PWP Class A Perella Weinberg Partners - Class A Common Stock
NASDAQ · Financial Services · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 31, 2026
$15.82
· of 52w range
· above low
· to high
$12.5252w low
$25.8052w high
P/E (TTM)
58.6
EPS (TTM)
$0.27
Revenue (TTM)
$689M
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52W Range
$13–$26
Analyst Rating
BUY
Price Target
$22
P/E
58.6
ROE
-12.2%
Net Profit Margin
3.2%
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PWP Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$15.82
P/E (TTM)
58.6
EPS (TTM)
$0.27
Revenue (TTM)
$689M
ROE (TTM)
-12.2%
52W Range
$13–$26
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$751M2019-12-31 → 2025-12-31
EPS$0.472021-12-31 → 2025-12-31
Free Cash Flow$30M2021-12-31 → 2025-12-31
Net margin3.2%2021-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | PWP | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 58.65Y avg ≈-6.5 | ≈-6.5 | 18.8 | Overvalued |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | PWP | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 2.8%5Y avg ≈-3.9% | ≈-3.9% | 3.2% | In line | |
| EBITDA Margin | 6.4%5Y avg ≈-3.9% | ≈-3.9% | 3.0% | In line | |
| Pretax Margin (TTM) | 4.2%5Y avg ≈-3.8% | ≈-3.8% | 8.7% | Weak | |
| Net Profit Margin (TTM) | 3.2%5Y avg ≈-0.73% | ≈-0.73% | 3.4% | In line | |
| ROA (TTM) | 3.5%5Y avg ≈-1.00% | ≈-1.00% | 4.2% | In line | |
| ROE (TTM) | -12.2%5Y avg ≈-0.71% | ≈-0.71% | 15.6% | Weak | |
| ROIC | -35.1%5Y avg ≈-25.5% | ≈-25.5% | 5.4% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | PWP | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -14.5%5Y avg ≈11.4% | ≈11.4% | · | · | |
| Revenue CAGR 3Y | 5.9%5Y avg ≈5.6% | ≈5.6% | · | · | |
| Revenue CAGR 5Y | 7.7% | · | · | · | |
| Net Income CAGR 3Y | 25.7% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | PWP | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.95Y avg ≈1.0 | ≈1.0 | 0.6 | Top tier | |
| Revenue / Employee | ≈$1.1M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Payout Ratio64.6%
Annualized Payout≈$0.28
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 28, 2026 | $0.07 | USD | ≈1.6% |
| Jun 1, 2026 | $0.07 | USD | ≈1.7% |
| Feb 17, 2026 | $0.07 | USD | ≈1.3% |
| Nov 17, 2025 | $0.07 | USD | ≈1.6% |
| Aug 29, 2025 | $0.07 | USD | ≈1.3% |
| May 14, 2025 | $0.07 | USD | ≈1.5% |
| Feb 18, 2025 | $0.07 | USD | ≈1.2% |
| Dec 4, 2024 | $0.07 | USD | ≈1.1% |
| Sep 5, 2024 | $0.07 | USD | ≈1.5% |
| May 24, 2024 | $0.07 | USD | ≈1.8% |
| Feb 27, 2024 | $0.07 | USD | ≈2.1% |
| Nov 22, 2023 | $0.07 | USD | ≈2.5% |
| Aug 31, 2023 | $0.07 | USD | ≈2.7% |
| May 25, 2023 | $0.07 | USD | ≈3.5% |
| Feb 27, 2023 | $0.07 | USD | ≈2.8% |
| Nov 23, 2022 | $0.07 | USD | ≈2.9% |
| Sep 1, 2022 | $0.07 | USD | ≈4.0% |
| May 18, 2022 | $0.07 | USD | ≈4.2% |
| Mar 2, 2022 | $0.07 | USD | ≈2.0% |
| Dec 2, 2021 | $0.07 | USD | ≈1.2% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
57.7%
Next Report
Nov 05, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 30, 2026 | $0.20 | $0.05 | 339.6% |
| March 31, 2026 | $0.05 | $0.16 | -69.3% | |
| Dec. 31, 2025 | $0.17 | $0.13 | 35.8% | |
| Sept. 30, 2025 | $0.13 | $0.16 | -19.6% | |
