NYSE$PJT

PJT Partners Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

PJT Partners Inc. reported a decrease in total revenues but an increase in placement revenues, and increased its quarterly dividend.

PJT Partners Inc. reported a decrease in total revenues for the fourth quarter of 2021, with advisory revenues declining but placement revenues increasing. The company's GAAP diluted EPS was $1.32, and adjusted EPS was $1.52. The Board of Directors increased the quarterly dividend to $0.25 per share.

  • Total revenues decreased by 3% compared to the prior year quarter.
  • Advisory revenues decreased by 11% compared to the prior year quarter.
  • Placement revenues increased by 41% compared to the prior year quarter.
  • The Board of Directors increased the quarterly dividend from $0.05 to $0.25 per share.

Headline financials

Total Revenue

$313M

Previous: $322M-2.7%
EPS (adj)

$1.52

Previous: $1.81-16.0%
Net Income

$64.1M

Previous: $81.4M-21.2%
Operating Income

$74.8M

Previous: $94.6M-20.9%

Revenue & EPS history

PJT · Revenue · Quarterly

$313M

Q4 2021-2.7%vs Q4 2020
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

PJT · $313M total across 3 segments · Q4 2021

  • Advisory Fees
    $233M-10.8%
  • Placement Fees
    $79.1M+40.7%
  • Interest Income & Other
    $1.59M

Forward guidance

PJT Partners is well positioned to resume its long-term growth trajectory, with Strategic Advisory, PJT Park Hill and PJT Camberview all set to deliver strong performance in 2022.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2021

Historical avgQ4 2021

+1.5%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+2.8%

Avg return

30 days after

62%

26 / 42 earnings

Positive

+14.0%

Q4 2016

Best reaction

-11.6%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.1%-0.6%-0.2%
Q4 2025-7.5%-6.6%-16.1%
Q3 2025+0.6%+2.6%+5.1%
Q1 2025+4.5%+6.0%+11.5%
Q4 2024+5.1%+5.0%-10.4%
Q3 2024-2.3%-1.0%+17.1%
Q2 2024+5.7%-2.5%-2.2%
Q1 2024+6.4%+6.3%+14.0%
Q4 2023-4.9%-1.2%+1.1%
Q3 2023+10.0%+13.4%+22.9%
Q2 2023+5.7%-0.1%-3.1%
Q1 2023-11.6%-10.9%-4.2%
Q4 2022-5.0%-3.1%-5.1%
Q3 2022-5.3%-3.0%+3.8%
Q2 2022+3.0%+4.9%+7.0%
Q1 2022+4.0%+1.0%+13.9%
Q4 2021-8.4%-9.1%-13.9%
Q3 2021-10.3%-8.1%-9.3%
Q2 2021+3.0%+0.3%+6.4%
Q1 2021+5.1%-0.3%-0.5%
Q4 2020-1.5%-3.6%-10.3%
Q3 2020+1.2%-1.0%+4.6%
Q2 2020+2.8%+0.6%+11.1%
Q1 2020+11.2%-0.9%+15.5%
Q4 2019+5.2%+8.2%-10.9%
Q3 2019+6.8%+4.9%+8.7%
Q2 2019+12.2%+7.3%+10.3%
Q1 2019+1.3%+4.2%-14.4%
Q4 2018-0.4%-0.3%-7.6%
Q3 2018+6.2%+7.0%+11.2%
Q2 2018+7.0%+3.8%+5.9%
Q1 2018-2.3%-5.2%-0.4%
Q4 2017+3.7%+6.3%+10.4%
Q3 2017-3.2%-2.2%+8.9%
Q2 2017-7.4%-6.9%-10.8%
Q1 2017+5.4%+4.4%+14.6%
Q4 2016+14.0%+18.4%+21.3%
Q3 2016-3.4%-2.0%+6.8%
Q2 2016-4.2%-7.8%-5.3%
Q1 2016+9.1%
Q4 2015+1.6%
Q3 2015+0.2%
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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