Perella Weinberg Partners (PWP)

• Market cap: $1.4B
• 1 day: -2.99%
• 5 days: 0.46%
• 1 month: 5.69%
• 3 months: 20.59%
• 6 months: -2.73%
• Year to date: -7.73%
• 1 year: 6.16%
• 5 years: 122.19%
• 10 years: 122.19%
• Sector: Financials
• Industry: Capital Markets

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

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

513% more call options, than puts

Call options by funds: $49K | Put options by funds: $8K

149% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 35

16% more capital invested

Capital invested by funds: $1.02B [Q1] → $1.19B (+$163M) [Q2]

4.85% more ownership

Funds ownership: 93.31% [Q1] → 98.16% (+4.85%) [Q2]

4% less funds holding

Funds holding: 171 [Q1] → 164 (-7) [Q2]

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

100% less funds holding in top 10

Funds holding in top 10: 1 [Q1] → 0 (-1) [Q2]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $24 10% upside
• Avg. target: $24 10% upside
• High target: $24 10% upside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

Keefe, Bruyette & Woods Michael Brown

10% upside $24

Market Perform Maintained

4 Aug 2025