Perella Weinberg Partners PWP
NASDAQ PWP
$12.96 +0.19 (+1.49%)
At close: Sep 18, 2026 · 4:00 PM EDT

Perella Weinberg Partners (PWP) Cash & Current Investments (2019 - 2026)

Perella Weinberg Partners' (PWP) quarterly Cash & Current Investments came in at $115.8 million in Q2 2026, down 20.13% year-over-year from $145.0 million in Q2 2025, and up 49.18% quarter-over-quarter from $77.7 million in Q1 2026.

Analysis

Perella Weinberg Partners (PWP) Cash & Current Investments (2019 - 2026) Analysis & Trends

Perella Weinberg Partners (PWP) has reported Cash & Current Investments for 8 consecutive years, with $115.8 million the latest figure, recorded in Q2 2026.

  • On a quarterly basis, Cash & Current Investments fell 20.13% year-over-year to $115.8 million in Q2 2026; TTM through Jun 2026 was $115.8 million, a 20.13% decrease from a year earlier, with the FY2025 full-year figure at $255.9 million, down 37.18% from the prior year.
  • Cash & Current Investments was $115.8 million for Q2 2026 at Perella Weinberg Partners, up from $77.7 million in the prior quarter.
  • Over five years, Cash & Current Investments peaked at $407.4 million in Q4 2024 and troughed at $77.7 million in Q1 2026.
  • A 5-year average of $199.2 million and a median of $179.8 million in 2023 frame the typical range for Cash & Current Investments.
  • Across the five-year window, Cash & Current Investments plunged 67.16% in 2022 and jumped 70.49% in 2024, its largest moves.
  • Over 5 years, Cash & Current Investments stood at $311.7 million in 2022, then gained by 8.56% to $338.3 million in 2023, then rose by 20.41% to $407.4 million in 2024, then slumped by 37.18% to $255.9 million in 2025, then slumped by 54.73% to $115.8 million in 2026.
  • The last three Cash & Current Investments figures came in at $115.8 million (Q2 2026), $77.7 million (Q1 2026), and $255.9 million (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 Evercore 10.14 Bn 8.05 Bn 975.67 Mn 2.40 Bn
2 Jefferies Financial 9.74 Bn -5.67 Bn 3.09 Bn 15.45 Bn
3 Houlihan Lokey 9.07 Bn 7.99 Bn - 1.19 Bn
4 Cluster Group Holdings 8.00 Bn 8.00 Bn - -
5 PJT Partners 5.75 Bn 5.81 Bn 481.98 Mn 618.54 Mn
6 Moelis 5.25 Bn 5.17 Bn - 207.74 Mn
7 Piper Sandler Companies 4.88 Bn 4.77 Bn - 304.23 Mn
8 Lazard 3.95 Bn 2.96 Bn - 1.10 Bn
9 BRBI BR Partners 3.50 Bn 3.38 Bn 16.77 Mn 117.31 Mn
10 Perella Weinberg Partners 1.40 Bn 1.59 Bn - 115.85 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 115.85 Mn
Mar 31, 2026 77.66 Mn
Dec 31, 2025 255.91 Mn
Sep 30, 2025 185.54 Mn
Jun 30, 2025 145.04 Mn
Mar 31, 2025 111.25 Mn
Dec 31, 2024 407.39 Mn
Sep 30, 2024 335.15 Mn
Jun 30, 2024 185.28 Mn
Mar 31, 2024 156.69 Mn
Dec 31, 2023 338.35 Mn
Sep 30, 2023 196.58 Mn
Jun 30, 2023 179.77 Mn
Mar 31, 2023 129.92 Mn
Dec 31, 2022 311.68 Mn
Sep 30, 2022 138.86 Mn
Jun 30, 2022 114.82 Mn
Dec 31, 2021 502.77 Mn
Sep 30, 2021 415.84 Mn
Jun 30, 2021 349.68 Mn