Down 4.0% today with financial services stocks: Green Dot fell 9.7% after its report; all 12 are down, 3.9% on average; the S&P 500 is down 0.4%.
Down from its high
Down 41% from its Feb 9, 2026 high.
“The decrease was driven by a lower discretionary bonus accrual on lower revenues.”
PWP's Quality Score fell 5 points on Tue, Nov 10, to -3. It closed away from its high of the day (3 chart checks stopped).
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| Since its 2025 high | Down 45% |
| Latest filing | 10-Q, Oct 30 |
TodayWith its group.
Perella Weinberg, Piper Sandler abandon merger talks, FT reports
PWP closed −19.1% that day on 3.7x normal volume.
Tue Nov 24: Ex-dividend, $0.07 a shareAt the open. Pays Dec 8.
After its last 4 reports it closed +6.3% on average, higher 3 of 4 times.
Poorfor quality, not price, 2 of 14 chart checks firingWhat the Quality Score means
PWP is #8 of 12 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 3 | ||
| 4 | ||
| 5 | ||
| Open for its score | ||
| Open for its score | ||
| 8 |
Expected to report Fri Feb 5, before the open (in 87 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Revenue of $251.4M, 53% more than a year ago.
“For the third quarter of 2026, revenues were $251.4 million, an increase of 53% from $164.6 million reported in the third quarter of 2025, driven by a higher number of fee-paying clients and a greater share of fee events exceeding $5 million.”
| Line | Q3 2026 | Q2 2026 | Q3 2025 |
|---|---|---|---|
| United States | $191M | $130M | $124M |
Each quarter's sales and their share of its total. Figures as filed (SEC filing, Oct 30)
No outlook figures read from this release.
“The increase was driven by higher M&A revenue, reflecting a greater number of fee events, partially offset by lower financing and capital solutions revenue.”
From its results filing (SEC filing · Oct 29)
Sales grew 7.7% a year over 5 years, fiscal 2020 to 2025.
Pays $0.28 a share a year.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Oct 29, 2026 | +10.4% | +8.2% | +12.0% |
| Jul 31, 2026 | +32.2% | +18.4% | +14.4% |
| May 1, 2026 | -9.6% | -9.4% | -17.2% |
Sales grew in three of the last six years, to $751M in 2025. It turned a profit in 2025 after a loss in 2024.
RSI 48.4, MACD above signal, below both averages. Not scored.
3 insiders sold $7.2M across 7 filings in the last 6 months. No open-market buys on record. The newest:
One trade disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: PWP is under 0.1% of VTI, the most of the 24 funds Breakaway covers, by their holdings as filed for Jun 30, 2026.
Perella Weinberg Partners is an independent advisory firm that provides strategic and financial advice to a wide range of clients. The Company's activities as an investment banking advisory firm constitute a single business segment that provides a range of advisory services, including advice related to strategic and financial decisions, mergers and acquisitions execution, shareholder and defense advisory, financing and capital solutions advice with resources focused on restructuring and liability management, capital markets advisory, private capital placement, as well as specialized underwriting and research services for the energy and related industries.
“The financial services industry is intensely competitive, and we expect it to remain so.”
PWP scores -3 today, which Breakaway calls Poor. It is #8 of 12 in Financial Services by Quality Score, with 2 of 14 chart checks firing. Down 41% from its Feb 9, 2026 high. Shares: 23.1% more than a year ago (to Sep 30). Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
PWP scores -3 today, which Breakaway calls Poor (below zero). That is #8 of 12 in Financial Services by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind PWP's -3.
3 insiders sold $7.2M across 7 filings in the last 6 months. No open-market buys on record. The newest is Robert K. Steel, Director, who sold $539K on Nov 5. Every filing, with the scored weight, for Pro members.
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Insider and Congress trades, the chart, and the financials, in one score.
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