Perella Weinberg Partners (NASDAQ:PWP) Raised to Hold at Wall Street Zen

Perella Weinberg Partners (NASDAQ:PWP) was upgraded by investment analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a report released on Saturday.

A number of other brokerages have also recently commented on PWP. Weiss Ratings reissued a “hold (c)” rating on shares of Perella Weinberg Partners in a research report on Thursday, January 22nd. Wolfe Research set a $21.00 price objective on Perella Weinberg Partners in a research note on Wednesday, January 7th. The Goldman Sachs Group reissued a “sell” rating and issued a $19.00 target price on shares of Perella Weinberg Partners in a report on Tuesday, January 20th. Finally, Keefe, Bruyette & Woods increased their target price on Perella Weinberg Partners from $19.00 to $20.00 and gave the stock a “market perform” rating in a research note on Wednesday, December 17th. One analyst has rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $22.25.

Perella Weinberg Partners Price Performance

NASDAQ:PWP opened at $23.26 on Friday. The firm’s 50-day moving average price is $19.46 and its 200-day moving average price is $20.15. The company has a market capitalization of $2.07 billion, a PE ratio of 50.57 and a beta of 1.64. Perella Weinberg Partners has a 1-year low of $14.12 and a 1-year high of $25.83.

Perella Weinberg Partners (NASDAQ:PWP) last posted its quarterly earnings data on Friday, February 6th. The company reported $0.17 EPS for the quarter, hitting the consensus estimate of $0.17. The business had revenue of $219.16 million for the quarter, compared to analyst estimates of $192.84 million. Perella Weinberg Partners had a net margin of 4.69% and a negative return on equity of 21.97%.

Hedge Funds Weigh In On Perella Weinberg Partners

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. boosted its holdings in shares of Perella Weinberg Partners by 6.9% in the 4th quarter. Vanguard Group Inc. now owns 3,722,756 shares of the company’s stock valued at $64,404,000 after buying an additional 241,363 shares in the last quarter. William Blair Investment Management LLC lifted its position in Perella Weinberg Partners by 57.2% during the third quarter. William Blair Investment Management LLC now owns 3,566,511 shares of the company’s stock valued at $76,038,000 after acquiring an additional 1,298,246 shares during the last quarter. Adage Capital Partners GP L.L.C. boosted its stake in Perella Weinberg Partners by 73.5% in the second quarter. Adage Capital Partners GP L.L.C. now owns 3,136,484 shares of the company’s stock valued at $60,911,000 after acquiring an additional 1,328,312 shares in the last quarter. Ameriprise Financial Inc. boosted its stake in Perella Weinberg Partners by 79.6% in the second quarter. Ameriprise Financial Inc. now owns 1,575,063 shares of the company’s stock valued at $30,588,000 after acquiring an additional 698,021 shares in the last quarter. Finally, Geode Capital Management LLC grew its holdings in Perella Weinberg Partners by 10.9% in the second quarter. Geode Capital Management LLC now owns 1,490,650 shares of the company’s stock worth $28,952,000 after purchasing an additional 146,352 shares during the last quarter. Institutional investors own 41.07% of the company’s stock.

More Perella Weinberg Partners News

Here are the key news stories impacting Perella Weinberg Partners this week:

• Positive Sentiment: Q4 results beat expectations — Perella reported Q4 revenue of $219.2M and EPS that met/beat consensus (adjusted results highlighted), with revenue above analyst estimates, which helped lift sentiment. Perella Weinberg beats Q4 estimates
• Positive Sentiment: Record pipeline and senior hires — Management said the firm enters 2026 with a record pipeline and has been expanding its senior team (partners/managing directors), positioning PWP to benefit if M&A and financing activity pick up. Perella Weinberg targets 2026 growth
• Positive Sentiment: Strong capital position & shareholder returns — PWP ended 2025 with roughly $256M cash, no debt, returned $163M to shareholders via repurchases/exchanges/dividends, and declared a $0.07 quarterly dividend (ex‑div Feb 17; pay Mar 9), supporting the stock’s appeal. Perella Weinberg 2025 results (Quiver)
• Neutral Sentiment: Full earnings materials & call — Management hosted an earnings call and posted the transcript and slide deck; investors will parse commentary for guidance on fee pools, pipeline conversion and compensation dynamics. Earnings transcript
• Negative Sentiment: Revenue and profitability trends — Full‑year 2025 revenue fell ~14% vs. 2024 ($751M vs. $878M) and Q4 was down ~3% YoY; net income and some GAAP metrics were weaker year‑over‑year, which underscores volatility in advisory revenues. Q4 and full year overview
• Negative Sentiment: Insider sales and metrics to monitor — Recent insider selling (several large sales in past 6 months) and a negative ROE figure are potential caution points; investors should watch pipeline conversion, margin/compensation ratios and whether revenue rebound sustains. Company press release / financials

Perella Weinberg Partners Company Profile

Perella Weinberg Partners L.P. is a global, partner-led advisory firm specializing in strategic and financial counsel. Founded in 2006 by Joseph R. Perella and Peter Weinberg—both veterans of leading Wall Street institutions—the firm delivers independent advice on mergers and acquisitions, financing, restructuring and capital markets. As an independent entity, it emphasizes senior banker involvement throughout every transaction, ensuring clients benefit from depth of experience and continuity of service.

The firm’s core offerings encompass M&A advisory, debt and equity financing, corporate restructuring and capital markets solutions.