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.
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 (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.
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.
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.
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.
MOELIS & CO (NYSE:MC) Presents a High-Growth Momentum and Technical Setup
The article highlights Moelis & Co. (NYSE:MC) as a stock exhibiting strong fundamental growth momentum and favorable technical conditions, making it an attractive prospect for momentum investors. It details the company's outstanding earnings and revenue growth, positive analyst revisions, and robust cash flow. Furthermore, it describes the stock's positive technical setup, including its position above key moving averages and a consolidation phase, which could present a strategic entry point for investors.
Delaware court kills pension fund's nine-year challenge to Moelis & Company control
The Delaware Supreme Court has dismissed a nine-year-old challenge by the West Palm Beach Firefighters' Pension Fund against Kenneth Moelis's control over his investment bank, Moelis & Company. The court ruled that the pension fund waited too long to file its lawsuit, distinguishing between "void" and "voidable" acts regarding the company's governance structure. This decision, along with a recent Delaware law explicitly allowing such stockholder agreements, clarifies that investors must challenge governance structures within three years of their adoption, especially when full disclosures were made at the time of the company's IPO.
Moelis & Co (NYSE:MC): A Growth and Momentum Play as Technical Breakout Looms
The article highlights Moelis & Company (NYSE:MC) as a strong growth stock with positive technical indicators, suggesting a potential breakout. It details the company's robust fundamental growth, including rapid EPS and revenue growth and optimistic future outlook, alongside a favorable technical setup showing limited price movement and a "Pocket Pivot" signal. This combination of strong financials and an opportune technical chart position makes MC a compelling investment for capital gains.
Moelis & Co (NYSE:MC) Presents a High-Growth Momentum Breakout Case
The article highlights Moelis & Co (NYSE:MC) as a high-growth momentum breakout case, combining strong fundamental growth with a favorable technical setup. Utilizing a multi-factor screening method, the analysis points to the company's significant earnings recovery, positive earnings surprises, and good cash flow generation. Technically, MC shows a solid uptrend and a recent pause, suggesting a potential breakout above a defined resistance area.
Moelis (MC) Is Up 8.5% After EPS Beat But EBITDA Miss Raises Questions On Growth Quality
Moelis & Company (MC) saw its stock rise 8.5% after reporting strong revenue growth of 33.9% year-on-year and beating EPS estimates. However, the company missed both revenue and EBITDA consensus estimates, leading to investor questions about the quality and sustainability of its growth. Analysts like Morgan Stanley maintain an "Overweight" rating, emphasizing the tension between investment in talent and maintaining margin discipline amid increased deal activity.
How Analyst Downgrades At Moelis (MC) Have Changed Its Investment Story
Moelis & Company recently experienced a downgrade from "Outperform" to "Market Perform" by Keefe, Bruyette & Woods, signaling a reevaluation of the investment bank's prospects despite its advisory-focused model. This shift in analyst sentiment, alongside other firms revisiting their views, prompts an examination of how these downgrades impact Moelis' investment narrative, particularly concerning its potential for growth and margin stability. The company's recent strong results show a profitability rebound, but investors are cautioned to consider the potential pressure on margins from aggressive hiring and expansion if deal flow slows.
Moelis (MC) Valuation Check After Keefe, Bruyette & Woods Downgrade and Mixed Analyst Outlook
Moelis (MC) is facing scrutiny after Keefe, Bruyette & Woods downgraded its rating to Market Perform. Despite a recent surge in share price, the firm's valuation is debated, with a narrative suggesting it's 8.4% undervalued at $76.50, driven by growth in recurring advisory assignments. However, its P/E ratio of 22.1x is significantly higher than peers, indicating investors are already paying a premium for expected growth.
Precision Trading with Moelis & Company Class A (MC) Risk Zones
This article provides a precision trading analysis for Moelis & Company Class A (MC), highlighting a mid-channel oscillation pattern and strong sentiment. It outlines three distinct AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored for different risk profiles, along with multi-timeframe signal analysis and risk management parameters. The analysis points to an exceptional 45.0:1 risk-reward short setup.
Morning Coffee: The Moelis & Co bankers who had 10 mad days. Hedge fund head said to make an analyst cry
Moelis & Co. bankers endured an intense 10-day period leading up to Netflix's $72 billion acquisition of Warner Bros., working through Thanksgiving to finalize an unusually detailed bid amidst an "extraordinarily compressed timetable." Separately, the article reports on allegations of a hostile work environment at hedge fund Sequoia Capital Global Equities, leading to the departure of its head, Jeff Wang, after complaints from his team. The piece also touches on other financial news including Goldman Sachs' acquisition of Innovator Capital Management and concerns about passive funds.
