Moelis & Co (MC)

• Market cap: $3.87B
• 1 day: 0.51%
• 5 days: 6.37%
• 1 month: -8.19%
• 3 months: -31.10%
• 6 months: -19.89%
• Year to date: -27.79%
• 1 year: 9.17%
• 5 years: 79.38%
• 10 years: 98.08%
• 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

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $4.86B [Q3] → $5.25B (+$394M) [Q4]

5% more funds holding

Funds holding: 329 [Q3] → 346 (+17) [Q4]

0.07% less ownership

Funds ownership: 100.74% [Q3] → 100.67% (-0.07%) [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

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

• Low target: $42 22% downside
• Avg. target: $62 16% upside
• High target: $92 72% upside

5 analyst ratings

• positive: 1 20%
• neutral: 3 60%
• negative: 1 20%

JP Morgan Kenneth Worthington 53% 1-year accuracy 16 / 30 met price target	3% downside $52	Neutral Maintained	24 Apr 2025
Wells Fargo Michael Brown 39% 1-year accuracy 29 / 75 met price target	7% downside $50	Equal-Weight Maintained	24 Apr 2025
Morgan Stanley Ryan Kenny 18% 1-year accuracy 4 / 22 met price target	22% downside $42	Underweight Maintained	7 Apr 2025
Goldman Sachs James Yaro 40% 1-year accuracy 2 / 5 met price target	40% upside $75	Neutral Maintained	14 Mar 2025
Keefe, Bruyette & Woods Aidan Hall 40% 1-year accuracy 6 / 15 met price target	72% upside $92	Outperform Reiterated	6 Feb 2025