PJT Partners Reports Q4 Earnings Beat Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 04 2025
0mins
Should l Buy PJT?
Source: Fool
PJT Partners' stock fell 9.78% as it crossed below the 5-day SMA amid a broader market decline, with the Nasdaq-100 down 1.97% and the S&P 500 down 1.28%.
The company reported fourth-quarter earnings of $53.36 million, or $1.97 per share, marking a significant increase from last year's figures. Additionally, PJT Partners achieved a non-GAAP EPS of $2.55, exceeding expectations by $0.15, despite revenue of $535.2 million slightly missing forecasts by $2.54 million. This performance reflects strong profitability but highlights the need for attention on revenue growth, which could impact investor confidence moving forward.
The earnings beat and solid cash position indicate PJT Partners' resilience in a competitive financial services landscape. However, the slight revenue miss suggests challenges that the company must address to maintain investor trust and support future growth.
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Analyst Views on PJT
Wall Street analysts forecast PJT stock price to rise
3 Analyst Rating
0 Buy
2 Hold
1 Sell
Moderate Sell
Current: 158.160
Low
150.00
Averages
172.67
High
188.00
Current: 158.160
Low
150.00
Averages
172.67
High
188.00
About PJT
PJT Partners Inc. is a global, advisory-focused investment bank. The Company provides independent advice coupled with client service. The Company advises clients on transactions, including mergers and acquisitions (M&A), spin-offs, activism defense, contested M&A, joint ventures, minority investments and divestitures. Additionally, it advises private and public company boards and management teams on strategies for building investor relationships with a focus on shareholder engagement; complex investor matters; environmental, social and governance (ESG) transition solutions; and other critical strategic, governance and shareholder matters. Its restructuring and special situations business provides advisory in financial restructuring and reorganization, liability management, distressed M&A, and Chapter 11 matters. The Company's global alternative asset advisory and fundraising business provides private fund advisory and fundraising services for a diverse range of investment strategies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
PJT Partners Announces Q1 2026 Earnings Release Schedule
- Earnings Release Schedule: PJT Partners is set to release its Q1 2026 financial results on Tuesday, April 28, 2026, with details available through the Investor Relations section of the company's website, ensuring transparency and timely access to information.
- Conference Call Details: The company will host a conference call at 8:30 AM ET on the same day, led by Chairman and CEO Paul J. Taubman and CFO Helen T. Meates, providing in-depth analysis of the results and addressing investor questions, thereby enhancing engagement with stakeholders.
- Participation Instructions: Investors and analysts can join the call by dialing +1 (833) 316-1983 (U.S. domestic) or +1 (785) 838‑9310 (international), with a recommendation to call in 15 minutes prior to the start, ensuring smooth participation in the discussion.
- Webcast Replay Availability: For those unable to attend the live call, a replay of the webcast will be available starting at approximately 11:30 AM ET on April 28, 2026, for four months, further improving accessibility and convenience for investors seeking insights.
See More
PJT Partners Inc: UBS Increases Target Price to $152, Up from $151
- Price Increase Announcement: Partners Inc. has raised its target price for shares to $152 from $151.
- Market Implications: This adjustment reflects a positive outlook on the company's performance and potential growth in the market.
See More
Latest Wall Street Ratings Overview
- Boeing Rating: Wells Fargo initiates coverage of Boeing with a Buy rating, forecasting a significant recovery in free cash flow as production normalizes, setting a price target of $250 based on a 20x FCF multiple on its 2028 forecast, indicating strong confidence in future growth.
- Disney Upgrade: Raymond James upgrades Disney from Market Perform to Outperform with a price target of $115, viewing the current macro backdrop and international visitation challenges as an attractive investment opportunity, reflecting optimism about its valuation.
- Microsoft Buy Rating: Benchmark initiates Microsoft with a Buy rating and a price target of $450, describing it as a juggernaut in artificial intelligence, leveraging its comprehensive portfolio of digital applications and cloud services to drive enterprise and consumer transformation, showcasing its strong market position.
