Perella Weinberg Partners (PWP) Tax Rate (2020 - 2026)
Perella Weinberg Partners' (PWP) quarterly Tax Rate came in at 4.06% in Q2 2026, down 3575.0% year-over-year from 0.12% in Q2 2025, and down 104.37% quarter-over-quarter from 93.0% in Q1 2026.
Analysis
Perella Weinberg Partners (PWP) Tax Rate (2020 - 2026) Analysis & Trends
Perella Weinberg Partners (PWP) has reported Tax Rate for 7 consecutive years, with 4.06% the latest figure, recorded in Q2 2026.
- On a quarterly basis, Tax Rate fell 3575.0% year-over-year to 4.06% in Q2 2026; TTM through Jun 2026 was 2.99%, a 889.0% increase from a year earlier, with the FY2025 full-year figure at 6.82%, up 3771.0% from the prior year.
- Tax Rate was 4.06% for Q2 2026 at Perella Weinberg Partners, down 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.
- Across the five-year window, Tax Rate soared 90847 bps in 2022 and slumped 9789 bps in 2023, its largest moves.
- Over 5 years, Tax Rate stood at 1.65% in 2022, then jumped by 111 bps to 3.49% in 2023, then plunged by 603 bps to 17.53% in 2024, then soared by 309 bps to 36.65% in 2025, then slumped by 111 bps to 4.06% in 2026.
- The last three Tax Rate figures came in at 4.06% (Q2 2026), 93.0% (Q1 2026), and 36.65% (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 27.84% |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 20.79% |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | - |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | 20.38% |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | 26.77% |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 30.21% |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 158.38% |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | -15.99% |
| 10 | Perella Weinberg Partners | 1.40 Bn | 1.59 Bn | - | -4.06% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -4.06% |
| Mar 31, 2026 | 93.00% |
| Dec 31, 2025 | 36.65% |
| Sep 30, 2025 | 26.09% |
| Jun 30, 2025 | 31.69% |
| Mar 31, 2025 | -79.62% |
| Dec 31, 2024 | -17.53% |
| Sep 30, 2024 | 20.65% |
| Jun 30, 2024 | 0.79% |
| Mar 31, 2024 | -37.51% |
| Dec 31, 2023 | 3.49% |
| Sep 30, 2023 | 0.80% |
| Jun 30, 2023 | 19.91% |
| Mar 31, 2023 | -23.88% |
| Dec 31, 2022 | 1.65% |
| Sep 30, 2022 | -55.13% |
| Jun 30, 2022 | 54.09% |
| Mar 31, 2022 | 74.01% |
| Dec 31, 2021 | -906.82% |
| Sep 30, 2021 | -1.61% |