Kayne Anderson Rudnick reports 5.78M Moelis shares (NASDAQ: MC) Amendment No.10
Kayne Anderson Rudnick Investment Management, LLC filed an Amendment No. 10 to Schedule 13G/A, disclosing beneficial ownership of 5,778,143 shares (7.9%) of Moelis & Co common stock. The filing details the firm's sole and shared voting and dispositive powers over these shares, and was signed on May 14, 2026. This disclosure indicates a large passive stake by Kayne Anderson Rudnick but does not signify an active change in strategy or transaction proceeds.
A Look At Moelis (MC) Valuation After Q1 Earnings, Buybacks, Dividend And New Shelf Registrations
Moelis & Company's recent Q1 earnings report, combined with buybacks, a maintained dividend, and new shelf registrations, presents a complex valuation picture. While the stock has seen an 11.15% return in the last 30 days, it is down 10.26% year-to-date. Simply Wall St's analysis suggests the stock is currently undervalued, with a fair value of $76.50 compared to its trading price of $63.91, driven by anticipated revenue growth, stronger margins, and improved earnings quality from recurring advisory assignments.
Moelis & Co ($MC) CEO 2025 Pay Revealed
Moelis & Co's CEO, Navid Mahmoodzadegan, is estimated to have received $42,846,376 in compensation for 2025, a significant increase from 2024. This information comes from a recent DEF14A SEC filing. The article also details recent insider trading activity, institutional holdings changes, analyst ratings, and price targets for MC stock.
Vanguard holds 3.88M Moelis & Co shares (MC) after Schedule 13G
Vanguard Capital Management has filed a Schedule 13G, disclosing beneficial ownership of 3,880,626 shares of Moelis & Co (MC), representing 5.28% of the class. The filing indicates that 565,586 of these shares are held with sole voting power, and the reported holdings include securities managed for various Vanguard funds and accounts. This disclosure clarifies Vanguard's status as a large passive holder, aligning with regulatory compliance requirements for holdings exceeding 5%.
Moelis & Company (NYSE: MC) files S-3 shelf to sell Class A shares
Moelis & Company filed an S-3ASR shelf registration statement on April 30, 2026, to allow for the future sale of its Class A common stock by both the company and selling securityholders. The filing categorizes Moelis as a "well-known seasoned issuer," providing flexibility for delayed or continuous offerings. Proceeds from company sales will be used for general corporate purposes and contributed to Group LP, while no proceeds will be received by the company from securityholder resales.
Moelis (NYSE: MC) posts Q1 2026 revenue growth but lower EPS
Moelis & Company reported a 4% increase in Q1 2026 revenue, reaching $319.8 million, driven by higher average fees per completed transaction. Despite this growth, net income declined by 21% to $42.3 million ($0.51 basic EPS) primarily due to a tax expense in Q1 2026 compared to a significant tax benefit in Q1 2025. The company also announced a $0.65 per share dividend and authorized a new $300 million share repurchase program.
Moelis & Company (MC) Q1 2026 revenue rises 4% as it returns $171M
Moelis & Company reported first-quarter 2026 revenues of $319.8 million, a 4% increase year-over-year, driven by Private Capital Advisory and M&A activity. Despite an increase in revenue, GAAP net income and diluted EPS decreased by 21% and 25% respectively, primarily due to higher operating costs. The company maintained a strong balance sheet with $353.7 million in cash and no debt, and returned $171.4 million to shareholders through dividends and share repurchases, including a regular quarterly dividend of $0.65 per share.
Moelis returned $171.4M to shareholders after a $319.8M quarter
Moelis & Company announced record first-quarter revenues of $319.8 million for 2026, a 4% increase year-over-year. The firm reported GAAP diluted EPS of $0.48 and Adjusted diluted EPS of $0.50, including a $0.11 per share tax benefit. Moelis also returned $171.4 million to shareholders through a $0.65 per share dividend and share repurchases.
