Perella Weinberg Partners (NASDAQ:PWP) Releases Quarterly Earnings Results

Perella Weinberg Partners (NASDAQ:PWP) posted its quarterly earnings results on Friday. The company reported $0.17 EPS for the quarter, hitting the consensus estimate of $0.17, FiscalAI reports. The business had revenue of $219.16 million during the quarter, compared to the consensus estimate of $192.84 million. Perella Weinberg Partners had a net margin of 6.15% and a negative return on equity of 21.55%.

Here are the key takeaways from Perella Weinberg Partners’ conference call:

• Full-year revenue was $751 million (down 14% vs. 2024) and Q4 revenue was $219 million; management attributes the shortfall to several large advised transactions that did not close.
• Record results in Europe and in Restructuring drove market-share gains, with strength in debtor-side mandates and Financing & Capital Solutions, supporting a growing pipeline.
• Talent buildout accelerated: the firm added 23 senior bankers in 2025 (14 new to the platform) and added two partners in early 2026, and management says senior-hire momentum is creating a “flywheel.”
• Strong capital position and shareholder returns: year-end cash of $256 million, no debt, >$163 million returned to holders in 2025, 6.5 million shares retired, and a declared $0.07 quarterly dividend.
• Adjusted compensation margin rose to 68% (from 67%), reflecting heavy investment in talent and creating near-term margin pressure that management says requires revenue scale to reverse.

Perella Weinberg Partners Price Performance

Shares of NASDAQ PWP opened at $23.26 on Friday. The firm’s 50-day moving average is $19.46 and its two-hundred day moving average is $20.16. The company has a market capitalization of $2.07 billion, a PE ratio of 35.24 and a beta of 1.64. Perella Weinberg Partners has a 12-month low of $14.12 and a 12-month high of $25.83.

Perella Weinberg Partners Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 9th. Shareholders of record on Tuesday, February 17th will be given a dividend of $0.07 per share. The ex-dividend date is Tuesday, February 17th. This represents a $0.28 dividend on an annualized basis and a yield of 1.2%. Perella Weinberg Partners’s payout ratio is presently 42.42%.

Wall Street Analysts Forecast Growth

PWP has been the subject of several recent research reports. Keefe, Bruyette & Woods lifted their price objective on Perella Weinberg Partners from $19.00 to $20.00 and gave the company a “market perform” rating in a research note on Wednesday, December 17th. The Goldman Sachs Group restated a “sell” rating and set a $19.00 price target on shares of Perella Weinberg Partners in a research note on Tuesday, January 20th. Wolfe Research set a $21.00 price objective on shares of Perella Weinberg Partners in a research report on Wednesday, January 7th. Weiss Ratings reiterated a “hold (c)” rating on shares of Perella Weinberg Partners in a research note on Thursday, January 22nd. Finally, Wall Street Zen raised Perella Weinberg Partners from a “sell” rating to a “hold” rating in a report on Saturday. One analyst has rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $22.25.

Institutional Investors Weigh In On Perella Weinberg Partners

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Tower Research Capital LLC TRC increased its position in Perella Weinberg Partners by 460.5% during the second quarter. Tower Research Capital LLC TRC now owns 5,151 shares of the company’s stock worth $100,000 after buying an additional 4,232 shares in the last quarter. Osaic Holdings Inc. boosted its stake in shares of Perella Weinberg Partners by 2,980.6% during the second quarter. Osaic Holdings Inc. now owns 15,403 shares of the company’s stock valued at $284,000 after acquiring an additional 14,903 shares during the last quarter. Millennium Management LLC purchased a new stake in Perella Weinberg Partners during the 3rd quarter worth about $298,000. AQR Capital Management LLC raised its stake in Perella Weinberg Partners by 79.1% in the 1st quarter. AQR Capital Management LLC now owns 23,435 shares of the company’s stock valued at $431,000 after purchasing an additional 10,350 shares during the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Perella Weinberg Partners by 4.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 30,745 shares of the company’s stock valued at $566,000 after purchasing an additional 1,342 shares during the last quarter. Hedge funds and other institutional investors own 41.07% of the company’s stock.

Key Stories Impacting Perella Weinberg Partners

Here are the key news stories impacting Perella Weinberg Partners this week:

• Positive Sentiment: Q4 results beat expectations — Perella reported Q4 revenue of $219.2M and EPS that met/beat consensus (adjusted results highlighted), with revenue above analyst estimates, which helped lift sentiment. Perella Weinberg beats Q4 estimates
• Positive Sentiment: Record pipeline and senior hires — Management said the firm enters 2026 with a record pipeline and has been expanding its senior team (partners/managing directors), positioning PWP to benefit if M&A and financing activity pick up. Perella Weinberg targets 2026 growth
• Positive Sentiment: Strong capital position & shareholder returns — PWP ended 2025 with roughly $256M cash, no debt, returned $163M to shareholders via repurchases/exchanges/dividends, and declared a $0.07 quarterly dividend (ex‑div Feb 17; pay Mar 9), supporting the stock’s appeal. Perella Weinberg 2025 results (Quiver)
• Neutral Sentiment: Full earnings materials & call — Management hosted an earnings call and posted the transcript and slide deck; investors will parse commentary for guidance on fee pools, pipeline conversion and compensation dynamics. Earnings transcript
• Negative Sentiment: Revenue and profitability trends — Full‑year 2025 revenue fell ~14% vs. 2024 ($751M vs. $878M) and Q4 was down ~3% YoY; net income and some GAAP metrics were weaker year‑over‑year, which underscores volatility in advisory revenues. Q4 and full year overview
• Negative Sentiment: Insider sales and metrics to monitor — Recent insider selling (several large sales in past 6 months) and a negative ROE figure are potential caution points; investors should watch pipeline conversion, margin/compensation ratios and whether revenue rebound sustains. Company press release / financials

Perella Weinberg Partners Company Profile

Perella Weinberg Partners L.P. is a global, partner-led advisory firm specializing in strategic and financial counsel. Founded in 2006 by Joseph R. Perella and Peter Weinberg—both veterans of leading Wall Street institutions—the firm delivers independent advice on mergers and acquisitions, financing, restructuring and capital markets. As an independent entity, it emphasizes senior banker involvement throughout every transaction, ensuring clients benefit from depth of experience and continuity of service.

The firm’s core offerings encompass M&A advisory, debt and equity financing, corporate restructuring and capital markets solutions.