Moelis & Company (MC)
Independent investment bank advising on mergers, restructurings, capital markets, and private capital.
Something off on this page? Send us feedback.
Advises corporations, financial sponsors, governments, and sovereign wealth funds on mergers, restructurings, capital markets, and private-capital transactions, earning substantially all revenue from advisory fees. Operates one global advisory segment without balance-sheet lending or trading, leaving fees sensitive to deal completion and client activity.
Advises corporations, financial sponsors, governments, and sovereign wealth funds through M&A and Strategic Advisory, Capital Markets, Capital Structure Advisory, and Private Capital Advisory. Work spans mergers, divestitures, shareholder matters, public and private financings, restructurings, and private-fund primary and secondary transactions across the Americas, Europe, the Middle East, Asia, and Australia.
Operates as an independent, single-segment advisory firm rather than a lender or trading platform. Senior bankers combine industry, product, and regional expertise across engagements, while a discretionary compensation model supports collaboration across the global platform.
Earns substantially all revenue from advisory engagements, with many transaction fees contingent on completion. Results therefore depend on client activity, market and financing conditions, regulatory approvals, transaction timing, and retaining bankers with client relationships.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 20, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $80 | Target: $75 |
| Jul 30, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $83 | Target: $85 |
| Jul 8, 2026 | UBS | Downgrade | ||
| Jul 7, 2026 | UBS | Downgrade | Target: $58 | Target: $60 |
| Apr 9, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $92 | Target: $83 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $207.7M · Total debt $262.8M · Total assets $1.41B · Shareholders' equity $505.8M
- Revenue
- $409.4M
- Operating income
- $72.8M
- Net income
- $48.6M
HistoryDividendAnnual yield
| Institutions | 106.38% | 83.27M shares | |
|---|---|---|---|
| 404 holders · as of Jun 30, 2026 | |||
| Insiders | 0.32% | 252.7K shares | |
| 5 holders · as of Aug 31, 2026 | |||
| Strategic holders | 8.81% | 6.89M shares | |
| 1 holder · as of Aug 8, 2023 | |||
| Adds to | 115.51% | ||
78.27M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 115.51%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 11.57% | 9.06M A | as of Jun 30, 2026 |
BlackRock, Inc.Strategic | 8.81% | 6.89M | filed Aug 8, 2023 |
Kayne Anderson Rudnick Investment Management LLCInstitution | 6.92% | 5.41M A | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.73% | 4.49M A | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.28% | 3.35M A | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 27, 2026 | Kenneth Shropshire | director | −1,881 | $69.06 |
| Aug 4, 2026 | Osamu R. Watanabe | officer: General Counsel, Secretary | −4,850 | $69.30 |
| Feb 19, 2026 | Osamu R. Watanabe | officer: General Counsel, Secretary | −2,765 | $62.23 |
- Evercore
Independent advisory-bank peer across M&A, restructuring, and capital
- Houlihan Lokey
Direct overlap in M&A, restructuring, capital solutions, and valuations
- Lazard
Global advisory peer in M&A, restructuring, and capital solutions
- PJT Partners
Independent advisory peer in M&A, restructuring, and private capital
- Goldman Sachs
Large-bank overlap in M&A, restructuring and financing mandates
- Morgan Stanley
Large-bank rival in M&A, capital markets, and restructuring
- Perella Weinberg Partners
Independent advisory peer across M&A, restructuring, and capital markets
- Jefferies Financial Group
Full-service IB peer across advisory, underwriting, and capital markets
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Moelis & Company | $58.88 | −0.03% | $4.49B | 21.1 | 16.8 | 2.9 | +12.1% |
| Evercore | $263.20 | +0.03% | $10.41B | 15.2 | 13.7 | 2.2 | +19.2% |
| Houlihan Lokey | $130.97 | +0.02% | $9.27B | 22.3 | 17.3 | 3.7 | −15.6% |
| Lazard | $36.60 | −0.03% | $3.55B | 17.6 | 11.5 | 1.1 | −2.7% |
| PJT Partners | $150.23 | +0.01% | $3.87B | 25.4 | 17.9 | 2.1 | +19.5% |
| Goldman Sachs | $950.00 | +0.02% | $283.03B | 14.8 | 13.7 | 2.4 | +39.5% |
| Morgan Stanley | $200.99 | +0.41% | $325.12B | 16.8 | 15.1 | 2.6 | +36.8% |
| Perella Weinberg Partners | $13.34 | +0.08% | $1.32B | 44.8 | 10.6 | 1.9 | +0.8% |
| Jefferies Financial Group | $47.39 | −0.02% | $9.73B | 13.4 | 11.8 | 0.8 | −11.5% |
| Median | 17.2 | 13.7 | 2.1 | +10.0% |