- Algonquin Power Rating: Barclays initiates coverage of Algonquin Power & Utilities with an Overweight rating, citing the company's undervaluation and strong turnaround potential, indicating market confidence in its future performance.
See More
PJT Partners Reports Record Q4 2025 Earnings and Growth
- Strong Performance: PJT Partners reported total revenues of $1.714 billion for 2025, a 15% year-over-year increase, with Q4 revenues reaching $535 million, marking a record high for the company and highlighting robust growth in the Strategic Advisory segment.
- Solid Cash Flow: The company ended the year with $586 million in cash and $632 million in net working capital, with no funded debt, indicating a strong capital management strategy that supports future investments and shareholder returns.
- Shareholder Return Priority: Management emphasized a dual focus on investing in talent and company growth while returning capital to shareholders, having repurchased $384 million in stock in 2025, reflecting a commitment to enhancing shareholder value.
- Optimistic Market Outlook: Management projected continued strong business growth into 2026, particularly in global M&A activity and capital markets, while also cautioning about geopolitical risks and potential shifts in market sentiment that could introduce uncertainties.
See More
PJT Partners Declares Quarterly Dividend of $0.25
- Quarterly Dividend Announcement: PJT Partners declares a quarterly dividend of $0.25 per share, consistent with previous distributions, reflecting the company's commitment to shareholder returns amid stable financial performance, payable on March 18, with a record date of March 4 and an ex-dividend date also on March 4.
- Consistent Dividend Growth: The company has now announced a dividend of $0.25 for seventeen consecutive quarters, which not only demonstrates its stable cash flow and profitability but also enhances investor confidence in the company's long-term growth potential.
- Earnings Performance: PJT Partners reported a non-GAAP EPS of $2.55, beating expectations by $0.15, although revenue of $535.2 million slightly missed forecasts by $2.54 million, indicating strong profitability but highlighting the need for attention on revenue growth.
- Strategic Platform Development: PJT Partners is achieving significant growth through its expanding strategic platform while maintaining stability in restructuring, underscoring the company's competitiveness and adaptability in the financial services sector.
See More
PJT Partners Reports Increased Q4 Earnings
- Earnings Growth: PJT Partners reported fourth-quarter earnings of $53.36 million, or $1.97 per share, marking a significant increase from last year's $51.30 million and $1.83 per share, indicating sustained improvement in profitability.
- Adjusted Earnings: Excluding items, the company reported adjusted earnings of $111.83 million, or $2.55 per share, reflecting strong performance in core operations and enhanced profitability.
- Revenue Increase: The company's revenue rose 12.1% year-over-year to $535.16 million, up from $477.28 million last year, demonstrating increased market demand and business expansion.
- Market Impact: The growth in earnings and revenue not only boosts investor confidence but also lays a solid foundation for future business development and market expansion, enhancing the company's competitiveness in the financial services sector.
See More
PJT Partners Announces Q1 2026 Earnings Release Schedule
- Earnings Release Schedule: PJT Partners is set to release its Q1 2026 financial results on Tuesday, April 28, 2026, with details available through the Investor Relations section of the company's website, ensuring transparency and timely access to information.
- Conference Call Details: The company will host a conference call at 8:30 AM ET on the same day, led by Chairman and CEO Paul J. Taubman and CFO Helen T. Meates, providing in-depth analysis of the results and addressing investor questions, thereby enhancing engagement with stakeholders.
- Participation Instructions: Investors and analysts can join the call by dialing +1 (833) 316-1983 (U.S. domestic) or +1 (785) 838‑9310 (international), with a recommendation to call in 15 minutes prior to the start, ensuring smooth participation in the discussion.
- Webcast Replay Availability: For those unable to attend the live call, a replay of the webcast will be available starting at approximately 11:30 AM ET on April 28, 2026, for four months, further improving accessibility and convenience for investors seeking insights.
