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MC
MOELIS & COMPANY
NYSE
$68.40
▼ DOWN 0.34% (-0.23)

KEY STATISTICS

Market Cap$5.07 B
52w High$78.22
52w Low$51.06
Dividend Yield3.88%
FrequencyQuarterly
P/E24.08
Volume475.93K
Shares Out.74.08M

COMPANY

LEADERSHIP

Navid Mahmoodzadegan
CHIEF EXECUTIVE
Navid Mahmoodzadegan

COMPENSATION 2026

Salary$400,000
Stock Awards$34,120,701
Incentive Plan Pay$0
All Other Comp.$75,675
Total$42,846,376

ABOUT

SECTOR
Financial Services
WENT PUBLIC
April 16, 2014
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
1,416

PRICE TARGET

Target High$85.00
Target Low$60.00
Target Median$75.00
Target Consensus$73.33

UPCOMING EARNINGS

DateNov 4, 2026
DayWednesday
Rev. Est.$435.65M
NOV
4
WED

SPLIT RECORD

DATETYPERATIO
2014-08-29Reverse1:2

PRICE

$68.40 ▼ DOWN 0.34% (−$0.23)
OVERLAYS
$68.40$68.80$69.209:30 AM10:35 AM11:40 AM12:45 PM1:49 PM2:54 PM3:59 PM68.40

About Moelis & Company

https://www.moelis.com ↗

Moelis & Company is a global investment banking advisory firm founded in 2007, providing M&A, restructuring, and capital markets services to diverse clients across multiple regions.

INDUSTRY

Financial - Capital Markets

A SERVICE MOELIS & COMPANY IS KNOWN FOR

Mergers & Acquisitions (M&A) Advisory

Moelis & Company offers strategic and financial advisory services to corporations, institutions, and governments on mergers, acquisitions, and divestitures, utilizing deep industry expertise to navigate complex transactions.

COMPETITORS

COMPETITOR
EVR COMPARE
HLI COMPARE
JEF COMPARE
LAZ COMPARE
PJT COMPARE

Revenue by Geography

MapREGIONQ2-2025Q3-2025Q4-2025Q2-2026
UNITED STATES$267.57M $329.37M ▲$679.11M ▲$360.95M ▼
Europe$57.27M $17.96M ▼$73.94M ▲$39.04M ▼
Rest Of World$40.54M $9.57M ▼$41.48M ▲$9.4M ▼

ETFS HOLDING THIS STOCK

ETFS HOLDING
250
LISTED HERE
26
RANKED BY POSITION SIZE
IJR
0.27% · 4.5M
VTI
0.01% · 2.4M
SCHD
0.12% · 2.0M
SPSM
0.28% · 702.1K
DON
0.41% · 247.7K
DFAS
0.10% · 236.5K
FDL
0.11% · 135.3K
TBG
2.60% · 107.3K
AVSC
0.21% · 95.1K
XSHQ
1.89% · 85.2K
XRS2.F
0.16% · 68.8K
OUSM
0.55% · 68.4K
RSSL
0.16% · 36.0K
CSB
0.92% · 35.0K
SMCO
1.58% · 32.4K
GSSC
0.19% · 30.1K
HAPS
0.95% · 24.6K
RTWP.L
0.74% · 24.3K
JPSE
0.26% · 23.1K
JHSC
0.20% · 21.8K
FNCL
0.04% · 15.8K
TPSC
0.24% · 13.1K
WBIY
0.90% · 11.1K
WB
WBIE
0.87% · 10.9K
BA
BAMD
0.54% · 8.2K
ZSML.TO
0.28% · 7.3K

INSTITUTIONAL OWNERSHIP

SHARES OWNED
74.94%
HOLDERS
607
TOP 12 OF 607 · RANKED BY POSITION SIZE
Blackrock, Inc.
9.1M sh · $592.57M
Vanguard Group Inc
8.7M sh · $622.8M
Blackrock Inc.
8.1M sh · $463.39M
Kayne Anderson Rudnick Investment Management LLC
6.5M sh · $460.54M
Wasatch Advisors LP
3.7M sh · $213.33M
London Co Of Virginia
3.3M sh · $232.92M
Charles Schwab Investment Management Inc
3.2M sh · $219.59M
State Street Corp
3.0M sh · $199.19M
Sixth Street Partners Management Company, L.P.
3.0M sh · $193.33M
Ameriprise Financial Inc
2.7M sh · $184.1M
Geode Capital Management, LLC
2.4M sh · $154.38M
Goldman Sachs Group Inc
1.9M sh · $128.99M

RATINGS SNAPSHOT

Overall rating: B+

DCFROEROAD/EP/EP/B
Discounted Cash Flow4
Return On Equity5
Return On Assets5
Debt To Equity2
Price To Earnings1
Price To Book1
Overall Score3

TRADES BY CONGRESS

HOUSE TRADES
Donna Shalala
Donna Shalala
Sale (Full)
2019-01-09

INSIDER TRADES

★
OFFICER: GENERAL COUNSEL, SECRETARY
WATANABE OSAMU R.
Sale · 4.8K shares
2026-08-04
★
DIRECTOR
Worrell Laila
Purchase · 1.6K shares
2026-07-01
★
DIRECTOR
Barker Thorold
Purchase · 1.5K shares
2026-07-01
★
DIRECTOR
Worrell Laila
Purchase · 1.8K shares
2026-07-01

MOST RECENT ANALYST GRADES

GRADE SUMMARY
NEUTRAL 2
OVERWEIGHT 1
MARKET PERFORM 1
SELL 1
BUY 1
6 GRADES IN THE LAST 12 MONTHS
Morgan Stanley OVERWEIGHT Keefe, Bruyette & Woods MARKET PERFORM UBS SELL Goldman Sachs NEUTRAL JP Morgan NEUTRAL Seaport Global BUY

SECTORS PEERS

PEERPRICE
RJF$179.36COMPARE
HUT$79.42COMPARE
SNEX$68.64COMPARE
BGC$12.12COMPARE
MKTX$162.72COMPARE
VIRT$66.39COMPARE
WTM$2135.41COMPARE
PIPR$75.61COMPARE