MC

Moelis & Co

NYSE · Investment Advice · Inc. DE · CIK 0001596967
$67.70 -1.78% $5.3B
21 New Institutional Positions17 Institutional Exits
Vol
Market Cap$5.3B
Cap SizeMid Cap
Analyst ConsensusBuy (53%)
Inst. Holders50 funds
Inst. Value$3.2B
Inst. Activity21 buys / 17 sells
Insider Activity0B / 1S
Insider Net $-$172.1K
Reddit Sentiment48° Neutral
SEC Reports1
Exchange NYSE·Sector Investment Advice·Inc. DE·CIK 0001596967·Prev Close $68.93

Recent Activity

May 7, 2026 short_volume
Short Volume: MC — 80.8% short (0.4M / 0.5M)
Short: 427,375 | Exempt: 0 | TRF Vol: 529,163 | Short Ratio: 80.8% | Off-exchange volume (dark pool
Apr 30, 2026 SEC
Moelis & Company filed a DEFA14A providing notice of its 2026 Annual Meeting and soliciting proxies for the election of
DEFA14A — Impact 2/10
Mar 26, 2026 Insider
WATANABE OSAMU R. was granted 24.59 shares
General Counsel, Secretary
Mar 26, 2026 Insider
Mirrer Louise was granted 14.84 shares
Director
Mar 26, 2026 Insider
Mirrer Louise was granted 20.07 shares
Director
Inst.
HighTower Advisors, LLC — ADD
1,785,339 shares ($101.8M)
Inst.
NOMURA ASSET MANAGEMENT INTERNATIONAL — NEW
1,193,768 shares ($68.0M)

Price Targets

$71.00 +4.9% upside Hold
Current $67.70 Low $58.00 Median $70.00 High $86.00 10 analysts
$58.00 $86.00

Analyst Ratings

Hold53% buy · 19 analysts
3Strong Buy
7Buy
8Hold
0Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 9, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
Apr 8, 2026 UBS MAINTAIN Neutral → Neutral
Apr 8, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform → Market Perform
Apr 1, 2026 Goldman Sachs MAINTAIN Neutral → Neutral
Mar 12, 2026 UBS MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.62 $0.53 — $0.77 18% YoY 11
Next Q $0.77 ▲ +1.6% $0.66 — $0.89 14% YoY 11
Current FY $3.09 ▲ +0.5% $2.81 — $3.46 4% YoY 11
Next FY $3.95 ▼ -2.0% $3.04 — $4.89 28% YoY 11

Top Institutional Holders

FundValueMove
BlackRock, Inc.$501.7M
KAYNE ANDERSON RUDNICK INVESTMENT$329.3M
VANGUARD PORTFOLIO MANAGEMENT LLC$263.8M
WASATCH ADVISORS LP$213.3M
VANGUARD CAPITAL MANAGEMENT LLC$189.0M

Recent Insider Trades

DateInsiderTypeValue
Mar 26, 2026WATANABE OSAMUA$0.00
Mar 26, 2026Mirrer LouiseA$0.00
Mar 26, 2026Mirrer LouiseA$0.00
Mar 26, 2026Shropshire KennethA$0.00
Mar 26, 2026Shropshire KennethA$0.00

