PWP
Perella Weinberg Partners
NasdaqGSUSDEQUITY
Financial Services
DELAYED
Neutral
0/100
Last price
15.53
▼ 0.27 (1.71%)
MARKET · —
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Tool
1D
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Range —
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Open
—
Prev close
15.80
Day high
16.08
Day low
15.50
Volume
1.36M
Market cap
$1.51B
P/E (TTM)
59.73
52W range
12.52 – 25.93
Trailing performance
Returnvs SPY
1W
-5.13%
-7.1%
1M
-7.56%
-8.7%
3M
+3.95%
-0.6%
6M
-13.14%
-31.3%
YTD
-10.23%
-24.5%
1Y
-25.84%
-42.3%
3Y
+52.55%
-29.7%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Free account
5 more panels on PWP open with an account.
Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.
Insider net activity
Net shares
+2.48M
Net buying
Buy transactions
11
2.93M shares
Sell transactions
4
445.17K shares
Net transactions
+15
Buys less sells
Sell : buy shares
0.2 : 1
Mixed
Insider-held shares
4.57M
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Aug 31, 26 | STEEL ROBERT KING Director |
— | 30.00K | — | Direct |
| Aug 31, 26 | WEINBERG PETER A Director |
— | 680.34K | — | Direct |
| Aug 31, 26 | BEDNAR ANDREW J.D. Chief Executive Officer |
— | 968.96K | — | Direct |
| Aug 31, 26 | GOTTSCHALK ALEXANDRA Chief Operating Officer |
— | 4.00K | — | Direct |
| Aug 31, 26 | BECKER DIETRICH CLAUS President |
— | 968.96K | — | Direct |
| Aug 7, 26 | BEDNAR ANDREW J.D. Chief Executive Officer |
SELL | 235.70K | $4.08M | Direct |
| Jun 12, 26 | STEEL ROBERT KING Director |
SELL | 100.00K | $1.58M | Direct |
| May 27, 26 | FASCITELLI ELIZABETH COGAN Director |
STOCK | 5.43K | $0 | Direct |
| May 27, 26 | MUGFORD KRISTIN W Director |
STOCK | 5.43K | $0 | Direct |
| May 27, 26 | BENNETT ROY EDWIN Director |
STOCK | 5.43K | $0 | Direct |
| May 27, 26 | DABBOUSSI HOUDA Director |
STOCK | 5.43K | $0 | Direct |
| May 20, 26 | GOTTSCHALK ALEXANDRA Chief Financial Officer |
SELL | 57.81K | $1.01M | Direct |
| May 18, 26 | STEEL ROBERT KING Director |
— | 198.28K | — | Direct |
| May 18, 26 | GOTTSCHALK ALEXANDRA Chief Financial Officer |
— | 57.81K | — | Direct |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
BECKER DIETRICH CLAUS |
President | 426.54K | Stock Award(Grant) |
BEDNAR ANDREW J.D. |
Chief Executive Officer | 1.06M | Sale |
FASCITELLI ELIZABETH COGAN |
Director | 49.59K | Stock Award(Grant) |
GOTTSCHALK ALEXANDRA |
Chief Financial Officer | 72.49K | Sale |
MUGFORD KRISTIN W |
Director | 49.59K | Stock Award(Grant) |
OLLILA JORMA J |
Director | 34.01K | Stock Award(Grant) |
POLEMENI MARK A. J.D. |
Chief Financial Officer | 95.14K | Conversion of Exercise of derivative security |
SHERBURNE JANE CECILE |
Director | 46.16K | Stock Award(Grant) |
STEEL ROBERT KING |
Director | 287.92K | Sale |
WEINBERG PETER A |
Chairman of the Board | — | Sale |
Fundamentals
Market cap$1.51B
Enterprise value$1.52B
Revenue (TTM)$689.25M
Gross profit$666.00M
EBITDA—
Net income$22.19M
EPS (TTM)$0.26