See More
PJT Partners Inc: UBS Increases Target Price to $152, Up from $151
- Price Increase Announcement: Partners Inc. has raised its target price for shares to $152 from $151.
- Market Implications: This adjustment reflects a positive outlook on the company's performance and potential growth in the market.
See More
Latest Wall Street Ratings Overview
- Boeing Rating: Wells Fargo initiates coverage of Boeing with a Buy rating, forecasting a significant recovery in free cash flow as production normalizes, setting a price target of $250 based on a 20x FCF multiple on its 2028 forecast, indicating strong confidence in future growth.
- Disney Upgrade: Raymond James upgrades Disney from Market Perform to Outperform with a price target of $115, viewing the current macro backdrop and international visitation challenges as an attractive investment opportunity, reflecting optimism about its valuation.
- Microsoft Buy Rating: Benchmark initiates Microsoft with a Buy rating and a price target of $450, describing it as a juggernaut in artificial intelligence, leveraging its comprehensive portfolio of digital applications and cloud services to drive enterprise and consumer transformation, showcasing its strong market position.
- Algonquin Power Rating: Barclays initiates coverage of Algonquin Power & Utilities with an Overweight rating, citing the company's undervaluation and strong turnaround potential, indicating market confidence in its future performance.
See More
PJT Partners Reports Record Q4 2025 Earnings and Growth
- Strong Performance: PJT Partners reported total revenues of $1.714 billion for 2025, a 15% year-over-year increase, with Q4 revenues reaching $535 million, marking a record high for the company and highlighting robust growth in the Strategic Advisory segment.
- Solid Cash Flow: The company ended the year with $586 million in cash and $632 million in net working capital, with no funded debt, indicating a strong capital management strategy that supports future investments and shareholder returns.
- Shareholder Return Priority: Management emphasized a dual focus on investing in talent and company growth while returning capital to shareholders, having repurchased $384 million in stock in 2025, reflecting a commitment to enhancing shareholder value.
- Optimistic Market Outlook: Management projected continued strong business growth into 2026, particularly in global M&A activity and capital markets, while also cautioning about geopolitical risks and potential shifts in market sentiment that could introduce uncertainties.
See More
PJT Partners Declares Quarterly Dividend of $0.25
- Quarterly Dividend Announcement: PJT Partners declares a quarterly dividend of $0.25 per share, consistent with previous distributions, reflecting the company's commitment to shareholder returns amid stable financial performance, payable on March 18, with a record date of March 4 and an ex-dividend date also on March 4.
- Consistent Dividend Growth: The company has now announced a dividend of $0.25 for seventeen consecutive quarters, which not only demonstrates its stable cash flow and profitability but also enhances investor confidence in the company's long-term growth potential.
- Earnings Performance: PJT Partners reported a non-GAAP EPS of $2.55, beating expectations by $0.15, although revenue of $535.2 million slightly missed forecasts by $2.54 million, indicating strong profitability but highlighting the need for attention on revenue growth.
- Strategic Platform Development: PJT Partners is achieving significant growth through its expanding strategic platform while maintaining stability in restructuring, underscoring the company's competitiveness and adaptability in the financial services sector.
See More
PJT Partners Reports Increased Q4 Earnings
- Earnings Growth: PJT Partners reported fourth-quarter earnings of $53.36 million, or $1.97 per share, marking a significant increase from last year's $51.30 million and $1.83 per share, indicating sustained improvement in profitability.
- Adjusted Earnings: Excluding items, the company reported adjusted earnings of $111.83 million, or $2.55 per share, reflecting strong performance in core operations and enhanced profitability.
- Revenue Increase: The company's revenue rose 12.1% year-over-year to $535.16 million, up from $477.28 million last year, demonstrating increased market demand and business expansion.
- Market Impact: The growth in earnings and revenue not only boosts investor confidence but also lays a solid foundation for future business development and market expansion, enhancing the company's competitiveness in the financial services sector.
See More
