MC

Moelis & Co

62.91

Jun 29 • 04:00PM ET -1.57 (-2.43%)

Financial Capital Markets USA Mid NYSE

Peers: LAZ HLI PIPR EVR JEF BGC SF VIRT LPLA RJF

| Held by: IJR VTI SCHD VB IWM VBK VXF SPSM IWO VTWO

Scroll to Statements

Index	RUT
Market Cap	5.12B
Enterprise Value	5.37B
Income	221.20M
Sales	1.53B
Book/sh	6.55
Cash/sh	1.89
Dividend Est.	2.60 (4.13%)
Dividend TTM	2.60 (4.13%)
Dividend Ex-Date	May 11, 2026
Dividend Gr. 3/5Y	2.70% 13.18%
Payout	88.40%
Employees	1416
IPO	Apr 16, 2014

P/E	22.59
Forward P/E	15.92
PEG	1.33
P/S	3.35
P/B	9.61
P/C	33.32
P/FCF	12.28
EV/EBITDA	18.31
EV/Sales	3.51
Quick Ratio	0.67
Current Ratio	0.67
Debt/Eq	0.55
LT Debt/Eq	0.50
Option/Short	Yes / Yes

EPS (ttm)	2.79
EPS next Y	3.95
EPS next Q	0.61
EPS this Y	3.24%
EPS next Y	28.02%
EPS next 5Y	11.98%
EPS past 3/5Y	11.22% -0.03%
Sales past 3/5Y	15.95% 10.24%
EPS Y/Y TTM	26.01%
Sales Y/Y TTM	19.19%
EPS Q/Q	-24.43%
Sales Q/Q	4.30%
Earnings	Apr 29 AMC
EPS/Sales Surpr.	-6.84% -0.54%

Insider Own	1.04%
Insider Trans	-0.33%
Inst Own	108.94%
Inst Trans	3.84%
ROA	17.73%
ROE	45.53%
ROIC	30.29%
Gross Margin	-
Oper. Margin	18.34%
Profit Margin	14.46%
SMA20	-6.79%
SMA50	-5.29%
SMA200	-5.24%
Trades

Shs Outstand	74.37M
Shs Float	73.60M
Short Float	5.81%
Short Ratio	4.10
Short Interest	4.28M
52W High	78.22 -19.57%
52W Low	51.06 23.21%
Volatility	3.84% 3.89%
ATR (14)	2.65
RSI (14)	39.20
Beta	1.83
Rel Volume	1.16
Avg Volume	1.04M
Volume	1,197,523

Perf Week	-6.02%
Perf Month	-5.89%
Perf Quarter	15.90%
Perf Half Y	-11.54%
Perf YTD	-8.48%
Perf Year	-0.08%
Perf 3Y	35.87%
Perf 5Y	14.74%
Perf 10Y	271.39%
Recom	2.64
Target Price	71.70
Prev Close	64.48
Price	62.91
Change	-2.43%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-26-26	Initiated	BofA Securities	Neutral	$81
Dec-16-25	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$80
Dec-11-25	Resumed	UBS	Neutral	$70
Oct-30-25	Upgrade	Seaport Research Partners	Neutral → Buy	$81
Oct-09-25	Initiated	Deutsche Bank	Buy	$80
Oct-03-25	Initiated	BMO Capital Markets	Market Perform	$74
Jun-23-25	Upgrade	Morgan Stanley	Underweight → Overweight	$68
Mar-13-25	Downgrade	Morgan Stanley	Overweight → Underweight	$100 → $70
Dec-20-24	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$71 → $86
Dec-09-24	Upgrade	Morgan Stanley	Underweight → Overweight	$66 → $92
Sep-12-24	Initiated	Wells Fargo	Equal Weight	$70
Mar-13-24	Upgrade	Goldman	Sell → Neutral	$53 → $58
Jan-29-24	Resumed	Keefe Bruyette	Mkt Perform	$56
Jan-11-23	Downgrade	Goldman	Neutral → Sell	$40 → $37
Nov-03-22	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$40 → $37
Sep-23-22	Downgrade	UBS	Neutral → Sell	$43 → $35
Jul-18-22	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$53 → $36
Jul-11-22	Downgrade	Wolfe Research	Peer Perform → Underperform	$42
Jul-06-22	Downgrade	UBS	Buy → Neutral	$54 → $40
Apr-28-22	Downgrade	Piper Sandler	Overweight → Neutral	$52 → $50

