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Perella Weinberg Partners  (NASDAQ: PWP)


Perella Weinberg Partners's ROI from its second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Perella Weinberg Partners's ROI in the second quarter of 2026?
Perella Weinberg Partners achieved a return on average invested assets (ROI) of 4.46 % in its second quarter of 2026, this is above PWP's average return on investment of -5.21%.
Perella Weinberg Partners invested over the 12 months ending in its second quarter of 2026 $627 million

ROI has improved compared to 4.23% in the first quarter of 2026, due to net income growth.

Within the Financial sector 17 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from 1416 to 1662.

Definition and Formula of Return on Investment



Return On Investment (Jun 30 2026)
II. Quarter
(Mar 31 2026)
I. Quarter
(Dec 31 2025)
IV. Quarter
(Sep 30 2025)
III. Quarter
(Jun 30 2025)
II. Quarter
Y / Y Investment Change TTM -8.08 % -13.42 % -17.91 % -10.02 % -0.61 %
Y / Y Net Income Change TTM -67.93 % 1175.75 % - - -
Investment (TTM) in Millions 600 554 751 603 543
Return On Investment (TTM) 4.46 % 4.23 % 8.02 % 10.61 % 12.78 %
PWP's Overall Ranking # 1662 # 1416 # 755 # 701 # 195
Seq. Investment Change TTM 2.33 % 2.35 % -5.01 % -7.62 % -3.61 %
Seq. Net Income Change TTM 7.97 % -46.08 % -28.21 % -23.27 % 4194.83 %
Net Income (TTM) in Millions 28 26 48 67 87




Return On Investment PWP's Ranking
Within: No.
Industry # 1
Sector # 18
Overall # 1662

Return On Investment Statistics
High Average Low
12.78 %
-5.21 %
-29.15 %
(Jun 30 2025)   (Jun 30 2024)



  News about Perella Weinberg Partners Return on Investment ROI

Reinvigorating the European Edge: Erik Maris Joins Perella Weinberg Partners Amidst Financial Reconfigurations,

November 18, 2024

Erik Maris Joins Perella Weinberg Partners Amidst Financial ReconfigurationIn a notable move designed to bolster its European operations, Perella Weinberg Partners (NASDAQ: PWP), a leading global independent advisory firm, announced the appointment of Erik Maris to its European practice on November 18, 2024. Maris will collaborate with the firm s esteemed French and European partners to provide strategic advice across various coverage sectors. This strategic hiring comes at a crucial time for Perella Weinberg, as the firm is navigating a complex financial landscape while striving to enhance its client offerings.Perella Weinberg Partners has experienced a tumultuous financial journey over the past year, with a reported cumulative net loss of $164 million for the 12 months ending in the third quarter of 2024. This has resulted in a troubling negative return on investment (ROI) of -21.68%. However, the company has achieved some positive markers recently, including reaching its 52-week stock high. The firm’s strategic appointments and efforts indicate a dedication to improving its financial standing and adapting to market demands.

Perella Weinberg Partners Charts New Course: Michael Mastersons Appointment and Leadership Elevation Amid Financial Turbulence,

November 4, 2024

In an important development within the financial services industry, Perella Weinberg Partners (NASDAQ:PWP), a prominent global independent advisory firm, has announced the appointment of Michael Masterson as a Partner. This strategic decision, made public recently, aims to enhance the firm s coverage of transportation, leasing, and logistics. The move reflects the firm’s commitment to expanding its expertise in critical sectors of the economy and adapting its offerings to meet the evolving demands of clients.Masterson s joining comes at a time when Perella Weinberg is not only dealing with heightened competition—amidst rising financial challenges—but also striving to solidify its standing in the market. The firm’s year-to-date performance is notably impressive, boasting a figure of 69.6%. Despite this achievement, the broader context remains challenging, as Perella Weinberg reported a cumulative net loss of $217 million for the 12 months ending in the second quarter of 2024, translating into a negative return on investment (ROI) of -29.15%. The financial landscape for Perella Weinberg is undoubtedly complex. Within its sector, the firm finds itself ranked among 288 other companies, all of which had higher returns on investment. Despite facing these financial headwinds, there are glimmers of positivity. The firm’s ROI ranking has improved significantly during the June 30, 2024 quarter, climbing from a troubling position of 2750 in the first quarter of 2024 to a more hopeful ranking of 1220. This upward trend reflects a focused and disciplined approach to navigating the competitive landscape of financial services.

