Perella Weinberg Stock Lags the Market. One Fund Just Bought $15 Million More

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Jonathan Ponciano, The Motley Fool

Sat, May 16, 2026 astatine 1:22 PM CDT 4 min read

On May 15, 2026, Aristotle Capital Boston disclosed successful an SEC filing that it bought 745,994 shares of Perella Weinberg Partners (NASDAQ:PWP), an estimated $14.66 cardinal commercialized based connected quarterly mean pricing.

What happened

According to its SEC filing dated May 15, 2026, Aristotle Capital Boston added 745,994 shares of Perella Weinberg Partners (NASDAQ:PWP) during the archetypal quarter. The estimated worth of the acquisition was $14.66 cardinal based connected the period's mean closing price. The fund's involvement successful the institution roseate to a full of 1,233,458 shares, with the quarter-end presumption worth up by $13.97 million, which includes banal terms movement.

What other to cognize

This was a buy, lifting the presumption to 1.39% of Aristotle Capital Boston's 13F reportable assets nether management.
Top 5 holdings aft the filing:
- NASDAQ:AEIS: $48.88 cardinal (3.0% of AUM)
- NASDAQ:MTSI: $45.84 cardinal (2.8% of AUM)
- NYSE:HASI: $37.71 cardinal (2.3% of AUM)
- NYSE:AER: $34.54 cardinal (2.1% of AUM)
- NYSE:AGI: $33.85 cardinal (2.1% of AUM)
As of May 14, 2026, shares of Perella Weinberg Partners were trading astatine $18.41, down 3% implicit the past twelvemonth and underperforming the S&P 500 by astir 31 percent points.

Company overview

Metric

Value

Revenue (TTM)	$687.99 million
Net income (TTM)	$19.62 million
Dividend yield	1.52%
Price (as of marketplace adjacent May 14, 2026)	$18.41

Company snapshot

Perella Weinberg Partners provides strategical and fiscal advisory services, including M&A execution, shareholder advisory, superior raising, restructuring, and superior markets guidance.
The steadfast serves a divers lawsuit basal of multinational corporations, mid-sized nationalist and backstage companies, organization investors, and authorities entities crossed aggregate industries.
It socuses connected tailored advisory solutions and leverages heavy manufacture expertise to enactment analyzable transactions.

Perella Weinberg Partners is simply a starring autarkic concern banking advisory institution with a absorption connected strategical and fiscal counsel for analyzable transactions. It leverages heavy manufacture expertise to counsel clients connected mergers and acquisitions, superior structure, and different mission-critical decisions. Its accent connected tailored advisory solutions and a wide lawsuit web underpins its competitory positioning successful the fiscal services sector.

What this transaction means for investors

This acquisition yet looks similar a stake that the M&A slowdown is person to a cyclical intermission than a imperishable reset. Boutique advisory firms similar Perella Weinberg thin to plaything with dealmaking sentiment, and Aristotle Capital Boston appears to beryllium leaning into weakness alternatively than moving from it.

That’s notable due to the fact that the company’s latest 4th looked messy connected the surface. First-quarter gross fell a precise steep 30% twelvemonth implicit twelvemonth to $148.9 cardinal arsenic M&A and financing enactment slowed from grounds levels a twelvemonth earlier. But absorption besides said that announced and pending woody backlog deed a two-year quarterly high, suggesting enactment whitethorn already beryllium rebounding down the scenes.

Perella Weinberg has besides been aggressively investing successful endowment contempt the softer environment, adding 2 partners and 11 managing directors twelvemonth to date, portion expanding internationally done its Gleacher Shacklock acquisition successful the U.K. The equilibrium expanse remains coagulated too, with astir $78 cardinal successful currency and nary debt.

Long-term investors should retrieve that firms similar Perella Weinberg tin spot net rebound rapidly due to the fact that advisory gross tends to beryllium highly operationally leveraged, and sensitivity to down years is to beryllium expected. And Aristotle, for its part, seems to beryllium expecting amended days ahead.

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