Sentiment-Signal
26,0
Bearisch
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
20.6
Keine neuen Positionen
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,70% (Stand: 31.03.2026)
Score-Verlauf (90 Tage)
Kritische 8-K Meldungen
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 13.01.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appo |
| 01.08.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | at www.sec.gov or on request from the Company. Item 5.02 Departure of Directors or Certain Officers; Election of Directo |
| 14.04.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appo |
Stammdaten
Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advice services related to mission-critical strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, capital raising, structure and restructuring, capital markets advisory, energy underwriting, and equity research. It serves public multinational corporations, mid-sized public and private companies, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in various industries comprising consumer and retail; energy; financial institutions; healthcare; industrials; and technology, media, and telecommunications. The company was founded in 2006 and is based in New York, New York.
Unternehmen & Branche
| Name | Perella Weinberg Partners |
|---|---|
| Ticker | PWP |
| CIK | 0001777835 |
| Boerse | US |
| Sektor | Financial Services |
| Industrie | Financial - Capital Markets |
| SIC | 6199 · Finance Services |
Wertpapier & Kennzahlen
| CUSIP | 71367g102 |
|---|---|
| ISIN | US71367G1022 |
| Typ | Common Stock |
| Marktkapitalisierung | 1,96 Mrd. USD |
| Beta | 1,66 |
| Dividendenrendite | 0,28 % |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Finanzkennzahlen (SEC XBRL)
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2025-12-31 | 10-K | 750,903,000 | 35,477,000 | 0.47 | 797,637,000 | |
| 2025-09-30 | 10-Q | 164,645,000 | 6,004,000 | 0.08 | 650,238,000 | |
| 2025-06-30 | 10-Q | 155,267,000 | 2,738,000 | 0.04 | 606,702,000 | |
| 2025-03-31 | 10-Q | 211,831,000 | 17,339,000 | 0.24 | 570,468,000 | |
| 2024-12-31 | 10-K | 878,039,000 | -64,728,000 | -1.22 | 876,751,000 | -421,375,000 |
| 2024-09-30 | 10-Q | 278,242,000 | 16,370,000 | 0.24 | 810,917,000 | -360,775,000 |
| 2024-06-30 | 10-Q | 271,998,000 | -66,028,000 | -1.21 | 645,510,000 | -282,975,000 |
| 2024-03-31 | 10-Q | 102,127,000 | -35,844,000 | -0.91 | 583,589,000 | 161,911,000 |
| 2023-12-31 | 10-K | 648,652,000 | -17,223,000 | -1.33 | 761,108,000 | 152,656,000 |
| 2023-09-30 | 10-Q | 139,003,000 | -2,049,000 | -0.27 | 634,171,000 | 144,252,000 |
| 2023-06-30 | 10-Q | 165,545,000 | 359,000 | -0.19 | 582,102,000 | 140,814,000 |
| 2023-03-31 | 10-Q | 131,426,000 | -5,123,000 | -0.37 | 524,505,000 | 133,312,000 |
| 2022-12-31 | 10-K | 631,507,000 | 17,878,000 | -0.46 | 717,093,000 | 137,462,000 |
| 2022-09-30 | 10-Q | 145,379,000 | 1,140,000 | -0.19 | 631,599,000 | 139,997,000 |
| 2022-06-30 | 10-Q | 151,104,000 | 9,265,000 | 0.00 | 540,167,000 | 132,416,000 |
| 2022-03-31 | 10-Q | 151,876,000 | 8,894,000 | 0.00 | 470,631,000 | 149,961,000 |
| 2021-12-31 | 10-K | 801,662,000 | -9,421,000 | -0.66 | 718,327,000 | 126,319,000 |
| 2021-09-30 | 10-Q | 177,427,000 | 3,476,000 | -0.09 | 663,660,000 | 125,207,000 |
| 2021-06-30 | 10-Q | 255,520,000 | -12,499,000 | -0.32 | 610,452,000 | 121,985,000 |
| 2021-03-31 | 10-Q | 169,802,000 | 4,903,480 | 231,113,387 | 5,000,003 |
