PERELLA WEINBERG PARTNERS (PWP)
NASDAQFinancialsFinancial - Capital MarketsSnapshot 2026-11-05
$13.50-6.83%
Close 2026-11-05 · 1-day change
NASDAQFinancialsFinancial - Capital MarketsSnapshot 2026-11-05
QuarterlyIQ Insights · PWP
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 1 guided quarters · 0.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We will continue to execute on our strategic priorities to drive growth and scale our business to deliver value for our shareholders,” stated Andrew Bednar, Chief Executive Officer and Chairman.
Stated in 3 of 3 supplied quarters. Management reported: “The acquisition of Gleacher Shacklock deepens our presence in the UK and across Europe, enhancing our ability to advise clients on their most complex transactions.” “1 Revenues For the third quarter of 2026, revenues were $251.4 million, an increase of 53% from $164.6 million reported in the third quarter of 2025, driven by a higher number of fee-paying clients and a greater share of fee events exceeding $5 million.” Revenue was $251.373 million in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated weak grew net income 57% of the time over the next year (vs 59% for the rest of the cohort, n=7714).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We will continue to execute on our strategic priorities to drive growth and scale our business to deliver value for our shareholders,” stated Andrew Bednar, Chief Executive Officer and Chairman.”
“We remain focused on our clear and simple strategy to scale our business by continuing to add senior talent, and we expect to close our acquisition of Gleacher Shacklock in the third quarter,” stated…”
“We remain focused on our clear and simple strategy to scale our business,” stated Andrew Bednar, Chief Executive Officer.”
During the nine months ended September 30, 2026, we returned $88.3 million in aggregate to our equity holders through: (i) the net settlement of 3,018,699 share equivalents at an average price per sh…
Stated in 3 of 3 supplied quarters. Management reported: “During the nine months ended September 30, 2026, we returned $88.3 million in aggregate to our equity holders through: (i) the net settlement of 3,018,699 share equivalents at an average price per share of $19.85, (ii) the repurchase of 127,328 shares at an average price per share of $15.73 in open market transactions pursuant to PWP’s Class A common stock repurchase program, (iii) the payment of aggregate dividends of $22.7 million to Class A common stockholders and (iv) the payment of $3.6 million in distributions to limited partners.” “The Board of Directors has declared a quarterly dividend of $0.07 per share of Class A common stock.”
“During the nine months ended September 30, 2026, we returned $88.3 million in aggregate to our equity holders through: (i) the net settlement of 3,018,699 share equivalents at an average price per sh…”
“During the six months ended June 30, 2026, we returned $72.7 million in aggregate to our equity holders through: (i) the net settlement of 2,763,290 share equivalents at an average price per share of…”
“During the three months ended March 31, 2026, we returned $63.8 million in aggregate to our equity holders through: (i) the net settlement of 2,738,502 share equivalents at an average price per share…”
Document Exhibit 99.1 [TABLE] Perella Weinberg Reports Third Quarter 2026 Results [/TABLE] Financial Overview - Third Quarter • Revenues of $251 Million, Up 53% From a Year Ago and Up 61% From the Se…
Stated in 3 of 3 supplied quarters. Management reported: “For the nine months ended September 30, 2026, revenues were $556.8 million, an increase of 5% from $531.7 million for the nine months ended September 30, 2025.” “The increase was driven by higher M&A revenue, reflecting a greater number of fee events, partially offset by lower financing and capital solutions revenue.” Revenue was $251.373 million in 2026-Q3.
“Document Exhibit 99.1 [TABLE] Perella Weinberg Reports Third Quarter 2026 Results [/TABLE] Financial Overview - Third Quarter • Revenues of $251 Million, Up 53% From a Year Ago and Up 61% From the Se…”
“Document Exhibit 99.1 [TABLE] Perella Weinberg Reports Second Quarter 2026 Results [/TABLE] Financial Overview - Second Quarter • Revenues of $157 Million, Up 1% From a Year Ago • GAAP Pre-Tax Income…”
“Our acquisition of Gleacher Shacklock adds meaningful presence in the UK – Europe's largest advisory market – and alongside our senior talent additions and the integration of Devon Park, we are more…”
Control operating expenses while redirecting resources and managing compensation and costs associated with business realignment.
Sustain client activity, announced and pending backlog, and revenue momentum across the advisory business.
Over the trailing year it converted 2.73x of net income into operating cash flow.
Most sensitive to the US dollar and the broad stock market.
Not enough signal to read sensitivity to long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated neutral grew net income 60% of the time over the next year (vs 58% for the rest of the cohort, n=10134).
Not investment advice. As of 2026-11-05.