Perella Weinberg Partners (PWP)
Nasdaq · Finance Services · Finance, insurance and real estate · CIK 1777835 · fiscal year ends in Dec
Closing price $14.00 on 29 Oct 2026; 52-week range $12.37 to $24.34.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $689.2M
- Revenue growth
- -20.9%
- Net income, last twelve months
- $22.2M
- Earnings per share
- $0.26
- Operating margin
- 2.8%
- Net margin
- 3.2%
- Free cash flow
- $88.1M
- Market value
- $1.4B
- Price to earnings
- 53.8x
- Dividend yield
- 2.0%
- Cash
- $115.8M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2025 | 31 Dec 2025 | $750.9M | $48.0M | $35.5M | $0.47 | $30.5M | 10-K filed 27 Feb 2026 |
| FY2024 | 31 Dec 2024 | $878.0M | -$78.5M | -$64.7M | -$1.22 | $207.0M | 10-K filed 27 Feb 2025 |
| FY2023 | 31 Dec 2023 | $648.7M | -$115.1M | -$17.2M | -$1.33 | $88.3M | 10-K filed 23 Feb 2024 |
| FY2022 | 31 Dec 2022 | $631.5M | -$47.7M | $17.9M | -$0.46 | -$44.3M | 10-K filed 28 Feb 2023 |
| FY2021 | 31 Dec 2021 | $801.7M | $66.6M | -$9.4M | -$0.66 | $233.4M | 10-K filed 11 Mar 2022 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q2 FY2026 | 30 Jun 2026 | $156.5M | $5.3M | $0.06 |
| Q1 FY2026 | 31 Mar 2026 | $148.9M | $1.5M | $0.02 |
| Q4 FY2025 | 31 Dec 2025 | $219.2M | $9.4M | $0.10 |
| Q3 FY2025 | 30 Sep 2025 | $164.6M | $6.0M | $0.08 |
| Q2 FY2025 | 30 Jun 2025 | $155.3M | $2.7M | $0.04 |
| Q1 FY2025 | 31 Mar 2025 | $211.8M | $17.3M | $0.24 |
| Q4 FY2024 | 31 Dec 2024 | $225.7M | $20.8M | $0.30 |
| Q3 FY2024 | 30 Sep 2024 | $278.2M | $16.4M | $0.24 |
Revenue by segment
As the company reports it in the segment note of its annual report.
By region, FY2025
| Segment | Revenue | Share |
|---|---|---|
| United States | $563.2M | 75.0% |
| United Kingdom | $100.9M | 13.4% |
| Other international countries | $86.8M | 11.6% |
Company events
The newest 8-K filings of 71 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 29 Oct 2026 | 8-K | Results | 2.02 |
| 3 Sep 2026 | 8-K | Share sale | 3.02 |
| 1 Sep 2026 | 8-K | Other events | 8.01, 9.01 |
| 31 Jul 2026 | 8-K | Results | 2.02 |
| 29 May 2026 | 8-K | Shareholder vote | 5.07 |
| 21 May 2026 | 8-K | Share sale | 3.02 |
| 1 May 2026 | 8-K | Results, Leadership change | 2.02, 5.02 |
| 13 Apr 2026 | 8-K | Share sale | 3.02 |
| 6 Feb 2026 | 8-K | Results | 2.02 |
| 13 Jan 2026 | 8-K | Leadership change | 5.02 |
| 18 Nov 2025 | 8-K | Share sale | 3.02 |
| 7 Nov 2025 | 8-K | Results | 2.02 |
Every filing
The newest filings with the SEC of 192 held.