Free cash flow—
Total cash$115.85M
Total debt$179.28M
Book value / share$-0.62
Shares outstanding77.29M
Float68.79M
Short % of float10.48%
Dividend yield1.80%
Beta (5Y)1.63
Valuation & profitability ratios
Trailing P/E59.73
Forward P/E11.21
PEG ratio—
Price / sales—
Price / book—
EV / revenue2.21
EV / EBITDA—
Gross margin96.63%
Operating margin14.73%
Profit margin3.22%
Return on equity12.69%
Return on assets4.47%
Debt / equity67.82
Current ratio1.94
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2025 | 2024 | 2023 | 2022 | 2021 | YoY |
|---|---|---|---|---|---|---|
| Total revenue | $750.90M | $878.04M | $648.65M | $631.51M | — | -14.5% |
| Operating revenue | $750.90M | $878.04M | $648.65M | $631.51M | — | -14.5% |
| Cost of revenue | $425.59M | $525.94M | $426.57M | $391.33M | — | -19.1% |
| Gross profit | $325.31M | $352.10M | $222.08M | $240.17M | — | -7.6% |
| Selling, general & admin | $195.74M | $354.71M | $269.01M | $234.09M | — | -44.8% |
| Total operating expense | $277.30M | $430.63M | $337.18M | $287.91M | — | -35.6% |
| Operating income | $48.01M | -$78.53M | -$115.10M | -$47.73M | — | +161.1% |
| Net interest income | — | — | -$276.00K | -$276.00K | -$7.61M | — |
| Pre-tax income | $51.52M | -$68.25M | -$112.82M | -$21.42M | — | +175.5% |
| Tax provision | $3.51M | $21.09M | -$980.00K | $10.33M | — | -83.3% |
| Net income | $35.48M | -$64.73M | -$17.22M | $17.88M | — | +154.8% |
| Net income to common | $35.48M | -$64.73M | -$17.22M | $17.88M | — | +154.8% |
| Basic EPS | 0.55 | -1.22 | -0.40 | 0.41 | — | +145.1% |
| Diluted EPS | 0.47 | -1.22 | -1.33 | -0.46 | — | +138.5% |
| EBIT | $48.01M | -$78.53M | -$115.10M | -$47.73M | — | +161.1% |
| EBITDA | $68.84M | -$58.15M | -$100.42M | -$37.04M | — | +218.4% |
| Basic shares | 64.21M | 53.19M | 43.27M | 43.84M | — | +20.7% |
| Diluted shares | 100.85M | 53.19M | 86.78M | 89.76M | — | +89.6% |
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Cash & equivalents | $255.91M | $331.56M | $247.17M | $171.57M | -22.8% |
| Cash & short-term investments | $255.91M | $407.39M | $338.35M | $311.68M | -37.2% |
| Accounts receivable | $62.69M | $73.29M | $47.77M | $67.91M | -14.5% |
| Total current assets | $320.37M | $483.04M | $392.62M | $385.54M | -33.7% |
| Property, plant & equipment | $215.70M | $224.52M | $237.59M | $202.11M | -3.9% |
| Goodwill & intangibles | $85.21M | $46.99M | $53.58M | $60.16M | +81.3% |
| Total assets | $797.64M | $876.75M | $761.11M | $717.09M | -9.0% |
| Total current liabilities | $47.10M | $68.92M | $52.11M | $51.35M | -31.7% |
| Total debt | $186.07M | $187.35M | $175.90M | $165.60M | -0.7% |
| Total liabilities | $536.90M | $646.99M | $492.86M | $456.95M | -17.0% |
| Retained earnings | -$130.60M | -$303.71M | -$54.65M | -$18.07M | +57.0% |
| Shareholder equity | -$127.36M | -$421.38M | $152.66M | $137.46M | +69.8% |
| Working capital | $273.26M | $414.12M | $340.52M | $334.19M | -34.0% |
| Net tangible assets | -$212.57M | -$468.37M | $99.08M | $77.31M | +54.6% |
