PERELLA WEINBERG PARTNERS (PWP)
NASDAQFinancialsFinancial - Capital MarketsSnapshot 2026-09-04
$16.80-0.77%
Close 2026-09-04 · 1-day change
NASDAQFinancialsFinancial - Capital MarketsSnapshot 2026-09-04
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 | -9.4% |
| 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 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.
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.
| 37.7% |
Growth built into the price is above our model estimate.
The price assumes 47.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 27 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: Low pay shows good cost control during hard times.
Supportive ifTotal compensation is under $100 million in Q3 2026.
Worry ifTotal compensation is over $100 million in Q3 2026.
Why it matters: If revenue growth drops below its median, it could signal a slowdown in the financial sector.
Worry ifSector revenue growth drops below its median of 15%.
Less concerning ifSector revenue growth remains above its median.
Why it matters: Management aims to maintain a strong business pipeline. A weak pipeline could hurt future growth.
Worry ifManagement reports an increase in the number of active deals in the pipeline.
Less concerning ifManagement says there are fewer active deals. The business pipeline is declining.
Why it matters: If EPS guidance is met or exceeded, it shows better financial performance after a miss.
Supportive ifQ2 diluted EPS reported at or above $0.05.
Worry ifQ2 diluted EPS reported below $0.05.
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 | ±$255 on $10,000 · ±2.5% | How much price usually moves either way. |
| Bad day | $508 loss on $10,000 · 5.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,911 loss on $10,000 · 39.1% | 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: This growth would confirm management's claims of building momentum and a strong pipeline.
Supportive ifQ3 revenue grew more than 1% compared to last year. This shows strong business growth.
Worry ifQ3 revenue grew less than 1% compared to last year. This shows ongoing problems.
Why it matters: Closing this deal would show that management is making progress. It helps grow the business.
Supportive ifThe Gleacher Shacklock acquisition will close in Q3 2026.
Worry ifThere may be a delay or cancellation of the Gleacher Shacklock acquisition.
Why it matters: Recent equity sales could affect future growth and how investors feel.
Worry ifLook for news about strategic acquisitions or investments that boost growth.
Less concerning ifThere is no new news on capital use. No negative comments on equity sales.
Why it matters: A strong pipeline shows future revenue chances. Management must keep the momentum for growth.
Watch forManagement reports a backlog increase of over 10% from Q2.
Also watch forManagement reports a backlog decrease of more than 5% from Q2.
Why it matters: The dividend shows PWP's commitment to giving back to shareholders. It shows financial health.
Supportive ifDividend payment is made as scheduled on September 10, 2026.
Worry ifThe dividend payment is delayed or canceled.
Why it matters: More client work means a stronger business pipeline. This could lead to more money.
Supportive ifManagement says client engagements are up 20% from the last quarter.
Worry ifClient engagements are flat or down from the previous quarter.
Why it matters: Lower compensation costs can help margins. This shows good cost control during tough revenue times.
Supportive ifTotal pay and benefits are under $110 million in Q3.
Worry ifTotal pay and benefits are over $115 million in Q3.
Why it matters: This acquisition is key to scaling the business and boosting revenues. Strong growth would support management's strategy.
Supportive ifQ3 revenues grow by at least 5% from last year. This shows good integration of Gleacher Shacklock.
Worry ifQ3 revenues fall or grow less than 1% from last year. This points to integration problems.
Why it matters: Managing costs well is key for making money. This is important after recent layoffs.
Supportive ifQ3 operating expenses stay below $35 million. This shows good cost management.
Worry ifQ3 operating expenses go over $40 million. This suggests bad cost control.
Why it matters: A steady dividend shows good money management. It shows commitment to shareholders and builds trust.
Supportive ifManagement declares a quarterly dividend of at least $0.07 per share for Q3.
Worry ifNo dividend announced for Q3. This may mean cash flow problems.
Why it matters: Keeping a strong business pipeline is vital for future income. Changes can show overall business health.
Watch forManagement reports an increase in the number of fee-paying clients or backlog in Q3.
Also watch forManagement reports a decrease in fee-paying clients or backlog in Q3.