| June 30, 2025 | $0.09 | $0.07 | 29.7% | |
| March 31, 2025 | $0.28 | $0.22 | 30.0% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $751M | $878M | $649M | $632M | $802M | $519M | $533M | |
| SG&A Expense | $18M | $23M | $20M | $20M | $17M | $15M | $16M | |
| Operating Expenses | $703M | $957M | $764M | $679M | $735M | $534M | $688M | |
| Operating Income | $48M | $-79M | $-115M | $-48M | $67M | $-15M | $-155M | |
| Interest Expense | · | · | $276.0K | $276.0K | $8M | $16M | $15M | |
| Other Non-op | $4M | $10M | $2M | $26M | $-44M | $185.0K | $108.0K | |
| Pretax Income | $52M | $-68M | $-113M | $-21M | $23M | $-21M | $-162M | |
| Income Tax | $4M | $21M | $-980.0K | $10M | $19M | $3M | $2M | |
| Net Income | $35M | $-65M | $-17M | $18M | $-9M | $-5M | $-1.3K | |
| EPS (Basic) | $0.55 | $-1.22 | $-0.40 | $0.41 | $-0.22 | · | · | |
| EPS (Diluted) | $0.47 | $-1.22 | $-1.33 | $-0.46 | $-0.66 | · | · | |
| Shares (Basic) | 64,208,733 | 53,187,995 | 43,273,939 | 43,837,640 | 42,595,712 | · | · | |
| Shares (Diluted) | 100,848,937 | 53,187,995 | 86,779,052 | 89,755,632 | 92,749,911 | · | · | |
| EBITDA | $48M | $-79M | $-115M | $-48M | $67M | $-1M | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $256M | $332M | $247M | $172M | $503M | $329M | $10.8K | |
| Short-term Investments | $0 | $76M | $91M | $140M | $0 | · | · | |
| Prepaid Expense | · | · | · | · | · | $275.8K | · | |
| Current Assets | · | · | · | · | · | $1M | $10.8K | |
| PP&E (Net) | $77M | $85M | $94M | $48M | $10M | $17M | · | |
| PP&E (Gross) | $120M | $114M | $120M | $120M | $82M | $108M | · | |
| Accum. Depreciation | $43M | $30M | $27M | $72M | $72M | $91M | · | |
| Goodwill | $73M | $34M | $34M | $34M | $34M | $34M | · | |
| Intangibles | $13M | $13M | $19M | $26M | $32M | $39M | · | |
| Total Assets | $798M | $877M | $761M | $717M | $718M | $543M | $65.6K | |
| Accrued Liabilities | · | · | · | · | · | $793.0K | $450 | |
| Current Liabilities | · | · | · | · | · | $793.0K | $42.9K | |
| Total Liabilities | $537M | $647M | $493M | $457M | $447M | $469M | $42.9K | |
| Long-term Debt | · | · | · | · | $0 | $147M | · | |
| Common Stock | · | · | · | · | · | $376 | · | |
| Paid-in Capital | · | · | · | · | · | $10M | $24.2K | |
| Retained Earnings | $-131M | $-304M | $-55M | $-18M | $-18M | $0 | $-2.3K | |
| Treasury Stock | $138M | $111M | $101M | $80M | $12M | $0 | · | |
| AOCI | $-3M | $-6M | $-4M | $-7M | $-2M | $-2M | · | |
| Stockholders' Equity | $-127M | $-421M | $268M | $260M | $126M | $74M | $22.7K | |
| Liabilities + Equity | $798M | $877M | $761M | $717M | $718M | $543M | $65.6K |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $21M | $20M | $15M | $11M | $14M | $16M | $16M | |
| Stock-based Comp | $110M | $189M | $184M | $156M | $97M | $25M | $193M | |
| Deferred Tax | $2M | $-2M | $-2M | $-3M | $-4M | $-589.0K | $691.0K | |
| Amort. of Intangibles | $7M | $7M | $7M | $7M | $7M | $7M | $7M | |
| Operating Cash Flow | $35M | $223M | $146M | $-18M | $235M | $86M | $-106M | |
| CapEx | $4M | $16M | $58M | $27M | $1M | $6M | $7M | |
| Investing Cash Flow | $52M | $-98.0K | $-6M | $-166M | $-2M | $-6M | $-7M | |
| Stock Issued | $0 | $66M | $0 | $35M | $0 | $0 | · | |
