Perella Weinberg Partners (PWP) Retained Earnings (2019 - 2026)

Perella Weinberg Partners (PWP) posted quarterly Retained Earnings of -$3.8 million for Q1 2026, up 10.58% YoY from -$3.4 million in Q1 2025, and up 97.08% sequentially from -$130.6 million in Q4 2025.

Perella Weinberg Partners (PWP) Retained Earnings (2019 - 2026) Analysis & Trends

Perella Weinberg Partners has disclosed Retained Earnings across 8 years of filings, most recently posting -$3.8 million for Q1 2026.

  • In Q1 2026, Retained Earnings rose 10.58% year-over-year to -$3.8 million; the TTM figure through Mar 2026 stood at -$3.8 million (up 10.58% YoY), while the FY2025 annual figure was -$130.6 million, up 57.0% from the prior year.
  • Retained Earnings grew to -$3.8 million in Q1 2026, from -$130.6 million in the prior quarter.
  • Over the last five years, Retained Earnings for PWP reached as high as -$721000.0 in Q2 2025 and fell as low as -$303.7 million in Q4 2024.
  • The 5-year median for Retained Earnings is -$6.5 million (2022), against an average of -$69.1 million.
  • Annual changes were most pronounced in 2024 — Retained Earnings tumbled 6679.2% — and 2025, when it surged 99.57%.
  • A 5-year view of Retained Earnings shows it stood at -$6.5 million in 2022, then surged by 31.48% to -$4.5 million in 2023, then plunged by 6679.2% to -$303.7 million in 2024, then surged by 57.0% to -$130.6 million in 2025, then surged by 97.08% to -$3.8 million in 2026.
  • According to Business Quant data, Retained Earnings over the past three periods registered -$3.8 million, -$130.6 million, and -$161.9 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - -5.51 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 169.32 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - -10.76 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 3.34 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn -1.80 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 6.17 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 7.93 Mn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn -1.24 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn -39.40 Mn
10 Perella Weinberg Partners 1.14 Bn 1.44 Bn - -3.81 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 -3.81 Mn
Dec 31, 2025 -130.60 Mn
Sep 30, 2025 -161.91 Mn
Jun 30, 2025 -721,000.00
Mar 31, 2025 -4.26 Mn
Dec 31, 2024 -303.71 Mn
Sep 30, 2024 -246.43 Mn
Jun 30, 2024 -167.85 Mn
Mar 31, 2024 -95.98 Mn
Dec 31, 2023 -4.48 Mn
Sep 30, 2023 -6.21 Mn
Jun 30, 2023 -4.82 Mn
Mar 31, 2023 -5.75 Mn
Dec 31, 2022 -6.54 Mn
Sep 30, 2022 -12.21 Mn
Jun 30, 2022 -5.33 Mn
Mar 31, 2022 -13.41 Mn
Dec 31, 2021 -18.08 Mn
Sep 30, 2021 -1.77 Mn
Jun 30, 2021 -818,000.00