PWP

Perella Weinberg Partners

Nasdaq · Finance Services · Inc. DE · CIK 0001777835
$15.66 +1.23% $1.5B
High Impact Filing (7/10)14 New Institutional Positions3 Institutional Exits
Vol
Market Cap$1.5B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders50 funds
Inst. Value$1.0B
Inst. Activity14 buys / 3 sells
Insider Activity0B / 3S
Insider Net $-$2.0M
SEC Reports4
Press Releases1
Exchange Nasdaq·Sector Finance Services·Inc. DE·CIK 0001777835·Prev Close $15.47

Recent Activity

Jun 12, 2026 SEC
Robert Steel, a director and officer of Perella Weinberg Partners, filed a Form 144 notice of intent to sell up to 100,0
144 — Impact 3/10
Jun 5, 2026 short_volume
Short Volume: PWP — 71.4% short (0.4M / 0.6M)
Short: 395,654 | Exempt: 4 | TRF Vol: 554,360 | Short Ratio: 71.4% | Off-exchange volume (dark pool
May 27, 2026 Insider
OLLILA JORMA J surrendered for taxes 1,696 shares
Director @ $18.97 ($32.2K)
May 27, 2026 Insider
Dabboussi Houda was granted 5,429 shares
Director
May 27, 2026 Insider
FASCITELLI ELIZABETH C was granted 5,429 shares
Director
May 1, 2026 SEC
PWP reported Q1 2026 revenue of $148.9M, down 30% YoY, with a GAAP operating loss of $12.9M and adjusted EPS of $0.05. T
PRESS-RELEASE — Impact 7/10
Apr 20, 2026 SEC
Perella Weinberg Partners announced plans to release its Q1 2026 financial results on May 1, 2026, with no material fina
PRESS-RELEASE — Impact 3/10
Inst.
Capital World Investors — NEW
2,602,595 shares ($47.3M)

Price Targets

$22.88 +46.1% upside Strong Buy
Current $15.66 Low $16.00 Median $22.75 High $30.00 4 analysts
$16.00 $30.00

Analyst Ratings

Buy75% buy · 8 analysts
2Strong Buy
4Buy
1Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 4, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
Apr 14, 2026 Goldman Sachs MAINTAIN Sell → Sell
Apr 10, 2026 Citizens MAINTAIN Market Outperform → Market Outperform
Apr 8, 2026 Keefe, Bruyette & Woods UPGRADE Market Perform → Outperform
Mar 12, 2026 Goldman Sachs MAINTAIN Sell → Sell

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.13 ▼ -7.1% $0.12 — $0.14 44% YoY 3
Next Q $0.33 ▼ -1.0% $0.29 — $0.36 156% YoY 3
Current FY $1.01 ▼ -1.0% $0.91 — $1.19 49% YoY 4
Next FY $1.50 ▼ -0.8% $1.37 — $1.75 49% YoY 4

Top Institutional Holders

FundValueMove
FMR LLC$182.4M
BlackRock, Inc.$86.7M
WILLIAM BLAIR INVESTMENT MANAGEMENT,$74.0MADD
WELLINGTON MANAGEMENT GROUP LLP$71.3MADD
Nuveen, LLC$54.0MADD

