Perella Weinberg Partners (PWP)
Advises clients on M&A, restructuring, financing and shareholder-engagement matters.
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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
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jun 12, 2026 | Goldman Sachs | Target | Target: $19.50 | Target: $16 |
| Apr 14, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $21.50 | Target: $19.50 |
| Apr 8, 2026 | Keefe, Bruyette & Woods | Upgrade | ||
| Feb 9, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $19 | Target: $21.50 |
| Jan 20, 2026 | Goldman Sachs | Target | Target: $9 | Target: $19 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $115.8M · Total debt $179.3M · Total assets $645.0M · Shareholders' equity −$45.8M
- Revenue
- $156.5M
- Operating income
- $5.1M
- Net income
- $5.3M
HistoryDividendAnnual yield
| Institutions | 84.61% | 79.57M shares | |
|---|---|---|---|
| 167 holders · as of Jun 30, 2026 | |||
| Insiders | 0.21% | 193.1K shares | |
| 6 holders · as of May 29, 2026 | |||
| Strategic holders | 0.10% | 95.1K shares | |
| 1 holder · as of Sep 3, 2025 | |||
| Other | 15.08% | 14.18M shares | |
| remainder | |||
94.04M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (94.04M in the company's Sep 23, 2026 report, 69.05M elsewhere); stakes use the report.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 10.52% | 9.90M A | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 5.81% | 5.47M A | as of Jun 30, 2026 |
Wellington Management Group LLPInstitution | 5.52% | 5.19M A | as of Jun 30, 2026 |
William Blair Investment Management, LLCInstitution | 4.67% | 4.39M A | as of Jun 30, 2026 |
Nuveen, LLCInstitution | 3.83% | 3.60M A | as of Jun 30, 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 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Perella Weinberg Partners | $13.13 | −1.56% | $1.31B | 44.4 | 10.4 | 1.9 | +0.8% |
| Evercore | $262.23 | −0.37% | $10.18B | 14.9 | 13.7 | 2.1 | +19.2% |
| Lazard | $36.88 | +0.77% | $3.57B | 17.6 | 11.5 | 1.1 | −2.7% |
| PJT Partners | $150.79 | +0.37% | $3.84B | 25.2 | 17.9 | 2.0 | +19.5% |
| Houlihan Lokey | $130.82 | −0.11% | $9.15B | 22.0 | 17.2 | 3.6 | −15.6% |
| Moelis & Company | $58.60 | −0.48% | $4.36B | 20.5 | 16.7 | 2.8 | +12.1% |
| Goldman Sachs | $951.20 | +0.18% | $280.11B | 14.7 | 13.7 | 2.4 | +39.5% |
| Jefferies Financial Group | $47.26 | −0.27% | $9.64B | 13.2 | 11.8 | 0.8 | −11.5% |
| Median | 17.6 | 13.7 | 2.1 | +12.1% |