nearly 15% recently and followed the company missing analysts' expectations for Q1 2026 earnings. Despite the recent stock weakness, InvestingPro data suggests the stock trades below its Fair Value.
Perella Weinberg Partners Chief Financial Officer Sold Shares Worth Over $1M
Alexandra Gottschalk, CFO of Perella Weinberg Partners (PWP), sold Class A Common Stock totaling $1,019,985 at a weighted average price of $19.74 per share. Following this transaction, Gottschalk directly owns 72,492 shares. The shares were sold in multiple transactions ranging from $19.48 to $20.00.
Perella Weinberg CFO Alexandra Gottschalk sells $1m in stock
Perella Weinberg Partners CFO Alexandra Gottschalk sold over $1 million worth of company stock on May 5, 2026. This sale follows a nearly 15% decline in PWP shares over the past week and disappointing first-quarter earnings that missed analyst expectations. Despite these issues, the stock is currently trading below its fair value, suggesting a potential upside for investors.
Perella Weinberg Partners (PWP) CFO sells 51,671 shares in open market
Perella Weinberg Partners' CFO, Alexandra Gottschalk, sold 51,671 shares of Class A Common Stock in an open-market transaction at a weighted average price of $19.74 per share. Following this sale, her direct holdings in the company amount to 72,492 shares. The sale was reported via a Form 4 filing and indicates a net seller transaction for a total of $1,019,986.
Perella Weinberg returns $64M, keeps dividend as Q1 revenue drops
Perella Weinberg Partners reported a 30% year-over-year revenue decline to $148.9 million in Q1 2026, with GAAP diluted EPS at $0.02 and adjusted EPS at $0.05. Despite the revenue drop and pre-tax losses, the firm maintained a strong balance sheet with $77.7 million in cash and no debt, returned $63.8 million to equity holders, and declared a quarterly dividend of $0.07 per share. Strategic moves included senior hires and the acquisition of Gleacher Shacklock to expand its UK presence, contributing to a two-year quarterly high backlog.
Perella Weinberg Partners (PWP) Return To Profitability Tests Bullish Community Narratives
Perella Weinberg Partners (PWP) recently reported Q1 2026 earnings, showcasing a return to profitability with Q4 2025 revenue at US$219.2 million and net income of US$9.4 million. The company has transitioned from significant losses to positive earnings, with trailing twelve-month net income reaching US$35.5 million. Despite a P/E ratio of 41x and a DCF fair value significantly below the current share price, the company's forecast revenue growth of 15.7% per year and recent profitability align with a cautiously bullish outlook.
Perella Weinberg (NASDAQ: PWP) Q1 loss, 30% revenue drop and capital returns
Perella Weinberg Partners reported a significant downturn in Q1 2026, with revenue dropping 30% year-over-year to $148.9 million, resulting in a GAAP pre-tax loss of $10.6 million. Despite the weak financial performance, the firm maintained a strong balance sheet with $77.7 million in cash and no debt, and returned $63.8 million to shareholders through share settlements and dividends, including a declared quarterly dividend of $0.07 per share. The company also announced the appointment of CFO Alexandra Gottschalk to the additional role of Chief Operating Officer.
Perella Weinberg Partners 1Q 2026: Revenue $148.92M, EPS $0.02— 10-Q Summary
Perella Weinberg Partners reported a significant downturn in its first-quarter 2026 results, with revenue falling 29.7% year-over-year to $148.92 million and diluted EPS dropping 91.7% to $0.02. This decline was primarily attributed to fewer fee-paying clients and reduced transaction closings, leading to sharply lower net income and earnings per share. Despite these challenges, the firm is investing in its platform and adding senior hires to enhance advisory capabilities.
[10-Q] Perella Weinberg Partners Quarterly Earnings Report
Perella Weinberg Partners reported significantly weaker first-quarter 2026 results, swinging to an operating loss of $12.9 million from an $11.7 million profit in the prior year, with net income attributable to the firm plummeting 91% to $1.5 million. Revenue decreased 30% to $148.9 million due to fewer fee-paying clients and a slowdown in M&A and capital solutions activity. The company experienced a substantial operating cash outflow of $109.7 million, primarily due to annual bonus payments, though it maintains no outstanding debt and recently announced the acquisition of London-based advisory firm Gleacher Shacklock LLP, pending regulatory approval.
