MC

Moelis & Co

MC.US moelis.com + Research + Basket
CIK 0001596967
Employees 1,416
Phone 212 883 3800
Fiscal year end December
IPO Apr 16, 2014
Address 399 Park Avenue, New York, NY, United States, 10022
55.25
+0.72 (+1.32%)
USD · NYSE
52-week range
50.06
75.92
Trading at 20% of the 52-week range
Market Cap
4.04B
P/E Ratio
19.00
Forward P/E
13.57
Book Value
6.83
Div. Yield
4.72%
% Institutions
109.28%
% Insiders
1.09%

1 Year

-20.2%

3 Year

+57.0%

10 Year

+308.8%
Description

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.

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People

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Directors & Officers

Name Title Year Born
Mr. Kenneth David Moelis Founder & Executive Chairman 1959
Mr. Navid Mahmoodzadegan J.D. Co-Founder, Founding Partner, CEO & Director 1969
Mr. Eric Cantor Vice Chairman & MD 1963
Mr. Jeffrey Raich Co-Founder & Executive Vice Chairman 1967
Ms. Kate Pilcher Ciafone Co-Founder & COO 1980
Mr. Christopher Callesano CPA Chief Financial Officer 1973
Ms. Michele S. Miyakawa Co-Founder & MD of Los Angeles 1970
Mr. John Momtazee J.D. Co-Founder, MD and Global Chairman of Media, Sports & Entertainment NA
Mr. Nick Riehl Principal Accounting Officer NA
Mr. Ted Ferguson MD of New York & Chief Information Officer NA

Insider Trading

Open insider trading
Date Insider Name Title Transaction Type Shares Price Value SEC
Feb 19, 2026 Osamu R Watanabe N/A Sale 2.77K $62.23 $172.07K SEC
Aug 22, 2025 Kenneth Shropshire N/A Sale 2.62K $72.52 $189.64K SEC
Jul 25, 2025 Osamu R Watanabe N/A Sale 6.34K $72.64 $460.54K SEC

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 9.06M Jun 30, 2026 12.23% $0.01 2.91%
Kayne Anderson Rudnick Investment Management LLC 5.41M Jun 30, 2026 7.31% $1.10 -6.31%
Vanguard Portfolio Management, LLC 4.49M Jun 30, 2026 6.06% $0.01 -3.06%
Vanguard Capital Management, LLC 3.35M Jun 30, 2026 4.52% $0.00 1.10%
Wasatch Advisors LP 3.25M Jun 30, 2026 4.38% $1.39 -13.25%
State Street Corp 3.04M Jun 30, 2026 4.11% $0.01 4.24%
Charles Schwab Investment Management Inc 2.96M Jun 30, 2026 3.99% $0.03 9.32%
London Company of Virginia 2.79M Jun 30, 2026 3.77% $1.04 -3.88%
Geode Capital Management, LLC 2.36M Jun 30, 2026 3.19% $0.01 8.77%
Ameriprise Financial Inc 2.34M Jun 30, 2026 3.17% $0.03 9.20%
HighTower Advisors, LLC 1.84M Jun 30, 2026 2.49% $0.12 3.26%
Natixis Advisors, LLC. 1.72M Jun 30, 2026 2.32% $0.13 27.27%
JONES FINANCIAL COMPANIES LLLP 1.71M Jun 30, 2026 2.31% $0.04 32.47%
Madison Asset Management, LLC 1.67M Jun 30, 2026 2.25% $1.30 -6.01%
Timucuan Asset Management Inc/FL 1.50M Jun 30, 2026 2.03% $3.62 -0.75%
Dimensional Fund Advisors, Inc. 1.35M Jun 30, 2026 1.82% $0.02 5.30%
Channing Capital Management, LLC 1.34M Jun 30, 2026 1.81% $2.02 2.30%
The Goldman Sachs Group Inc 1.27M Jun 30, 2026 1.71% $0.01 -27.78%
Delaware Management Holdings Inc 1.22M Jun 30, 2026 1.64% $0.12 1.82%
Fisher Asset Management, LLC 1.04M Jun 30, 2026 1.40% $0.02 0.90%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 4.43M 5.99% ▲ 0.00% Sep 30, 2026
2 Vanguard MStar Total Stk Mkt Idx Invest 2.38M 3.21% ▲ 0.30% Sep 30, 2026
3 Schwab US Dividend Equity ETF™ 2.06M 2.78% ▲ 0.28% Sep 30, 2026
4 Vanguard Small Cap Index 1.67M 2.25% ▼ 2.57% Sep 30, 2026
5 iShares Russell 2000 ETF 1.47M 1.99% ▲ 0.00% Sep 30, 2026
6 Touchstone Mid Cap Y 1.43M 1.93% ▼ 27.00% Sep 30, 2026
7 Wasatch Core Growth 1.02M 1.37% ▼ 13.96% Jun 30, 2026
8 Virtus KAR Small-Cap Core I 952.92K 1.29% ▼ 4.99% Jun 30, 2026
9 Vanguard MStar Small Cap Growth Indx Inv 928.62K 1.25% ▼ 5.55% Sep 30, 2026
10 Fidelity Small Cap Index 825.96K 1.11% ▲ 0.84% Jul 31, 2026

Financial Highlights

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Market Cap: $4.04B
P/E Ratio: $19.00
PEG Ratio: $1.97
Book Value: $6.83
Dividend/Share: $2.60
Dividend Yield: 4.72%
Earnings/Share: $2.87
Profit Margin: 14.50%
Operating Margin: 17.79%
ROA (TTM): 18.65%
ROE (TTM): 41.45%
Revenue (TTM): $1.57B
Revenue/Share (TTM): $21.25
Earnings Growth (YOY): 17.10%
Revenue Growth (YOY): 12.00%

Valuation Metrics

Enterprise Value: $4.43B
Trailing P/E: 19.00
Forward P/E: 13.57

Shares Statistics

Shares Outstanding: 74.08M
Shares Float: 73.30M
% Insiders: 1.09%
% Institutions: 109.28%
Short % Float: 8.07%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
Line Item
Step Type
Value
Revenue
adjust
$1.52B
Cost of Goods Sold
adjust
$-11.88M
Gross Profit
subtotal
$1.50B
SG&A
adjust
$-29.77M
Other Operating Expense
adjust
$-1.20B
Operating Income
subtotal
$273.86M
Other / Non-Operating Items
adjust
$-40.83M
Net Income
subtotal
$233.04M

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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