Perella Weinberg Partners
About: Perella Weinberg Partners is an independent advisory firm that provides strategic and financial advice to a wide range of clients. The Company's activities as an investment banking advisory firm constitute a single business segment that provides a range of advisory services, including advice related to strategic and financial decisions, mergers and acquisitions execution, shareholder and defense advisory, financing and capital solutions advice with resources focused on restructuring and liability management, capital markets advisory, private capital placement, as well as specialized underwriting and research services for the energy and related industries.
Employees: 691
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
432% more call options, than puts
Call options by funds: $165K | Put options by funds: $31K
17% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 58
4.0% more ownership
Funds ownership: 89.31% [Q4 2024] → 93.31% (+4.0%) [Q1 2025]
9% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 23
0% more funds holding
Funds holding: 171 [Q4 2024] → 171 (+0) [Q1 2025]
18% less capital invested
Capital invested by funds: $1.25B [Q4 2024] → $1.02B (-$230M) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$18
2%
upside
Avg. target
$23
30%
upside
High target
$29
64%
upside
3 analyst ratings
2 positive
67%
0 neutral
0%
1 negative
33%
Goldman Sachs James Yaro | 2%upside $18 | Sell Maintained | 15 May 2025 |
Keefe, Bruyette & Woods Michael Brown | 25%upside $22 | Outperform Maintained | 12 May 2025 |
JMP Securities Devin Ryan | 64%upside $29 | Market Outperform Maintained | 8 Apr 2025 |
Financial journalist opinion
Neutral
Seeking Alpha
1 month ago
Perella Weinberg Partners (PWP) Q1 2025 Earnings Call Transcript
Perella Weinberg Partners (NASDAQ:PWP ) Q1 2025 Earnings Conference Call May 2, 2025 9:00 AM ET Company Participants Taylor Reinhardt - Head, Communications & Marketing Andrew Bednar - Chief Executive Officer Alex Gottschalk - Chief Financial Officer Conference Call Participants Devin Ryan - Citizens Bank Brendan O'Brien - Wolfe Research James Yaro - Goldman Sachs Operator Good morning, and welcome to the Perella Weinberg Partners First Quarter 2025 Earnings Conference Call. Currently all callers have been placed in a listen-only mode.
Neutral
GlobeNewsWire
1 month ago
Perella Weinberg to Announce First Quarter 2025 Financial Results and to Host Conference Call on May 2, 2025
NEW YORK, April 23, 2025 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (NASDAQ:PWP), a leading global independent advisory firm, today announced that it plans to release its financial results for the first quarter 2025 on Friday, May 2, 2025, before the market opens.
Neutral
Seeking Alpha
4 months ago
Perella Weinberg Partners (PWP) Q4 2024 Earnings Call Transcript
Perella Weinberg Partners (NASDAQ:PWP ) Q4 2024 Earnings Conference Call February 7, 2025 9:00 AM ET Company Participants Taylor Reinhardt - Head, Communications and Marketing Andrew Bednar - CEO Alex Gottschalk - CFO Conference Call Participants Devin Ryan - Citizens JMP Aidan Hall - KBW Brendan O'Brien - Wolfe Research James Yaro - Goldman Sachs Operator Good morning, and welcome to the Perella Weinberg Partners Full Year and Fourth Quarter Earnings Conference Call. Currently all callers have been placed in a listen-only mode.
Neutral
GlobeNewsWire
4 months ago
Perella Weinberg Reports Full Year and Fourth Quarter 2024 Results
Financial Overview - Full Year Revenues of $878 Million, Up 35% From a Year Ago Adjusted Pre-Tax Income of $137 Million, GAAP Pre-Tax Loss of $(68) Million Adjusted EPS of $0.96; GAAP Diluted EPS of $(1.22) Financial Overview - Fourth Quarter Revenues of $226 Million, Up 6% From a Year Ago Adjusted Pre-Tax Income of $40 Million, GAAP Pre-Tax Income of $28 Million Adjusted EPS of $0.26; GAAP Diluted EPS of $0.30 Talent Investment Added Five Partners and Eleven Managing Directors in 2024 Capital Management Strong Balance Sheet with $407 Million of Cash and Short-Term Investments and No Debt Retired Approximately 14.5 Million Shares and Share Equivalents through Purchase, Exchange and Net Settlement in 2024 Returned $282 Million in Aggregate to Equity Holders in 2024 Declared Quarterly Dividend of $0.07 Per Share “Our record 2024 results were driven by strong momentum across our platform, with higher year-over-year revenue recorded in all service lines. Our clients place a high value on tailored, trusted advice and continue to select Perella Weinberg for their most transformative transactions.
