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| 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% |