Perella Weinberg Partners (PWP)

• Market cap: $1.39B
• 1 day: -0.89%
• 5 days: 2.71%
• 1 month: -11.06%
• 3 months: -8.85%
• 6 months: 22.22%
• Year to date: -0.25%
• 1 year: 83.23%
• 5 years: 80.69%
• 10 years: 80.69%
• Sector: Financials
• Industry: Finance Services

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 Q4 regulatory filings by fund managers ($100M+ AUM)

440% more call options, than puts

Call options by funds: $529K | Put options by funds: $98K

208% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 12

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

28% more capital invested

Capital invested by funds: $977M [Q3] → $1.25B (+$272M) [Q4]

14% more funds holding

Funds holding: 148 [Q3] → 168 (+20) [Q4]

6.85% less ownership

Funds ownership: 95.9% [Q3] → 89.05% (-6.85%) [Q4]

Research analyst outlook

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

• Low target: $29 23% upside
• Avg. target: $29 23% upside
• High target: $29 23% upside

1 analyst rating

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

Keefe, Bruyette & Woods Michael Brown 52% 1-year accuracy 31 / 60 met price target

23% upside $29

Outperform Maintained

10 Feb 2025