Perella Weinberg Reports First Quarter 2026 Results
Perella Weinberg Partners reported its Q1 2026 results with revenues down 30% to $149 million, a GAAP pre-tax loss of $(11) million, and GAAP diluted EPS of $0.02. Despite the revenue decline, the firm highlighted strong client dialogue, a two-year quarterly high backlog, and strategic growth through talent investment and the acquisition of Gleacher Shacklock to expand its presence in the UK and diversify its services. The company also maintained a strong balance sheet with $78 million in cash and no debt, while returning $64 million to equity holders.
Perella Weinberg Partners Reports Q1 2026 Financial Results: Revenues Decline 30% Year-Over-Year with Talent Investments and Strong Cash Position
Perella Weinberg Partners (PWP) reported a 30% decline in Q1 2026 revenues to $149 million compared to the previous year, attributing it to fewer client engagements and reduced closings in M&A. Despite a GAAP pre-tax loss of $11 million, the firm maintains a strong financial position with $78 million in cash and no debt, while also expanding its team through new hires and the acquisition of Gleacher Shacklock. CEO Andrew Bednar emphasized strong client dialogue and strategic growth initiatives, including geographic expansion and diversification.
Perella Weinberg Partners files to sell Class A common stock
Perella Weinberg Partners has filed to sell its Class A common stock. This filing indicates the company's intention to offer these shares to the market. Further details regarding the offering, such as the number of shares and pricing, were not specified in this brief update.
Perella Weinberg to Announce First Quarter 2026 Financial Results and to Host Conference Call on May 1, 2026
Perella Weinberg Partners announced it will release its first-quarter 2026 financial results on Friday, May 1, 2026, before market open. The company will host a conference call and webcast on the same day at 9:00 AM ET to discuss the results, with replay options available afterward. Perella Weinberg is a global independent advisory firm providing strategic and financial advice to various clients.
Analysts Offer Insights on Financial Companies: Aurora Acquisition (BETR), Robinhood (HOOD) and Perella Weinberg Partners (PWP)
Analysts from Cantor Fitzgerald and Truist Financial have issued Buy ratings for Aurora Acquisition (BETR) and Robinhood (HOOD) respectively, with specific price targets. Conversely, a Goldman Sachs analyst has maintained a Sell rating on Perella Weinberg Partners (PWP). The article highlights current analyst consensus and price targets for these financial sector companies.
Analysts Offer Insights on Financial Companies: Aurora Acquisition (BETR), Robinhood (HOOD) and Perella Weinberg Partners (PWP)
This article provides analyst insights on three financial companies: Aurora Acquisition (BETR), Robinhood (HOOD), and Perella Weinberg Partners (PWP). Cantor Fitzgerald maintained a Buy rating on Aurora Acquisition with a $40 price target, while Truist Financial also maintained a Buy rating on Robinhood with a $100 price target. Goldman Sachs, however, maintained a Sell rating on Perella Weinberg Partners with a target of $19.50.
Perella Weinberg discloses stock consideration for Gleacher Shacklock deal (PWP:NASDAQ)
Perella Weinberg Partners disclosed the stock consideration for its acquisition of Gleacher Shacklock in an SEC filing. The company had previously agreed to acquire 100% of the London-headquartered independent advisory firm. This filing provides details on the compensation structure for the deal.
Perella Weinberg Partners (PWP) funds UK partnership acquisition with new stock issuance
Perella Weinberg Partners (PWP) is acquiring a UK-based limited liability partnership using newly issued Class A common stock. The acquisition involves an initial issuance of 1,127,529 shares at closing, with an additional 2,255,058 shares to be released in three annual tranches, subject to forfeiture. This stock issuance, relying on Section 4(a)(2) as an unregistered private transaction, is designed to align seller incentives with post-closing performance and growth, with further contingent consideration tied to client engagement fees.
Analysts Offer Insights on Financial Companies: Jefferies (JEF) and Flagstar Financial (FLG)
Goldman Sachs analyst James Yaro maintained a Buy rating on Jefferies (JEF) with a $47.00 price target, while KBW analyst Alex Bond reiterated a Buy rating on Flagstar Financial (FLG) with a $16.00 price target. Jefferies holds a Moderate Buy consensus with a 30.8% upside, and Flagstar Financial also has a Moderate Buy consensus with a 14.9% upside. These analyst insights suggest optimism within the Financial sector for both companies.
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.