Moelis (MC) Q1 EPS Volatility Tests Bullish Earnings Growth Narratives
Moelis (MC) reported Q1 2026 revenue of US$319.8 million and EPS of US$0.51, highlighting significant quarterly volatility in its earnings. While trailing 12-month EPS is US$2.93 and net margin has improved to 14.5%, the company's past five-year earnings showed a decline, contrasting with analysts' expectations of 27.6% annual growth. The article discusses bullish and bearish narratives, noting Moelis's P/E is in line with peers but its DCF fair value is significantly higher, while also pointing out concerns about earnings cyclicality and unstable dividend payments.
Moelis & Company Reports First Quarter 2026 Financial Results; Declares Regular Quarterly Dividend of $0.65 Per Share
Moelis & Company reported record first-quarter revenues of $319.8 million for 2026, a 4% increase from the prior year. The firm announced GAAP diluted earnings per share of $0.48 and adjusted diluted earnings per share of $0.50, attributing the strong performance to growth in Private Capital Advisory and M&A. Moelis & Company also declared a regular quarterly dividend of $0.65 per share and repurchased 1.9 million shares during the quarter, demonstrating a continued focus on returning capital to shareholders and executing its growth strategy.
Vanguard Portfolio Management discloses 6.39% stake in Moelis & Co (MC)
Vanguard Portfolio Management has reported a 6.39% beneficial ownership stake in Moelis & Co (MC), totaling 4,693,308 shares as per a recent Schedule 13G SEC filing. This institutional ownership reflects holdings across Vanguard funds and client accounts, with Vanguard retaining sole dispositive power over all these shares and sole voting power over 64,625 shares. The filing, signed by Ashley Grim on April 29, 2026, indicates a passive investment strategy.
Moelis & Company (MC) Proxy Filing Summary
Moelis & Company (MC) announced strong financial performance in 2024, with adjusted revenues up 40% to $1.2 billion and $201 million returned to shareholders, including an 8% dividend increase. The company's proxy filing outlines key voting matters for shareholders, including the election of five directors, an advisory say-on-pay vote for executive compensation, and the ratification of Deloitte as the 2025 independent auditor. The Board, committed to diversity and strong governance, recommends voting "FOR" all proposals.
Wasatch Advisors takes 5.1% position in Moelis & Co (NYSE: MC)
Wasatch Advisors has disclosed a 5.1% passive stake in Moelis & Co (NYSE: MC) Class A common stock, owning 3,742,624 shares as of March 31, 2026. This Schedule 13G filing indicates a non-activist investment intent, reporting sole voting power over 2,585,397 shares and sole dispositive power over all 3,742,624 shares. The filing was signed by Mike Yeates, CEO of Wasatch Advisors, on April 22, 2026.
X-energy Announces Pricing of Upsized Initial Public Offering
X-energy, a leader in advanced nuclear reactor and fuel technology, announced the pricing of its upsized initial public offering of over 44 million shares of Class A common stock at $23 per share. The shares are expected to begin trading on Nasdaq under the ticker symbol "XE" on April 24, 2026, with the offering anticipated to close on April 27, 2026. J.P. Morgan, Morgan Stanley, Jefferies, and Moelis & Company are acting as lead joint book-running managers.
Assessing Moelis (MC) Valuation As Analysts Cut Targets And Sector Caution Builds
Analysts are re-evaluating Moelis (MC) due to softer first-quarter deal activity and broader geopolitical uncertainty affecting investment banks. Despite these concerns, Moelis's shares have recently seen a rebound, and Simply Wall St's narrative suggests the stock is currently undervalued at $63.04 compared to a fair value of $76.50. However, the P/E ratio presents a mixed picture, trading below the industry average but above its peer average, indicating that investors should carefully consider the risks and rewards.
The Bull Case For Moelis (MC) Could Change Following Surging EPS And Revenue Momentum – Learn Why
Moelis & Co. (MC) has reported a significant increase in EPS and strong revenue growth, potentially reshaping its investment outlook. This momentum, combined with a new share repurchase authorization, strengthens the short-term case for capital returns but highlights the ongoing risk of cyclical deal volumes affecting margins. Analysts project substantial revenue and earnings growth for Moelis by 2028, suggesting a significant upside to its current price, although some more cautious estimates exist.