| Filed | Form | Period |
|---|---|---|
| 29 Oct 2026 | 8-K | 29 Oct 2026 |
| 3 Sep 2026 | 8-K | 1 Sep 2026 |
| 1 Sep 2026 | 8-K | 1 Sep 2026 |
| 31 Jul 2026 | 10-Q | 30 Jun 2026 |
| 31 Jul 2026 | 8-K | 31 Jul 2026 |
| 29 May 2026 | 8-K | 27 May 2026 |
| 21 May 2026 | 8-K | 18 May 2026 |
| 1 May 2026 | 10-Q | 31 Mar 2026 |
| 1 May 2026 | 8-K | 1 May 2026 |
| 13 Apr 2026 | 8-K | 13 Apr 2026 |
| 10 Apr 2026 | ARS | 31 Dec 2025 |
| 10 Apr 2026 | DEFA14A | – |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 7 Aug 2026 | Bednar Andrew, Chairman and CEO | Sale outside a trading plan | 77,753 | $17.41 | $1.4M | 1,061,260 | 7 Aug 2026 |
| 6 Aug 2026 | Bednar Andrew, Chairman and CEO | Sale outside a trading plan | 80,045 | $17.17 | $1.4M | 1,139,013 | 7 Aug 2026 |
| 5 Aug 2026 | Bednar Andrew, Chairman and CEO | Sale outside a trading plan | 77,899 | $17.36 | $1.4M | 1,219,058 | 7 Aug 2026 |
| 12 Jun 2026 | Steel Robert K, Director | Sale outside a trading plan | 100,000 | $15.76 | $1.6M | 287,922 | 16 Jun 2026 |
| 20 May 2026 | Gottschalk Alexandra, Chief Financial Officer | Sale outside a trading plan | 14,018 | $17.46 | $244.8K | 72,492 | 20 May 2026 |
| 19 May 2026 | Gottschalk Alexandra, Chief Financial Officer | Sale outside a trading plan | 43,788 | $17.58 | $769.8K | 86,510 | 20 May 2026 |
| 5 May 2026 | Gottschalk Alexandra, Chief Financial Officer | Sale outside a trading plan | 51,671 | $19.74 | $1.0M | 72,492 | 7 May 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| Filed | Seller | Shares | Value | Planned sale |
|---|---|---|---|---|
| 7 Aug 2026 | ANDREW BEDNAR, Officer, Director | 77,753 | $1.4M | 7 Aug 2026 |
| 6 Aug 2026 | ANDREW BEDNAR, Officer, Director | 80,045 | $1.4M | 6 Aug 2026 |
| 5 Aug 2026 | ANDREW BEDNAR, Officer, Director | 77,899 | $1.4M | 5 Aug 2026 |
| 12 Jun 2026 | ROBERT STEEL, Officer, Director | 100,000 | $1.6M | 12 Jun 2026 |
| 20 May 2026 | ALEXANDRA GOTTSCHALK, Officer | 14,018 | $244.8K | 20 May 2026 |
| 19 May 2026 | ALEXANDRA GOTTSCHALK, Officer | 43,788 | $770.0K | 19 May 2026 |
| 5 May 2026 | ALEXANDRA GOTTSCHALK, Officer | 51,671 | $1.0M | 5 May 2026 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 13 Aug 2026 | Wellington Management Group LLP | 13G amended | 7.31% | 5.2M |
| 6 Aug 2026 | FMR LLC | 13G amended | 13.9% | 9.9M |
| 3 Aug 2026 | TEACHERS ADVISORS, LLC | 13G | 5.07% | 142.4K |
| 3 Aug 2026 | TIAA CREF INVESTMENT MANAGEMENT LLC | 13G | 2.01% | 1.4M |
| 3 Aug 2026 | Nuveen Asset Management, LLC | 13G | 2.86% | 2.0M |
| 31 Jul 2026 | Vanguard Capital Management | 13G | 5.01% | 3.6M |
| 27 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
| 10 Feb 2026 | Wellington Management Group LLP | 13G amended | 5.8% | 3.8M |
| 12 Nov 2025 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 13G | 5.7% | 3.7M |
| 5 Nov 2025 | FMR LLC | 13G amended | 15% | 9.6M |
Trades by members of the House
From each member's periodic transaction report.
| Traded | Member | Type | Amount | Disclosed |
|---|---|---|---|---|
| 29 May 2026 | Gilbert Cisneros (CA31) | Purchase | $1,001 - $15,000 | 8 Jun 2026 |
| 15 Jan 2026 | Gilbert Cisneros (CA31) | Purchase | $1,001 - $15,000 | 13 Feb 2026 |
| 7 Mar 2024 | Josh Gottheimer (NJ05) | Purchase | $1,001 - $15,000 | 7 Apr 2024 |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 8.8M | +6.04% | 4.05 |
| 30 Sep 2026 | 8.3M | +21.34% | 2.92 |
| 15 Sep 2026 | 6.9M | -22.7% | 5.62 |
| 31 Aug 2026 | 8.9M | +16.97% | 10.92 |
| 14 Aug 2026 | 7.6M | +4.11% | 6.83 |
| 31 Jul 2026 | 7.3M | -10.49% | 5.55 |
| 15 Jul 2026 | 8.1M | +9.81% | 8.64 |
| 30 Jun 2026 | 7.4M | +7.79% | 4.56 |
Funds that hold it
From each fund's latest Form 13F.
190 funds held it at 30 Jun 2026: 94 added and 44 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| FMR LLC | 9,897,191 | $158.0M | -146,891 |
| BlackRock, Inc. | 5,465,698 | $87.2M | +689,922 |
| Wellington Management Group LLP | 5,189,199 | $82.8M | +1,263,345 |
| William Blair Investment Management, LLC | 4,390,541 | $70.1M | +314,228 |
| Nuveen, LLC | 3,601,078 | $57.5M | +625,621 |
| Adage Capital Partners GP, L.l.c. | 3,311,618 | $52.9M | +699,760 |
| Vanguard Capital Management LLC | 3,032,455 | $48.4M | +270,937 |
| Capital World Investors | 2,675,588 | $42.7M | +72,993 |
| Nomura Asset Management International Inc. | 2,549,221 | $40.7M | +1,300,085 |
| Boston Partners | 2,543,113 | $40.6M | +559,269 |
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