Moelis & Co. Class A (MC)

Moelis & Co. reported its third-quarter 2025 financial results in November 2025 and its fourth-quarter and full-year 2025 financial results in February 2026, with record Q4 revenues. The board approved a new share repurchase authorization and declared a regular quarterly dividend. Key hires were made in Private Credit Secondaries. A shareholder alert was issued in March 2026 concerning possible breaches of fiduciary duty. First-quarter 2026 financial results were reported in April 2026, with EPS missing analyst expectations. Share repurchase tranches were completed in early 2026. As of May 2026, Moelis & Company has a consensus rating of 'Hold' from analysts.

The demand for Moelis & Company's services is subject to seasonal trends, with annual lows in late January and February, followed by a surge in demand through May, peaking in early June. Demand remains relatively flat through the summer months until early October. From early October through early January, the financial services sector generally sees a steady increase in business. The financial sector experiences seasonal strength from approximately November 22nd through April 13th.

Moelis & Company is a global independent investment bank providing financial advisory services to corporations, governments, and financial sponsors. It operates in the Financial Services sector, offering advisory on M&A, recapitalizations, capital markets transactions, strategic advisory, capital structure advisory, and private capital advisory. The firm assists clients with critical decisions and structures customized financing solutions.

Moelis & Company has a significant global presence with 23 locations across the Americas, Europe, the Middle East, Asia, and Australia, with its global headquarters in New York City. The firm derives a majority of its revenue from the United States, followed by Europe and the rest of the world.

Moelis & Company's brand reputation has been influenced by its recognition as a leading global independent investment bank with a commitment to an inclusive culture and a diverse workforce. The firm has been highly ranked in Vault's 2025 rankings. However, a shareholder alert regarding a possible breach of fiduciary duty could affect its reputation.

Moelis & Company's stock ownership is primarily institutional, ranging from approximately 46.08% to 72.31%. BlackRock Inc. is the largest individual shareholder. Insiders hold a smaller percentage of the stock. Individual investors hold approximately 26.71% of the stock.