Moelis & Co. Class A (MC)

Moelis & Co. reported its third-quarter 2025 financial results on October 29, 2025, and its fourth-quarter and full-year 2025 financial results on February 4, 2026. In Q4 2025, the company reported an EPS of $1.13, surpassing estimates, and revenue increased by 11.2% year-over-year to $487.94 million. A new $300 million share repurchase authorization was approved, and a quarterly dividend of $0.65 per share was declared in Q2, Q3, and Q4 2025. Leadership changes included Navid Mahmoodzadegan becoming CEO and Ken Moelis becoming Executive Chairman, effective October 1, 2025. Timothy Roepke joined as a Managing Director in January 2026, and Kyle Reidy was appointed Managing Director in February 2026. The company's share price declined by 5.93% over the past year, and analysts adjusted price targets, including one decrease to $75 from $81 in April 2026.

The demand for Moelis & Co.'s financial advisory services is generally linked to broader economic cycles and market conditions. While not strictly seasonal, investment banking activity can fluctuate with corporate confidence and capital availability. The firm's Capital Structure Advisory business, including restructuring, can act as a counter-cyclical hedge, providing stability during periods when M&A activity slows. Historical patterns and seasonal trends are considered relevant for the company's performance.

Moelis & Company is a global independent investment bank offering financial advisory services to corporations, governments, and financial sponsors. It operates in the Financials sector, focusing on Investment Banking & Investment Services and Capital Markets. The company's services include Mergers & Acquisitions (M&A), Strategic Advisory, Capital Structure Advisory, Capital Markets, and Private Capital Advisory, with revenue primarily from advisory transactions.

Moelis & Company has a global presence with 23 offices across North and South America, Europe, the Middle East, Asia, and Australia. Key office locations include New York City, Los Angeles, San Francisco, Boston, Chicago, Houston, and Washington, D.C. in the Americas; London, Amsterdam, Frankfurt, and Paris in Europe; Dubai and Riyadh in the Middle East; and Beijing, Hong Kong, Mumbai, Japan, Melbourne, and Sydney in Asia and Australia. The firm also has offices in São Paulo, Brazil, and strategic alliance partners in Mexico City.

Moelis & Company has maintained its reputation as a top-tier independent investment bank, known for providing innovative and unconflicted strategic advice. The firm emphasizes a collaborative and inclusive culture, supporting networking groups and engaging in a growing Corporate Social Responsibility (CSR) program. The company has demonstrated positive recruiting momentum, attracting talent from larger firms due to its culture and economic opportunities. No specific events negatively affected Moelis & Co.'s reputation in the past year.

Moelis & Co.'s ownership is predominantly institutional, with institutional investors holding between 91.3% and 99.57% of the stock. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Kayne Anderson Rudnick Investment Management Llc, Wasatch Advisors Inc, Charles Schwab Investment Management Inc, State Street Corp, Ameriprise Financial Inc, Geode Capital Management, Llc, Goldman Sachs Group Inc, and Timucuan Asset Management Inc/fl. BlackRock Inc. is the largest individual shareholder, owning 11.35% of the shares. Insiders hold around 0.96% to 1.01%, while retail investors hold a smaller portion.