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MC

Moelis & Co

63.75

Jul 10 • 04:00PM ET -1.65 (-2.52%)

Financial Capital Markets USA Mid NYSE

Jul 08, 11:02 AMUBS downgrades Moelis to Sell on M&A outlook concerns, sparking 6.56% drop

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	5.19B
Enterprise Value	5.44B
Income	221.20M
Sales	1.53B
Book/sh	6.55
Cash/sh	1.89
Dividend Est.	2.60 (4.08%)
Dividend TTM	2.60 (4.08%)
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	22.89
Forward P/E	16.41
PEG	1.35
P/S	3.39
P/B	9.73
P/C	33.76
P/FCF	12.45
EV/EBITDA	18.54
EV/Sales	3.55
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	3.89
EPS next Q	0.60
EPS this Y	2.46%
EPS next Y	26.84%
EPS next 5Y	12.14%
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	1.01%
Insider Trans	-0.34%
Inst Own	108.97%
Inst Trans	3.70%
ROA	17.73%
ROE	45.53%
ROIC	30.29%
Gross Margin	-
Oper. Margin	18.34%
Profit Margin	14.46%
SMA20	-4.62%
SMA50	-3.69%
SMA200	-3.47%
Trades

Shs Outstand	74.37M
Shs Float	73.63M
Short Float	5.86%
Short Ratio	4.33
Short Interest	4.31M
52W High	78.22 -18.50%
52W Low	51.06 24.85%
Volatility	5.05% 4.30%
ATR (14)	3.00
RSI (14)	43.73
Beta	1.84
Rel Volume	1.04
Avg Volume	996.00K
Volume	1,033,089

Perf Week	-7.00%
Perf Month	-9.93%
Perf Quarter	1.56%
Perf Half Y	-14.53%
Perf YTD	-7.26%
Perf Year	-9.41%
Perf 3Y	38.98%
Perf 5Y	20.48%
Perf 10Y	259.29%
Recom	2.82
Target Price	71.50
Prev Close	65.40
Price	63.75
Change	-2.52%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-08-26	Downgrade	UBS	Neutral → Sell	$60
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

Show Previous Ratings

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)
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12:29AM	BitMine Tests Saylors Capital Strategy While Sitting on $8 Billion ETH Loss (BeInCrypto)
04:15PM	Loading…
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 08:30AM	Moelis & Company Q1 2026 Earnings Call Summary (Moby)
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)
08:03AM	Loading…
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)
Oct-23-25 02:34PM	Companies' Performance Gap Is Changing Investment Banking: Lazard CEO (Barrons.com)
10:00AM	Tradeweb Markets (TW) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Oct-22-25 10:00AM	Moelis (MC) Earnings Expected to Grow: Should You Buy? (Zacks)
08:10AM	Stifel Financial (SF) Q3 Earnings and Revenues Top Estimates (Zacks)
Oct-15-25 07:50AM	Bank of America (BAC) Q3 Earnings and Revenues Beat Estimates (Zacks)
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)
Sep-23-25 08:57AM	Fed Pivot to Support Investment Banking Industry: 3 Stocks to Buy (Zacks)
Sep-22-25 09:50AM	Why Moelis (MC) is a Top Momentum Stock for the Long-Term (Zacks)
Sep-19-25 08:05AM	Scoop Up These 4 Top-Ranked Liquid Stocks to Augment Portfolio Returns (Zacks)
Sep-18-25 11:09AM	Moelis & Co. Stock Up 33.5% in 3 Months: Is it a Lucrative Bet? (Zacks)
Sep-17-25 11:22AM	Sports, Entertainment & IPOs: LA CorpGov Forum Video Highlights (CorpGov.com)
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)

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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Moelis & Co

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