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| FMR LLC | 9,799,260 | 0 | 9,799,260 | 169,527,204 | Neu | +100,0% | |
| BlackRock, Inc. | 4,746,791 | 0 | 4,746,791 | 82,119,484 | Neu | +100,0% | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3,946,163 | 0 | 3,946,163 | 68,268,620 | Neu | +100,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 3,757,859 | 0 | 3,757,859 | 65,010,961 | Neu | +100,0% | |
| VANGUARD GROUP INC | 3,722,756 | 0 | 3,722,756 | 64,403,679 | Neu | +100,0% | |
| WESTWOOD HOLDINGS GROUP INC | 2,024,905 | 0 | 2,024,905 | 35,030,857 | Neu | +100,0% | |
| STATE STREET CORP | 1,798,302 | 0 | 1,798,302 | 31,110,625 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 1,596,022 | 0 | 1,596,022 | 27,611,199 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 1,535,678 | 0 | 1,535,678 | 26,567,230 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 1,511,986 | 0 | 1,511,986 | 26,162,267 | Neu | +100,0% | |
| Walleye Capital LLC | 1,465,873 | 0 | 1,465,873 | 25,359,603 | Neu | +100,0% | |
| Boston Partners | 1,378,939 | 0 | 1,378,939 | 23,859,668 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 1,360,941 | 0 | 1,360,941 | 23,729,844 | Neu | +100,0% | |
| FRANKLIN RESOURCES INC | 1,315,333 | 0 | 1,315,333 | 22,755,261 | Neu | +100,0% | |
| WASATCH ADVISORS LP | 1,162,539 | 0 | 1,162,539 | 20,111,925 | Neu | +100,0% | |
| MORGAN STANLEY | 1,137,265 | 0 | 1,137,265 | 19,674,692 | Neu | +100,0% | |
| EMERALD ADVISERS, LLC | 988,706 | 0 | 988,706 | 17,104,614 | Neu | +100,0% | |
| ROYCE & ASSOCIATES LP | 932,891 | 0 | 932,891 | 16,139,014 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 930,009 | 0 | 930,009 | 16,089,155 | Neu | +100,0% | |
| Rockefeller Capital Management L.P. | 695,695 | 0 | 695,695 | 12,035,538 | Neu | +100,0% | |
| Grandeur Peak Global Advisors, LLC | 658,770 | 0 | 658,770 | 11,396,721 | Neu | +100,0% | |
| Ceredex Value Advisors LLC | 599,650 | 0 | 599,650 | 10,373,945 | Neu | +100,0% | |
| STATE OF WISCONSIN INVESTMENT BOARD | 589,057 | 0 | 589,057 | 10,190,686 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 585,128 | 0 | 585,128 | 10,123,241 | Neu | +100,0% | |
| First Eagle Investment Management, LLC | 583,848 | 0 | 583,848 | 10,100,570 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 541,419 | 0 | 541,419 | 9,366,549 | Neu | +100,0% | |
| LOOMIS SAYLES & CO L P | 514,935 | 0 | 514,935 | 8,908,376 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 496,822 | 0 | 496,822 | 8,595,021 | Neu | +100,0% | |
| Ranger Investment Management, L.P. | 369,170 | 0 | 369,170 | 6,386,641 | Neu | +100,0% | |
| UBS Group AG | 291,094 | 0 | 291,094 | 5,035,927 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 279,025 | 0 | 279,025 | 4,827,132 | Neu | +100,0% | |
| Pier Capital, LLC | 264,984 | 0 | 264,984 | 4,584,223 | Neu | +100,0% | |
| SEI INVESTMENTS CO | 243,063 | 0 | 243,063 | 4,204,981 | Neu | +100,0% | |
| Ancora Advisors LLC | 208,276 | 0 | 208,276 | 3,603,175 | Neu | +100,0% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 181,033 | 0 | 181,033 | 3,131,871 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 175,998 | 0 | 175,998 | 3,044,766 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 133,949 | 0 | 133,949 | 2,317,318 | Neu | +100,0% | |
| Invesco Ltd. | 128,113 | 0 | 128,113 | 2,216,355 | Neu | +100,0% | |