Reddit Sentiment

48°
Neutral
Bearish Neutral Bullish
36 mentions 5 bullish 7 bearish
50 institutional holders with $3.2B total value (56,150,922 shares) as of 2026-Q1. Top holders: BlackRock,, KAYNE, VANGUARD. Net buying activity: 21 institutions added/increased vs 17 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.8,802,109$501.7M15.7%
2KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5,777,773$329.3M10.3%
3VANGUARD PORTFOLIO MANAGEMENT LLC4,628,683$263.8M8.2%
4WASATCH ADVISORS LP3,742,624$213.3M6.7%
5VANGUARD CAPITAL MANAGEMENT LLC3,315,040$189.0M5.9%
6STATE STREET CORP2,921,129$166.5M5.2%
7LONDON CO OF VIRGINIA2,903,947$165.5M5.2%
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,703,182$154.1M4.8%
9AMERIPRISE FINANCIAL INC2,147,192$122.4M3.8%
10HighTower Advisors, LLC1,785,339$101.8M3.2%ADD +28.8%
11GOLDMAN SACHS GROUP INC1,755,018$100.0M3.1%
12DIMENSIONAL FUND ADVISORS LP1,277,774$72.8M2.3%
13JONES FINANCIAL COMPANIES LLLP1,290,540$70.1M2.2%
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,193,768$68.0M2.1%NEW
15MORGAN STANLEY948,994$54.1M1.7%
16WELLS FARGO & COMPANY/MN927,731$52.9M1.7%
17JENNISON ASSOCIATES LLC792,617$45.2M1.4%
18Capital World Investors719,000$41.0M1.3%
19BANK OF AMERICA CORP /DE/693,812$39.5M1.2%
20ROYAL BANK OF CANADA649,724$37.0M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
HighTower Advisors, LLCADD1,385,6921,785,339+28.8%$101.8M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.NEW1,193,768$68.0M2026-Q1
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/NEW380,720$21.7M2026-Q1
ROYCE & ASSOCIATES LPDOUBLED163,661329,989+101.6%$18.8M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM381,458283,530-25.7%$16.0M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEW273,954$15.6M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM295,944219,500-25.8%$12.5M2026-Q1
STIFEL FINANCIAL CORPADD133,466168,778+26.5%$9.6M2026-Q1
BAMCO INC /NY/TRIM513,197163,197-68.2%$9.3M2026-Q1
Artisan Partners Limited PartnershipTRIM343,997128,399-62.7%$7.3M2026-Q1
TUDOR INVESTMENT CORP ET ALTRIM207,885117,398-43.5%$6.7M2026-Q1
VICTORY CAPITAL MANAGEMENT INCADD89,081113,451+27.4%$6.5M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.DOUBLED34,51888,354+156.0%$5.0M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHDOUBLED22,78162,695+175.2%$3.6M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM105,80152,244-50.6%$3.0M2026-Q1
HSBC HOLDINGS PLCDOUBLED19,72648,906+147.9%$2.8M2026-Q1
GABELLI FUNDS LLCADD32,05043,850+36.8%$2.5M2026-Q1
Vestmark Advisory Solutions, Inc.TRIM55,10639,067-29.1%$2.2M2026-Q1
FIFTH THIRD BANCORPDOUBLED42738,953+9022.5%$2.2M2026-Q1
Mariner, LLCADD15,11725,732+70.2%$1.5M2026-Q1
STRS OHIOADD14,80022,600+52.7%$1.3M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCTRIM26,39918,074-31.5%$1.0M2026-Q1
M&T BANK CORPDOUBLED5,04716,808+233.0%$958.1K2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASTRIM37,20111,024-70.4%$628.4K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.ADD7,6719,936+29.5%$566.4K2026-Q1
9 unique insiders with 50 transactions. Net insider value: -$172.1K ($0.00 bought, $172.1K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 26, 2026WATANABE OSAMU R.General Counsel, SecretaryAWARD24.59
Mar 26, 2026Mirrer LouiseDirectorAWARD14.84
Mar 26, 2026Mirrer LouiseDirectorAWARD20.07
Mar 26, 2026Shropshire KennethDirectorAWARD25.19
Mar 26, 2026Shropshire KennethDirectorAWARD21.02
Mar 26, 2026Shropshire KennethDirectorAWARD1.24
Mar 26, 2026Worrell LailaDirectorAWARD24.05
Mar 26, 2026Worrell LailaDirectorAWARD20.07
Mar 26, 2026Worrell LailaDirectorAWARD10.99
Mar 26, 2026Cantor EricVice Chairman, MDAWARD81.78
Mar 26, 2026Cantor EricVice Chairman, MDAWARD236.71
Mar 26, 2026Cantor EricVice Chairman, MDAWARD149.44
Mar 26, 2026Cantor EricVice Chairman, MDAWARD77.82
Mar 26, 2026Callesano ChristopherChief Financial OfficerAWARD4.5
Mar 26, 2026Callesano ChristopherChief Financial OfficerAWARD14.19
Mar 26, 2026Callesano ChristopherChief Financial OfficerAWARD14.62
Mar 26, 2026Callesano ChristopherChief Financial OfficerAWARD15.56
Mar 26, 2026WATANABE OSAMU R.General Counsel, SecretaryAWARD61.64
Mar 26, 2026WATANABE OSAMU R.General Counsel, SecretaryAWARD70.01
Mar 26, 2026WATANABE OSAMU R.General Counsel, SecretaryAWARD16.27
Mar 26, 2026Riehl NickPrincipal Accounting OfficerAWARD11.59
Mar 26, 2026Pilcher Ciafone KatherineChief Operating OfficerAWARD16.48
Mar 26, 2026Riehl NickPrincipal Accounting OfficerAWARD2.2
Mar 26, 2026Riehl NickPrincipal Accounting OfficerAWARD3.88
Mar 26, 2026Riehl NickPrincipal Accounting OfficerAWARD10.99
Mar 26, 2026Riehl NickPrincipal Accounting OfficerAWARD8.14
Mar 26, 2026Pilcher Ciafone KatherineChief Operating OfficerAWARD46.89
Mar 26, 2026Cantor EricVice Chairman, MDAWARD205.13
Mar 26, 2026WATANABE OSAMU R.General Counsel, SecretaryAWARD46.89
Mar 26, 2026Barker ThoroldDirectorAWARD19.11
Mar 26, 2026WATANABE OSAMU R.General Counsel, SecretaryAWARD55.7
Feb 19, 2026Riehl NickPrincipal Accounting OfficerEXERCISE61.43
Feb 19, 2026Riehl NickPrincipal Accounting OfficerTAX W/H25.43$62.73$1.6K
Feb 19, 2026WATANABE OSAMU R.General Counsel, SecretaryEXERCISE9,218.9
Feb 19, 2026WATANABE OSAMU R.General Counsel, SecretaryTAX W/H1,603.9$62.73$100.6K
Feb 19, 2026WATANABE OSAMU R.General Counsel, SecretarySELL2,765$62.23$172.1K
Feb 19, 2026WATANABE OSAMU R.General Counsel, SecretaryEXERCISE2,224.06
Feb 19, 2026WATANABE OSAMU R.General Counsel, SecretaryEXERCISE2,097.6
Feb 19, 2026WATANABE OSAMU R.General Counsel, SecretaryEXERCISE1,999.85
Feb 19, 2026WATANABE OSAMU R.General Counsel, SecretaryEXERCISE1,583.47
Feb 19, 2026WATANABE OSAMU R.General Counsel, SecretaryEXERCISE1,313.92
Feb 19, 2026Pilcher Ciafone KatherineChief Operating OfficerEXERCISE1,405.62
Feb 19, 2026Pilcher Ciafone KatherineChief Operating OfficerEXERCISE1,999.85
Feb 19, 2026Callesano ChristopherChief Financial OfficerEXERCISE2,179.3
Feb 19, 2026Callesano ChristopherChief Financial OfficerTAX W/H1,114.3$62.73$69.9K
Feb 19, 2026Callesano ChristopherChief Financial OfficerEXERCISE444.01
Feb 19, 2026Callesano ChristopherChief Financial OfficerEXERCISE383.9
Feb 19, 2026Callesano ChristopherChief Financial OfficerEXERCISE604.98
Feb 19, 2026Callesano ChristopherChief Financial OfficerEXERCISE415.34
Feb 19, 2026Callesano ChristopherChief Financial OfficerEXERCISE331.08
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 2.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (53% buy). Based on 19 analysts: 3 strong buy, 7 buy, 8 hold, 0 sell, 1 strong sell.

