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

Perella Weinberg Partners (PWP) reported Tax Rate of 93.0% for Q1 2026, up 17262.0% year-over-year from N/an in Q1 2025, and up 153.73% quarter-over-quarter from 36.65% in Q4 2025.

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

Perella Weinberg Partners (PWP) has 7 years of Tax Rate data on file, last reported at 93.0% in Q1 2026.

  • Tax Rate for Q1 2026 came in at 93.0%, up 17262.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 10.66% (down 12657.0% YoY), and the FY2025 annual result was 6.82%, up 3771.0% from the prior year.
  • Tax Rate climbed to 93.0% in Q1 2026 per PWP's latest filing, from 36.65% 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 8.77% and a median of 3.49% in 2023 frame the typical range for Tax Rate.
  • The sharpest annual moves came in 2022 and 2023: Tax Rate jumped 90847 bps in 2022, then sank 9789 bps in 2023.
  • 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 tumbled 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.
  • Business Quant data shows PWP's Tax Rate at 93.0% in Q1 2026, 36.65% in Q4 2025, and 26.09% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - -
2 Morgan Stanley 331.35 Bn 197.82 Bn - 19.58%
3 Goldman Sachs 317.73 Bn -619.82 Bn - 13.20%
4 Schwab Charles 153.74 Bn 108.77 Bn - 22.24%
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn 15.82%
6 Interactive Brokers 38.91 Bn 49.50 Bn - 9.08%
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - 26.45%
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 23.03%
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 2.47%
10 Perella Weinberg Partners 1.10 Bn 1.41 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%