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Perella Weinberg Partners

Perella Weinberg Partners, an independent advisory firm, provides strategic and financial advice services in the United States, the United Kingdom, and internationally. It offers advisory services related to strategic and financial decisions, mergers and acquisition execution, shareholder engagement advisory, and financing and capital solutions advice with a focus on restructuring, liability management, capital markets advisory, and private capital placement, as well as underwriting and research services primarily for the energy and related industries. The company serves public multinational corporations, mid-sized public and private companies, financial sponsors, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in consumer and retail; energy and energy transition; financial services and FinTech; healthcare; industrials and infrastructure; and technology, telecommunication, and media industries. Perella Weinberg Partners is headquartered in New York, New York.

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Perella Weinberg Q2 Revenue Beats Estimates, Backlog Surges Over 30%

Perella Weinberg reported second-quarter revenue of $156.5 million, beating analyst estimates of $144.8 million and driving a significant share price increase. Adjusted earnings per share reached $0.20, far exceeding the $0.06 consensus, while the firm's announced and pending backlog rose over 30% from a year ago. CEO Andrew Bednar attributed a recent acceleration in deal activity to past investments in sector-focused teams in industrials, healthcare, and infrastructure, noting nearly 40% of year-to-date announced transactions occurred since June. On the earnings call, analysts pressed management on the sustainability of the transaction surge, partner productivity ramp-up, and the full-year compensation ratio target of 67%, with CFO Alexandra Gottschalk expecting improvement as revenue becomes more back-half weighted. Bednar also highlighted a disconnect between buyer and seller expectations limiting private equity M&A despite strong credit availability.
Yahoo Finance·17dRead more ▾
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Perella Weinberg Reports Q2 2026 Net Income of $5.3 Million and Promotes Eight New Partners

Perella Weinberg Partners reported second-quarter 2026 net income of US$5.3 million and diluted earnings per share from continuing operations of US$0.06, while declaring a US$0.07 quarterly dividend payable on September 10, 2026. The firm also promoted eight senior bankers to Partner across financial services, industrials, restructuring, healthcare, and European fintech, broadening its leadership in core advisory verticals. The results mark a year-over-year improvement in quarterly earnings, though profit for the first half of 2026 remains well below the prior year. Management reaffirmed the dividend, signaling comfort with cash returns despite the half-year dip, while deal activity and fee margins remain key near-term swing factors.
Simply Wall St·24dRead more ▾
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Perella Weinberg Partners reports second-quarter revenue of $157 million, backlog surges

Perella Weinberg Partners reported second-quarter revenue of $157 million, up 1% from a year earlier, as its announced and pending backlog was nearly 2.5 times higher than a year earlier. Total booked revenue plus announced and pending backlog was more than 30% higher year over year, though CEO Andrew Bednar cautioned that some large fees may not be recorded in 2026 due to transaction timing. The firm expects results to be weighted toward the second half of 2026, with M&A activity accelerating across healthcare, industrials, energy, and technology, media and telecommunications. First-half non-compensation expenses fell 20% year over year, and the firm returned $73 million to equity holders year to date while maintaining its $0.07 quarterly dividend and ending the quarter with $116 million in cash and no debt.
MarketBeat·26dRead more ▾
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Perella Weinberg posts weakest Q1 among investment banks, revenue down 29.7%

Perella Weinberg reported first-quarter revenues of $148.9 million, a 29.7% decline year on year and 10.5% below analyst expectations, making it the weakest performer among 15 tracked investment banking and brokerage stocks. The group overall posted mixed results, with aggregate revenues beating consensus estimates by 0.5% but next-quarter guidance coming in 1.4% below forecasts. Evercore stood out with revenues of $1.40 billion, up 100% year on year and exceeding estimates by 16.6%, while Lazard, Moelis, and Piper Sandler reported mixed outcomes. Perella Weinberg shares have fallen 27.1% since the release, trading at $16.57.
Yahoo Finance·58dRead more ▾
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Stifel Posts Record Q1 Revenue but Shares Fall 10.3%

Stifel Financial reported first-quarter revenues of $1.44 billion, up 14.8% year on year and in line with analyst expectations, but its stock dropped 10.3% since the announcement. The firm, one of 15 investment banking and brokerage stocks tracked, delivered record quarterly results with earnings per share of $1.48, beating estimates. In contrast, Evercore posted the strongest performance among peers with revenues of $1.40 billion, a 100% year-on-year surge that exceeded expectations by 16.6%, sending its shares up 9.8%. Perella Weinberg was the weakest, with revenues falling 29.7% to $148.9 million, missing estimates by 10.5% and causing a 29.7% stock decline. Morgan Stanley reported revenues of $20.58 billion, up 16% and beating estimates by 4%, while Charles Schwab's $6.48 billion in revenues, up 15.8%, met expectations.
StockStory·64dRead more ▾
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Perella Weinberg Partners Plans Nearly 10% Workforce Reduction

Perella Weinberg Partners is initiating a workforce reduction plan that will cut nearly 10% of its approximately 700 employees, including roughly a dozen partners. The layoffs will be concentrated in certain industry verticals that have recently underperformed the broader market, according to a Bloomberg report. The firm provides strategic advisory services across sectors such as healthcare, industrials, and technology. As of June 18, the stock held two Buy ratings and one Sell rating, with a median one-year price target of $23.17 implying nearly 45% upside potential.
Bloomberg·65dRead more ▾
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StockStory flags HP, Perella Weinberg, and Enova as profitable but risky

StockStory identifies HP, Perella Weinberg, and Enova as profitable companies that warrant caution. HP, with a trailing 12-month GAAP operating margin of 5.3%, has seen sales decline 1.2% annually over five years and flat earnings per share despite incremental sales. Perella Weinberg, at a 3.4% margin, posted only 2.9% annual revenue growth over five years and a 25.6% annual EPS drop over four years, with negative returns on capital. Enova, at a 13.1% margin, showed 8.5% annual EPS growth lagging revenue gains and carries a 5× net-debt-to-EBITDA ratio that may limit further borrowing.
StockStory·69dRead more ▾