Analyst Price Targets

$71.00 mean target +4.9% upside Hold (3.00)
$58.00 Low $86.00 High
MetricValue
Current Price$67.70
Target Low$58.00
Target Mean$71.00
Target Median$70.00
Target High$86.00
# Analysts10
RecommendationHold (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.62 $0.53 $0.77 17.7% +0.0% 6↑ 3↓ $0.4B 3.8% 11
Next Q
2026-09-30
$0.77 $0.66 $0.89 13.7% +1.6% 1↑ 9↓ $0.4B 14.0% 11
Current FY
2026-12-31
$3.09 $2.81 $3.46 3.5% +0.5% 3↑ 6↓ $1.7B 10.2% 11
Next FY
2027-12-31
$3.95 $3.04 $4.89 27.7% -2.0% 2↑ 5↓ $2.0B 19.0% 11

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.624
7d ago$0.618+0.005
30d ago$0.624+0.000
60d ago$0.732-0.109
90d ago$0.742-0.118
5 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 9, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Apr 8, 2026 UBS MAINTAIN Neutral Neutral
Apr 8, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Apr 1, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Mar 12, 2026 UBS MAINTAIN Neutral Neutral
Mar 12, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Feb 5, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 5, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Jan 7, 2026 UBS MAINTAIN Neutral Neutral
Jan 6, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Dec 17, 2025 Keefe, Bruyette & Woods DOWNGRADE Outperform Market Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263780153%
May 1, 20263780153%
Apr 1, 20263780153%
Mar 1, 20263780153%
Feb 1, 20263780153%
Jan 1, 20263770156%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