| Net Stock Activity | $0 | $66M | $0 | $37M | · | · | · | |
| Dividends Paid | $23M | $20M | $13M | $13M | $6M | $0 | $0 | |
| Financing Cash Flow | $-169M | $-137M | $-67M | $-137M | $-55M | $-22M | $-30M | |
| Net Change in Cash | $-76M | $83M | $76M | $-331M | $174M | $64M | $-142M | |
| Taxes Paid | $9M | $10M | $5M | · | · | · | · | |
| Free Cash Flow | $30M | $207M | $88M | $-44M | $233M | · | · | |
| Levered FCF | · | · | $88M | $-45M | $232M | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Operating Margin | 6.4% | -8.9% | -17.7% | -7.6% | 8.3% | · | · | |
| Net Margin | 4.7% | -7.4% | -2.7% | 2.8% | -1.2% | · | · | |
| Pretax Margin | 6.9% | -7.8% | -17.4% | -3.4% | 2.9% | · | · | |
| EBITDA Margin | 6.4% | -8.9% | -17.7% | -7.6% | 8.3% | · | · | |
| ROA | 4.2% | -7.9% | -2.3% | 2.5% | -1.5% | -4.4% | · | |
| ROE | -15.9% | 16.6% | -8.3% | 13.6% | -9.4% | -203.3% | · | |
| ROIC | -35.1% | 24.4% | -74.7% | -51.5% | 9.2% | · | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | · | · | 1.8 | · | |
| Quick Ratio | · | · | · | · | · | 1.5 | · | |
| Interest Coverage | · | · | -417.0 | -172.9 | 8.8 | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 1.1 | 0.9 | 0.9 | 1.3 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $7.45 | $16.51 | $7.47 | $7.04 | $8.64 | · | · | |
| Cash Flow / Share | $0.34 | $4.20 | $1.68 | $-0.20 | $2.53 | · | · | |
| EPS (TTM) | $0.47 | $-1.22 | $-1.33 | $-0.46 | $-0.66 | · | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -14.5% | 35.4% | 2.7% | -21.2% | 54.5% | · | · | |
| Revenue CAGR 3Y | 5.9% | 3.1% | 7.7% | · | · | · | · | |
| Revenue CAGR 5Y | 7.7% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 25.7% | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $751M | $878M | $649M | $632M | $802M | $519M | · | |
| Net Income TTM | $35M | $-65M | $-17M | $18M | $-9M | $-5M | · | |
| P/E | 36.8 | -19.5 | -9.2 | -21.3 | -19.5 | · | · | |
| Earnings Yield | 2.7% | -5.1% | -10.9% | -4.7% | -5.1% | · | · | |
| Payout Ratio | 64.6% | -31.3% | -76.3% | 71.8% | -63.6% | · | · | |
| Annual Payout | $23M | $20M | $13M | $13M | $6M | $0 | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $157M | $149M | $219M | $165M | $155M | $212M | $226M | $278M | $272M | $102M | $213M | $139M | $166M | $131M | $183M | $145M | |
| SG&A Expense | $4M | $4M | $3M | $4M | $5M | $5M | $5M | $6M | $7M | $5M | $4M | $5M | $6M | $5M | $5M | $4M | |
| Operating Expenses | $151M | $162M | $201M | $156M | $146M | $200M | $204M | $242M | $354M | $156M | $257M | $166M | $187M | $154M | $203M | $154M | |
| Operating Income | $5M | $-13M | $19M | $9M | $9M | $12M | $21M | $36M | $-82M | $-54M | $-44M | $-27M | $-22M | $-23M | $-20M | $-9M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $69.0K | |
| Other Non-op | $1M | $2M | $3M | $3M | $-3M | $231.0K | $6M | $457.0K | $745.0K | $3M | $22.0K | $3M | $-1M | $556.0K | $9M | $529.0K | |
| Pretax Income | $6M | $-11M | $22M | $12M | $6M | $12M | $28M | $36M | $-81M | $-51M | $-44M | $-24M | $-23M | $-22M | $-23M | $-8M | |
| Income Tax | $-247.0K | $-10M | $8M | $3M | $2M | $-9M | $-5M | $8M | $-642.0K | $19M | $-2M | $-191.0K | $-5M | $5M | $-380.0K | $5M | |