| Shares issued | 81.33M | 72.57M | 57.40M | 52.28M | +12.1% |
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Net income | $48.00M | -$89.34M | -$111.84M | -$31.75M | +153.7% |
| Depreciation & amortisation | $20.83M | $20.38M | $14.68M | $10.69M | +2.2% |
| Stock-based compensation | $110.50M | $188.87M | $184.46M | $156.42M | -41.5% |
| Change in working capital | -$160.58M | $88.63M | $44.50M | -$148.44M | -281.2% |
| Operating cash flow | $34.79M | $223.36M | $145.88M | -$17.77M | -84.4% |
| Capital expenditure | -$4.31M | -$16.38M | -$57.60M | -$26.56M | +73.7% |
| Investing cash flow | $51.74M | -$98.00K | -$5.82M | -$166.23M | +52,895.9% |
| Share buybacks | -$61.91M | -$78.38M | -$22.49M | -$104.98M | +21.0% |
| Dividends paid | -$27.14M | -$38.55M | -$27.31M | -$57.30M | +29.6% |
| Financing cash flow | -$168.57M | -$137.25M | -$67.02M | -$136.77M | -22.8% |
| Free cash flow | $30.48M | $206.98M | $88.28M | -$44.33M | -85.3% |
| End cash position | $257.05M | $332.77M | $250.10M | $174.17M | -22.8% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Total revenue | $156.53M | $148.92M | $219.16M | $164.65M | $155.27M | +5.1% |
| Operating revenue | $156.53M | $148.92M | $219.16M | $164.65M | $155.27M | +5.1% |
| Cost of revenue | $79.62M | $91.28M | $133.57M | $88.75M | $80.28M | -12.8% |
| Gross profit | $76.91M | $57.64M | $85.59M | $75.90M | $74.99M | +33.4% |
| Selling, general & admin | $50.62M | $48.80M | $45.09M | $47.00M | $46.42M | +3.7% |
| Total operating expense | $71.85M | $70.54M | $67.07M | $67.03M | $66.04M | +1.9% |
| Operating income | $5.05M | -$12.90M | $18.53M | $8.87M | $8.95M | +139.2% |
| Pre-tax income | $6.08M | -$10.64M | $21.78M | $11.59M | $6.25M | +157.2% |
| Tax provision | -$247.00K | -$9.90M | $7.98M | $3.02M | $1.98M | +97.5% |
| Net income | $5.30M | $1.49M | $9.40M | $6.00M | $2.74M | +256.7% |
| Net income to common | $5.30M | $1.49M | $9.40M | $6.00M | $2.74M | +256.7% |
| Basic EPS | 0.07 | 0.02 | 0.14 | 0.09 | 0.04 | +250.0% |
| Diluted EPS | 0.06 | 0.02 | 0.10 | 0.08 | 0.04 | +200.0% |
| EBIT | $5.05M | -$12.90M | $18.53M | $8.87M | $8.95M | +139.2% |
| EBITDA | $10.88M | -$7.07M | $24.28M | $13.89M | $14.00M | +253.9% |
| Basic shares | 74.16M | 70.40M | 67.49M | 64.07M | 63.06M | +5.3% |
| Diluted shares | 101.73M | 101.18M | 101.42M | 100.23M | 98.83M | +0.6% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Cash & equivalents | $115.85M | $77.66M | $255.91M | $185.53M | $145.04M | +49.2% |
| Cash & short-term investments | $115.85M | $77.66M | $255.91M | $185.53M | $145.04M | +49.2% |
| Accounts receivable | $36.23M | $33.45M | $62.69M | $40.74M | $47.72M | +8.3% |
| Total current assets | $153.62M | $112.85M | $320.37M | $228.04M | $194.55M | +36.1% |
| Property, plant & equipment | $205.76M | $210.04M | $215.70M | $216.05M | $217.42M | -2.0% |
| Goodwill & intangibles | $80.71M | $82.96M | $85.21M | $42.06M | $43.70M | -2.7% |