| Swiss National Bank | 126,300 | 0 | 126,300 | 2,184,990 | Neu | +100,0% | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 121,582 | 0 | 121,582 | 2,103,369 | Neu | +100,0% | |
| BARCLAYS PLC | 96,903 | 0 | 96,903 | 1,676,422 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 82,626 | 0 | 82,626 | 1,429,430 | Neu | +100,0% | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 76,264 | 0 | 76,264 | 1,319,367 | Neu | +100,0% | |
| RHUMBLINE ADVISERS | 76,103 | 0 | 76,103 | 1,316,574 | Neu | +100,0% | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 76,033 | 0 | 76,033 | 1,315,371 | Neu | +100,0% | |
| Private Advisor Group, LLC | 71,724 | 0 | 71,724 | 1,240,816 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 68,038 | 0 | 68,038 | 1,177,058 | Neu | +100,0% | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 61,786 | 0 | 61,786 | 1,068,898 | Neu | +100,0% | |
| Neuberger Berman Group LLC | 58,741 | 0 | 58,741 | 1,016,220 | Neu | +100,0% | |
| KENNEDY CAPITAL MANAGEMENT LLC | 57,646 | 0 | 57,646 | 997,276 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2025-09-11 | STEEL ROBERT K | Director | Open Market Sale | -69,845 | 22.42 | -1,565,924.90 | -94,4% | |
| 2025-09-10 | STEEL ROBERT K | Director | Open Market Sale | -51,505 | 21.85 | -1,125,384.25 | -67,8% | |
| 2025-09-09 | STEEL ROBERT K | Director | Open Market Sale | -90,532 | 21.76 | -1,969,976.32 | -118,7% | |
| 2025-08-08 | Becker Dietrich | Director, Officer, President | Open Market Sale | -177,553 | 22.20 | -3,941,676.60 | -237,5% | |
| 2025-06-11 | STEEL ROBERT K | Director | Open Market Sale | -28,214 | 18.75 | -529,012.50 | -31,9% | |
| 2025-06-02 | STEEL ROBERT K | Director | Open Market Sale | -60,092 | 17.30 | -1,039,591.60 | -62,7% | |
| 2025-05-30 | STEEL ROBERT K | Director | Open Market Sale | -62,997 | 17.45 | -1,099,297.65 | -66,2% | |
| 2025-05-29 | STEEL ROBERT K | Director | Open Market Sale | -73,107 | 17.73 | -1,296,187.11 | -78,1% | |
| 2025-05-01 | Weinberg Peter A | Director, Officer, Chairman | Open Market Sale | -137,621 | 17.20 | -2,367,081.20 | -142,7% |
Top-Fondshalter
Hinweis: Keine aktuelleren Daten zu dieser Aktie verfuegbar. Stand der gezeigten 13F-Holdings: 31.12.2025. Letztes global veroeffentlichtes 13F-Quartal: 31.03.2026.
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| FMR LLC | 9,799,260 | 169,527,204 | 17.94 |
| BlackRock, Inc. | 4,746,791 | 82,119,484 | 8.69 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3,946,163 | 68,268,620 | 7.23 |
| WELLINGTON MANAGEMENT GROUP LLP | 3,757,859 | 65,010,961 | 6.88 |
| VANGUARD GROUP INC | 3,722,756 | 64,403,679 | 6.82 |
| WESTWOOD HOLDINGS GROUP INC | 2,024,905 | 35,030,857 | 3.71 |
| STATE STREET CORP | 1,798,302 | 31,110,625 | 3.29 |
| AMERIPRISE FINANCIAL INC | 1,596,022 | 27,611,199 | 2.92 |
| GOLDMAN SACHS GROUP INC | 1,535,678 | 26,567,230 | 2.81 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,511,986 | 26,162,267 | 2.77 |
| Walleye Capital LLC | 1,465,873 | 25,359,603 | 2.68 |
| Boston Partners | 1,378,939 | 23,859,668 | 2.53 |
| RAYMOND JAMES FINANCIAL INC | 1,360,941 | 23,729,844 | 2.51 |
| FRANKLIN RESOURCES INC | 1,315,333 | 22,755,261 | 2.41 |
| WASATCH ADVISORS LP | 1,162,539 | 20,111,925 | 2.13 |
| MORGAN STANLEY | 1,137,265 | 19,674,692 | 2.08 |
| EMERALD ADVISERS, LLC | 988,706 | 17,104,614 | 1.81 |
| ROYCE & ASSOCIATES LP | 932,891 | 16,139,014 | 1.71 |
| BANK OF AMERICA CORP /DE/ | 930,009 | 16,089,155 | 1.70 |
| Rockefeller Capital Management L.P. | 695,695 | 12,035,538 | 1.27 |