Moelis & Co. Class A (MC)

In April 2025, Moelis & Co. released an investor presentation highlighting growth and an 18% year-over-year revenue increase for Q3 2024, also announcing a dividend increase in February 2025. In October 2025, BMO Capital Markets initiated coverage with a "market perform" rating and a $74.00 price objective, Zacks Research downgraded the stock to a "hold" rating, and Deutsche Bank Aktiengesellschaft initiated coverage with a "buy" rating and an $80.00 price objective. Shares jumped after Keefe, Bruyette & Woods maintained an "Outperform" rating, lowering the price target from $89.00 to $80.00, coinciding with a broader market upswing. Moelis & Co. is scheduled to announce its third-quarter 2025 financial results on October 29, 2025, with analysts projecting a 38.6% year-over-year revenue growth. NFL owners approved the sale of a 10% stake in the New York Giants, a deal for which Moelis & Co. had been hired in February to explore the sale.

The demand for Moelis & Co.'s investment banking advisory services is subject to seasonal trends, with increased activity typically seen in December and early January, as well as leading up to the April 15 income tax deadline. Demand for bank loans tends to be lowest in January and February, increasing in March and peaking around August or September. The workload for investment banking research analysts is highly cyclical, revolving around quarterly earnings reports. Moelis & Co.'s dynamic advisory practice supports clients through all phases of the business cycle, aiming to mitigate the impact of seasonality through diverse offerings.

Moelis & Co. is a global independent investment bank providing strategic and financial advisory services to diverse clients, operating in the Financials sector, specifically in the Capital Markets industry. The company's services include Mergers & Acquisitions (M&A), Strategic Advisory, Capital Structure Advisory, Capital Markets services, and Private Capital Advisory, assisting clients through all business cycle phases.

Moelis & Co. serves clients from 23 locations across the Americas, Europe, the Middle East, Asia, and Australia. Office locations include New York City, Los Angeles, Dubai, Hong Kong, London, Paris, Frankfurt, Beijing, Sydney, Melbourne, Boston, Chicago, Houston, San Francisco, Mumbai, Riyadh, São Paulo, Tel Aviv, and Washington, D.C.

Moelis & Co. maintains a strong brand reputation as a leading global independent investment bank, bolstered by its involvement in high-profile transactions and consistent growth. The firm has advised on over $4 trillion in transactions since its inception and ranks among the top M&A boutiques. Its expertise in restructuring and recapitalization efforts, engagement in significant mandates, such as advising the Government of Dubai on a $24.9 billion restructuring and Aramco's record $29 billion IPO, has earned its founder, Ken Moelis, the nickname "Ken of Arabia."

Moelis & Co. is a publicly traded company with ownership distributed among institutional investors, individual shareholders, and company insiders. Institutional shareholders hold approximately 96.84% of the company, while insiders hold 0.91% and retail investors hold 2.24%. Vanguard Group Inc. is the largest individual institutional shareholder, owning 8.85 million shares, representing 11.27% of the company. Key individual owners and insiders include Ken Moelis and Navid Mahmoodzadegan.