Perella Weinberg Partners (NASDAQ:PWP) Stock Rating Upgraded by Wall Street Zen

Perella Weinberg Partners (NASDAQ:PWP) was upgraded by equities research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued on Saturday, Wall Street Zen reports.

Several other equities analysts also recently weighed in on the company. Keefe, Bruyette & Woods reissued an “outperform” rating and set a $20.00 target price (up from $19.00) on shares of Perella Weinberg Partners in a research report on Friday. The Goldman Sachs Group raised their price target on shares of Perella Weinberg Partners from $14.50 to $16.00 and gave the company a “sell” rating in a research report on Monday, August 3rd. Finally, Weiss Ratings lowered Perella Weinberg Partners from a “hold (c)” rating to a “hold (c-)” rating in a research report on Wednesday, October 14th. Two investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $21.75.

Perella Weinberg Partners Price Performance

Shares of NASDAQ PWP opened at $14.73 on Friday. The stock’s 50-day simple moving average is $14.77 and its two-hundred day simple moving average is $17.43. The firm has a market capitalization of $1.39 billion, a P/E ratio of 37.77 and a beta of 1.67. Perella Weinberg Partners has a twelve month low of $12.13 and a twelve month high of $25.92.

Perella Weinberg Partners (NASDAQ:PWP) last announced its quarterly earnings data on Thursday, October 29th. The company reported $0.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.17 by $0.22. Perella Weinberg Partners had a negative return on equity of 79.92% and a net margin of 4.35%. The firm had revenue of $251.37 million for the quarter, compared to analysts’ expectations of $172.82 million.

Insiders Place Their Bets

In related news, CEO Andrew Bednar sold 77,753 shares of Perella Weinberg Partners stock in a transaction on Friday, August 7th. The shares were sold at an average price of $17.41, for a total value of $1,353,679.73. Following the completion of the sale, the chief executive officer owned 1,061,260 shares in the company, valued at approximately $18,476,536.60. The trade was a 6.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 235,697 shares of company stock worth $4,080,379. 26.10% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Perella Weinberg Partners

A number of large investors have recently made changes to their positions in PWP. Wellington Management Group LLP lifted its position in shares of Perella Weinberg Partners by 32.2% in the second quarter. Wellington Management Group LLP now owns 5,189,199 shares of the company’s stock worth $82,820,000 after buying an additional 1,263,345 shares during the last quarter. Bank of America Corp DE boosted its position in shares of Perella Weinberg Partners by 41.6% in the first quarter. Bank of America Corp DE now owns 1,316,482 shares of the company’s stock valued at $23,907,000 after acquiring an additional 386,473 shares during the period. Emerald Advisers LLC grew its stake in shares of Perella Weinberg Partners by 3.2% in the first quarter. Emerald Advisers LLC now owns 1,019,869 shares of the company’s stock worth $18,521,000 after acquiring an additional 31,163 shares during the last quarter. Dimensional Fund Advisors LP increased its position in Perella Weinberg Partners by 45.8% during the first quarter. Dimensional Fund Advisors LP now owns 852,987 shares of the company’s stock worth $15,488,000 after acquiring an additional 267,859 shares during the period. Finally, Emerald Mutual Fund Advisers Trust increased its position in Perella Weinberg Partners by 14.9% during the first quarter. Emerald Mutual Fund Advisers Trust now owns 621,774 shares of the company’s stock worth $11,291,000 after acquiring an additional 80,490 shares during the period. Institutional investors and hedge funds own 41.07% of the company’s stock.

Perella Weinberg Partners News Roundup

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

• Positive Sentiment: Q3 results substantially exceeded expectations. Revenue rose 53% year over year to $251 million, while adjusted EPS was $0.39 versus the $0.17 consensus estimate. GAAP diluted EPS was $0.21, and adjusted pretax income reached $56 million. Earnings Beat Might Change The Case For Investing In Perella Weinberg Partners Stock
• Positive Sentiment: Management signaled continued momentum. Executives said the firm is entering the fourth quarter and 2027 with strong momentum. The September acquisition of Gleacher Shacklock is expected to expand PWP’s advisory presence in the United Kingdom and Europe, while the company has continued adding senior talent. Perella Weinberg Reports Third Quarter 2026 Results
• Positive Sentiment: Keefe, Bruyette & Woods reaffirmed its “outperform” rating and raised its price target to $20 from $19, implying meaningful potential upside based on the reported reference price. Keefe Bruyette Woods stock recommendations
• Positive Sentiment: Capital returns remain supportive. PWP reported $150 million of cash and no debt, returned $88 million to shareholders during the first nine months, repurchased or retired more than three million shares and declared a quarterly dividend of $0.07 per share.
• Negative Sentiment: Insider selling is a cautionary signal. Company insiders made seven reported open-market sales over the past six months and no purchases, including sales by CEO Andrew Bednar and CFO Alexandra Gottschalk. PWP also retains a negative return on equity, so investors may monitor whether the earnings improvement is sustainable.

About Perella Weinberg Partners

Perella Weinberg Partners (NASDAQ: PWP) is an independent investment banking and financial services firm that provides strategic and financial advice to corporations, financial institutions, governments, and other organizations. The firm focuses on complex, high-value transactions and situations that require specialized advice and senior-level expertise.

Its services include mergers and acquisitions, strategic transactions, financial restructurings, capital markets advisory, and private capital advisory.