MC

Moelis & Co

56.92

Nov 06 • 3:59 PM ET -1.46 (-2.50%)

56.92

Aftermarket • 7:30 PM ET 0.00 (0.00%)

Financial Capital Markets USA Mid NYSE

Nov 06, 9:57 PMMoelis posts strong Q3 M&A growth and record pipeline, targets margin leverage despite rising costs

Peers: LAZ EVR PJT PWP HLI LCLN PIPR JEF GS SF

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

Scroll to Statements

Index	RUT
Market Cap	4.62B
Enterprise Value	4.84B
Income	233.55M
Sales	1.64B
Book/sh	7.23
Cash/sh	2.11
Dividend Est.	2.60 (4.57%)
Dividend TTM	2.60 (4.57%)
Dividend Ex-Date	Aug 10, 2026
Dividend Gr. 3/5Y	2.70% 13.18%
Payout	88.40%
Employees	1416
IPO	Apr 16, 2014

P/E	19.35
Forward P/E	15.26
PEG	1.54
P/S	2.81
P/B	7.88
P/C	27.03
P/FCF	9.16
EV/EBITDA	14.36
EV/Sales	2.95
Quick Ratio	0.42
Current Ratio	0.42
Debt/Eq	0.48
LT Debt/Eq	0.47
Option/Short	Yes / Yes

EPS (ttm)	2.94
EPS next Y	3.73
EPS next Q	1.12
EPS this Y	-0.33%
EPS next Y	25.18%
EPS next 5Y	9.91%
EPS past 3/5Y	11.22% -0.03%
Sales past 3/5Y	15.95% 10.24%
EPS Y/Y TTM	-2.27%
Sales Y/Y TTM	11.93%
EPS Q/Q	10.39%
Sales Q/Q	19.25%
Earnings	Nov 05 AMC
EPS/Sales Surpr.	3.65% -1.98%

Insider Own	1.01%
Insider Trans	-0.81%
Inst Own	107.26%
Inst Trans	-1.17%
ROA	15.25%
ROE	43.71%
ROIC	29.79%
Gross Margin	-
Oper. Margin	19.58%
Profit Margin	14.22%
SMA20	0.52%
SMA50	-4.12%
SMA200	-10.44%
Trades

Shs Outstand	73.85M
Shs Float	73.33M
Short Float	6.87%
Short Ratio	5.49
Short Interest	5.04M
52W High	78.22 -27.23%
52W Low	51.06 11.48%
Volatility	6.69% 4.37%
ATR (14)	2.80
RSI (14)	47.35
Beta	1.82
Rel Volume	1.61
Avg Volume	918.36K
Volume	1,480,011

Perf Week	-2.85%
Perf Month	1.16%
Perf Quarter	-10.63%
Perf Half Y	-12.54%
Perf YTD	-17.20%
Perf Year	-9.55%
Perf 3Y	33.08%
Perf 5Y	-23.84%
Perf 10Y	201.95%
Recom	2.45
Target Price	66.40
Prev Close	58.38
Price	56.92
Change %	-2.50%

Consensus

Buy

Avg. Price Target

$66.40

Implied Upside

+16.7%

Analysts10incl. previous ratings

Rating Distribution3 Buy · 6 Hold · 1 Sell

Date	Action	Analyst	Rating Change	Price Target Change	Implied Upside
Oct 07, 2026	Upgrade	UUBS	Sell → Neutral	$59	+3.7%
Jul 08, 2026	Downgrade	UUBS	Neutral → Sell	$60	+5.4%
Jan 26, 2026	Initiated	BBofA Securities	Neutral	$81	+42.3%
Dec 16, 2025	Downgrade	KKeefe Bruyette	Outperform → Mkt Perform	$80	+40.5%
Dec 11, 2025	Resumed	UUBS	Neutral	$70	+23.0%
Oct 30, 2025	Upgrade	SSeaport Research Partners	Neutral → Buy	$81	+42.3%
Oct 09, 2025	Initiated	DDeutsche Bank	Buy	$80	+40.5%
Oct 03, 2025	Initiated	BBMO Capital Markets	Market Perform	$74	+30.0%
Jun 23, 2025	Upgrade	MMorgan Stanley	Underweight → Overweight	$68	+19.5%
Mar 13, 2025	Downgrade	MMorgan Stanley	Overweight → Underweight	$100 → $70	+23.0%
Dec 20, 2024	Upgrade	KKeefe Bruyette	Mkt Perform → Outperform	$71 → $86	+51.1%
Dec 09, 2024	Upgrade	MMorgan Stanley	Underweight → Overweight	$66 → $92	+61.6%
Sep 12, 2024	Initiated	WWells Fargo	Equal Weight	$70	+23.0%
Mar 13, 2024	Upgrade	GGoldman	Sell → Neutral	$53 → $58	+1.9%
Jan 29, 2024	Resumed	KKeefe Bruyette	Mkt Perform	$56	-1.6%
Jan 11, 2023	Downgrade	GGoldman	Neutral → Sell	$40 → $37	-35.0%
Nov 03, 2022	Downgrade	KKeefe Bruyette	Mkt Perform → Underperform	$40 → $37	-35.0%
Sep 23, 2022	Downgrade	UUBS	Neutral → Sell	$43 → $35	-38.5%
Jul 18, 2022	Downgrade	MMorgan Stanley	Equal-Weight → Underweight	$53 → $36	-36.8%
Jul 11, 2022	Downgrade	WWolfe Research	Peer Perform → Underperform	$42	-26.2%

