Upgrade to FINVIZ*Elite to get real-time quotes, intraday charts, and advanced charting tools.

MC

Moelis & Co

Sep 12 • 04:00PM ET

74.69

-0.96 -1.27 %

Financial • Capital Markets • USA • NYSE

Peers: LAZ EVR PJT SF OPY RJF MS GS BAC C

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

Scroll to Statements

Index	RUT	P/E	29.43	EPS (ttm)	2.54	Insider Own	1.06%	Shs Outstand	74.18M	Perf Week	5.67%
Market Cap	6.03B	Forward P/E	22.11	EPS next Y	3.38	Insider Trans	-1.04%	Shs Float	73.39M	Perf Month	-0.49%
Enterprise Value	6.10B	PEG	0.92	EPS next Q	0.52	Inst Own	102.99%	Short Float	4.84%	Perf Quarter	26.79%
Income	198.10M	P/S	4.35	EPS this Y	38.78%	Inst Trans	2.06%	Short Ratio	4.55	Perf Half Y	27.57%
Sales	1.38B	P/B	10.74	EPS next Y	33.77%	ROA	16.55%	Short Interest	3.55M	Perf YTD	1.10%
Book/sh	6.96	P/C	27.09	EPS next 5Y	32.15%	ROE	45.36%	52W High	82.89 -9.89%	Perf Year	17.71%
Cash/sh	2.76	P/FCF	12.59	EPS past 3/5Y	-30.71% -1.28%	ROIC	27.47%	52W Low	47.00 58.91%	Perf 3Y	80.02%
Dividend Est.	2.65 (3.55%)	EV/EBITDA	23.90	Sales past 3/5Y	-8.72% 9.86%	Gross Margin	-	Volatility	2.36% 2.53%	Perf 5Y	165.50%
Dividend TTM	2.55 (3.41%)	EV/Sales	4.41	EPS Y/Y TTM	1398.33%	Oper. Margin	17.64%	ATR (14)	1.86	Perf 10Y	286.21%
Dividend Ex-Date	Aug 04, 2025	Quick Ratio	0.61	Sales Y/Y TTM	42.85%	Profit Margin	14.31%	RSI (14)	59.55	Recom	2.71
Dividend Gr. 3/5Y	1.43% 3.71%	Current Ratio	0.61	EPS Q/Q	204.26%	SMA20	3.55%	Beta	1.78	Target Price	78.60
Payout	135.18%	Debt/Eq	0.42	Sales Q/Q	38.09%	SMA50	5.23%	Rel Volume	0.54	Prev Close	75.65
Employees	1308	LT Debt/Eq	0.40	Earnings	Jul 24 AMC	SMA200	12.02%	Avg Volume	781.04K	Price	74.69
IPO	Apr 16, 2014	Option/Short	Yes / Yes	EPS/Sales Surpr.	36.28% 16.49%	Trades		Volume	421,795	Change	-1.27%

Date	Action	Analyst	Rating Change	Price Target Change
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
Apr-06-22	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$57
Feb-11-22	Upgrade	Piper Sandler	Neutral → Overweight	$78 → $70
Jan-06-22	Upgrade	Goldman	Sell → Neutral	$68 → $65
Dec-17-21	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$77
Jun-17-21	Upgrade	Wolfe Research	Underperform → Peer Perform	$63
Apr-09-21	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform

