Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Perella Weinberg Partners
Next earnings Jul 30, 2026 · consensus $0.15 EPS, $178M rev
Last earnings -9.4% on 2026-05-01
Conservative balance sheet (liabilities/equity -4.22x); but revenue fell -14.5% YoY.
Sources: SEC EDGAR (CIK 0001777835, latest 10-Q filed 2026-05-01) · EODHD · as of 6/22/2026, 12:12:18 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Weak on both the fundamentals and the price — little to like at the current level.
Perella Weinberg Partners shows $751M in FY2025 revenue (-14.5% YoY), a 4.7% net margin, and -27.9% ROE.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $802M | $632M | $649M | $878M | $751M |
| Gross profit | — | — | — | — | — |
| Operating income | $66.6M | -$47.7M | -$115M | -$78.5M | $48.0M |
| Net income | -$9.42M | $17.9M | -$17.2M | -$64.7M | $35.5M |
| Diluted EPS | -$0.66 | -$0.46 | -$1.33 | -$1.22 | $0.47 |
| Net margin | -1.2% | 2.8% | -2.7% | -7.4% | 4.7% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1483 tracked peers · median
2 buys · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 3 sales
| 2026-06-12 | STEEL ROBERT K Director | Sell | 100K @ $15.76 | $1.58M |
| 2026-05-27 | Bennett Roy Edwin Director | Award | 5.43K | |
| 2026-05-27 | Dabboussi Houda Director | Award | 5.43K | |
| 2026-05-27 | FASCITELLI ELIZABETH C Director | Award | 5.43K | |
| 2026-05-27 | MUGFORD KRISTIN W Director | Award | 5.43K | |
| 2026-05-27 | OLLILA JORMA J Director | Tax | 1.70K @ $18.97 | $32.2K |
| 2026-05-20 | Gottschalk Alexandra Chief Financial Officer | Sell | 14.0K @ $17.46 | $245K |
| 2026-05-19 | Gottschalk Alexandra Chief Financial Officer | Sell | 43.8K @ $17.58 | $770K |
| 2026-05-18 | Gottschalk Alexandra Chief Financial Officer | Exercise | 57.7K | |
| 2026-05-18 | Gottschalk Alexandra Chief Financial Officer | Exercise | 57.75 | |
| 2026-05-18 | Gottschalk Alexandra Chief Financial Officer | Disposed (D) | 0.86 @ $18.37 | $15.80 |
| 2026-05-18 | STEEL ROBERT K Director | Exercise | 198K |