Moelis & Co (MC) vice chair awarded dividend-equivalent RSUs
Moelis & Company's vice chairman, Eric Cantor, was awarded dividend-equivalent Restricted Stock Units (RSUs) on March 26, 2026. These RSUs are tied to his existing unvested Incentive RSUs and Long Term Incentive RSUs issued between February 2022 and February 2025, and will vest on the same schedule as the underlying awards. This transaction, reported via a Form 4 filing, represents compensation-related equity grants rather than open-market stock trades.
Dividend-equivalent RSUs boost Moelis (MC) accounting officer awards
Moelis & Company's Principal Accounting Officer, Nick Riehl, was granted 36.8 dividend-equivalent Restricted Stock Units (RSUs) across five awards. These RSUs are tied to existing incentive awards from 2024, 2025, and 2026 and will vest on the same schedule as the underlying unvested RSUs. This transaction represents a routine compensation adjustment rather than open-market stock purchases or sales.
Dividend RSU grants lift Moelis (MC) director’s RSU holdings
Moelis & Co director Laila Worrell received additional restricted stock units (RSUs) as dividend equivalents on her existing equity grants. These grants, totaling 24.05 2024 Annual RSUs, 20.07 2025 Annual RSUs, and 10.99 2025 Elective RSUs, were issued at a price of $0.00 per unit and vest concurrently with the original underlying awards. Following these transactions, Worrell's RSU holdings in these categories increased to 2,075.39, 1,731.70, and 948.78 units respectively.
Moelis & Co (NYSE: MC) COO granted additional dividend-equivalent RSUs
Moelis & Co Chief Operating Officer Katherine Pilcher Ciafone was granted additional dividend-equivalent RSUs as part of her equity compensation. She received 16.48 2021 incentive RSUs and 46.89 2022 incentive RSUs, which will vest concurrently with her existing unvested incentive RSUs. These awards are routine compensation and not open-market transactions.
Moelis & Co (NYSE: MC) director granted additional RSU dividend-equivalent awards
Moelis & Co director Louise Mirrer was granted additional restricted stock units (RSUs) as dividend equivalents on March 26, 2026. These grants, totaling 20.07 "2025 Annual" RSUs and two "2024 Annual" RSU dividend-equivalent grants of 14.84 and 0.46 units, are stock-based compensation and will vest concurrently with their underlying Annual RSU awards. Each RSU represents the right to receive one share of Moelis & Co Class A common stock.
Moelis & Co (MC) director Barker Thorold receives 19.11 dividend-equivalent RSUs
Moelis & Co director Barker Thorold was granted 19.11 2025 Annual Restricted Stock Units (RSUs) on Class A Common Stock, reported at a price of $0.00 per unit as a compensation-related award. These RSUs were issued as dividend equivalents, which will vest concurrently with the underlying Annual RSUs issued on July 14, 2025. Following this transaction, Thorold directly holds 1,649.29 shares.
Moelis & Co (NYSE: MC) awards new incentive RSUs to general counsel
Moelis & Co (NYSE: MC) has granted dividend-equivalent Restricted Stock Units (RSUs) totaling approximately 275.10 units to its General Counsel and Secretary, Osamu R. Watanabe. These RSUs are tied to existing unvested awards and will vest concurrently with those underlying grants, representing routine equity-based compensation rather than open-market transactions. Each RSU provides the right to receive either one share of Class A common stock or its cash equivalent at the company's discretion upon settlement.
Moelis & Co (MC) CFO receives dividend-equivalent RSU awards as compensation
Moelis & Company's CFO, Christopher Callesano, received dividend-equivalent Restricted Stock Unit (RSU) awards as part of his compensation. These RSUs, across 2021-2024 tranches, were granted at a $0.00 price and represent the right to receive either Class A common stock or cash upon settlement, vesting concurrently with underlying unvested RSUs. This is a non-market compensation grant, not an open-market purchase or sale.
Vanguard Amends 13G/A After Realignment (MC) — 0 Shares Reported
The Vanguard Group filed an Amendment No. 10 to its Schedule 13G/A, reporting 0 shares and 0% beneficial ownership of Moelis & Co (MC) common stock. This change is due to an internal realignment effective January 12, 2026, causing certain Vanguard subsidiaries to report holdings separately. The filing clarifies that no single outside person holds more than 5% of the class.