| Net Income | $5M | $1M | $9M | $6M | $3M | $17M | $21M | $16M | $-66M | $-36M | $-10M | $-2M | $359.0K | $-5M | $-1M | $1M | |
| EPS (Basic) | $0.07 | $0.02 | $0.14 | $0.09 | $0.04 | $0.28 | $0.43 | $0.29 | $-1.21 | $-0.73 | $-0.24 | $-0.05 | $0.01 | $-0.12 | $-0.02 | $0.03 | |
| EPS (Diluted) | $0.06 | $0.02 | $0.11 | $0.08 | $0.04 | $0.24 | $0.66 | $0.24 | $-1.21 | $-0.91 | $-0.50 | $-0.27 | $-0.19 | $-0.37 | $-0.27 | $-0.19 | |
| Shares (Basic) | 74,162,048 | 70,398,710 | · | 64,071,958 | 63,064,731 | 62,138,123 | · | 55,513,159 | 54,589,542 | 49,200,283 | · | 43,123,465 | 42,743,611 | 42,317,827 | · | 42,263,427 | |
| Shares (Diluted) | 101,732,555 | 101,175,788 | · | 100,233,456 | 98,831,307 | 75,839,577 | · | 69,795,656 | 54,589,542 | 90,519,358 | · | 86,647,697 | 86,521,626 | 86,611,018 | · | 87,745,776 | |
| EBITDA | $5M | $-13M | · | $9M | $9M | $12M | · | $36M | $-82M | $-54M | · | $-27M | $-22M | $-23M | · | $-9M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $116M | $78M | $256M | $186M | $145M | $111M | $332M | $260M | $185M | $157M | · | $127M | $130M | $105M | · | $143M | |
| Short-term Investments | · | · | $0 | $0 | $0 | $0 | $76M | $75M | $0 | $0 | · | $70M | $50M | $25M | · | $139M | |
| PP&E (Net) | $73M | $75M | $77M | $79M | $81M | $82M | $85M | $89M | $91M | $93M | · | $82M | $71M | $61M | · | $21M | |
| PP&E (Gross) | $122M | $121M | $120M | $119M | $117M | $115M | $114M | $126M | $124M | $123M | · | $117M | $104M | $92M | · | $94M | |
| Accum. Depreciation | $50M | $46M | $43M | $40M | $37M | $33M | $30M | $37M | $33M | $30M | · | $35M | $33M | $31M | · | $73M | |
| Goodwill | $73M | $73M | $73M | $34M | $34M | $34M | $34M | $34M | $34M | $34M | · | $34M | $34M | $34M | · | $34M | |
| Intangibles | $8M | $10M | $13M | $8M | $9M | $11M | $13M | $14M | $16M | $18M | · | $21M | $22M | $24M | · | $27M | |
| Total Assets | $645M | $596M | $798M | $650M | $607M | $570M | $877M | $811M | $646M | $584M | · | $634M | $582M | $525M | · | $632M | |
| Total Liabilities | $381M | $368M | $537M | $450M | $431M | $409M | $647M | $569M | $422M | $305M | · | $369M | $324M | $275M | · | $357M | |
| Retained Earnings | $-137M | $-136M | $-131M | $-162M | $-179M | $-198M | $-304M | $-246M | $-168M | $-96M | · | $-40M | $-33M | $-28M | · | $-12M | |
| Treasury Stock | $135M | $135M | $138M | $138M | $138M | $121M | $111M | $111M | $114M | $99M | · | $101M | $101M | $94M | · | $65M | |
| AOCI | $-4M | $-4M | $-3M | $-2M | $-721.0K | $-4M | $-6M | $-3M | $-5M | $-5M | · | $-6M | $-5M | $-6M | · | $-8M | |
| Stockholders' Equity | $-46M | $-155M | $-127M | $-302M | $-318M | $-323M | $-421M | $-361M | $-283M | $162M | $268M | $144M | $141M | $133M | · | $140M | |
| Liabilities + Equity | $645M | $596M | $798M | $650M | $607M | $570M | $877M | $811M | $646M | $584M | · | $634M | $582M | $525M | · | $632M |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $6M | $6M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $3M | $3M | $2M | |
| Stock-based Comp | $36M | $31M | $28M | $28M | $28M | $26M | $23M | $29M | $90M | $47M | $50M | $43M | $43M | $48M | $40M | $38M | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Operating Cash Flow | $49M | $-110M | $96M | $59M | $56M | $-177M | $139M | $200M | $90M | $-206M | $158M | $38M | $82M | $-132M | $81M | $47M | |
