Moelis & Co
About: Moelis & Co is an independent investment bank that provides strategic and financial advice to a diverse client base, including corporations, financial sponsors, governments, and sovereign wealth funds. The company assists its clients in achieving their strategic goals by offering comprehensive, globally integrated financial advisory services across all industry sectors. It also advises clients on their critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. it generates revenue from advisory transactions. The firm derives a majority of its revenue from the United States followed by Europe and the rest of the World.
Employees: 1,308
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
489% more call options, than puts
Call options by funds: $3.37M | Put options by funds: $573K
44% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 111
10% more capital invested
Capital invested by funds: $4.3B [Q1] → $4.73B (+$428M) [Q2]
7% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 60
2.18% less ownership
Funds ownership: 104.44% [Q1] → 102.26% (-2.18%) [Q2]
3% less funds holding
Funds holding: 377 [Q1] → 364 (-13) [Q2]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Keefe, Bruyette & Woods Aidan Hall | 22%upside $89 | Outperform Maintained | 14 Jul 2025 |
Wells Fargo Michael Brown | 12%downside $64 | Equal-Weight Maintained | 11 Jul 2025 |
Morgan Stanley Ryan Kenny | 7%downside $68 | Overweight Upgraded | 23 Jun 2025 |
Financial journalist opinion