Moelis (MC): Assessing Valuation After Strong Q3 Earnings and M&A Advisory Momentum
Moelis & Co. (MC) delivered strong Q3 earnings driven by M&A activity and capital markets advisory, leading to a recent share price recovery despite a 14.5% one-year decline. While the company is considered undervalued by some narratives with a fair value of $76.86, its current P/E ratio of 20.2x is above its peer average, suggesting some valuation risk. Investors should consider both the growth potential from international deal-making and potential pressures from high compensation costs or slower revenue growth.
Moelis & Co (NYSE:MC): An Affordable Growth Investment Case
This article presents Moelis & Co (NYSE:MC) as an "Affordable Growth" investment case, highlighting its strong growth in revenue and earnings per share, coupled with sensible valuation metrics compared to the broader market and industry peers. Despite some liquidity concerns, the company exhibits robust profitability and a debt-free balance sheet, making it an attractive option for investors seeking growth at reasonable prices.
Moelis & Co SEC 10-Q Report
Moelis & Co, a global independent investment bank, released its latest Form 10-Q report showcasing strong financial performance with significant increases in revenue, operating income, and net income. The report highlights robust growth driven by increased average fees per transaction and strong performance across key geographical regions, particularly the United States. The company remains optimistic about its deal pipeline and M&A market improvement, noting its strong balance sheet and no debt position for future navigation in dynamic markets.
Netflix has retained a financial advisor from Moelis & Co to explore a potential bid for Warner Bros. Discovery. Read more below.
Netflix has retained Moelis & Co as a financial advisor to explore a potential bid for Warner Bros. Discovery. This news comes despite a previous denial by Netflix's CEO regarding acquisition interests. The involvement of the investment bank that handled the Paramount-Skydance deal suggests a serious consideration of this potential acquisition.
Netflix Exploring Warner Bros Bid, Taps Investment Bank That Handled Paramount-Skydance
Netflix is reportedly exploring a bid for Warner Bros. Discovery and has retained financial advisory firm Moelis & Co to evaluate a potential offer, following Moelis & Co's work with Skydance Media on its Paramount Global bid. This development comes after WBD rejected Paramount's second bid and declared itself for sale due to "unsolicited interest." Despite previous statements from Netflix co-CEOs Greg Peters and Ted Sarandos expressing disinterest in owning "legacy media networks," the streaming giant is now looking into the possibility of acquiring parts of WBD.
Moelis & Company Reports Third Quarter and First Nine Months 2025 Financial Results; Declares Regular Quarterly Dividend of $0.65 Per Share
Moelis & Company reported strong financial results for the third quarter and first nine months of 2025, with GAAP revenues reaching $356.9 million and $1,028.9 million, respectively, showing significant increases from the previous year. The firm also declared a regular quarterly dividend of $0.65 per share and continued its growth strategy by adding new Managing Directors. These positive results reflect an increase in average fees earned per completed transaction in M&A and Capital Markets.
Moelis & Company Reports Third Quarter and First Nine Months 2025 Financial Results; Declares Regular Quarterly Dividend of $0.65 Per Share
Moelis & Company announced its financial results for the third quarter and first nine months of 2025, showing significant revenue and net income growth compared to the prior year. The company reported adjusted revenues of $376.0 million for the third quarter, a 34% increase, and $1,048.0 million for the first nine months, a 37% increase. Moelis & Company also declared a regular quarterly dividend of $0.65 per share and highlighted its continued growth strategy with new Managing Director hires and a strong balance sheet.
Price-Driven Insight from (MC) for Rule-Based Strategy
This article provides a price-driven insight for Moelis & Company Class A (NYSE: MC) using AI models, highlighting divergent sentiment and a mid-channel oscillation pattern. It presents three institutional trading strategies (Position, Momentum Breakout, and Risk Hedging) with specific entry, target, and stop-loss levels, alongside a multi-timeframe signal analysis. The analysis indicates a significant risk-reward setup targeting a 15.7% gain versus 0.3% risk.
Bayforest Capital Ltd Has $81,000 Stake in Moelis & Company $MC
Bayforest Capital Ltd significantly reduced its stake in Moelis & Company by 95.7% in the second quarter, now holding 1,297 shares valued at $81,000. Meanwhile, other institutional investors like Charles Schwab Investment Management and Goldman Sachs Group Inc. increased their positions. Moelis & Company also reported strong quarterly earnings, exceeding analyst expectations with $0.53 EPS and a 38.1% revenue increase year-over-year.