Recent Insider Trades

DateInsiderTypeValue
May 27, 2026OLLILA JORMAF$32.2K
May 27, 2026Dabboussi HoudaA$0.00
May 27, 2026FASCITELLI ELIZABETHA$0.00
May 27, 2026MUGFORD KRISTINA$0.00
May 27, 2026Bennett RoyA$0.00
50 institutional holders with $1.0B total value (57,808,621 shares) as of 2026-Q1. Top holders: FMR, BlackRock,, WILLIAM. Net buying activity: 14 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC10,044,082$182.4M17.4%
2BlackRock, Inc.4,775,776$86.7M8.3%
3WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC4,076,313$74.0M7.1%ADD +57.2%
4WELLINGTON MANAGEMENT GROUP LLP3,925,854$71.3M6.8%ADD +44.6%
5Nuveen, LLC2,975,457$54.0M5.2%ADD +29.2%
6VANGUARD CAPITAL MANAGEMENT LLC2,761,518$50.1M4.8%
7ADAGE CAPITAL PARTNERS GP, L.L.C.2,611,858$47.4M4.5%ADD +37.8%
8Capital World Investors2,602,595$47.3M4.5%NEW
9AMERIPRISE FINANCIAL INC1,967,170$35.7M3.4%
10FRONTIER CAPITAL MANAGEMENT CO LLC1,867,595$33.9M3.2%ADD +53.0%
11GOLDMAN SACHS GROUP INC1,841,280$33.4M3.2%
12STATE STREET CORP1,774,568$32.2M3.1%
13FRANKLIN RESOURCES INC1,345,374$24.4M2.3%
14BANK OF AMERICA CORP /DE/1,316,482$23.9M2.3%ADD +41.6%
15RAYMOND JAMES FINANCIAL INC1,310,163$22.9M2.2%
16NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,249,136$22.7M2.2%ADD +36.9%
17WASATCH ADVISORS LP1,120,404$20.3M1.9%
18ROYCE & ASSOCIATES LP971,991$17.7M1.7%ADD +25.3%
19SCHRODER INVESTMENT MANAGEMENT GROUP989,788$17.3M1.7%TRIM -28.5%
20DIMENSIONAL FUND ADVISORS LP852,987$15.5M1.5%ADD +45.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital World InvestorsNEW2,602,595$47.3M2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLCADD1,220,8331,867,595+53.0%$33.9M2026-Q1
BANK OF AMERICA CORP /DE/ADD930,0091,316,482+41.6%$23.9M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.ADD912,7301,249,136+36.9%$22.7M2026-Q1
DIMENSIONAL FUND ADVISORS LPADD585,128852,987+45.8%$15.5M2026-Q1
SEI INVESTMENTS CODOUBLED243,063610,588+151.2%$11.1M2026-Q1
MORGAN STANLEYTRIM1,137,265369,589-67.5%$6.7M2026-Q1
Invesco Ltd.TRIM128,11387,813-31.5%$1.6M2026-Q1
DEUTSCHE BANK AG\ADD45,26056,829+25.6%$1.0M2026-Q1
JANUS HENDERSON GROUP PLCADD22,59436,494+61.5%$662.5K2026-Q1
FIFTH THIRD BANCORPDOUBLED6427,616+43050.0%$501.5K2026-Q1
COMMERCE BANKADD12,04015,848+31.6%$287.8K2026-Q1
AmundiTRIM36,30813,605-62.5%$247.1K2026-Q1
CWM, LLCDOUBLED4,55412,642+177.6%$229.6K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED2,37812,252+415.2%$222.5K2026-Q1
ASSETMARK, INCADD1,4411,951+35.4%$35.4K2026-Q1
Allworth Financial LPDOUBLED26733+2719.2%$13.3K2026-Q1
Nuveen, LLCADD2,215,2622,861,405+29.2%$49.5M2025-Q4
ADAGE CAPITAL PARTNERS GP, L.L.C.ADD1,872,5192,580,571+37.8%$44.6M2025-Q4
FRONTIER CAPITAL MANAGEMENT CO LLCNEW1,220,833$21.1M2025-Q4
MORGAN STANLEYDOUBLED468,4661,137,265+142.8%$19.7M2025-Q4
DIMENSIONAL FUND ADVISORS LPADD422,144585,128+38.6%$10.1M2025-Q4
SEI INVESTMENTS CODOUBLED75,857243,063+220.4%$4.2M2025-Q4
FIRST TRUST ADVISORS LPTRIM227,898147,352-35.3%$2.5M2025-Q4
ENVESTNET ASSET MANAGEMENT INCADD105,312146,143+38.8%$2.5M2025-Q4
11 unique insiders with 22 transactions. Net insider value: -$2.0M ($0.00 bought, $2.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 27, 2026OLLILA JORMA JDirectorTAX W/H1,696$18.97$32.2K
May 27, 2026Dabboussi HoudaDirectorAWARD5,429
May 27, 2026FASCITELLI ELIZABETH CDirectorAWARD5,429
May 27, 2026MUGFORD KRISTIN WDirectorAWARD5,429
May 27, 2026Bennett Roy EdwinDirectorAWARD5,429
May 20, 2026Gottschalk AlexandraChief Financial OfficerSELL14,018$17.46$244.8K
May 19, 2026Gottschalk AlexandraChief Financial OfficerSELL43,788$17.58$769.8K
May 18, 2026Gottschalk AlexandraChief Financial OfficerEXERCISE57,749.11
May 18, 2026STEEL ROBERT KDirectorEXERCISE198,083
May 18, 2026STEEL ROBERT KDirectorD2.08$18.37$38.21
May 18, 2026PWP VoteCo Professionals LPDirectorJ1,906,191$0.0200$38.1K
May 18, 2026Gottschalk AlexandraChief Financial OfficerD0.86$18.37$15.80
May 5, 2026Gottschalk AlexandraChief Financial OfficerSELL51,671$19.74$1.0M
Mar 5, 2026STEEL ROBERT KDirectorTAX W/H15,301$18.64$285.2K
Mar 5, 2026Gottschalk AlexandraChief Financial OfficerTAX W/H1,609$18.64$30.0K
Feb 28, 2026STEEL ROBERT KDirectorEXERCISE30,000
Feb 28, 2026Gottschalk AlexandraChief Financial OfficerEXERCISE4,000
Feb 24, 2026Bednar AndrewChief Executive OfficerEXERCISE474,850