| CapEx | $2M | $2M | $963.0K | $2M | $787.0K | $1M | $658.0K | $993.0K | $6M | $8M | $12M | $11M | $16M | $18M | $18M | $4M | |
| Investing Cash Flow | $-2M | $-2M | $-20M | $-2M | $-787.0K | $74M | $-658.0K | $-76M | $-6M | $83M | $-32M | $-30M | $-41M | $98M | $-19M | $-28M | |
| Stock Issued | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $66M | $0 | $0 | $0 | $0 | $-1M | $0 | |
| Net Stock Activity | · | · | · | · | · | $0 | · | · | · | $66M | · | · | · | $0 | · | · | |
| Dividends Paid | $6M | $9M | $5M | $6M | $4M | $8M | $5M | $7M | $4M | $5M | $3M | $4M | $3M | $4M | $3M | $3M | |
| Financing Cash Flow | $-9M | $-64M | $-6M | $-18M | $-24M | $-121M | $-63M | $-51M | $-57M | $34M | $-7M | $-10M | $-17M | $-33M | $-34M | $-25M | |
| Net Change in Cash | $38M | $-178M | $70M | $40M | $34M | $-220M | $71M | $75M | $27M | $-90M | $121M | $-3M | $25M | $-67M | $29M | $-8M | |
| Taxes Paid | $2M | $-166.0K | $391.0K | $-395.0K | $-355.0K | $10M | $11M | $-2M | $344.0K | $695.0K | $133.0K | · | · | · | · | · | |
| Free Cash Flow | · | $-112M | · | · | · | $-178M | · | · | · | $-215M | · | · | · | $-151M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 3.2% | -8.7% | · | 5.4% | 5.8% | 5.5% | · | 12.9% | -30.2% | -52.4% | · | -19.2% | -13.1% | -17.3% | · | -6.1% | |
| Net Margin | 3.4% | 1.0% | · | 3.6% | 1.8% | 8.2% | · | 5.9% | -24.3% | -35.1% | · | -1.5% | 0.22% | -3.9% | · | 0.78% | |
| Pretax Margin | 3.9% | -7.1% | · | 7.0% | 4.0% | 5.6% | · | 13.1% | -30.0% | -49.9% | · | -17.2% | -13.8% | -16.8% | · | -5.7% | |
| EBITDA Margin | 3.2% | -8.7% | · | 5.4% | 5.8% | 5.5% | · | 12.9% | -30.2% | -52.4% | · | -19.2% | -13.1% | -17.3% | · | -6.1% | |
| ROA | 0.85% | 0.26% | · | 0.82% | 0.44% | 3.0% | · | 2.3% | -10.8% | -6.5% | · | -0.32% | 0.06% | -1.0% | · | 0.18% | |
| ROE | -2.9% | -0.62% | · | -1.8% | -0.91% | -21.5% | · | -15.1% | 92.9% | -24.3% | · | -1.4% | 0.26% | -3.6% | · | 0.86% | |
| ROIC | -11.5% | 0.58% | · | -2.2% | -1.9% | -6.5% | · | -7.9% | 28.8% | -45.5% | · | -18.4% | -12.4% | -21.1% | · | -9.8% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | -127.8 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | · | 0.2 | 0.2 | 0.4 | · | 0.4 | 0.4 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.2 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $1.54 | $1.47 | · | $1.64 | $1.57 | $2.79 | · | $3.99 | $4.98 | $1.13 | · | $1.60 | $1.91 | $1.52 | · | $1.66 | |
| Cash Flow / Share | · | $-1.08 | · | · | · | $-2.33 | · | · | · | $-2.28 | · | · | · | $-1.53 | · | · | |
| EPS (TTM) | $0.27 | $0.25 | · | $1.02 | $1.18 | $-0.07 | · | $-2.38 | $-2.89 | $-1.87 | · | $-1.10 | $-1.02 | $-0.83 | · | $-0.45 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $689M | $688M | · | $757M | $871M | $988M | · | $865M | $726M | $619M | · | $619M | $625M | $611M | · | $647M | |
| Net Income TTM | $22M | $20M | · | $47M | $57M | $-12M | · | $-96M | $-114M | $-48M | · | $-8M | $-5M | $4M | · | $14M | |
| P/E | 59.1 | 72.6 | · | 20.9 | 16.5 | -262.9 | · | -8.1 | -5.6 | -7.6 | · | -9.3 | -8.2 | -11.0 | · | -14.1 | |