Show Previous Ratings

Sep-12-25 09:15AM	Evercore Inc (EVR) Hits Fresh High: Is There Still Room to Run? (Zacks)
Sep-11-25 08:42AM	What's Going On With Eightco Holdings Stock Thursday? (Benzinga)
Sep-10-25 11:25AM	Moelis hires veteran tech banker Timothy Roepke from Jefferies, sources say (Reuters)
Sep-09-25 01:56PM	Entertainment and Media LA CorpGov Forum (CorpGov.com)
01:56PM	International Business in the Trump 2.0 World LA CorpGov Forum (CorpGov.com)
11:36AM	Loading…
11:36AM	Maximizing Value From Private Boards LA CorpGov Forum (CorpGov.com)
11:35AM	The Burgeoning Business of Sports LA CorpGov Forum (CorpGov.com)
11:29AM	Capital Markets: M&A and Private to Public Company Readiness LA CorpGov Forum (IPO-Edge.com)
Sep-08-25 06:04PM	Role of Boards in Shareholder Activism LA CorpGov Forum (CorpGov.com)
06:02PM	Fireside Chat: Governance in Los Angeles LA CorpGov Forum (CorpGov.com)
Sep-04-25 12:04AM	2 Reasons to Like MC and 1 to Stay Skeptical (StockStory)
Sep-02-25 11:35PM	Winners And Losers Of Q2: Moelis (NYSE:MC) Vs The Rest Of The Investment Banking & Brokerage Stocks (StockStory)
Sep-01-25 12:20PM	Can Moelis (MC) Run Higher on Rising Earnings Estimates? (Zacks)
Aug-27-25 09:15AM	Evercore Inc (EVR) Hits Fresh High: Is There Still Room to Run? (Zacks)
Aug-25-25 09:50AM	Are You a Momentum Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
11:19AM	Loading…
Aug-20-25 11:19AM	Final Agenda: LA CorpGov Forum Sept 4 Featuring Sports and Entertainment (Exec Edge)
Aug-19-25 02:25PM	Moelis Restructuring Banker Derrough Moves to Jefferies (The Wall Street Journal)
10:00AM	Best Momentum Stock to Buy for August 19th (Zacks)
Aug-14-25 12:00PM	LA CorpGov Forum Sept 4: Featuring Sports, Entertainment & International Business (CorpGov.com)
Aug-05-25 09:50AM	Why This 1 Momentum Stock Could Be a Great Addition to Your Portfolio (Zacks)
Aug-04-25 11:09AM	Runway Growth's Q2 Earnings Coming Up: What's in Store? (Zacks)
Aug-01-25 07:09AM	Supernus strengthens neuropsychiatric portfolio with Sage Therapeutics (Pharmaceutical Technology)
Jul-31-25 01:09PM	Evercore Stock Gains 2.6% as Q2 Earnings & Revenues Beat Estimates (Zacks)
Jul-29-25 12:20PM	Earnings Estimates Rising for Moelis (MC): Will It Gain? (Zacks)
Jul-25-25 12:21PM	Citigroup's head of energy transition decamps for Moelis role, sources say (Reuters)
08:48AM	Moelis & Company's Q2 Earnings Beat on Higher Revenues, Stock Up 2.8% (Zacks)
03:24AM	Moelis & Co (MC) Q2 2025 Earnings Call Highlights: Record Revenue Growth and Strategic Expansion (GuruFocus.com)
Jul-24-25 08:11PM	Michael Saylor Amps Up Bitcoin War Chest With $2.8 Billion Deal (Bloomberg)
05:50PM	Moelis (MC) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
04:15PM	Moelis & Company Reports Second Quarter and First Half 2025 Financial Results; Declares Regular Quarterly Dividend of $0.65 Per Share (Business Wire)
11:13AM	Loading…
Jul-23-25 11:13AM	Blackstone Set to Report Q2 Earnings: What's in the Cards? (Zacks)
09:31AM	Moelis & Co (MC) Q2 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Jul-22-25 09:21AM	Ares Capital's Q2 Earnings Coming Up: What's in Store for ARCC? (Zacks)
Jul-18-25 12:10PM	Why Moelis (MC) is Poised to Beat Earnings Estimates Again (Zacks)
08:40AM	The Charles Schwab Corporation (SCHW) Q2 Earnings and Revenues Beat Estimates (Zacks)
Jul-17-25 10:00AM	Moelis (MC) Earnings Expected to Grow: Should You Buy? (Zacks)
Jul-16-25 08:35AM	Goldman Sachs (GS) Q2 Earnings and Revenues Beat Estimates (Zacks)
Jul-15-25 02:31PM	LA CorpGov Forum Sept 4: Featuring Sports, Entertainment, IPOs, VCs, Activism & Asia (CorpGov.com)
Jul-10-25 04:15PM	Moelis & Company to Announce Second Quarter 2025 Financial Results and Host a Conference Call on July 24, 2025 (Business Wire)
Jul-02-25 03:54PM	LA CorpGov Forum Sept 4: Featuring Sports, Entertainment, IPOs, VCs, Activism & Asia (IPO-Edge.com)
Jul-01-25 08:00AM	Moelis Appoints Thorold Barker as an Independent Member to its Board of Directors (Business Wire)
Jun-25-25 05:37PM	Jefferies Profit Falls 40%. CEO Strikes Positive Tone on Dealmaking Outlook. (Barrons.com)
03:53PM	Michaels Gets a Lifeline From Demise of Rivals and Pause on Tariffs (The Wall Street Journal)
12:58PM	Jefferies to Report Second-Quarter Earnings. Wall Street Expects Profit to Drop 30%. (Barrons.com)
08:14AM	Moelis: 'Very Bullish' on Europe and Middle East (Bloomberg)
07:04AM	Wall Street Dealmaker Moelis 'Very Bullish' on Europe (Bloomberg)
Jun-19-25 07:42AM	Badwa Capital Announces New Head of Capital Solutions in Continued Expansion of Investment Banking Activities (PR Newswire)
Jun-18-25 11:08AM	Moelis & Company vs. Goldman: Which Finance Stock Has Better Upside? (Zacks)
Jun-13-25 08:40AM	Archer Aviation stock falls after raising $850m in direct offering (Investing.com)
