Moelis & Co (MC)

• Market cap: $4.15B
• 1 day: -4.96%
• 5 days: -4.45%
• 1 month: -8.42%
• 3 months: -4.37%
• 6 months: -24.27%
• Year to date: -24.54%
• 1 year: 7.06%
• 5 years: 59.47%
• 10 years: 85.95%
• Sector: Financials
• Industry: Capital Markets

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 Q1 regulatory disclosures by fund managers ($100M+ AUM)

457% more call options, than puts

Call options by funds: $4.23M | Put options by funds: $759K

77% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 43

61% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 97

7% more funds holding

Funds holding: 349 [Q4 2024] → 374 (+25) [Q1 2025]

3.56% more ownership

Funds ownership: 100.72% [Q4 2024] → 104.29% (+3.56%) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]

18% less capital invested

Capital invested by funds: $5.25B [Q4 2024] → $4.3B (-$956M) [Q1 2025]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $42 25% downside
• Avg. target: $52 8% downside
• High target: $63 13% upside

4 analyst ratings

• positive: 0 0%
• neutral: 3 75%
• negative: 1 25%

Goldman Sachs James Yaro	13% upside $63	Neutral Maintained	15 May 2025
JP Morgan Kenneth Worthington	7% downside $52	Neutral Maintained	24 Apr 2025
Wells Fargo Michael Brown	11% downside $50	Equal-Weight Maintained	24 Apr 2025
Morgan Stanley Ryan Kenny	25% downside $42	Underweight Maintained	7 Apr 2025