| Earnings Yield | 1.7% | 1.4% | · | 4.8% | 6.1% | -0.38% | · | -12.3% | -17.8% | -13.2% | · | -10.8% | -12.2% | -9.1% | · | -7.1% | |
| Payout Ratio | · | 580.6% | · | · | · | 48.1% | · | · | · | -13.3% | · | · | · | -68.9% | · | · | |
| Annual Payout | $25M | $23M | · | $23M | $24M | $24M | · | $19M | $15M | $14M | · | $13M | $13M | $13M | · | $13M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $751M | $878M | $649M | $632M | $802M |
| Operating Margin % | 6.4% | -8.9% | -17.7% | -7.6% | 8.3% |
| Net Income | $35M | $-65M | $-17M | $18M | $-9M |
| Diluted EPS | $0.47 | $-1.22 | $-1.33 | $-0.46 | $-0.66 |
No data for this statement
Not enough fundamentals data to build this statement yet.
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $30M | $207M | $88M | $-44M | $233M |
Institutional owners (13F) 168 filers · $1.3B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
168
Value held
$1.3B
New positions
26
Exited positions
25
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 26 (-3 vs prior Q) | 25 (-6 vs prior Q) | 71 (0 vs prior Q) | 42 (+2 vs prior Q) | +6.3M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| FMR LLC | $157,959,168 | 9,897,191 | 12.01% | Shares |
| BlackRock, Inc. | $87,232,538 | 5,465,698 | 6.63% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $82,819,617 | 5,189,199 | 6.30% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $70,073,034 | 4,390,541 | 5.33% | Shares |
| VANGUARD GROUP INC | $64,403,679 | 3,722,756 | 4.90% | Shares |
| Nuveen, LLC | $57,473,206 | 3,601,078 | 4.37% | Shares |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $52,853,423 | 3,311,618 | 4.02% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $48,397,982 | 3,032,455 | 3.68% | Shares |
| Capital World Investors | $42,702,384 | 2,675,588 | 3.25% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $40,686,000 | 2,549,221 | 3.09% | Shares |
| Boston Partners | $40,582,990 | 2,543,113 | 3.09% | Shares |
| AMERIPRISE FINANCIAL INC | $36,212,184 | 2,268,931 | 2.75% | Shares |
| STATE STREET CORP | $32,540,812 | 2,038,898 | 2.47% | Shares |
| WESTWOOD HOLDINGS GROUP INC | $29,693,915 | 1,860,521 | 2.26% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $29,146,807 | 1,825,865 | 2.22% | Shares |
| GOLDMAN SACHS GROUP INC | $28,183,552 | 1,765,887 | 2.14% | Shares |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $25,922,152 | 1,624,195 | 1.97% | Shares |
| BANK OF AMERICA CORP /DE/ | $24,180,645 | 1,515,078 | 1.84% | Shares |
| ROYCE & ASSOCIATES LP | $22,235,280 | 1,393,188 | 1.69% | Shares |
| RAYMOND JAMES FINANCIAL INC | $20,793,375 | 1,302,843 | 1.58% | Shares |
| WASATCH ADVISORS LP | $20,346,537 | 1,120,404 | 1.55% | Shares |
| Aristotle Capital Boston, LLC | $18,389,434 | 1,152,220 | 1.40% | Shares |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $17,395,688 | 1,128,125 | 1.32% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $15,657,572 | 981,178 | 1.19% | Shares |
| Walleye Capital LLC | $15,331,128 | 960,597 | 1.17% | Shares |
| First Eagle Investment Management, LLC | $14,382,977 | 901,189 | 1.09% | Shares |
| Russell Investments Group, Ltd. | $13,253,072 | 830,393 | 1.01% | Shares |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $12,588,243 | 788,737 | 0.96% | Shares |