| Total assets | $644.97M | $595.79M | $797.64M | $650.24M | $606.70M | +8.3% |
| Total current liabilities | $40.77M | $42.17M | $47.10M | $47.16M | $63.35M | -3.3% |
| Total debt | $179.28M | $182.06M | $186.07M | $184.82M | $185.00M | -1.5% |
| Total liabilities | $380.61M | $367.54M | $536.90M | $449.72M | $430.61M | +3.6% |
| Retained earnings | -$136.63M | -$135.62M | -$130.60M | -$161.91M | -$179.43M | -0.8% |
| Shareholder equity | -$45.79M | -$154.71M | -$127.36M | -$302.40M | -$318.42M | +70.4% |
| Working capital | $112.85M | $70.68M | $273.26M | $180.88M | $131.20M | +59.7% |
| Net tangible assets | -$126.50M | -$237.67M | -$212.57M | -$344.46M | -$362.13M | +46.8% |
| Shares issued | 73.79M | 84.65M | 81.33M | 79.59M | 77.31M | -12.8% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Net income | $6.33M | -$745.00K | $13.80M | $8.56M | $4.27M | +949.8% |
| Depreciation & amortisation | $5.83M | $5.83M | $5.75M | $5.02M | $5.05M | -0.1% |
| Stock-based compensation | $36.47M | $30.97M | $28.09M | $27.79M | $28.22M | +17.7% |
| Change in working capital | -$2.14M | -$140.10M | $37.01M | $15.12M | $11.14M | +98.5% |
| Operating cash flow | $48.82M | -$109.71M | $96.03M | $59.16M | $56.13M | +144.5% |
| Capital expenditure | -$1.66M | -$2.06M | -$963.00K | -$1.52M | -$787.00K | +19.8% |
| Investing cash flow | -$1.66M | -$2.06M | -$19.82M | -$1.52M | -$787.00K | +19.8% |
| Share buybacks | $0 | $0 | $0 | -$1.91M | -$17.31M | — |
| Dividends paid | -$8.45M | -$8.63M | -$4.64M | -$9.75M | -$4.40M | +2.1% |
| Financing cash flow | -$8.89M | -$63.79M | -$5.93M | -$17.92M | -$23.93M | +86.1% |
| Free cash flow | $47.17M | -$111.77M | $95.06M | $57.64M | $55.34M | +142.2% |
| End cash position | $116.97M | $78.78M | $257.05M | $186.68M | $146.19M | +48.5% |
Options analytics
Put / call volume
0.01
Call-heavy session
Put / call open interest
—
Positioning, not flow
Max pain
7.50
-51.7% from spot
ATM implied vol
0.0%
Nearest strike to spot
Skew (10% OTM)
-18.7%
Calls bid over puts
Call volume
627
Contracts, this expiry
Put volume
7
Contracts, this expiry
Heaviest call OI
7.50
0 contracts
Heaviest put OI
10.00
0 contracts
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Earnings
Reported vs expected · EPS
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | 0.06 | 0.20 | +263.6% |
| Mar 2026 | 0.17 | 0.05 | -69.7% |
| Dec 2025 | 0.10 | 0.17 | +65.8% |
| Sep 2025 | 0.15 | 0.13 | -10.3% |
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | 0.16 | 4 | $178.43M | +8.4% |
| Next quarter | 0.52 | 4 | $329.69M | +50.4% |
| Current year | 0.92 | 4 | $813.52M | +8.3% |
| Next year | 1.39 | 4 | $1.02B | +25.5% |
Analyst targets & ownership
Mean target$21.63
High target$30.00
Low target$15.50
Implied upside39.25%
Analyst count4
ConsensusBUY
Strong buy / Buy2 / 1
Hold0
Sell / Strong sell1 / 0
Held by insiders6.17%
Held by institutions109.00%
Institutions holding229
Price targets, consensus spread, insider and institutional ownership.
