Perella Weinberg Partners (PWP)

From the record

Perella Weinberg Partners' filings since 2019 show 3 warning events of 3 kinds: a warning not to rely on past financial statements (8-K item 4.02, the latest 2021-04-29); an auditor change (8-K item 4.01, the latest 2021-06-30); a late-report notice (Form NT 10-K or NT 10-Q, the latest 2021-05-18) (its current reports).

From the record

Perella Weinberg Partners' 7 filed years say what it did: revenue went from $533 million in fiscal 2019 to $751 million in fiscal 2025, up 5.9% a year; it rose in 3 of 6 years; the deepest fall was 21% from fiscal 2021 to fiscal 2022; net income was positive in 2 of 7 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Perella Weinberg Partners' diluted share count grew about 4.0% a year, and dividends and buybacks returned about 14% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 8 sales and 0 purchases of their own stock on the open market in the year to 2026-11-09 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Perella Weinberg Partners' shareholders' equity was below zero, so the profit on it is not read. Leverage: it owed about 116 cents per dollar of assets, and net share issuance: its share count grew 89.6% over the year (the filed statements).

From the record

Perella Weinberg Partners' standing among 114 graded names in its industry family: revenue of $751 million in fiscal 2025 ranks in the top 17% by size; a net margin of 4.7% ranks in the top 27%; revenue growth of 5.9% a year over the last 3 filed years ranks in the bottom 46% (its annual reports).

From the record

Perella Weinberg Partners' leadership, from its insiders' filings and its current reports: the chief executive on the record is Bednar, Andrew (Chairman and CEO, as filed), filing under that title since 2023-02-28, 3.7 years (top 36% of its family); the 10 officers and directors filing in the last fifteen months have been on the record a median of 5.4 years (top 39%); 3 officer or director changes were reported on Form 8-K since 2023-11-13, against the 10 people in charge now (top 26%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Perella Weinberg Partners' room to grow, from the newest filed statements (fiscal 2025): cash of $257 million against no long-term debt tagged leaves 32.2% of its assets as net cash, top 12% of its family; cash from operations less capital spending is 4.1% of revenue (top 24%) (its annual report).

From the record

Perella Weinberg Partners' growth drivers, from the filed years to fiscal 2025: revenue grew 5.9% a year over the last three filed years against 5.9% over all 7, speeding up (top 26% of its family); the newest year grew -14.5% (bottom 21%); capital spending grew -45.4% a year (bottom 19%) (its annual reports). Perella Weinberg Partners tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

Perella Weinberg Partners' newest year against its own record: revenue of $751 million in fiscal 2025 came in 27.5% below the $1.0 billion its prior three years' pace pointed to (bottom 26% of its family); net income of $35 million against a prior three-year average of $21 million (top 8%); a net margin of 4.7% against -2.4% before (top 37%) (its annual reports).