Perella Weinberg Partners (PWP)
Perella Weinberg Partners brought in $776M of revenue over the twelve months to September 30, 2026, up 2.5% from a year earlier. Net income was $33.7M, a net margin of 4.3%. Operating cash flow minus capital spending left $30.5M of free cash flow in fiscal 2025. At September 30, 2026 it held $149.9M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 30, 2026.
Key facts about Perella Weinberg Partners
- Net worth
- Perella Weinberg Partners has a market value (market cap) of $1.4B at the latest share price, and shareholders' equity of $64.1M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $750.9M (-14.5% year on year), with net income of $35.5M. Over the 12 months to September 30, 2026: revenue $776M, net income $33.7M.
- Cash flow
- In fiscal 2025 operations brought in $34.8M of cash; after $4.3M of capital spending, free cash flow was $30.5M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 30, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Perella Weinberg Partners's next report is expected around February 5, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Perella Weinberg Partners does
Perella Weinberg Partners is registered with the SEC under industry code SIC 6199 (Finance Services). Its shares trade on NASDAQ under the ticker PWP.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $750.9M | $35.5M | $0.47 | $30.5M |
| 2024 | $878M | -$64.7M | -$1.22 | $207M |
| 2023 | $648.7M | -$17.2M | -$1.33 | $88.3M |
| 2022 | $631.5M | $17.9M | -$0.46 | -$44.3M |
| 2021 | $801.7M | -$9.4M | -$0.66 | $233.4M |
| 2020 | $519M | -$5.1M | n/a | $80.4M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where PWP ranks in Finance
Dividends
It paid out $22.9M in cash dividends, 65% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | n/a | $22.9M | 65% |
| 2024 | n/a | $20.3M | n/a |
| 2023 | n/a | $13.1M | n/a |
| 2022 | n/a | $12.8M | 72% |
| 2021 | n/a | $6M | n/a |
| 2020 | n/a | $0 | n/a |
Latest SEC filings
What Perella Weinberg Partners has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Passive stake changed SCHEDULE 13G/A
- November 5, 2026Passive stake changed SCHEDULE 13G/A
- November 5, 2026Passive stake changed SCHEDULE 13G/A
- October 30, 2026Passive stake changed SCHEDULE 13G/A
- October 30, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 53% to $251.4M versus the same quarter last year; diluted EPS $0.21 versus $0.08.
- October 29, 2026
- September 3, 2026
- September 1, 2026Other event 8-K
- August 13, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026Passive stake changed SCHEDULE 13G/A
What is PWP worth? A DCF from its reported cash flow
Insider trades
What the people running Perella Weinberg Partners did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $538.8K worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 5, 2026 | Steel Robert KDirector | Sold | 40,000 | $538.8K |
| October 16, 2026 | Weinberg Peter ADirector | Shares withheld for tax | 536,225 | $7.1M |
| October 16, 2026 | Bednar AndrewChairman and CEO, Director | Shares withheld for tax | 485,516 | $6.4M |
| October 16, 2026 | Becker DietrichPresident, Director | Shares withheld for tax | 455,414 | $6M |
| August 31, 2026 | Bednar AndrewChairman and CEO, Director | Exercised options | 968,964 | - |
| August 31, 2026 | Becker DietrichPresident, Director | Exercised options | 968,964 | - |
| August 31, 2026 | Weinberg Peter ADirector | Exercised options | 680,336 | - |
| August 31, 2026 | Gottschalk AlexandraCFO and COO | Exercised options | 4,000 | - |
Who owns PWP
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Fmr LLC13G, passive with 1 related filers | 13.9% | August 6, 2026 |
| Wellington Management Group LLP13G, passive with 3 related filers | 7.3% | August 13, 2026 |
| William Blair Investment Management, LLC13G, passive | 5.7% | November 12, 2025 |
| Vanguard Capital Management13G, passive | 5.01% | July 31, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 164 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Fmr LLC | 9,897,191 | -146,891 |
| BlackRock, Inc. | 5,465,698 | +689,922 |
| Wellington Management Group Llp | 5,189,199 | +1,263,345 |
| William Blair Investment Management, LLC | 4,390,541 | +314,228 |
| Nuveen, LLC | 3,601,078 | +625,621 |
| Adage Capital Partners GP, L.L.C. | 3,311,618 | +699,760 |
| Vanguard Capital Management LLC | 3,032,455 | +270,937 |
| Capital World Investors | 2,675,588 | +72,993 |
| Nomura Asset Management International Inc. | 2,549,221 | +1,300,085 |
| Boston Partners | 2,543,113 | +559,269 |
| Ameriprise Financial Inc | 2,268,931 | +301,761 |
| State Street Corp | 2,038,898 | +264,330 |
| Westwood Holdings Group Inc | 1,860,521 | -97,731 |
| Geode Capital Management, LLC | 1,825,865 | +212,192 |
| First Eagle Investment Management, LLC | 1,802,378 | +1,187,321 |
| Goldman Sachs Group Inc | 1,765,887 | -75,393 |
| Frontier Capital Management Co LLC | 1,624,195 | -243,400 |
| Bank of America Corp | 1,515,078 | +198,596 |
| Royce & Associates LP | 1,393,188 | +421,197 |
| Raymond James Financial Inc | 1,302,843 | -7,320 |
Insiders
10 insiders reported holding 5,052,148 shares in total, about $72.8M at the last price.
| Holder | Shares |
|---|---|
| Weinberg Peter ADirector | 2,099,011 |
| Bednar AndrewChairman and CEO, Director | 1,544,708 |
| Becker DietrichPresident, Director | 924,038 |
| Steel Robert KDirector | 262,624 |
| Gottschalk AlexandraCFO and COO | 74,866 |
| Fascitelli Elizabeth CDirector | 49,586 |
| Mugford Kristin WDirector | 49,586 |
| Ollila Jorma JDirector | 32,309 |
| Bennett Roy EdwinDirector | 7,710 |
| Dabboussi HoudaDirector | 7,710 |
Questions about PWP
What does Perella Weinberg Partners do?
Perella Weinberg Partners is a company in the Finance sector, listed on NASDAQ as PWP. Its shares trade on NASDAQ under the ticker PWP.
What is Perella Weinberg Partners's net worth?
Perella Weinberg Partners has a market value (market cap) of $1.4B at the latest share price, and shareholders' equity of $64.1M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Perella Weinberg Partners profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $33.7M on revenue of $776M, a net margin of 4.3%.
How much revenue does Perella Weinberg Partners make?
Over the twelve months to September 30, 2026 Perella Weinberg Partners reported revenue of $776M. That is 2.5% more than a year earlier.
When did Perella Weinberg Partners last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 30, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the insider trade from November 9, 2026.
When is Perella Weinberg Partners's next earnings report?
Perella Weinberg Partners's next report is expected around February 5, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Perella Weinberg Partners tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.