MicroStrategy (NASDAQ: MSTR) adds Moelis, Alliance and StoneX as ATM sales agents
MicroStrategy (MSTR) has extended its at-the-market (ATM) offering capabilities by adding Moelis & Company LLC, A.G.P./Alliance Global Partners, and StoneX Financial Inc. as additional sales agents. These firms will operate under MSTR's Omnibus Sales Agreement to facilitate the sale of Class A common stock and preferred stock. The company maintains its policy of using a single selling agent per class of security per trading day, with exceptions for pre-market, post-market, and block transactions.
SHAREHOLDER ALERT: Levi & Korsinsky, LLP Notifies Shareholders of an Investigation Concerning Possible Breaches of Fiduciary Duty by Certain Officers and Directors of Moelis & Company (NYSE: MC)
Levi & Korsinsky, LLP has initiated an investigation into Moelis & Company (NYSE: MC) concerning potential breaches of fiduciary duty by certain officers and directors. Shareholders who held MC shares since at least February 4, 2025, are encouraged to contact the firm for more information regarding this investigation. The firm specializes in securities litigation and aims to recover losses for aggrieved shareholders.
17M Stock Price and Chart — TRADEGATE:17M
This page provides an overview of Moelis & Co. Class A (17M) stock on the Tradegate Exchange, including its current market status, key financial statistics, and upcoming earnings dates. It also features analyst ratings, ideas from the TradingView community, and a list of ETFs holding the stock, alongside frequently asked questions about the company's financials and performance.
Do Moelis’ (MC) Strong Earnings and Neutral Ratings Point To Different Stories On Margins?
Moelis & Company recently reported strong Q4 earnings and highlighted a robust coverage platform, alongside upbeat management commentary on momentum and long-term value creation. However, several major banks maintained neutral ratings and reduced price targets, suggesting a tension between internal optimism and external caution. This divergence points to potential risks like margin pressure from rising compensation and expansion costs despite projected revenue and earnings growth.
Assessing Moelis (MC) Valuation After Strong Q4 2025 Beat And Share Buyback Program
Moelis (MC) reported strong Q4 2025 results with adjusted earnings of US$1.13 per share and 11% year-over-year revenue growth, alongside a 700,000 share repurchase. Despite recent stock declines, analysts believe Moelis is undervalued with a fair value of $76.50 compared to its last close of $56.15, driven by growing advisory assignments and improved earnings predictability. Investors are advised to consider potential risks like higher costs and slower deal activity.
Delaware High Court Finds Investor Pact Suit Delay Fatal, Clarifies “Void/Voidable” Difference
The Delaware Supreme Court ruled that a nine-year delay by investors of Moelis & Company in challenging the investment bank’s 2014 stockholder agreement was fatal, clarifying the difference between "void" and "voidable" provisions. The court found that the agreement's provisions were "voidable" and thus subject to a laches defense or a three-year statute of limitations, reversing a lower court decision that had deemed the provisions void and unenforceable. The decision emphasizes the importance of timely challenges in corporate disputes under Delaware corporate law.
CapEx per share of Moelis & Co. Class A – BX:17M
This page provides financial data focused on the Capital Expenditure (CapEx) per share for Moelis & Co. Class A, traded on the BX Swiss exchange under the ticker 17M. It highlights the company's financial overview, with data provided by ICE Data Services and FactSet Research Systems. The content is primarily a data page from TradingView.
Top 3 Financial Stocks That May Explode In March
The article identifies three financial stocks—Root Inc (NASDAQ: ROOT), Moelis & Co (NYSE: MC), and Hercules Capital Inc (NYSE: HTGC)—that are currently oversold, with an RSI near or below 30, suggesting they may be undervalued. Each company's stock has recently experienced a significant price drop, potentially offering a buying opportunity for investors. The analysis highlights recent financial results and strategic announcements for each of these companies.
6 Analysts Have This To Say About Moelis
Six analysts have provided varied opinions on Moelis (NYSE: MC) recently, with an average 12-month price target of $80.67, slightly up from the previous average. Analyst actions show several firms, including JP Morgan, Morgan Stanley, and UBS, raising their price targets and ratings. Moelis, an independent investment bank, demonstrates strong revenue growth and Return on Equity but has a net margin below industry standards.