Moving averages & technicals
SMA 10
15.19
+2.24% from price
SMA 20
14.55
+6.76% from price
SMA 50
15.87
-2.12% from price
SMA 100
16.08
-3.42% from price
SMA 200
17.83
-12.92% from price
EMA 12
15.23
+1.97% from price
EMA 26
15.22
+2.05% from price
EMA 50
15.57
-0.25% from price
RSI (14)
52.9
Neutral
MACD (12,26,9)
0.01
Hist 0.28
ATR (14)
0.87
5.60% of price
Realised vol 30D
53.9%
Annualised
Bollinger upper
16.98
20, 2σ
Bollinger lower
12.12
20, 2σ
50 / 200 cross
Death
15.87 vs 17.83
Trend bias
Below 200
-12.92%
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
Risk profile
Beta vs SPY
1.63
More volatile than market
Correlation to SPY
0.41
Loosely linked
Realised vol 30D
53.9%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-47.6%
Peak to trough
Max drawdown 5Y
-61.0%
Peak to trough
ATR 14
0.87
5.60% of price
Beta (reported)
1.63
5Y monthly, from filing
Short interest
Shares short
6.86M
Prior 7.59M
Change vs prior
-9.6%
Shorts covering
% of float
10.48%
Elevated
% of shares out
8.87%
Against total outstanding
Days to cover
6.7
Crowded exit
Float
68.79M
Freely tradeable shares
Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.
Rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Aug 3, 26 | Goldman Sachs | MAINTAINED | Sell | Sell |
| Aug 3, 26 | Keefe, Bruyette & Woods | MAINTAINED | Outperform | Outperform |
| Jul 10, 26 | Keefe, Bruyette & Woods | MAINTAINED | Outperform | Outperform |
| May 4, 26 | Keefe, Bruyette & Woods | MAINTAINED | Outperform | Outperform |
| Apr 14, 26 | Goldman Sachs | MAINTAINED | Sell | Sell |
| Apr 10, 26 | Citizens | MAINTAINED | Market Outperform | Market Outperform |
| Apr 8, 26 | Keefe, Bruyette & Woods | UPGRADE | Market Perform | Outperform |
| Mar 12, 26 | Goldman Sachs | MAINTAINED | Sell | Sell |
| Feb 9, 26 | Goldman Sachs | MAINTAINED | Sell | Sell |
| Feb 9, 26 | Keefe, Bruyette & Woods | MAINTAINED | Market Perform | Market Perform |
| Dec 17, 25 | Keefe, Bruyette & Woods | MAINTAINED | Market Perform | Market Perform |
| Nov 10, 25 | Keefe, Bruyette & Woods | MAINTAINED | Market Perform | Market Perform |
Dividends & splits
Forward rate$0.28 / yr
Forward yield1.80%
5-year avg yield1.70%
Payout ratio107.69%
Ex-dividend dateAug 28, 2026
Next pay dateSep 10, 2026
Last split—
Split date—
SEC filings
Corporate Changes & Voting Matters
8-K · 2026-09-03
Corporate Changes & Voting Matters
8-K · 2026-07-31
Corporate Changes & Voting Matters
8-K · 2026-05-29
Corporate Changes & Voting Matters
8-K · 2026-05-21
Corporate Changes & Voting Matters
8-K · 2026-05-01
Corporate Changes & Voting Matters
8-K · 2026-04-13
Annual Report to Shareholders
ARS · 2026-04-10
Periodic Financial Reports
10-K · 2026-02-27
Headlines
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The Wall Street Journal · 8d ago
3 Investment Bank Stocks Tied To The UK M And A Recovery
Simply Wall St. · 10d ago
3 Reasons to Sell PWP and 1 Stock to Buy Instead
StockStory · 11d ago
TPG, StepStone Group, Ridgepost Capital, Perella Weinberg, and Lazard Shares Are Falling, What You Need To Know
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PRIVATE STRATEGY · BY QUALIFICATION
The same data. A different seat.
The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.