Perella Weinberg Partners (PWP) Tax Rate (2020 - 2026)

Perella Weinberg Partners (PWP) posted quarterly Tax Rate of 93.0% for Q1 2026, up 17262.0% YoY from N/an in Q1 2025, and up 153.73% sequentially from 36.65% in Q4 2025.

Perella Weinberg Partners (PWP) Tax Rate (2020 - 2026) Analysis & Trends

Perella Weinberg Partners has disclosed Tax Rate across 7 years of filings, most recently posting 93.0% for Q1 2026.

  • In Q1 2026, Tax Rate rose 17262.0% year-over-year to 93.0%; the TTM figure through Mar 2026 stood at 10.66% (down 12657.0% YoY), while the FY2025 annual figure was 6.82%, up 3771.0% from the prior year.
  • Tax Rate rose to 93.0% in Q1 2026, from 36.65% in the prior quarter.
  • Over the last five years, Tax Rate for PWP reached as high as 93.0% in Q1 2026 and fell as low as 79.62% in Q1 2025.
  • The 5-year median for Tax Rate is 3.49% (2023), against an average of 8.77%.
  • Annual changes were most pronounced in 2022 — Tax Rate jumped 90847 bps — and 2023, when it tumbled 9789 bps.
  • A 5-year view of Tax Rate shows it stood at 1.65% in 2022, then surged by 111 bps to 3.49% in 2023, then sank by 603 bps to 17.53% in 2024, then jumped by 309 bps to 36.65% in 2025, then jumped by 154 bps to 93.0% in 2026.
  • According to Business Quant data, Tax Rate over the past three periods registered 93.0%, 36.65%, and 26.09% for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 19.58%
2 Goldman Sachs 309.79 Bn -627.76 Bn - 13.20%
3 Schwab Charles 167.21 Bn 122.24 Bn - 22.24%
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn -16.38%
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 15.82%
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 26.45%
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 23.03%
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 2.47%
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 2.46%
10 Perella Weinberg Partners 1.14 Bn 1.44 Bn - 93.00%

Historic Data

Download Data
DateValue
Mar 31, 2026 93.00%
Mar 31, 2026 93.00%
Dec 31, 2025 36.65%
Dec 31, 2025 36.65%
Sep 30, 2025 26.09%
Sep 30, 2025 26.09%
Jun 30, 2025 31.69%
Jun 30, 2025 31.69%
Mar 31, 2025 -79.62%
Mar 31, 2025 -79.62%
Dec 31, 2024 -17.53%
Dec 31, 2024 -17.53%
Sep 30, 2024 20.65%
Sep 30, 2024 20.65%
Jun 30, 2024 0.79%
Jun 30, 2024 0.79%
Mar 31, 2024 -37.51%
Mar 31, 2024 -37.51%
Dec 31, 2023 3.49%
Dec 31, 2023 3.49%