Nov-05-26 09:32PM	Moelis Beats On A 40% M&A Surge, But Slowing Pipeline Growth And A Softer Margin Cloud The Outlook (Earnings Whispers)
04:44PM	Moelis: Q3 Earnings Snapshot (Associated Press)
04:15PM	Moelis & Company Reports Third Quarter and First Nine Months 2026 Financial Results; Declares Regular Quarterly Dividend of $0.65 Per Share (Business Wire)
Oct-28-26 08:26PM	Moelis Must Convert An 80% Pipeline Surge Into Fees As Shares Lag Badly (Earnings Whispers)
01:18PM	Dave & Busters Taps Moelis to Aid on Debt as Distress Deepens (Bloomberg)
04:15PM	Loading…
Oct-15-26 04:15PM	Moelis & Company to Announce Third Quarter 2026 Financial Results and Host a Conference Call on November 5, 2026 (Business Wire)
Sep-21-26 09:11AM	Lazard Stock Slides 21% Over 9 Straight Down Days (Trefis)
Sep-18-26 12:46PM	Lazard Stock Slides 20% Over 8 Straight Down Days (Trefis)
12:30PM	Final Agenda: 2nd LA CorpGov Forum Sep 18 Featuring Activism, Sports, Entertainment (CorpGov.com)
Aug-10-26 07:08AM	Moelis & Co's Dividend Analysis (GuruFocus.com)
Jul-31-26 05:30PM	Preliminary Speakers: 2nd LA CorpGov Forum Sep 18 Featuring Sports, Entertainment, VC & PE (CorpGov.com)
Jul-30-26 01:01AM	Moelis & Co (MC) (Q2 2026) Earnings Call Highlights: Record Revenue and Surging Pipeline ... (GuruFocus.com)
Jul-29-26 04:48PM	Moelis: Q2 Earnings Snapshot (Associated Press)
04:15PM	Moelis & Company Reports Second Quarter and First Half 2026 Financial Results; Declares Regular Quarterly Dividend of $0.65 Per Share (Business Wire)
Jul-27-26 06:47AM	Goldman Sachs leads oil and gas M&A advisory by value in H1 2026 (Offshore Technology)
10:46AM	Loading…
Jul-22-26 10:46AM	BMO Capital Markets leads M&A financial advice in mining for H1 2026 (Mining Technology)
Jul-09-26 01:19PM	QGEN Stock Clocks Biggest Single-Day Gains In Nearly Six Months Investor Optimism Jumps On Report About Takeover Interest (Stocktwits)
Jul-08-26 04:15PM	Moelis & Company to Announce Second Quarter 2026 Financial Results and Host a Conference Call on July 29, 2026 (Business Wire) -7.53%
Jun-05-26 01:57PM	Tom Lee's Ethereum Treasury BitMine Prices Preferred Shares With 9.5% Dividend (decrypt)
Jun-04-26 01:53PM	Bitmine Launches $300M Preferred Offering at 9.5% (Bankless)
12:29AM	BitMine Tests Saylors Capital Strategy While Sitting on $8 Billion ETH Loss (BeInCrypto)
Jun-03-26 04:15PM	Moelis CEO Navid Mahmoodzadegan to Speak at the 2026 Morgan Stanley US Financials Conference (Business Wire)
Jun-01-26 10:02AM	Berkshire Hathaway to Buy Taylor Morrison for $6.8 Billion (Bloomberg)
May-08-26 04:20PM	OnlyFans sells 16% stake at $3.15 billion valuation (Quartz)
Apr-30-26 03:18AM	Moelis & Co (MC) Q1 2026 Earnings Call Highlights: Record Revenue and Strategic Growth Amid ... (GuruFocus.com)
Apr-29-26 05:14PM	Moelis: Q1 Earnings Snapshot (Associated Press)
04:15PM	Moelis & Company Reports First Quarter 2026 Financial Results; Declares Regular Quarterly Dividend of $0.65 Per Share (Business Wire)
Apr-27-26 10:34AM	BMO Capital Markets leads M&A financial advice in mining for Q1 2026 (Mining Technology)
Apr-24-26 04:09PM	Amazon-Backed X-Energy Climbs 27% After $1.02 Billion US IPO (Bloomberg)
Apr-23-26 10:03PM	X-energy Prices Upsized IPO Ahead of Nasdaq Debut (Oilprice.com)
08:11PM	Loading…
08:11PM	Amazon-Backed Nuclear Firm X-Energy Raises $1.02 Billion in IPO (Bloomberg)