| Point72 Asset Management, L.P. | $11,557,578 | 724,159 | 0.88% | Shares |
| Rockefeller Capital Management L.P. | $10,609,490 | 664,754 | 0.81% | Shares |
| Balyasny Asset Management L.P. | $10,453,624 | 654,989 | 0.80% | Shares |
| MARSHALL WACE, LLP | $10,281,862 | 644,227 | 0.78% | Shares |
| NORTHERN TRUST CORP | $9,565,578 | 599,347 | 0.73% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $9,492,976 | 594,798 | 0.72% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9,457,226 | 592,558 | 0.72% | Shares |
| Ceredex Value Advisors LLC | $9,049,320 | 567,000 | 0.69% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $8,123,177 | 508,971 | 0.62% | Shares |
| SEI INVESTMENTS CO | $7,680,486 | 481,233 | 0.58% | Shares |
| LOOMIS SAYLES & CO L P | $7,578,286 | 474,830 | 0.58% | Shares |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $7,045,702 | 441,460 | 0.54% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $6,464,470 | 405,042 | 0.49% | Shares |
| Ranger Investment Management, L.P. | $5,138,881 | 321,985 | 0.39% | Shares |
| MORGAN STANLEY | $5,097,982 | 319,422 | 0.39% | Shares |
| Bank of New York Mellon Corp | $4,300,358 | 269,446 | 0.33% | Shares |
| UBS Group AG | $3,148,828 | 197,295 | 0.24% | Shares |
| FIRST TRUST ADVISORS LP | $2,472,890 | 154,943 | 0.19% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $2,362,269 | 148,012 | 0.18% | Shares |
| Swiss National Bank | $2,146,620 | 134,500 | 0.16% | Shares |
| WESBANCO BANK INC | $1,979,040 | 124,000 | 0.15% | Shares |
| Freestone Grove Partners LP | $1,884,254 | 118,061 | 0.14% | Shares |
Company insiders 27 insiders · 6 officers · 14 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Andrew Bednar | Chairman and CEO | Aug. 31, 2026 M | 2,030,224 | 0 | 3 | $-4,080,380 |
| Alexandra Gottschalk | CFO and COO | Aug. 31, 2026 M | 74,866 | 0 | 3 | $-2,034,533 |
| Perella Weinberg Partners | Chief Financial Officer | Aug. 31, 2025 M | 95,137 | 0 | 0 | $0 |
| Gary Barancik | Chief Financial Officer | March 4, 2023 F | 115,663 | 0 | 0 | $0 |
| Dietrich Becker | President | Aug. 31, 2026 M | 1,379,452 | 0 | 0 | $0 |
| Vladimir Shendelman | General Counsel | Dec. 14, 2023 S | 67,341 | 0 | 0 | $0 |
| PWP VoteCo Professionals LP | Director | Sept. 1, 2026 J | · | 0 | 0 | $0 |
| Peter A Weinberg | Director | Aug. 31, 2026 M | 2,635,236 | 0 | 0 | $0 |
| Robert K Steel | Director | Aug. 31, 2026 M | 302,624 | 0 | 1 | $-1,576,000 |
| Houda Dabboussi | Director | May 27, 2026 A | 7,710 | 0 | 0 | $0 |
| Roy Edwin Bennett | Director | May 27, 2026 A | 7,710 | 0 | 0 | $0 |
| Kristin W Mugford | Director | May 27, 2026 A | 49,586 | 0 | 0 | $0 |
| Jorma J Ollila | Director | May 27, 2026 F | 32,309 | 0 | 0 | $0 |
| Elizabeth C Fascitelli | Director | May 27, 2026 A | 49,586 | 0 | 0 | $0 |
| Jane Cecile Sherburne | Director | May 28, 2025 A | 46,159 | 0 | 0 | $0 |
| PWP Professional Partners LP | Director | Dec. 31, 2023 J | · | 0 | 0 | $0 |
| Daniel G Cohen | Director | March 14, 2023 S | 524,873 | 0 | 0 | $0 |
| Ivan G Seidenberg | Director | May 24, 2022 A | 22,929 | 0 | 0 | $0 |
| FinTech Masala Advisors IV, LLC | · | June 24, 2021 M | 4,506,446 | 0 | 0 | $0 |
