Moelis & Company (NYSE: MC) is a Financial Services company in the Financial - Capital Markets industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 23.93 | EPS (ttm) | 2.87 | Insider Own | 6.96% | Shs Outstand | 74.37M | Perf Week | 0.15% |
| Market Cap | 5.11B | Forward P/E | 17.38 | EPS next Y | 3.95 | Insider Trans | -0.05% | Shs Float | 73.59M | Perf Month | -4.52% |
| Enterprise Value | 5.22B | PEG | 2.50 | EPS next Q | 0.74 | Inst Own | - | Short Float | 5.93% | Perf Quarter | 10.22% |
| Income | 228.00M | P/S | 3.25 | EPS this Y | 8.75% | Inst Trans | - | Short Ratio | 4.46 | Perf Half Y | -4.13% |
| Sales | 1.57B | P/B | 8.21 | EPS next Y | 26.66% | ROA | 16.21% | Short Interest | 4.36M | Perf YTD | -0.07% |
| Book/sh | 8.36 | P/C | 33.39 | EPS next 5Y | 9.56% | ROE | 43.55% | 52W High | 78.22 -12.18% | Perf Year | 0.16% |
| Cash/sh | 2.06 | P/FCF | 11.46 | EPS past 3/5Y | 11.17% -0.07% | ROIC | 26.54% | 52W Low | 51.06 34.53% | Perf 3Y | 44.28% |
| Dividend Est. | 2.60 (3.79%) | EV/EBITDA | 16.69 | Sales past 3/5Y | 15.48% 9.98% | Gross Margin | 69.91% | Volatility | 4.08% 3.94% | Perf 5Y | 18.59% |
| Dividend TTM | 1.95 (2.84%) | EV/Sales | 3.32 | EPS Y/Y TTM | 61.24% | Oper. Margin | 18.40% | ATR (14) | 2.74 | Perf 10Y | 173.99% |
| Dividend Ex-Date | Aug 10, 2026 | Quick Ratio | 20.27 | Sales Y/Y TTM | 31.72% | Profit Margin | 14.50% | RSI (14) | 53.70 | Recom | 2.91 |
| Dividend Gr. 3/5Y | 2.70% -8.94% | Current Ratio | 20.27 | EPS Q/Q | 18.87% | SMA20 | 2.62% | Beta | 1.82 | Target Price | 74.33 |
| Payout | 69.85% | Debt/Eq | 0.39 | Sales Q/Q | 12.05% | SMA50 | 2.14% | Rel Volume | 1.09 | Prev Close | 68.56 |
| Employees | 1,416 | LT Debt/Eq | 0.35 | Earnings | Nov 04 | SMA200 | 4.23% | Avg Volume | 948.33K | Price | 68.69 |
| IPO Date | Apr 16, 2014 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 2.10% 5.71% | Net Debt/EBITDA | -0.66 | Volume | 1,035,277 | Change | 0.19% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Jul-30-26 | Reiterated | Morgan Stanley | Overweight | $83 → $85 |
| Jul-08-26 | Downgrade | UBS | Neutral → Sell | $60 |
| Apr-09-26 | Reiterated | Morgan Stanley | Overweight | $92 → $83 |
| Apr-08-26 | Reiterated | UBS | Neutral | $74 → $58 |
| Feb-05-26 | Reiterated | BMO Capital | $75 → $78 | |
| Jan-20-26 | Reiterated | Goldman Sachs | Neutral | $74 → $82 |
| Jan-07-26 | Reiterated | Wolfe Research | Underperform | $69 → $66 |
| Jan-07-26 | Reiterated | UBS | Neutral | $70 → $74 |
| Dec-17-25 | Downgrade | Keefe, Bruyette & Woods | Outperform → Market Perform | |
| Dec-11-25 | Reiterated | UBS | Sell | $30 → $70 |
Moelis & Company operates as a dedicated investment banking advisory firm, offering expert counsel on a wide range of corporate finance matters. Its core services include strategic guidance for mergers and acquisitions (M&A), corporate recapitalizations and restructurings, and capital market transactions. The firm serves a diverse global client base, which encompasses large public multinational corporations, private middle-market businesses, financial sponsors, entrepreneurs, governmental organizations, and sovereign wealth funds. With operations spanning North and South America, Europe, the Middle East, Asia, and Australia, Moelis & Company also leverages strategic alliances, specifically with Alfaro, Dávila y Scherer, S.C. in Mexico and MA Moelis Australia. Founded in 2007, the company's headquarters are situated in New York, New York.
