Sei Investments Co. Has $11.09 Million Stock Position in Perella Weinberg Partners $PWP

Sei Investments Co. raised its holdings in shares of Perella Weinberg Partners (NASDAQ:PWP) by 151.2% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 610,588 shares of the company’s stock after acquiring an additional 367,525 shares during the quarter. Sei Investments Co.’s holdings in Perella Weinberg Partners were worth $11,088,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. William Blair Investment Management LLC boosted its holdings in Perella Weinberg Partners by 10.6% during the fourth quarter. William Blair Investment Management LLC now owns 3,946,163 shares of the company’s stock worth $68,269,000 after purchasing an additional 379,652 shares during the last quarter. Wesbanco Bank Inc. bought a new position in Perella Weinberg Partners in the fourth quarter valued at $986,000. First Eagle Investment Management LLC increased its stake in Perella Weinberg Partners by 24.8% in the 4th quarter. First Eagle Investment Management LLC now owns 583,848 shares of the company’s stock valued at $10,101,000 after buying an additional 116,056 shares during the last quarter. Vanguard Group Inc. lifted its position in Perella Weinberg Partners by 6.9% during the 4th quarter. Vanguard Group Inc. now owns 3,722,756 shares of the company’s stock worth $64,404,000 after buying an additional 241,363 shares in the last quarter. Finally, Emerald Mutual Fund Advisers Trust lifted its position in Perella Weinberg Partners by 14.9% during the 1st quarter. Emerald Mutual Fund Advisers Trust now owns 621,774 shares of the company’s stock worth $11,291,000 after buying an additional 80,490 shares in the last quarter. 41.07% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CFO Alexandra Gottschalk sold 51,671 shares of Perella Weinberg Partners stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $19.74, for a total transaction of $1,019,985.54. Following the completion of the transaction, the chief financial officer owned 72,492 shares in the company, valued at approximately $1,430,992.08. This trade represents a 41.62% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders sold a total of 109,477 shares of company stock worth $2,034,533 in the last three months. Company insiders own 26.10% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on PWP. Keefe, Bruyette & Woods decreased their price objective on Perella Weinberg Partners from $23.50 to $19.00 and set an “outperform” rating for the company in a report on Friday, July 10th. Weiss Ratings lowered Perella Weinberg Partners from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday, July 16th. The Goldman Sachs Group set a $16.00 price target on Perella Weinberg Partners in a research report on Friday, June 12th. Finally, Citizens Jmp decreased their price target on Perella Weinberg Partners from $32.00 to $30.00 and set a “market outperform” rating for the company in a research note on Friday, April 10th. Two analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Perella Weinberg Partners has a consensus rating of “Hold” and a consensus target price of $21.50.

Key Headlines Impacting Perella Weinberg Partners

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

• Positive Sentiment: Earnings beat estimates: Q2 revenue increased 1% year over year to $156.5 million, while adjusted EPS of $0.20 surpassed the $0.06 consensus estimate. Adjusted pre-tax income reached $27 million, compared with $12 million a year earlier. Perella Weinberg Reports Second Quarter 2026 Results
• Positive Sentiment: Stronger backlog and margin outlook: Management said booked revenue plus announced and pending backlog was well above last year’s level, with announced and pending backlog reportedly rising nearly 2.5 times. The firm is targeting a 67% adjusted compensation ratio for 2026, which could support profitability as revenue improves. Perella Weinberg targets 67% 2026 adjusted compensation ratio
• Positive Sentiment: Growth initiatives and shareholder returns: PWP added 10 partners and 11 managing directors year to date, expects to close its Gleacher Shacklock acquisition in the third quarter, has no debt and $115.8 million in cash, and declared a $0.07 quarterly dividend. It also returned $72.7 million to equity holders through dividends and share retirements.
• Neutral Sentiment: PWP announced the promotion of eight managing directors to partners, reinforcing its strategy of investing in senior talent but potentially adding to near-term compensation costs. Perella Weinberg Announces Partner Promotions
• Negative Sentiment: First-half revenue declined 17% to $305.4 million, and PWP posted a $5 million GAAP pre-tax loss. Q2 GAAP compensation rose to 74% of revenue, while business realignment and headcount-reduction costs are expected to total approximately $22 million through year-end.

Perella Weinberg Partners Trading Up 18.4%

NASDAQ PWP opened at $17.65 on Friday. The firm has a market capitalization of $1.64 billion, a P/E ratio of 73.54 and a beta of 1.65. The firm’s fifty day moving average price is $16.05 and its two-hundred day moving average price is $18.46. Perella Weinberg Partners has a 1 year low of $14.11 and a 1 year high of $25.92.

Perella Weinberg Partners (NASDAQ:PWP) last announced its quarterly earnings data on Friday, July 31st. The company reported $0.20 EPS for the quarter, beating analysts’ consensus estimates of $0.06 by $0.14. The company had revenue of $156.53 million during the quarter, compared to the consensus estimate of $144.76 million. Perella Weinberg Partners had a net margin of 2.82% and a negative return on equity of 19.90%.

Perella Weinberg Partners Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 28th will be paid a $0.07 dividend. This represents a $0.28 annualized dividend and a yield of 1.6%. The ex-dividend date is Friday, August 28th. Perella Weinberg Partners’s dividend payout ratio (DPR) is 116.67%.

Perella Weinberg Partners 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.