Sectors

MC
Moelis & Company
67.99
4 x 67.11
1 x 68.29
bid
ask
+
0.14
0.21%
09:58 AM
timesize
Ytd-1.09%
1y-3.35%
67.30
day range
67.83
51.06
52 week range
78.22
Open67.69Prev Close67.85Low67.30High67.83Mkt Cap5.05B
Vol18.42KAvg Vol953.38KEPS2.84P/E23.89Forward P/E20.45
Beta1.85Short Ratio4.24Inst. Own110.40%Dividend2.60Div Yield3.85
Ex Div Date05-11Earning07-2950-d Avg66.63200-d Avg65.881yr Est71.50
Earning
DateForEstimateReportedSurprisesurprise %
2026-07-292026-060.61N/AN/AN/A
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%
2025-04-232025-030.560.640.0815.32%
Upgrade / Downgrade
DateFirmActionFromTo
2026-07-10Keefe, Bruyette & WoodsUpgradeMarket PerformMarket Perform
2026-07-08UBSDowngradeNeutralSell
2026-04-09Morgan StanleyUpgradeOverweightOverweight
2026-04-08UBSUpgradeNeutralNeutral
2026-04-08Keefe, Bruyette & WoodsUpgradeMarket PerformMarket Perform
2026-04-01Goldman SachsUpgradeNeutralNeutral
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
2026-03-30BlackRock Inc8.80M0.0011.83%
2025-12-30Vanguard Group Inc8.51M0.0011.44%
2026-03-30Kayne Anderson Rudnick Investment Management LLC5.78M0.007.77%
2026-03-30Vanguard Portfolio Management, LLC4.63M0.006.22%
2026-03-30Vanguard Capital Management, LLC3.32M0.004.46%
2026-06-29Wasatch Advisors LP3.25M0.004.37%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29iShares Core S&P Small-Cap ETF4.47M0.006.01%
2026-06-29Vanguard Total Stock Mkt Idx Inv2.36M0.003.18%
2026-06-29Touchstone Mid Cap Y1.95M0.002.63%
2026-06-29Schwab US Dividend Equity ETF™1.89M0.002.53%
2026-06-29Vanguard Small Cap Index1.71M0.002.29%
2026-06-29iShares Russell 2000 ETF1.47M0.001.98%
Dividend
DividendDate
0.652026-05-11
0.652026-02-17
0.652025-11-10
0.652025-08-04
0.652025-05-05
0.652025-02-18
Split
SplitDate
1 : 12017-06-20
1 : 22014-08-29