Feb 24, 2026Weinberg Peter AChairmanTAX W/H11,844$19.35$229.2K
Feb 24, 2026Becker DietrichPresidentTAX W/H16,052$19.35$310.6K
Feb 24, 2026Gottschalk AlexandraChief Financial OfficerTAX W/H1,633$19.35$31.6K
Feb 24, 2026STEEL ROBERT KDirectorTAX W/H3,093$19.35$59.8K
Current analyst consensus: Buy (75% buy). Based on 8 analysts: 2 strong buy, 4 buy, 1 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$22.88 mean target +46.1% upside Strong Buy (2.50)
$16.00 Low $30.00 High
MetricValue
Current Price$15.66
Target Low$16.00
Target Mean$22.88
Target Median$22.75
Target High$30.00
# Analysts4
RecommendationStrong Buy (2.50)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.13 $0.12 $0.14 44.4% -7.1% 0↑ 3↓ $0.2B 10.3% 3
Next Q
2026-09-30
$0.33 $0.29 $0.36 156.4% -1.0% 1↑ 1↓ $0.2B 50.5% 3
Current FY
2026-12-31
$1.01 $0.91 $1.19 48.5% -1.0% 0↑ 4↓ $0.9B 17.7% 4
Next FY
2027-12-31
$1.50 $1.37 $1.75 49.0% -0.8% 0↑ 2↓ $1.1B 24.3% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.130
7d ago$0.130
30d ago$0.140-0.010
60d ago$0.188-0.057
90d ago$0.228-0.098
3 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 4, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Apr 14, 2026 Goldman Sachs MAINTAIN Sell Sell
Apr 10, 2026 Citizens MAINTAIN Market Outperform Market Outperform
Apr 8, 2026 Keefe, Bruyette & Woods UPGRADE Market Perform Outperform
Mar 12, 2026 Goldman Sachs MAINTAIN Sell Sell
Feb 9, 2026 Goldman Sachs MAINTAIN Sell Sell
Feb 9, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Dec 17, 2025 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262411075%
May 1, 20262411075%
Apr 1, 20262321063%
Mar 1, 20262321063%
Feb 1, 20262321063%
Jan 1, 20262321063%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 5, 2026
short_volume
Short Volume: PWP — 71.4% short (0.4M / 0.6M)
Short: 395,654 | Exempt: 4 | TRF Vol: 554,360 | Short Ratio: 71.4% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: PWP — 58.0% short (0.6M / 1.0M)
Short: 568,345 | Exempt: 62 | TRF Vol: 980,157 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: PWP — 73.4% short (0.6M / 0.8M)
Short: 557,713 | Exempt: 1,130 | TRF Vol: 760,001 | Short Ratio: 73.4% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: PWP — 47,911 shares ($0.9M) failed to deliver
Settlement: 20260513, Price: $17.94, FTD Value: $859,523.34, PERELLA WEINBERG PARTNERS CL A
May 12, 2026
short_volume
Short Volume: PWP — 67.2% short (0.4M / 0.6M)
Short: 419,986 | Exempt: 0 | TRF Vol: 624,857 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_interest
FTD: PWP — 48,232 shares ($0.9M) failed to deliver
Settlement: 20260506, Price: $19.56, FTD Value: $943,417.92, PERELLA WEINBERG PARTNERS CL A
May 4, 2026
short_volume
Short Volume: PWP — 79.7% short (0.6M / 0.7M)
Short: 578,004 | Exempt: 5,994 | TRF Vol: 725,646 | Short Ratio: 79.7% | Off-exchange volume (dark pool + OTC)
May 1, 2026
earnings
Perella Weinberg Reports First Quarter 2026 Results
<p align="left"><strong>Financial Overview</strong></p>
May 1, 2026
short_volume
Short Volume: PWP — 64.0% short (1.1M / 1.7M)
Short: 1,071,553 | Exempt: 5,827 | TRF Vol: 1,675,410 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
May 1, 2026
earnings_calendar
PWP Q1 2026 Earnings Scheduled — 2026-05-01
Apr 30, 2026
short_volume
Short Volume: PWP — 57.1% short (0.3M / 0.6M)
Short: 332,278 | Exempt: 431 | TRF Vol: 582,267 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
earnings
Perella Weinberg to Announce First Quarter 2026 Financial Results and to Host Conference Call on May 1, 2026
<p>NEW YORK, April 20, 2026 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (NASDAQ:PWP), a leading global independent advisory firm, today announced
Apr 14, 2026
short_volume
Short Volume: PWP — 67.5% short (0.4M / 0.6M)
Short: 373,941 | Exempt: 0 | TRF Vol: 554,067 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
m_and_a
Perella Weinberg to Acquire Gleacher Shacklock, a Leading Independent UK Advisory Firm
<p align="justify">NEW YORK and LONDON, April 13, 2026 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (NASDAQ:PWP), a leading global independent advi
Apr 9, 2026
short_volume
Short Volume: PWP — 84.2% short (0.5M / 0.6M)
Short: 544,532 | Exempt: 1,040 | TRF Vol: 646,365 | Short Ratio: 84.2% | Off-exchange volume (dark pool + OTC)