Perella Weinberg Partners (PWP) Tax Rate (2020 - 2026)
Perella Weinberg Partners (PWP) posted quarterly Tax Rate of 4.06% for Q2 2026, down 3575.0% year-over-year from 0.12% in Q2 2025, and down 104.37% on a QoQ basis from 93.0% in Q1 2026.
Perella Weinberg Partners (PWP) Tax Rate (2020 - 2026) Analysis & Trends
Perella Weinberg Partners has reported Tax Rate for 7 years, with the latest figure at 4.06% in Q2 2026.
- Tax Rate for Q2 2026 came in at 4.06%, down 3575.0% year-over-year; the trailing twelve-month figure through Jun 2026 was 2.99% (up 889.0% YoY), and the FY2025 annual result was 6.82%, up 3771.0% from the prior year.
- Tax Rate retreated to 4.06% in Q2 2026, from 93.0% in the prior quarter.
- Over five years, Tax Rate peaked at 93.0% in Q1 2026 and troughed at 79.62% in Q1 2025.
- A 5-year average of 8.06% and a median of 2.57% in 2022 frame the typical range for Tax Rate.
- The widest annual swing landed in 2022, when Tax Rate surged 90847 bps; it then sank 9789 bps in 2023.
- A 5-year view of Tax Rate shows it stood at 1.65% in 2022, then soared by 111 bps to 3.49% in 2023, then slumped by 603 bps to 17.53% in 2024, then surged by 309 bps to 36.65% in 2025, then plunged by 111 bps to 4.06% in 2026.
- Per Business Quant data, the three most recent Tax Rate figures were 4.06% in Q2 2026, 93.0% in Q1 2026, and 36.65% in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 23.07% |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 22.60% |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | 22.24% |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | -16.38% |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 19.18% |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | 2.46% |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | - |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | - |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | 26.43% |
| 10 | Perella Weinberg Partners | 1.50 Bn | 1.69 Bn | - | -4.06% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -4.06% |
| Jun 30, 2026 | -4.06% |
| Jun 30, 2026 | -4.06% |
| Mar 31, 2026 | 93.00% |
| Mar 31, 2026 | 93.00% |
| Mar 31, 2026 | 93.00% |
| Dec 31, 2025 | 36.65% |
| Dec 31, 2025 | 36.65% |
| Dec 31, 2025 | 36.65% |
| Sep 30, 2025 | 26.09% |
| Sep 30, 2025 | 26.09% |
| Sep 30, 2025 | 26.09% |
| Jun 30, 2025 | 31.69% |
| Jun 30, 2025 | 31.69% |
| Jun 30, 2025 | 31.69% |
| Mar 31, 2025 | -79.62% |
| Mar 31, 2025 | -79.62% |
| Mar 31, 2025 | -79.62% |
| Dec 31, 2024 | -17.53% |
| Dec 31, 2024 | -17.53% |