Perella Weinberg Partners (PWP)

• Market cap: $1.11B
• 1 day: 0.87%
• 5 days: -10.60%
• 1 month: -16.55%
• 3 months: -21.19%
• 6 months: -4.53%
• Year to date: -21.19%
• 1 year: 30.70%
• 5 years: 89.78%
• 10 years: 89.78%
• Sector: Financials
• Industry: Finance Services

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

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

28% more capital invested

Capital invested by funds: $977M [Q3] → $1.25B (+$275M) [Q4]

15% more funds holding

Funds holding: 148 [Q3] → 170 (+22) [Q4]

6.63% less ownership

Funds ownership: 95.89% [Q3] → 89.26% (-6.63%) [Q4]

Research analyst outlook

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

• Low target: $20 8% upside
• Avg. target: $25 32% upside
• High target: $29 56% upside

2 analyst ratings

• positive: 1 50%
• neutral: 0 0%
• negative: 1 50%

Goldman Sachs James Yaro 67% 1-year accuracy 2 / 3 met price target	8% upside $20	Sell Maintained	14 Mar 2025
Keefe, Bruyette & Woods Michael Brown 46% 1-year accuracy 30 / 65 met price target	56% upside $29	Outperform Maintained	10 Feb 2025