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| Date | Value |
|---|---|
| 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% |