| Laura Kohn | · | June 24, 2021 M | 20,456 | 0 | 0 | $0 |
| Jan Rock Zubrow | · | June 24, 2021 M | 20,456 | 0 | 0 | $0 |
| FinTech Investor Holdings IV, LLC | · | June 24, 2021 A | 2,950,221 | 0 | 0 | $0 |
| Madelyn Antoncic | · | June 24, 2021 M | 20,456 | 0 | 0 | $0 |
| Brittain Ezzes | · | June 24, 2021 M | 20,456 | 0 | 0 | $0 |
| James J Mcentee III | · | June 24, 2021 M | 204,562 | 0 | 0 | $0 |
| Joseph R Perella | · | June 24, 2021 A | · | 0 | 0 | $0 |
| COHEN BETSY Z | · | June 24, 2021 M | 914,736 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 25 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.10% | 15,486 SH | Oct. 1, 2026 | Daily |
| IWO · iShares Trust | 0.07% | 671,425 SH | Sept. 11, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.07% | 75,321 SH | Aug. 19, 2026 | Daily |
| RSSL · Global X Funds | 0.04% | 33,573 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.04% | 1,811,419 SH | Sept. 11, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.03% | 404,207 SH | Aug. 19, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.03% | 244,695 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.03% | 44,721 SH | Oct. 1, 2026 | Daily |
| FNCL · FIDELITY COVINGTON TRUST | 0.01% | 18,125 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 817,069 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.01% | 109,164 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.01% | 3,227 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.00% | 5,056 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 7,238 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 3,945 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 16,728 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 19,918 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 101,241 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.00% | 38,979 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 16,461 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 2,148,879 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 6,106 SH | Aug. 19, 2026 | Daily |
| IAI · iShares Trust | · | 88,133 SH | Sept. 11, 2026 | Daily |
| ISCB · iShares Trust | · | 3,267 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 15,255 SH | Sept. 11, 2026 | Daily |
PWP Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 8 analysts
BUY
Median target
$21.00
+32.7%
2 25.0%
Strong Buy
4 50.0%
Buy
1 12.5%
Hold
1 12.5%
Sell
0 0.0%
Strong Sell
12-Month Price Target
4 analysts · 2026-09-29Mean target $22.25 +40.6%
← Below all targets
Current price $15.82
Low$17.00
Mean$22.25
High$30.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| PWP | · | 36.8 | -14.5% | 4.7% | -15.9% | · |
| LAZ | · | 22.4 | 1.5% | 7.4% | 31.4% | · |
| LCLN | · | · | · | · | · | · |
| SECZ | · | · | · | · | · | · |
| BGC | · | 28.8 | 30.0% | · | · | · |
| OPY | · | 5.5 | 14.3% | 9.1% | 16.2% | · |
| BTGO | · | · | · | · | · | · |
| RILY | $143M | 0.5 | 29.6% | 31.8% | -93.2% | · |
| SIEB | $142M | 27.0 | 12.3% | 5.4% | 5.9% | · |
| MS | $281.00B | 17.4 | 14.4% | 23.9% | 15.6% | · |
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Source: SEC 10-Q filed Jul 31, 2026