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Moelis & Company
66.33
1 x 66.33
1 x 66.44
bid
ask
+
2.64
4.15%
12:33 PM
timesize
Ytd-3.51%
1y-6.70%
63.98
day range
66.51
51.38
52 week range
77.75
Open63.98Prev Close63.69Low63.98High66.51Mkt Cap4.91B
Vol166.54KAvg Vol935.32KEPS2.84P/E23.36Forward P/E17.02
Beta1.84Short Ratio4.28Inst. Own111.47%Dividend2.60Div Yield3.86
Ex Div Date08-10Earning07-2950-d Avg67.30200-d Avg65.881yr Est71.30
Earning
DateForEstimateReportedSurprisesurprise %
2026-11-042026-090.74N/AN/AN/A
2026-07-292026-060.620.630.012.11%
2026-04-292026-030.590.5-0.09-15.25%
2026-02-042025-120.761.130.3748.68%
2025-10-292025-090.570.680.1119.30%
2025-07-242025-060.320.530.2165.63%
Upgrade / Downgrade
DateFirmActionFromTo
2026-07-30Morgan StanleyUpgradeOverweightOverweight
2026-07-10Keefe, Bruyette & WoodsUpgradeMarket PerformMarket Perform
2026-07-08UBSDowngradeNeutralSell
2026-04-09Morgan StanleyUpgradeOverweightOverweight
2026-04-08UBSUpgradeNeutralNeutral
2026-04-08Keefe, Bruyette & WoodsUpgradeMarket PerformMarket Perform
Profile
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.
Insider Holder
DateNameRelationQuantityDescription
2024-12-01ALLISON JOHN A IVDirector5.26KStock Award(Grant)
2026-02-18CALLESANO CHRISTOPHERChief Financial Officer2.29KConversion of Exercise of derivative security
2026-02-18CANTOR ERICOfficer and Director236.95KConversion of Exercise of derivative security
2025-02-18MAHMOODZADEGAN NAVIDPresident197.60KConversion of Exercise of derivative security
2025-10-29MOELIS KENNETH DOfficer and Director209.31KConversion of Exercise of derivative security
2026-02-18PILCHER CIAFONE KATHERINEChief Operating Officer7.97KConversion of Exercise of derivative security
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29Blackrock Inc.9.06M603.53M12.23%
2026-03-30Kayne Anderson Rudnick Investment Management LLC5.78M384.97M7.80%
2026-03-30Vanguard Portfolio Management LLC4.63M308.41M6.25%
2026-03-30Vanguard Capital Management LLC3.32M220.88M4.48%
2026-06-29Wasatch Advisors LP3.25M216.32M4.38%
2026-06-29State Street Corporation3.04M202.88M4.11%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29iShares Trust-iShares Core S&P Small-Cap ETF3.79M252.35M5.11%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.36M156.94M3.18%
2026-03-30Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap2.07M138.24M2.80%
2026-05-30SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF1.77M117.90M2.39%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.69M112.81M2.29%
2026-06-29iShares Trust-iShares Russell 2000 ETF1.47M98.01M1.99%
Dividend
DividendDate
0.652026-08-10
0.652026-05-11
0.652026-02-17
0.652025-11-10
0.652025-08-04
0.652025-05-05
Split
SplitDate
1 : 12017-06-20
1 : 22014-08-29