Perella Weinberg PartnersPWP
Market Cap: $950M
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: 663
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
1,208% more call options, than puts
Call options by funds: $1.22M | Put options by funds: $93K
59% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 39
26% more capital invested
Capital invested by funds: $613M [Q1] → $771M (+$158M) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
8.16% less ownership
Funds ownership: 97.08% [Q1] → 88.92% (-8.16%) [Q2]
13% less funds holding
Funds holding: 146 [Q1] → 127 (-19) [Q2]
51% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 37
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
JMP Securities Devin Ryan 51% 1-year accuracy 35 / 68 met price target | 22%upside $22 | Market Outperform Reiterated | 5 Aug 2024 |
Keefe, Bruyette & Woods Michael Brown 86% 1-year accuracy 6 / 7 met price target | 5%upside $19 | Outperform Maintained | 12 Jul 2024 |