Apr-15-26 05:35AM	Hermès Falls Most on Record as Middle East War Hurts Sales (Bloomberg)
Apr-13-26 01:57PM	LVMH Q1 Holds Organic Growth Line Despite Middle East Hit (GuruFocus.com)
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%
Mar-24-26 08:55AM	Strategy Plans $42 Billion Capital Raise To Fund Bitcoin Purchases (CryptoProwl)
Mar-10-26 04:14PM	Bank Stocks Have Gotten Hit Hard. It's Time to Think About Buying. (Barrons.com)
Mar-06-26 11:30AM	Moelis (MC) Down 18.8% Since Last Earnings Report: Can It Rebound? (Zacks)
08:56AM	Cumulus Media, in RSA with lenders, files for bankruptcy to eliminate $600M of debt (Pitchbook)
Mar-03-26 09:40AM	Moelis (MC) is a Top-Ranked Value Stock: Should You Buy? (Zacks)
Feb-25-26 09:16AM	Implied Volatility Surging for Moelis & Company Stock Options (Zacks)
Feb-24-26 09:45AM	Why Moelis (MC) is a Top Growth Stock for the Long-Term (Zacks)
Feb-23-26 08:18AM	Investment Banking & Brokerage Stocks Q4 Highlights: Moelis (NYSE:MC) (StockStory)
Feb-12-26 03:15PM	AI Fears Hit Charles Schwab and Other Financial Stocks. The Case for Buying Now. (Barrons.com) -6.15%
Feb-11-26 12:40AM	5 Must-Read Analyst Questions From Moelis's Q4 Earnings Call (StockStory) -5.18%
Feb-06-26 09:45AM	Here's Why Moelis (MC) is a Strong Growth Stock (Zacks)
Feb-05-26 08:03AM	MC Gains on Q4 Earnings Beat as Revenues Rise, Announces Buyback Plan (Zacks)
07:25AM	Morgan Stanley tops power M&A financial advisory in 2025 (Power Technology)
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)
05:35PM	Moelis (MC) Beats Q4 Earnings and Revenue Estimates (Zacks)
04:40PM	Moelis: Q4 Earnings Snapshot (Associated Press Finance)
04:27PM	Moelis (NYSE:MC) Surprises With Strong Q4 CY2025 (StockStory)
04:15PM	Moelis & Company Reports Fourth Quarter and Full Year 2025 Financial Results; Declares Regular Quarterly Dividend of $0.65 Per Share and Board Approves New $300 Million Share Repurchase Authorization (Business Wire)
Feb-02-26 10:08PM	Moelis (MC) Q4 Earnings Report Preview: What To Look For (StockStory)
Jan-29-26 10:00AM	Tradeweb Markets (TW) Earnings Expected to Grow: Should You Buy? (Zacks)
Jan-28-26 10:00AM	Moelis (MC) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
Jan-25-26 11:37PM	2 Financials Stocks for Long-Term Investors and 1 We Turn Down (StockStory)
Jan-23-26 09:50AM	Moelis (MC) is a Top-Ranked Momentum Stock: Should You Buy? (Zacks)
Jan-22-26 12:10PM	Will Moelis (MC) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jan-21-26 04:20PM	The Charles Schwab Corporation (SCHW) Q4 Earnings and Revenues Surpass Estimates (Zacks)
12:48PM	Ken Moelis on Greenland: 'A real sigh of relief' after Trump took military action off the table (CNBC TV)
Jan-15-26 08:31AM	CoinGecko CEO Addresses $500M Acquisition Reports (Cryptonews) +5.52%
06:25AM	CoinGecko CEO nods to $500m sale reports amid crypto M&A bonanza (DLNews)
02:10AM	CoinGecko CEO Reaffirms Strength and Long-Term Vision Amid $500 Million Sale Rumors (BeInCrypto)
Jan-14-26 04:15PM	Moelis & Company to Announce Fourth Quarter and Full Year 2025 Financial Results and Host a Conference Call on February 4, 2026 (Business Wire)
Jan-13-26 09:44AM	Crypto data platform CoinGecko weighs sale for around $500 million, sources say (CoinDesk)
Jan-04-26 10:31PM	Q3 Earnings Highlights: Moelis (NYSE:MC) Vs The Rest Of The Investment Banking & Brokerage Stocks (StockStory)
