Inside the research
Moelis & Company
MC Research profile · latest available data
Price overview
$58.74
▲ +1.12 (+1.9%)
| 52w hi | $75.47 |
|---|---|
| 52w lo | $50.37 |
| Vol | 520.10K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.04
| Short | -0.22 |
|---|---|
| Medium | -0.03 |
| Long | +0.30 |
computed 2026-09-27
Key fundamentals
Moelis & Company
Financial Services · Capital Markets
| Market cap | $4.35B |
|---|---|
| Enterprise value | $4.54B |
| Trailing P/E | 20.47x |
| Forward P/E | 14.98x |
| P / S (ttm) | 2.76x |
| Profit margin | 14.5% |
| Return on equity | 41.5% |
| Revenue growth | +12.0% |
| Earnings growth | +17.1% |
| Debt / equity | 40.95 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.36 | |
| Sector | +0.02 | |
| Technical | -0.16 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Moelis & Company operates as an investment banking advisory company in North and South America, Europe, the Middle East, Asia, and Australia. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters, as well as strategic advisory, capital markets, capital structure advisory, and private capital advisory. The company serves public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds clients. Moelis & Company was founded in 2007 and is headquartered in New York, New York.
Risk Metrics
| Beta vs SPX | 1.59 |
|---|---|
| Corr SPX | 0.64 |
| Annual vol | 39.8% |
| Annual ret | -1.1% |
| Sharpe | -0.03 |
| Max DD | -39.8% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-29 | Earnings Release, Reg FD Disclosure… | read |
| 2026-06-26 | Shareholder Vote, Exhibits | read |
| 2026-04-29 | Earnings Release, Reg FD Disclosure… | read |
| 2026-02-04 | Earnings Release, Reg FD Disclosure… | read |
| 2025-10-29 | Earnings Release, Reg FD Disclosure… | read |
| 2025-07-24 | Earnings Release, Reg FD Disclosure… | read |
| 2025-07-01 | Officer / Director Change, Reg FD Disclosure… | read |
| 2025-06-09 | Officer / Director Change, Reg FD Disclosure… | read |
| 2025-06-06 | Shareholder Vote, Exhibits | read |
| 2025-04-23 | Earnings Release, Reg FD Disclosure… | read |
| 2025-02-27 | Officer / Director Change, Reg FD Disclosure… | read |
| 2025-02-10 | Officer / Director Change, Exhibits | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 9 |
| Top-5 share | 96.7% |
| HHI | 3,956 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $199.19M | 3.04M |
| Citadel Advisors | $49.61M | 758.34K |
| Capital Research / Capital World | $29.16M | 445.79K |
| Renaissance Technologies | $22.42M | 342.64K |
| AQR Capital Management | $22.07M | 337.35K |
| Norges Bank (Norway sovereign) | $7.20M | 110.00K |
| Fidelity / FMR LLC | $2.16M | 32.96K |
| Millennium Management | $1.81M | 27.66K |
| T. Rowe Price Group | $6.52K | 99.72K |
As of 2026-06-30
Dividends
| Yield (TTM) | 2.21% |
|---|---|
| $ / share (TTM) | $1.30 |
| 5y CAGR | -8.9% |
Annual dividend per share
| 2021 | $6.80 |
|---|---|
| 2022 | $2.40 |
| 2023 | $2.40 |
| 2024 | $2.40 |
| 2025 | $2.60 |
| 2026 | $0.65 |
SEC Filings
The Long Run
FY 2014–2025 · 12 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Operating income | $172.94M | +12.4% | |
| Cash from ops | $158.47M | +1.3% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $57.82 | $58.94 | $57.78 | $58.74 | 520.10K |
| Sep 24 | $57.80 | $58.80 | $56.43 | $57.62 | 657.30K |
| Sep 23 | $58.00 | $59.27 | $57.73 | $58.18 | 559.80K |
| Sep 22 | $61.10 | $61.10 | $58.25 | $58.88 | 1.09M |
| Sep 21 | $60.74 | $60.99 | $59.11 | $60.56 | 677.30K |
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