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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 1,574 | 1,517 | 1,195 | 855 | 985 | 1,541 | 943 | 747 | 886 | |
| Cost of Goods Sold Incl. D&A | 472 | 12 | 830 | 715 | 618 | 914 | 561 | 488 | 514 | |
| Gross Profit | 1,100 | 1,505 | 364 | 140 | 367 | 627 | 382 | 258 | 372 | |
| Selling, General and Administrative Excl. Other | 703 | 30 | 108 | 107 | 85 | 84 | 81 | 71 | 74 | |
| Research and Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Other Operating Expense | 108 | 1,201 | 83 | 73 | 66 | 47 | 36 | 73 | 71 | |
| Operating Income | 289 | 274 | 173 | -40 | 216 | 496 | 266 | 115 | 227 | |
| Interest Expense | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 52 | 54 | 23 | 11 | 0 | 40 | 4 | 33 | 12 | |
| Net Income Before Taxes | 341 | 327 | 196 | -29 | 216 | 536 | 270 | 148 | 238 | |
| Income Taxes | 85 | 68 | 45 | -2 | 48 | 113 | 52 | 12 | 30 | |
| Consolidated Net Income | 228 | 233 | 136 | -25 | 150 | 365 | 179 | 105 | 141 | |
| Net Income From Continuing Operations | 256 | 260 | 151 | -28 | 169 | 423 | 218 | 136 | 208 | |
| Net Income | 228 | 233 | 136 | -25 | 150 | 365 | 179 | 105 | 141 | |
| EPS (Recurring) | 3.03 | 3.11 | 1.89 | -0.36 | 2.29 | 5.79 | 3.16 | 2.09 | 2.78 | |
| EPS (Basic, Before Extraordinaries) | 3.03 | 3.11 | 1.89 | -0.36 | 2.29 | 5.79 | 3.16 | 2.09 | 2.78 | |
| EPS (Diluted) | 2.87 | 2.94 | 1.78 | -0.36 | 2.14 | 5.34 | 2.95 | 1.89 | 2.78 | |
| EBITDA | 313 | 339 | 183 | -32 | 224 | 503 | 270 | 120 | 231 | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 23.93 | 23.38 | 41.51 | — | 17.93 | 11.71 | 15.85 | 16.89 | 12.37 | |
| Price To Sales Ratio | 3.32 | 3.40 | 4.45 | 4.53 | 2.57 | 2.56 | 2.83 | 2.14 | 1.98 | |
| Gross Margin | 69.89 | 99.21 | 30.46 | 16.37 | 37.26 | 40.69 | 40.51 | 34.54 | 41.99 | |
| Operating Margin | 18.36 | 18.06 | 14.48 | -4.68 | 21.93 | 32.19 | 28.21 | 15.39 | 25.62 | |
| Net Margin | 14.49 | 15.36 | 11.38 | -2.92 | 15.23 | 23.69 | 18.98 | 14.06 | 15.91 | |
| Shares Outstanding | 76 | 75 | 72 | 69 | 66 | 63 | 57 | 50 | 51 | |
| Market Capitalization | 5,220 | 5,156 | 5,319 | 3,873 | 2,532 | 3,938 | 2,665 | 1,596 | 1,753 | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Riehl Nick | Principal Accounting Officer | Feb 19 '26 | Option Exercise | 0.00 | 61 | 0 | 61 | Feb 23 |
| WATANABE OSAMU R. | General Counsel, Secretary | Feb 19 '26 | Option Exercise | 0.00 | 18,438 | 0 | 9,350 | Feb 23 |
| WATANABE OSAMU R. | General Counsel, Secretary | Feb 19 '26 | Sale | 62.23 | 2,765 | 172,066 | 4,981 | Feb 23 |
| Callesano Christopher | Chief Financial Officer | Feb 19 '26 | Option Exercise | 0.00 | 4,358 | 0 | 3,406 | Feb 23 |
| Pilcher Ciafone Katherine | Chief Operating Officer | Feb 19 '26 | Option Exercise | 0.00 | 9,771 | 0 | 8,819 | Feb 23 |
| Cantor Eric | Vice Chairman, MD | Feb 19 '26 | Option Exercise | 0.00 | 64,735 | 0 | 251,173 | Feb 23 |
| MOELIS KENNETH | Executive Chairman | Feb 18 '26 | Option Exercise | 0.00 | 847 | 0 | 4,190,479 | Feb 20 |
| Cantor Eric | Vice Chairman, MD | Dec 05 '25 | Option Exercise | 0.00 | 1,336 | 0 | 219,473 | Dec 05 |
| MOELIS KENNETH | Executive Chairman | Oct 30 '25 | Option Exercise | 0.00 | 133,165 | 0 | 4,191,326 | Nov 03 |
| Shropshire Kenneth | Director | Aug 22 '25 | Sale | 72.52 | 2,615 | 189,640 | 7,109 | Aug 27 |
| WATANABE OSAMU R. | General Counsel, Secretary | Jul 25 '25 | Sale | 72.64 | 6,340 | 460,538 | 131 | Jul 29 |
| MOELIS KENNETH | Chairman, CEO | Mar 07 '25 | Option Exercise | 0.00 | 3,750 | 0 | 4,324,418 | Mar 07 |
| Shropshire Kenneth | Director | Feb 21 '25 | Sale | 72.30 | 2,551 | 184,437 | 6,940 | Feb 21 |
| Pilcher Ciafone Katherine | Chief Operating Officer | Feb 19 '25 | Option Exercise | 0.00 | 14,902 | 0 | 7,451 | Feb 21 |
| Cantor Eric | Vice Chairman, MD | Feb 19 '25 | Option Exercise | 0.00 | 75,226 | 0 | 235,337 | Feb 21 |