Show Previous Ratings

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03:18AM	Moelis & Co (MC) Q1 2026 Earnings Call Highlights: Record Revenue and Strategic Growth Amid ... (GuruFocus.com)
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Apr-08-26 04:15PM	Moelis & Company to Announce First Quarter 2026 Financial Results and Host a Conference Call on April 29, 2026 (Business Wire) +6.94%
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Feb-24-26 09:45AM	Why Moelis (MC) is a Top Growth Stock for the Long-Term (Zacks)
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03:26AM	Loading…
03:26AM	Moelis & Company Q4 Earnings Call Highlights (MarketBeat)
12:33AM	MC Q4 Deep Dive: M&A Momentum, Capital Markets Expansion, and Strategic Hires Drive Growth (StockStory)
12:01AM	Moelis & Co (MC) Q4 2025 Earnings Call Highlights: Record Revenue Growth and Strategic Expansion (GuruFocus.com)
Feb-04-26 07:35PM	Moelis MC Q4 2025 Earnings Call Transcript (Motley Fool)
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04:40PM	Moelis: Q4 Earnings Snapshot (Associated Press Finance)
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Jan-23-26 09:50AM	Moelis (MC) is a Top-Ranked Momentum Stock: Should You Buy? (Zacks)
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05:19PM	Moelis: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Moelis & Company Reports Third Quarter and First Nine Months 2025 Financial Results; Declares Regular Quarterly Dividend of $0.65 Per Share (Business Wire)
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Oct-14-25 12:00PM	Moelis (MC) Upgraded to Buy: Here's What You Should Know (Zacks)
Oct-13-25 04:41PM	Why Moelis (MC) Stock Is Up Today (StockStory)
Oct-08-25 04:15PM	Moelis & Company to Announce Third Quarter 2025 Financial Results and Host a Conference Call on October 29, 2025 (Business Wire)
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Sep-18-25 11:09AM	Moelis & Co. Stock Up 33.5% in 3 Months: Is it a Lucrative Bet? (Zacks)
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Sep-09-25 01:56PM	Entertainment and Media LA CorpGov Forum (CorpGov.com)

Moelis & Co. operates as a holding company. It engages in the provision of financial advisory, capital raising and asset management services to a client base including corporations, governments, sovereign wealth funds and financial sponsors. The firm focuses on clients including large public multinational corporations, middle market private companies, financial sponsors, entrepreneurs and governments. The company was founded by Kenneth David Moelis, Navid Mahmoodzadegan, Jeffrey Raich and Elizabeth Ann Crain in July 2007 and is headquartered in New York, NY.

Founder & Executive ChairmanMr. Kenneth David Moelis

Co-FounderMr. Navid Mahmoodzadegan J.D.

Vice Chairman & MDMr. Eric Cantor

Co-Founder & Executive Vice ChairmanMr. Jeffrey Raich

Co-Founder & COOMs. Kate Pilcher Ciafone

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
WATANABE OSAMU R.	General Counsel, Secretary	Feb 19 '26	Sale	62.23	2,765	172,066	4,981	Feb 23 06:56 PM
OSAMU R WATANABE	Officer	Feb 19 '26	Proposed Sale	62.23	2,765	172,066		Feb 19 04:34 PM
Shropshire Kenneth	Director	Aug 22 '25	Sale	72.52	2,615	189,640	7,109	Aug 27 09:13 AM
KENNETH SHROPSHIRE	Director	Aug 22 '25	Proposed Sale	72.52	2,615	189,640		Aug 22 06:13 PM
WATANABE OSAMU R.	General Counsel, Secretary	Jul 25 '25	Sale	72.64	6,340	460,538	131	Jul 29 05:00 PM
OSAMU R WATANABE	Officer	Jul 25 '25	Proposed Sale	72.64	6,340	460,515		Jul 25 04:13 PM

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