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
DateValue
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%