Neutral
GlobeNewsWire
4 months ago
Perella Weinberg to Announce Full Year and Fourth Quarter 2024 Financial Results and to Host Conference Call on February 7, 2025
NEW YORK, Jan. 24, 2025 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (NASDAQ:PWP), a leading global independent advisory firm, today announced that it plans to release its financial results for the full year and fourth quarter 2024 on Friday, February 7, 2025, before the market opens.
Neutral
GlobeNewsWire
6 months ago
Erik Maris Joins Perella Weinberg
NEW YORK and PARIS, Nov. 18, 2024 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (Nasdaq: PWP), a leading global independent advisory firm, announced today that Erik Maris has joined the Firm's European practice and will work with its French and European Partners in providing strategic advice to clients across coverage sectors.
Positive
Seeking Alpha
7 months ago
Perella Weinberg: Aggressive Hiring Past And Present Paying Off
Perella Weinberg reported a strong topline result, driven by aggressive senior banker hiring and corporate activity growth, despite lagging sponsor recovery. Revenues surged 100% in Q3, outpacing other boutiques, ahead also of significant increases in comp expenses allowing for a strong income lift. Trump's incoming presidency could boost Q4 and Q1 advisory business, though potential tariffs could impact inflation and sponsor recovery.
Neutral
Seeking Alpha
7 months ago
Perella Weinberg Partners (PWP) Q3 2024 Earnings Call Transcript
Perella Weinberg Partners (NASDAQ:PWP ) Q3 2024 Earnings Call November 8, 2024 9:00 AM ET Company Participants Taylor Reinhardt - Head, Communications and Marketing Andrew Bednar - Chief Executive Officer Alex Gottschalk - Chief Financial Officer Conference Call Participants Devin Ryan - Citizens JMP Brendan O'Brien - Wolfe Research Aidan Hall - KBW James Yaro - Goldman Sachs Operator Good morning and welcome to the Perella Weinberg Partners Third Quarter 2024 Earnings Conference Call. [Operator Instructions] Please be advised that today's call is being recorded.
Neutral
GlobeNewsWire
7 months ago
Perella Weinberg Reports Third Quarter 2024 Results
Financial Overview - Third Quarter Revenues of $278 Million, Up 100% From a Year Ago Adjusted Pre-Tax Income of $52 Million, GAAP Pre-Tax Income of $36 Million Adjusted EPS of $0.34; GAAP Diluted EPS of $0.24 Financial Overview - Nine Months Revenues of $652 Million, Up 50% From a Year Ago Adjusted Pre-Tax Income of $97 Million, GAAP Pre-Tax Loss of $(96) Million Adjusted EPS of $0.69; GAAP Diluted EPS of $(1.61) Talent Investment Year-to-Date Added Five New Partners and Eleven New Managing Directors Capital Management Strong Balance Sheet with $335 Million of Cash, Cash Equivalents and Short-Term Investments and No Debt Year-to-Date Retired Approximately 12.3 Million Shares and Share Equivalents through Purchase, Exchange and Net Settlement Year-to-Date Returned $215 Million to Equity Holders Declared Quarterly Dividend of $0.07 Per Share “We delivered another record quarter and for the nine-month period produced the highest revenue in the Firm's history. Our performance demonstrates the strength of our franchise and the benefit of our increasing scale and broadening client coverage in an improving operating environment.
Neutral
GlobeNewsWire
7 months ago
Michael Masterson Joins Perella Weinberg as Partner
Appointment Strengthens Firm's Transportation, Leasing, and Logistics Coverage Appointment Strengthens Firm's Transportation, Leasing, and Logistics Coverage
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