Moelis & Co (MC) CFO settles RSUs and surrenders shares for tax
Moelis & Company's CFO, Christopher Callesano, settled various Restricted Stock Units (RSUs) on February 19, 2026, converting them into Class A common stock. To cover tax obligations arising from this settlement, Callesano disposed of 1,114.3 shares at $62.73 per share. After these transactions, he directly owns 2,292 shares of Class A common stock.
Moelis (NYSE: MC) COO nets RSU shares after tax withholding
Moelis & Co's Chief Operating Officer, Katherine Pilcher Ciafone, acquired 4,885.480 Class A common shares through the settlement of Restricted Stock Units (RSUs) on February 19, 2026. A portion of these shares, 850.480 shares valued at $62.73 each, were withheld to cover tax obligations. Following these transactions, Ciafone directly holds 7,969.000 shares of Moelis & Co Class A common stock.
Moelis & Co (NYSE: MC) counsel settles RSUs and sells stock
Moelis & Co General Counsel Osamu R. Watanabe settled Restricted Stock Unit (RSU) awards from 2020-2024, converting them into 9,218.9 shares of Class A common stock on February 19, 2026. On the same date, he disposed of 1,603.9 shares to cover tax obligations at $62.73 per share and sold an additional 2,765 shares at $62.23 per share in an open-market transaction. After these transactions, Watanabe directly owns 4,981 shares of Class A common stock.
RSU awards to Moelis & Co (MC) principal accounting officer Riehl
Moelis & Company's Principal Accounting Officer, Nick Riehl, received two restricted stock unit (RSU) awards as long-term compensation. These awards, totaling 937 "2025 Incentive RSUs" and 694 "2025 Special Incentive RSUs," were granted under the 2024 Omnibus Incentive Plan. The RSUs will vest in four equal annual installments from February 2027 to February 2030, aligning Mr. Riehl's incentives with the company's long-term performance.
Form 4: WATANABE OSAMU R. reports acquisition/exercise transactions in MC
OSAMU R. WATANABE, General Counsel and Secretary of Moelis & Co (MC), reported acquisition/exercise transactions in a Form 4 SEC filing. The filing indicates transactions totaling 7,359 shares, which includes 5,971 Vested Incentive RSUs and 1,388 Special Vested Incentive RSUs. Following these transactions, WATANABE OSAMU R. beneficially held 5,971 shares and 1,388 derivative securities, represented by RSUs that vest at grant but are delivered in installments through 2031.
Moelis & Company Reports Fourth Quarter and Full Year 2025 Financial Results; Declares Regular Quarterly Dividend of $0.65 Per Share and Board Approves New $300 Million Share Repurchase Authorization
Moelis & Company announced strong financial results for the fourth quarter and full year 2025, with revenues up 11% and 28% respectively from the prior year. The company reported diluted earnings per share of $1.10 for Q4 2025 and $2.94 for the full year on a GAAP basis, along with adjusted figures. Additionally, Moelis declared a regular quarterly dividend of $0.65 per share and authorized a new $300 million share repurchase program, highlighting its robust capital management and continued growth strategy.
London Company (MC) reports 3.06M Moelis & Co Class A shares owned
The London Company has reported beneficial ownership of 3,061,978 shares of Moelis & Co Class A common stock, which accounts for 4.14% of the class. This filing, an Amendment No. 6 to a Schedule 13G, indicates that the position is held in the ordinary course of business and is not intended to change or influence control of Moelis & Co. The London Company holds sole voting power over all 3,061,978 shares and sole dispositive power over 2,960,540 shares.
Will Earnings Beat and US$300 Million Buyback Shift Moelis' (MC) Capital-Return Narrative
Moelis & Company (MC) recently surpassed analyst expectations with its Q4 and full-year 2025 earnings. The firm also announced a US$300 million share buyback program after completing a previous one, signaling management's commitment to returning capital to shareholders. This move, along with strong profitability, aims to bolster its investment narrative despite still trading at a richer earnings multiple than some peers and its dependence on deal activity.