48°
Neutral
Bearish Neutral Bullish
36 mentions 5 bullish 7 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 3, 2026150° Neutral001
Jun 3, 2026150° Neutral001
Jun 1, 2026250° Neutral002
Jun 1, 2026550° Neutral005
Jun 1, 2026150° Neutral001
May 30, 2026160° Warm101
May 30, 2026160° Warm101
May 29, 2026242° Neutral012
May 29, 2026150° Neutral001
May 14, 2026140° Cool011
May 14, 2026140° Cool011
May 2, 2026140° Cool011
May 2, 2026140° Cool011
Apr 10, 2026160° Warm101
Apr 10, 2026150° Neutral001
Apr 10, 2026150° Neutral001
Apr 10, 2026156° Neutral001
Apr 10, 2026156° Neutral001
Apr 7, 2026150° Neutral001
Apr 7, 2026150° Neutral001
Apr 7, 2026140° Cool011
Apr 7, 2026140° Cool011
Mar 18, 2026156° Neutral001
Mar 18, 2026156° Neutral001
Mar 17, 2026160° Warm101
Mar 17, 2026156° Neutral001
Mar 17, 2026156° Neutral001
Mar 16, 2026156° Neutral001
Feb 24, 2026160° Warm101
Feb 17, 2026150° Neutral001
May 7, 2026
short_volume
Short Volume: MC — 80.8% short (0.4M / 0.5M)
Short: 427,375 | Exempt: 0 | TRF Vol: 529,163 | Short Ratio: 80.8% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: MC — 80.1% short (0.5M / 0.6M)
Short: 460,700 | Exempt: 0 | TRF Vol: 575,190 | Short Ratio: 80.1% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_interest
FTD: MC — 20,002 shares ($1.3M) failed to deliver
Settlement: 20260501, Price: $65.12, FTD Value: $1,302,530.24, MOELIS & CO CL A COM STK (DE)
Apr 30, 2026
short_volume
Short Volume: MC — 84.4% short (0.7M / 0.8M)
Short: 657,871 | Exempt: 100 | TRF Vol: 779,472 | Short Ratio: 84.4% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
earnings_calendar
MC Q1 2026 Earnings After Market Close — 2026-04-29
Apr 29, 2026
short_volume
Short Volume: MC — 79.7% short (0.4M / 0.5M)
Short: 408,227 | Exempt: 0 | TRF Vol: 512,207 | Short Ratio: 79.7% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: MC — 83.5% short (0.6M / 0.7M)
Short: 585,752 | Exempt: 1,156 | TRF Vol: 701,352 | Short Ratio: 83.5% | Off-exchange volume (dark pool + OTC)
Apr 24, 2026
short_volume
Short Volume: MC — 80.1% short (0.4M / 0.6M)
Short: 449,494 | Exempt: 0 | TRF Vol: 561,093 | Short Ratio: 80.1% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_volume
Short Volume: MC — 69.6% short (0.4M / 0.6M)
Short: 412,816 | Exempt: 0 | TRF Vol: 593,313 | Short Ratio: 69.6% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_volume
Short Volume: MC — 68.5% short (0.4M / 0.6M)
Short: 381,119 | Exempt: 0 | TRF Vol: 556,413 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: MC — 73.2% short (0.4M / 0.5M)
Short: 377,205 | Exempt: 0 | TRF Vol: 515,123 | Short Ratio: 73.2% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
short_volume
Short Volume: MC — 76.4% short (0.4M / 0.5M)
Short: 416,561 | Exempt: 0 | TRF Vol: 545,153 | Short Ratio: 76.4% | Off-exchange volume (dark pool + OTC)
Apr 9, 2026
short_volume
Short Volume: MC — 72.2% short (0.4M / 0.6M)
Short: 413,069 | Exempt: 80 | TRF Vol: 571,993 | Short Ratio: 72.2% | Off-exchange volume (dark pool + OTC)
Apr 8, 2026
short_volume
Short Volume: MC — 86.6% short (0.7M / 0.8M)
Short: 679,564 | Exempt: 200 | TRF Vol: 784,930 | Short Ratio: 86.6% | Off-exchange volume (dark pool + OTC)
Apr 2, 2026
short_volume
Short Volume: MC — 66.8% short (0.3M / 0.5M)
Short: 334,700 | Exempt: 0 | TRF Vol: 501,149 | Short Ratio: 66.8% | Off-exchange volume (dark pool + OTC)