PERELLA WEINBERG PARTNERS (PWP)
NASDAQFinancialsFinancial - Capital MarketsSnapshot 2026-11-04
$14.49+0.84%
Close 2026-11-04 · 1-day change
NASDAQFinancialsFinancial - Capital MarketsSnapshot 2026-11-04
QuarterlyIQ Insights · PWP
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 sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -6.6% |
| Our one-year growth estimate | diamond |
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.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the opposite direction.
Price observations: 365 days
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the US dollar and the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
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.
| 29.8% |
Growth built into the price is above our model estimate.
The price assumes 36.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 14 industry peers · Company calendar date is not available
PWP — capital allocation
Dated 2026-09-03
Unregistered Sales of Equity Securities On September 1, 2026 , Perella Weinberg Partners (the “Company”) issued 1,999,015 shares of its Class A common stock in exchange for 1,997,030 Class A partnership units of PWP Holdings LP (“PWP OpCo”) and 1,997,030 shares of Class B common stock of the Company that were held by certain limited partners of PWP OpCo pursuant to the Amended and Restated Limited Partnership Agreement of PWP OpCo (as amended, the “PWP OpCo LPA”). Pursuant to the terms of the…
Why it matters: PWP closed the deal on September 1. More fees from UK and Europe clients would show that the new team is adding business.
Supportive ifA later earnings release links higher M&A fees or more fee-paying clients to Gleacher Shacklock.
Worry ifA later earnings release reports no added fees or clients from the deal, or cites deal costs without added revenue.
Why it matters: Q3 revenue rose 53% from a year ago. Another strong quarter would show that recent deal activity is still turning into fees.
Supportive ifQ4 revenue is at least $251 million and year-over-year revenue growth stays positive.
Worry ifQ4 revenue falls below $251 million and year-over-year growth turns negative.
Why it matters: PWP said most of these cash payments are due by or soon after December 31, 2026. The final amount will show the cash cost of the plan.
Worry ifA filing or earnings release reports about $7 million in more realignment cash payments. The payments are due by or soon after December 31, 2026.
Less concerning ifA filing or earnings release reports that the remaining payments are below $3 million or that the plan is complete.
Why it matters: The board declared a $0.07 quarterly dividend. The payment confirms the next step in PWP's stated return of cash to holders.
Supportive ifPWP pays $0.07 per share on December 8, 2026, to holders of record on November 24.
Worry ifPWP cancels, delays, or cuts the declared $0.07 payment before December 8.
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.
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 | ±$261 on $10,000 · ±2.6% | How much price usually moves either way. |
| Bad day | $542 loss on $10,000 · 5.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,875 loss on $10,000 · 48.8% | 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.
Why it matters: Q3 adjusted compensation was 63% of revenue, below the 67% nine-month rate. A rise could eat into the recent revenue gain.
Worry ifAdjusted compensation costs are more than 67% of revenue in the next reported quarter.
Less concerning ifAdjusted compensation costs are 63% of revenue or less in the next reported quarter.