Jun-12-25 10:14AM	C Projects Higher Q2 IB & Markets Revenues: Fee Income to Benefit? (Zacks)
Jun-10-25 03:49PM	Moelis CEO-designate joins Wall Street in signaling dealmaking rebound after tariff pause (Reuters)
Jun-09-25 08:19AM	Moelis names next CEO (Banking Dive)
08:00AM	Moelis & Company Announces Key Senior Leadership Changes (Business Wire)
07:22AM	Ken Moelis to hand CEO role to longtime partner at investment bank (Reuters)
07:00AM	Ken Moelis to Step Down as CEO of His Investment Bank (The Wall Street Journal)
Jun-06-25 11:31AM	MarketAxess (MKTX) Down 0.1% Since Last Earnings Report: Can It Rebound? (Zacks)
Jun-05-25 11:57AM	Excel Sports Hires Moelis to Raise Funds, Explore Shamrock Exit (Sportico)
Jun-03-25 04:15PM	Moelis & Company Management to Speak at the 2025 Morgan Stanley US Financials Conference (Business Wire)
May-30-25 11:31AM	Evercore (EVR) Up 14% Since Last Earnings Report: Can It Continue? (Zacks)
May-27-25 11:47AM	LVMH: Share transactions disclosure (GlobeNewswire)
May-23-25 11:30AM	Moelis (MC) Up 7.5% Since Last Earnings Report: Can It Continue? (Zacks)
May-13-25 11:47AM	LVMH: Share transactions disclosure (GlobeNewswire)
10:58AM	Should You Hold Moelis & Company (MC)? (Insider Monkey)
May-07-25 03:05PM	Energy Transfer: Weighing Preferred's 7.4% Yield Versus Bonds (Seeking Alpha)
May-06-25 11:47AM	LVMH: Share transactions disclosure (GlobeNewswire)
May-01-25 11:35AM	Evercore Q1 Earnings Beat on Higher Advisory Fees, Stock Up 3.2% (Zacks)
Apr-30-25 08:30AM	Moelis Accelerates Momentum of Private Funds Advisory Business with Appointments of Jeff Hammer and Paul Sanabria (Business Wire)
Apr-29-25 02:37PM	Eli Manning to Put Together Bid for New York Giants Stake (Bloomberg)
02:30PM	New York Mets Broadcaster SNY Is Exploring a Potential Sale (The Wall Street Journal)
Apr-24-25 09:24AM	Moelis & Company's Q1 Earnings Beat on Higher Revenues, Stock Up 4.9% (Zacks)
08:11AM	Q1 2025 Moelis & Co Earnings Call (Thomson Reuters StreetEvents)
03:07AM	Moelis & Co (MC) Q1 2025 Earnings Call Highlights: Strong Revenue Growth Amid Market Volatility (GuruFocus.com)
Apr-23-25 10:27PM	Moelis & Company (MC) Q1 2025 Earnings Call Transcript (Seeking Alpha)
06:00PM	Moelis (MC) Tops Q1 Earnings and Revenue Estimates (Zacks)
04:58PM	Moelis: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	Moelis & Company Reports First Quarter 2025 Financial Results; Declares Regular Quarterly Dividend of $0.65 Per Share (Business Wire)
Apr-16-25 10:00AM	Moelis (MC) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Apr-10-25 11:22AM	Morgan Stanley (MS) Soars 11.4%: Is Further Upside Left in the Stock? (Zacks) -6.50%
09:42AM	Bank of America (BAC) Soars 6.1%: Is Further Upside Left in the Stock? (Zacks)
Apr-02-25 04:15PM	Moelis & Company to Announce First Quarter 2025 Financial Results and Host a Conference Call on April 23, 2025 (Business Wire) -11.96%
Mar-24-25 05:05AM	Artisan Value Income Fund Q4 2024 Commentary (SeekingAlpha)
Mar-20-25 10:30AM	Moelis: Worth A Look After The Selloff (SeekingAlpha)
Mar-07-25 11:30AM	Why Is Moelis (MC) Down 23.1% Since Last Earnings Report? (Zacks)
Feb-27-25 08:00AM	Moelis Promotes Christopher Callesano to Chief Financial Officer (Business Wire)
Feb-14-25 09:17AM	New York Giants Hire Moelis to Sell Minority Stake in Team (Bloomberg)
Feb-13-25 09:50AM	Moelis (MC) is a Top-Ranked Momentum Stock: Should You Buy? (Zacks)
Feb-11-25 12:20PM	Why Moelis (MC) Might be Well Poised for a Surge (Zacks)
12:00PM	Are You Looking for a Top Momentum Pick? Why Moelis (MC) is a Great Choice (Zacks)
Feb-06-25 12:45PM	Q4 2024 Moelis & Co Earnings Call (Thomson Reuters StreetEvents)
02:18AM	Moelis & Co (MC) Q4 2024 Earnings Call Highlights: Record Revenue Growth and Strategic Dividends (GuruFocus.com)
Feb-05-25 06:10PM	Moelis (MC) Tops Q4 Earnings and Revenue Estimates (Zacks)
05:17PM	Moelis: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	Moelis & Company Reports Fourth Quarter and Full Year 2024 Financial Results; Increases Quarterly Dividend 8% to $0.65 Per Share (Business Wire)
Feb-04-25 07:07AM	Moelis & Co (MC) Q4 2024: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Feb-03-25 10:00AM	Moelis Expands Private Funds Advisory Business with Appointment of Matt Wesley as Global Head (Business Wire)
Jan-31-25 12:00PM	All You Need to Know About Moelis (MC) Rating Upgrade to Strong Buy (Zacks)
Jan-29-25 10:01AM	Moelis (MC) Earnings Expected to Grow: Should You Buy? (Zacks)
Jan-24-25 12:00PM	Moelis (MC) is a Great Momentum Stock: Should You Buy? (Zacks)
11:45AM	Best Investment Banks To Work For In 2025 (Poets & Quants)
Jan-22-25 01:06PM	Baltimore Orioles owner wants to bring back the salary cap, says the business community is hopeful under Trump (Yahoo Finance)