Perella Weinberg Partners Taps New Partner David Higley, Enhancing Global Media & Technology Expertise Amidst Financial Headwinds

April 2, 2024

Perella Weinberg Partners Appoints David Higley as Partner to Strengthen Global Media and Technology Capabilities amidst Financial Challenges
Perella Weinberg Partners, a leading global advisory firm, has recently announced the appointment of David Higley as a partner in a bid to bolster its global media and technology capabilities. This strategic move comes at a crucial time for the firm, given its challenging financial performance over the past year.
According to records, Perella Weinberg Partners faced a cumulative net loss of $112 million during the 12 months ending in the fourth quarter of 2023. This has resulted in a negative return on investment (ROI) of -15.06%. These numbers draw attention to the firm s struggles and the need for measures to reverse the downward trend.

Jillian Colbert Alsheimer Joins Perella Weinberg as Partner, Strengthening Shareholder Activism Capabilities Amidst 18.31% Market Surge in 2023

November 30, 2023



In a move that bolsters Perella Weinberg s standing as a leading investment bank, Jillian Colbert Alsheimer has been appointed as a new partner. This strategic appointment aims to augment the firm s shareholder activism capabilities, positioning them to excel in an ever-evolving financial landscape. As the market experiences an impressive surge of 18.31% in the year 2023, the addition of Alsheimer guarantees that Perella Weinberg will be at the forefront of capitalizing on emerging investment opportunities.
Perella Weinberg is renowned for its distinguished reputation and expertise in investment banking, advisory services, and asset management. With over three decades of experience, they consistently navigate complex financial scenarios and deliver exceptional results to their clients. The addition of Jillian Colbert Alsheimer as a partner aligns with their commitment to constant growth and the pursuit of excellence.






Financial Statements
Perella Weinberg Partners's II. Quarter Investments $ 600 Millions PWP's Balance sheet
Perella Weinberg Partners's II. Quarter Income $ 6 Millions Quarterly PWP's Income Statement
PWP's Income by Division See PWP's Income by Division


PWP Annual Return On Investment (Dec 31 2025)
2025
(Dec 31 2024)
2024
(Dec 31 2023)
2023
(Dec 31 2022)
2022
(Dec 31 2021)
2021
Total Investments in Millions 798 877 877 840 739
Y / Y Investment Growth -9.02 % 0.01 % 4.4 % 13.62 % 127.62 %
Net Income in Millions 48 -89 -112 -32 4
Y / Y Net Income Growth - - - - -
Annual Return On Investment 6.02 % -10.19 % -12.76 % -3.78 % 0.54 %


Annual Roi Comment
In the fiscal year 2025 ROI improved to 6.02 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Miscellaneous Financial Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
PWP's Roi Ratio versus Miscellaneous Financial Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for PWP's Competitors
Subscribers only: Roi for Perella Weinberg Partners's Suppliers
Subscribers only: Return On Investment for PWP's Customers

Other Ratios
PWP's Roa PWP's Inventory Turnover Ratio PWP's Growth Rates PWP's Dividend Statistics
PWP's Profitability Ratios PWP's Asset Turnover Ratio PWP's Dividend Growth
PWP's Roe PWP's Valuation Ratios PWP's Financial Strength Ratios PWP's Dividend Payout Ratio



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Affiliated Managers Group inc   11.95 %
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Mgic Investment Corp  11.66 %
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American Coastal Insurance Corporation  11.28 %
Progressive Corp  11.22 %
Mercury General Corporation  10.95 %
Travelers Companies inc   10.84 %
Enact Holdings Inc   10.78 %
Kinsale Capital Group Inc   10.68 %
Utg Inc   10.57 %
Public Storage  10.56 %
Brookfield Oaktree Holdings Llc  10.48 %
Universal Insurance Holdings Inc   10.47 %
Cohen and Co Inc   10.29 %
Primerica Inc   10.23 %
Invesco Db Commodity Index Tracking Fund  10.17 %
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Aflac Incorporated  9.64 %
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Date modified: 2026-08-31T14:10:00+00:00



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