PJT Partners, Inc. (PJT)
NYSEFinancialsInvestment - Banking & Investment ServicesSnapshot 2026-09-04
$182.73-1.66%
Close 2026-09-04 · 1-day change
NYSEFinancialsInvestment - Banking & Investment ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · PJT
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 4.8% |
| Our one-year growth estimate | diamond | 11.0% |
Growth built into the price is above our model estimate.
The price assumes 6.2 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 4 industry peers · Company calendar date is not available
PJT — CFO transition
Dated 2026-07-16
Chief Financial Officer — Helen Meates: Helen Meates is retiring from her role as Chief Financial Officer, with Arun Kalra succeeding her.
Why it matters: Details from the earnings call may explain management's views and growth plans.
Watch forPositive comments about growth and market conditions were made during the earnings call.
Also watch forNegative comments or lower guidance were given during the earnings call.
Why it matters: Revenue growth is a key driver for the sector. A drop could signal a wider issue.
Worry ifPJT's revenue growth falls below the median of 13% year over year.
Less concerning ifRevenue growth remains at or above the median of 13% year over year.
Why it matters: Strong EPS growth shows good cost control and revenue. A drop may point to problems in operations.
Supportive ifQ3 adjusted EPS grows year over year by more than 25%.
Worry ifQ3 adjusted EPS grows year over year by less than 15%.
Why it matters: Client satisfaction is key to sustaining revenue growth. A decline could indicate issues in service quality that might affect future earnings.
Worry ifClient satisfaction is down compared to past quarters.
Less concerning ifClient satisfaction is stable or better than in past quarters.
Why it matters: The transition to a new CFO could affect financial strategy and execution. Investors will want to see if this impacts performance.
Watch forNew CFO Arun Kalra puts in place new financial plans. These plans lead to better performance.
Also watch forA new CFO can cause problems in operations. This may lead to lower performance metrics.
Why it matters: A slowdown in adjusted pretax income growth may show trouble keeping profits with rising costs.
Worry ifQ3 adjusted pretax income growth falls below 30% year over year.
Less concerning ifQ3 adjusted pretax income growth remains at or above 30% year over year.
Why it matters: New share repurchase plans can indicate management's confidence in the company's value. It may also support share price.
Supportive ifA new share buyback program over $800 million is announced.
Worry ifNo new share buyback program or a cut in the current one.
Why it matters: This report will show if the company maintains its record performance. Investors will look for revenue and EPS growth.
Watch forEarnings report shows revenue growth and EPS growth year over year.
Also watch forEarnings report shows revenue decline or flat EPS year over year.
Why it matters: Higher costs may mean the company is not controlling expenses well. This can hurt profits.
Worry ifTotal expenses in Q3 exceed $400 million.
Less concerning ifTotal expenses in Q3 remain below $400 million.
Why it matters: Revenue growth below 20% would signal a slowdown in the company's strong growth trend.
Worry ifQ3 revenue growth reported at less than 20% year over year.
Less concerning ifQ3 revenue growth remains at or above 20% year over year.
Why it matters: Share buybacks show strong use of money and trust in the company's worth.
Supportive ifThey announced buybacks of over 1 million shares in Q3.
Worry ifNo share repurchases announced in Q3.
Why it matters: Higher costs may mean lower profits, even if sales are up.
Worry ifCompensation and benefits expense growth exceeds 20% year over year in Q3.
Less concerning ifCompensation and benefits expense growth stays at or below 20% year over year in Q3.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$137 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $284 loss on $10,000 · 2.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,247 loss on $10,000 · 32.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.