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.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
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
Pilcher Ciafone Katherine	Chief Operating Officer	Feb 19 '25	Sale	74.00	3,515	260,110	3,934	Feb 21 07:24 PM
Cantor Eric	Vice Chairman, MD	Feb 19 '25	Sale	74.00	16,530	1,223,220	218,805	Feb 21 07:22 PM
SIMON JOSEPH	Chief Financial Officer	Feb 19 '25	Sale	74.00	5,758	426,092	22,832	Feb 21 07:20 PM
MOELIS KENNETH	Chairman, CEO	Feb 19 '25	Sale	74.00	9,712	718,688	209,235	Feb 21 07:19 PM
Callesano Christopher	Principal Accounting Officer	Feb 19 '25	Sale	74.00	1,282	94,868	1,227	Feb 21 07:18 PM
RAICH JEFFREY	Co-President, MD	Feb 19 '25	Sale	74.00	8,722	645,428	54,794	Feb 21 07:16 PM
WATANABE OSAMU R.	General Counsel, Secretary	Feb 19 '25	Sale	74.00	5,661	418,914	6,471	Feb 21 07:15 PM
MAHMOODZADEGAN NAVID	Co-President, MD	Feb 19 '25	Sale	74.00	9,406	696,044	197,602	Feb 21 07:13 PM
Shropshire Kenneth	Director	Feb 21 '25	Sale	72.30	2,551	184,437	6,940	Feb 21 07:10 PM
Shropshire Kenneth	Director	Feb 21 '25	Proposed Sale	72.30	2,551	184,437		Feb 21 05:15 PM
OSAMU R WATANABE	Officer	Feb 19 '25	Proposed Sale	74.00	5,661	418,914		Feb 19 05:09 PM
JEFFREY RAICH	Officer	Feb 19 '25	Proposed Sale	74.00	8,722	645,428		Feb 19 05:08 PM
KATE CIAFONE	Officer	Feb 19 '25	Proposed Sale	74.00	3,515	260,110		Feb 19 05:07 PM
JOSEPH SIMON	Officer	Feb 19 '25	Proposed Sale	74.00	5,758	426,092		Feb 19 05:06 PM
NAVID MAHMOODZADEGAN	Officer	Feb 19 '25	Proposed Sale	74.00	9,406	696,044		Feb 19 05:06 PM
KEN D MOELIS	Officer	Feb 19 '25	Proposed Sale	74.00	9,712	718,688		Feb 19 05:05 PM
ERIC CANTOR	Officer	Feb 19 '25	Proposed Sale	74.00	16,530	1,223,220		Feb 19 05:03 PM
Callesano Christopher	Principal Accounting Officer	Nov 07 '24	Sale	80.00	885	70,800	0	Nov 12 05:42 PM

open in yahoo | open in reuters | open in marketwatch | open in google | open in EDGAR

MC

Moelis & Co

Upgrade your FINVIZ experience