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 | 19.71 | EPS (ttm) | 3.03 | Insider Own | 6.98% | Shs Outstand | 74.08M | Perf Week | -6.72% |
| Market Cap | 4.42B | Forward P/E | 15.15 | EPS next Y | 3.94 | Insider Trans | -0.13% | Shs Float | 73.33M | Perf Month | -12.88% |
| Enterprise Value | 4.48B | PEG | 1.61 | EPS next Q | 0.74 | Inst Own | - | Short Float | 7.13% | Perf Quarter | -11.09% |
| Income | 223.90M | P/S | 2.81 | EPS this Y | 7.43% | Inst Trans | - | Short Ratio | 5.76 | Perf Half Y | 10.69% |
| Sales | 1.57B | P/B | 8.92 | EPS next Y | 27.88% | ROA | 16.21% | Short Interest | 5.23M | Perf YTD | -13.11% |
| Book/sh | - | P/C | 9.20 | EPS next 5Y | 10.01% | ROE | 43.55% | 52W High | 78.22 -23.64% | Perf Year | -20.81% |
| Cash/sh | - | P/FCF | 10.16 | EPS past 3/5Y | 11.17% -0.07% | ROIC | 26.05% | 52W Low | 51.06 16.98% | Perf 3Y | 27.30% |
| Dividend Est. | 2.60 (4.35%) | EV/EBITDA | 14.28 | Sales past 3/5Y | 15.48% 9.98% | Gross Margin | 69.91% | Volatility | 3.37% 3.34% | Perf 5Y | -3.24% |
| Dividend TTM | 2.60 (4.35%) | EV/Sales | 2.85 | EPS Y/Y TTM | 61.24% | Oper. Margin | 18.40% | ATR (14) | 2.34 | Perf 10Y | 126.77% |
| Dividend Ex-Date | Aug 10, 2026 | Quick Ratio | 20.27 | Sales Y/Y TTM | 31.72% | Profit Margin | 14.50% | RSI (14) | 32.44 | Recom | 2.91 |
| Dividend Gr. 3/5Y | 2.70% -8.94% | Current Ratio | 20.27 | EPS Q/Q | 18.87% | SMA20 | -9.08% | Beta | 1.88 | Target Price | 73.33 |
| Payout | 95.18% | Debt/Eq | 0.52 | Sales Q/Q | 12.05% | SMA50 | -10.32% | Rel Volume | 2.08 | Prev Close | 59.53 |
| Employees | 1,416 | LT Debt/Eq | 0.35 | Earnings | Nov 04 | SMA200 | -9.66% | Avg Volume | 868.83K | Price | 59.73 |
| IPO Date | Apr 16, 2014 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 2.10% 5.71% | Net Debt/EBITDA | 0.18 | Volume | 1,809,433 | Change | 0.34% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Aug-20-26 | Reiterated | Deutsche Bank | $70 → $75 | |
| 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 |
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.
Per-holder 13F data hasn't been ingested for this ticker yet.
| 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 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 472 | 12 | 830 | — | — | — | — | — | — | |
| Gross Profit | 1,100 | 1,505 | 364 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 703 | 30 | 108 | — | — | — | — | — | — | |
| Research and Development | 0 | 0 | 0 | — | — | — | — | — | — | |
| Other Operating Expense | 108 | 1,201 | 83 | — | — | — | — | — | — | |
| Operating Income | 289 | 274 | 173 | — | — | — | — | — | — | |
| Interest Expense | 0 | 0 | 0 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 52 | 54 | 23 | — | — | — | — | — | — | |
| Net Income Before Taxes | 341 | 327 | 196 | — | — | — | — | — | — | |
| Income Taxes | 85 | 68 | 45 | — | — | — | — | — | — | |
| Consolidated Net Income | 228 | 233 | 136 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 256 | 260 | 151 | — | — | — | — | — | — | |
| Net Income | 228 | 233 | 136 | — | — | — | — | — | — | |
| EPS (Recurring) | 3.03 | 3.11 | 1.89 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 3.03 | 3.11 | 1.89 | — | — | — | — | — | — | |
| EPS (Diluted) | 2.87 | 2.94 | 1.78 | — | — | — | — | — | — | |
| EBITDA | 313 | 339 | 183 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 20.81 | 23.38 | 41.51 | — | — | — | — | — | — | |
| Price To Sales Ratio | 2.88 | 3.40 | 4.45 | — | — | — | — | — | — | |
| Gross Margin | 69.89 | 99.21 | 30.46 | — | — | — | — | — | — | |
| Operating Margin | 18.36 | 18.06 | 14.48 | — | — | — | — | — | — | |
| Net Margin | 14.49 | 15.36 | 11.38 | — | — | — | — | — | — | |
| Shares Outstanding | 76 | 75 | 72 | — | — | — | — | — | — | |
| Market Capitalization | 4,539 | 5,156 | 5,319 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | 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 |
| WATANABE OSAMU R. | General Counsel, Secretary | Aug 04 '26 | Sale | 69.30 | 4,850 | 336,105 | 131 | Aug 06 |
| 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 |