Moelis & Co (MC)

• Market cap: $3.68B
• 1 day: 1.69%
• 5 days: 3.47%
• 1 month: -14.24%
• 3 months: -33.24%
• 6 months: -28.19%
• Year to date: -30.42%
• 1 year: 0.72%
• 5 years: 70.90%
• 10 years: 75.25%
• 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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

563% more call options, than puts

Call options by funds: $9.01M | Put options by funds: $1.36M

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $4.86B [Q3] → $5.25B (+$393M) [Q4]

5% more funds holding

Funds holding: 329 [Q3] → 345 (+16) [Q4]

0.08% less ownership

Funds ownership: 100.74% [Q3] → 100.66% (-0.08%) [Q4]

3% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 116

25% less funds holding in top 10

Funds holding in top 10: 4 [Q3] → 3 (-1) [Q4]

Research analyst outlook

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

• Low target: $42 19% downside
• Avg. target: $66 28% upside
• High target: $92 78% upside

4 analyst ratings

• positive: 1 25%
• neutral: 2 50%
• negative: 1 25%

Wells Fargo Michael Brown 40% 1-year accuracy 30 / 75 met price target	7% upside $55	Equal-Weight Maintained	8 Apr 2025
Morgan Stanley Ryan Kenny 9% 1-year accuracy 2 / 22 met price target	19% downside $42	Underweight Maintained	7 Apr 2025
Goldman Sachs James Yaro 40% 1-year accuracy 2 / 5 met price target	45% upside $75	Neutral Maintained	14 Mar 2025
Keefe, Bruyette & Woods Aidan Hall 38% 1-year accuracy 6 / 16 met price target	78% upside $92	Outperform Reiterated	6 Feb 2025