Moelis (NYSE:MC) Is Due To Pay A Dividend Of $0.65
Moelis & Company (NYSE:MC) announced a dividend of $0.65 per share to be paid on March 26th, resulting in a 3.5% dividend yield. While the company's dividend yield is attractive and payout ratios appear sustainable given future earnings forecasts, its dividend history shows past cuts and unstable payments. Investors are cautioned to consider the company's inconsistent dividend policy and stagnant earnings per share growth before relying solely on dividend income.
Moelis (MC) TTM Margin Improvement To 15.4% Tests Bearish Profitability Narratives
Moelis (MC) reported strong Q4 2025 results with revenue of US$487.9 million and EPS of US$1.19, contributing to a full-year trailing 12-month revenue of US$1.5 billion and EPS of US$3.11. The company's net margin improved significantly to 15.4% from 11.4% a year ago, challenging bearish narratives despite a five-year earnings decline. While analysts forecast future growth, the stock's 22.8x P/E is in line with the industry but above peers, and its valuation carries mixed signals.
Assessing Moelis (MC) Valuation After Mixed Recent Share Price Returns
This article analyzes Moelis (MC) valuation after mixed recent share price returns. While a narrative based on earnings suggests Moelis is 7.3% undervalued at $76.50, a discounted cash flow (DCF) model indicates a fair value of $69.68, making the current price of $70.89 seem slightly overvalued. The article encourages investors to conduct their own research, build their own narratives, and consider other investment opportunities.
Moelis & Company Reports Fourth Quarter and Full Year 2025 Financial Results; Declares Regular Quarterly Dividend of $0.65 Per Share and Board Approves New $300 Million Share Repurchase Authorization
Moelis & Company announced its financial results for the fourth quarter and full year 2025, reporting record fourth-quarter revenues of $487.9 million and full-year Adjusted revenues of $1,535.9 million, a 28% increase from the prior year. The firm also declared a regular quarterly dividend of $0.65 per share and approved a new $300 million share repurchase authorization, highlighting strong capital management and strategic growth with new Managing Director promotions.
Moelis & Co (NYSE:MC) Posts Strong Q4 Earnings, Beats Revenue and EPS Estimates
Moelis & Company (NYSE:MC) reported strong fourth-quarter 2025 earnings, surpassing analyst estimates for both revenue and EPS, driven by higher average fees in advisory businesses. The firm's Q4 revenues reached $487.9 million, and adjusted EPS hit $1.13, leading to a positive market reaction. Moelis also declared a quarterly dividend of $0.65 per share and authorized a new $300 million share repurchase program, reflecting confidence in its financial health.
Moelis & Co (NYSE:MC) Presents a Strong Growth Profile with Bullish Chart Formation
Moelis & Co (NYSE:MC) exhibits a strong growth profile with an Expansion Rating of 8 out of 10, driven by significant revenue and EPS growth in the past year and positive future estimates. Despite a seemingly high P/E, its valuation appears more acceptable when considering growth, supported by strong ROE and ROIC and a debt-free balance sheet. Chart analysis shows a bullish formation with narrow trading, suggesting a potential upward move if it breaks past a key resistance area.
Is Multi‑Year EPS Growth Altering The Investment Case For Moelis (MC)?
Moelis & Company has shown strong multi-year revenue expansion and significant EPS growth, suggesting increased market share and improved profitability. While this performance strengthens the near-term outlook, particularly with upcoming Q4 2025 results, the stock already trades at a richer earnings multiple than peers, requiring careful consideration of execution risks and potential slowdowns. Community fair value estimates for Moelis vary, highlighting the need to weigh multiple perspectives before assessing if the recent improvements are fully reflected in the share price.
Assessing Moelis (MC) Valuation As Earnings Optimism Builds Ahead Of The Next Report
This article examines the valuation of Moelis (MC) as it approaches its Q1 2026 earnings report. While a popular narrative suggests Moelis is 3.7% undervalued with a fair value of $76.50, driven by aggressive expansion in private capital advisory, a discounted cash flow (DCF) model points to the stock being overvalued at $67.94. The article advises investors to consider both perspectives and build their own investment thesis.