Jan-02-26 02:30AM	Jefferies Earnings Can Boost the Stock. The Company Is Moving Past Credit Concerns. (Barrons.com)
Dec-31-25 09:50AM	Are You a Momentum Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Dec-23-25 01:08PM	7 Rising Stars who took Wall Street by storm after starting their careers in sports, science, and engineering (Business Insider)
Dec-16-25 10:54AM	No Bull Market Without Banks. 3 Stocks With Bullish Charts. (Barrons.com)
Dec-15-25 09:50AM	Why This 1 Momentum Stock Could Be a Great Addition to Your Portfolio (Zacks)
Dec-09-25 02:16PM	Why Moelis (MC) Stock Is Up Today (StockStory)
Dec-05-25 07:51PM	Exclusive-How Netflix won Hollywood's biggest prize, Warner Bros Discovery (Reuters)
11:30AM	Robinhood Markets (HOOD) Up 7.9% Since Last Earnings Report: Can It Continue? (Zacks)
11:11AM	Moelis (MC) Stock Trades Up, Here Is Why (StockStory)
10:50AM	Wells Fargo Advises on Netflix-Warner Deal in M&A Win for Bank (Bloomberg)
Dec-02-25 04:15PM	Moelis CEO Navid Mahmoodzadegan to Speak at the Goldman Sachs US Financial Services Conference (Business Wire)
Dec-01-25 02:06PM	Evercore Stock Soars Nearly 38% in 6 Months: Is There More Room to Run? (Zacks)
Nov-28-25 11:30AM	Why Is Moelis (MC) Down 0% Since Last Earnings Report? (Zacks)
Nov-10-25 09:50AM	Here's Why Moelis (MC) is a Strong Momentum Stock (Zacks)
Nov-06-25 03:59PM	Exclusive: Comcast hires bankers to explore bid for Warner Bros Discovery (Reuters)
Nov-05-25 11:00PM	3 Reasons We're Fans of Moelis (MC) (StockStory)
12:40AM	The Top 5 Analyst Questions From Moelis's Q3 Earnings Call (StockStory)
Nov-04-25 11:07AM	Surprise rival bid for HBO Max revives hope for Snyderverse return (TheStreet)
Oct-31-25 09:46AM	Netflix Is Weighing Up a Warner Bros. Bid, Report Says. Get Ready for a Bidding War. (Barrons.com)
06:26AM	Netflix taps bank to explore bid for Warner Bros: sources (Reuters Videos)
Oct-30-25 06:51PM	Netflix taps bank to explore bid for Warner Bros Discovery (Reuters)
02:36PM	Why Moelis (MC) Shares Are Sliding Today (StockStory)
12:55PM	Moelis & Company Q3 Earnings Beat on Higher Revenues, Stock Dips (Zacks)
12:21PM	Evercore Q3 Earnings Top Estimates, Revenues Cross $1B, Stock Falls (Zacks)
09:16AM	MC Q3 Deep Dive: Large-Deal M&A and Capital Markets Expansion Drive Results Amid Strategic Hiring (StockStory)
Oct-29-25 06:20PM	Moelis (MC) Q3 Earnings and Revenues Beat Estimates (Zacks) -6.29%
05:36PM	Moelis (NYSE:MC) Misses Q3 Revenue Estimates (StockStory)
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)
Oct-28-25 09:31AM	Moelis & Co (MC) Q3 2025: Everything You Need to Know Ahead of Earnings (GuruFocus.com)
Oct-27-25 11:13PM	Moelis (MC) Q3 Earnings: What To Expect (StockStory)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Shropshire Kenneth	Director	Aug 27 '26	Sale	69.06	1,881	129,902	7,633	Aug 31 05:00 PM
KENNETH SHROPSHIRE	Director	Aug 27 '26	Proposed Sale	69.06	1,881	129,902		Aug 27 05:03 PM
WATANABE OSAMU R.	General Counsel, Secretary	Aug 04 '26	Sale	69.30	4,850	336,105	131	Aug 06 05:00 PM
OSAMU R WATANABE	Officer	Aug 04 '26	Proposed Sale	69.30	4,850	336,095		Aug 04 04:07 PM
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

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

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MC

Moelis & Co

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