Moelis & Company $MC Shares Purchased by Gabelli Funds LLC

Gabelli Funds LLC raised its holdings in Moelis & Company (NYSE:MC) by 36.8% in the 1st quarter, Holdings Channel reports. The institutional investor owned 43,850 shares of the asset manager’s stock after acquiring an additional 11,800 shares during the period. Gabelli Funds LLC’s holdings in Moelis & Company were worth $2,499,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Hantz Financial Services Inc. lifted its holdings in shares of Moelis & Company by 64.4% during the 4th quarter. Hantz Financial Services Inc. now owns 416 shares of the asset manager’s stock worth $29,000 after acquiring an additional 163 shares during the period. Wesbanco Bank Inc. grew its holdings in Moelis & Company by 2.1% in the fourth quarter. Wesbanco Bank Inc. now owns 8,889 shares of the asset manager’s stock valued at $611,000 after purchasing an additional 180 shares during the period. GW Henssler & Associates Ltd. increased its position in Moelis & Company by 5.6% during the fourth quarter. GW Henssler & Associates Ltd. now owns 3,433 shares of the asset manager’s stock worth $236,000 after purchasing an additional 181 shares during the last quarter. Oregon Public Employees Retirement Fund increased its position in Moelis & Company by 1.2% during the fourth quarter. Oregon Public Employees Retirement Fund now owns 16,955 shares of the asset manager’s stock worth $1,165,000 after purchasing an additional 200 shares during the last quarter. Finally, California State Teachers Retirement System increased its position in Moelis & Company by 0.3% during the second quarter. California State Teachers Retirement System now owns 69,155 shares of the asset manager’s stock worth $4,310,000 after purchasing an additional 209 shares during the last quarter. Institutional investors and hedge funds own 91.53% of the company’s stock.

Moelis & Company Stock Performance

Shares of NYSE:MC opened at $65.34 on Thursday. The stock has a 50-day simple moving average of $67.17 and a 200-day simple moving average of $65.34. The stock has a market capitalization of $5.13 billion, a P/E ratio of 23.51, a PEG ratio of 0.87 and a beta of 1.85. Moelis & Company has a 1 year low of $51.06 and a 1 year high of $78.22.

Moelis & Company (NYSE:MC) last posted its quarterly earnings results on Wednesday, July 29th. The asset manager reported $0.63 EPS for the quarter, beating the consensus estimate of $0.62 by $0.01. The firm had revenue of $409.39 million for the quarter, compared to analyst estimates of $387.27 million. Moelis & Company had a net margin of 14.46% and a return on equity of 38.94%. Moelis & Company’s revenue for the quarter was up 12.0% compared to the same quarter last year. During the same quarter last year, the firm posted $0.53 earnings per share. Analysts predict that Moelis & Company will post 3.17 earnings per share for the current year.

Moelis & Company Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Monday, August 10th will be given a $0.65 dividend. The ex-dividend date of this dividend is Monday, August 10th. This represents a $2.60 annualized dividend and a dividend yield of 4.0%. Moelis & Company’s dividend payout ratio is presently 93.53%.

Analysts Set New Price Targets

A number of research firms have weighed in on MC. UBS Group reaffirmed a “sell” rating and set a $60.00 price target (up from $58.00) on shares of Moelis & Company in a research note on Wednesday, July 8th. Keefe, Bruyette & Woods dropped their price objective on Moelis & Company from $69.00 to $66.00 and set a “market perform” rating for the company in a report on Friday, July 10th. The Goldman Sachs Group dropped their price objective on Moelis & Company from $70.00 to $62.00 and set a “neutral” rating for the company in a report on Wednesday, April 1st. Zacks Research raised Moelis & Company from a “strong sell” rating to a “hold” rating in a research report on Tuesday, July 14th. Finally, Wall Street Zen cut Moelis & Company from a “hold” rating to a “sell” rating in a report on Saturday, May 2nd. Two analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Moelis & Company presently has a consensus rating of “Hold” and an average price target of $73.38.

Moelis & Company News Summary

Here are the key news stories impacting Moelis & Company this week:

• Positive Sentiment: Q2 earnings and revenue beat estimates: Moelis reported adjusted earnings of $0.63 per share, exceeding the $0.62 consensus estimate and rising from $0.53 a year earlier. Revenue increased 12% year over year to $409.39 million, well above analysts’ $387.27 million forecast. Moelis Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Record results reinforce growth momentum: The company described second-quarter and first-half 2026 revenue and earnings as records. Its 14.46% net margin and 38.94% return on equity also indicate strong profitability, which can support the stock’s valuation. Moelis Reports Record Q2 2026 Revenues and Earnings
• Positive Sentiment: Dividend provides income support: Moelis declared a quarterly dividend of $0.65 per share, or $2.60 annualized, representing an indicated yield of approximately 4.0%. Shareholders of record on August 10 will receive the payment on September 17; the ex-dividend date is August 10. This may appeal to income-focused investors.
• Neutral Sentiment: Investor focus remains on management commentary: The Q2 earnings-call transcript is available for investors assessing the outlook for advisory activity, deal volumes, and future earnings growth. Moelis Q2 2026 Earnings Call Transcript

Moelis & Company Profile

Moelis & Co operates as a holding company. It engages in the provision of financial advisory, capital raising and asset management services to a client base including corporations, governments, sovereign wealth funds and financial sponsors. The firm focuses on clients including large public multinational corporations, middle market private companies, financial sponsors, entrepreneurs and governments. The company was founded by Kenneth David Moelis, Navid Mahmoodzadegan, Jeffrey Raich and Elizabeth Ann Crain in July 2007 and is headquartered in New York, NY.