Dimensional Fund Advisors LP Increases Holdings in Perella Weinberg Partners $PWP

Posted by Brenda Bartman on Aug 8th, 2026

Dimensional Fund Advisors LP grew its stake in Perella Weinberg Partners (NASDAQ:PWP – Free Report) by 45.8% in the 1st quarter, Holdings Channel.com reports. The firm owned 852,987 shares of the company’s stock after purchasing an additional 267,859 shares during the period. Dimensional Fund Advisors LP’s holdings in Perella Weinberg Partners were worth $15,488,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in PWP. Los Angeles Capital Management LLC purchased a new position in Perella Weinberg Partners during the 4th quarter valued at $45,000. Torren Management LLC purchased a new stake in Perella Weinberg Partners during the fourth quarter worth $62,000. Kemnay Advisory Services Inc. bought a new stake in Perella Weinberg Partners during the fourth quarter valued at about $86,000. Tower Research Capital LLC TRC grew its position in shares of Perella Weinberg Partners by 460.5% in the 2nd quarter. Tower Research Capital LLC TRC now owns 5,151 shares of the company’s stock worth $100,000 after buying an additional 4,232 shares during the last quarter. Finally, Alpine Global Management LLC purchased a new position in Perella Weinberg Partners in the fourth quarter worth $181,000. Institutional investors own 41.07% of the company’s stock.

Perella Weinberg Partners Stock Up 2.6%

Shares of NASDAQ:PWP opened at $17.50 on Friday. The business has a fifty day moving average of $15.95 and a two-hundred day moving average of $18.35. Perella Weinberg Partners has a 52-week low of $14.11 and a 52-week high of $25.92. The stock has a market cap of $1.63 billion, a P/E ratio of 67.31 and a beta of 1.64.

Perella Weinberg Partners (NASDAQ:PWP – Get Free Report) last posted its quarterly earnings results on Friday, July 31st. The company reported $0.20 earnings per share for the quarter, beating the consensus estimate of $0.06 by $0.14. Perella Weinberg Partners had a net margin of 3.19% and a negative return on equity of 35.84%. The business had revenue of $156.53 million during the quarter, compared to analysts’ expectations of $144.76 million.

Perella Weinberg Partners Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 28th will be given a $0.07 dividend. The ex-dividend date of this dividend is Friday, August 28th. This represents a $0.28 dividend on an annualized basis and a yield of 1.6%. Perella Weinberg Partners’s dividend payout ratio is presently 107.69%.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on PWP shares. Weiss Ratings upgraded shares of Perella Weinberg Partners from a “hold (c-)” rating to a “hold (c)” rating in a report on Tuesday. Keefe, Bruyette & Woods restated an “outperform” rating and issued a $21.00 target price (up from $19.00) on shares of Perella Weinberg Partners in a research note on Monday, August 3rd. The Goldman Sachs Group lifted their price objective on shares of Perella Weinberg Partners from $14.50 to $16.00 and gave the company a “sell” rating in a report on Monday. Finally, Citizens Jmp reduced their target price on Perella Weinberg Partners from $32.00 to $30.00 and set a “market outperform” rating for the company in a research note on Friday, April 10th. Two research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Perella Weinberg Partners has a consensus rating of “Hold” and an average target price of $22.00.

Read Our Latest Analysis on Perella Weinberg Partners

Insider Buying and Selling

In related news, CFO Alexandra Gottschalk sold 43,788 shares of Perella Weinberg Partners stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $17.58, for a total value of $769,793.04. Following the completion of the sale, the chief financial officer owned 86,510 shares in the company, valued at approximately $1,520,845.80. This trade represents a 33.61% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Andrew Bednar sold 80,045 shares of Perella Weinberg Partners stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $17.17, for a total value of $1,374,372.65. Following the completion of the sale, the chief executive officer directly owned 1,139,013 shares of the company’s stock, valued at $19,556,853.21. The trade was a 6.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 293,503 shares of company stock valued at $5,094,926 in the last ninety days. 26.10% of the stock is currently owned by corporate insiders.

Perella Weinberg Partners Profile

(Free Report)

Perella Weinberg Partners L.P. is a global, partner-led advisory firm specializing in strategic and financial counsel. Founded in 2006 by Joseph R. Perella and Peter Weinberg—both veterans of leading Wall Street institutions—the firm delivers independent advice on mergers and acquisitions, financing, restructuring and capital markets. As an independent entity, it emphasizes senior banker involvement throughout every transaction, ensuring clients benefit from depth of experience and continuity of service.

The firm’s core offerings encompass M&A advisory, debt and equity financing, corporate restructuring and capital markets solutions.