Moelis & CO

Market Movers (8-K)

NYSE
Moelis & Company shareholders re-elected seven directors, approved executive compensation, and ratified the appointment of Deloitte & Touche LLP.
NYSE
Moelis & Company announced record first quarter revenues of $319.8 million, a 4% increase year-over-year, driven by Private Capital Advisory and M&A, while also declaring a $0.65 per share dividend.
NYSE
Moelis & Company reported record fourth-quarter revenues and a significant increase in full-year 2025 adjusted revenues and diluted EPS, alongside a new $300 million share repurchase authorization.
Delay expected
Better than expected
NYSE
Moelis & Company reported a significant increase in third-quarter and first nine months 2025 financial results, driven by strong M&A and Capital Markets activity and strategic talent expansion.
Better than expected
NYSE
Moelis & Company announced robust financial results for the second quarter and first half of 2025, driven by significant revenue and net income increases, alongside a declared quarterly dividend of $0.65 per share.
Better than expected
NYSE
Moelis & Company announced the appointment of Thorold Barker, a veteran in journalism, finance, and geopolitics, as an independent director to its Board, effective July 1, 2025.

Quarterly Earnings (10-Q)

NYSE
Moelis & Company reported a significant increase in Q3 2025 revenues and net income, driven by a robust M&A market and improved operating efficiency.
Better than expected
Delay expected
NYSE
Moelis & Company announced robust financial results for the second quarter and first half of 2025, with significant revenue and net income increases driven by higher average fees per transaction, while also navigating ongoing legal matters.
Better than expected
Delay expected
NYSE
Moelis & Company's Q1 2025 revenues surged by 41% year-over-year, driven by higher average fees per completed transaction, despite a decline in global M&A activity.
Better than expected
NYSE
Moelis & Company's third-quarter 2024 results show a slight increase in revenue and a significant improvement in net income compared to the same period last year.
Better than expected
NYSE
Moelis & Company saw a significant increase in revenue during the second quarter of 2024, driven by a higher volume of completed transactions.
Better than expected
NYSE
Moelis & Company saw a 16% increase in revenue for the first quarter of 2024, despite a 20% decline in global M&A transaction volume.
Better than expected

Annual Reports (10-K)

NYSE
Moelis & Company reported robust financial results for 2025, showcasing significant revenue and net income growth, alongside strategic capital allocation and favorable legal outcomes.
Better than expected
NYSE
Moelis & Company's 2024 annual report reveals a significant revenue increase driven by a surge in completed transactions.
Better than expected
NYSE
Moelis & Company's 2023 revenue decreased by 13% compared to 2022, reflecting lower M&A activity, while the firm strategically invested in talent and managed expenses.
Worse than expected

Insider Trading (Form 4)

NYSE
Moelis & Co. Director Thorold Barker acquired 1,545 Restricted Stock Units (RSUs) that vested on July 1, 2026.
NYSE
Moelis & Co. Director Louise Mirrer acquired 1,623 Restricted Stock Units (RSUs) that vested on July 1, 2026, with settlement expected within 60 days following July 1, 2028.
NYSE
Moelis & Co Director Laila Worrell has reported transactions involving restricted stock units, with vesting dates and settlement periods detailed.
Delay expected
NYSE
Moelis & Co. Director Kenneth Shropshire acquired 2026 Annual and Elective Restricted Stock Units, as detailed in a recent SEC Form 4 filing.
NYSE
Moelis & Co Director Kenneth Shropshire acquired additional Restricted Stock Units as dividend equivalents, increasing his beneficial ownership.
NYSE
Moelis & Co. Director Laila Worrell acquired additional restricted stock units as dividend equivalents, increasing her beneficial ownership.

Proxy Statements (Def-14A)

NYSE
Moelis & Company stockholders are set to vote on the election of directors, executive compensation, and the ratification of the company's accounting firm at the upcoming annual meeting on June 5, 2025.
NYSE
Moelis & Company will hold its 2025 Annual Meeting of Stockholders on June 5, 2025, to elect directors, approve executive compensation, and ratify the independent auditor.
Better than expected
NYSE
Moelis & Company announces its 2024 Annual Meeting of Stockholders to be held on June 6, 2024, outlining key proposals for shareholder voting, including the election of directors, executive compensation, and ratification of the company's accounting firm.
NYSE
Moelis & Company's proxy statement highlights a challenging 2023, strategic investments in talent, and seeks stockholder approval for a new omnibus incentive plan to retain and attract key personnel.
Worse than expected

Schedule 13G - Passive Investments

NYSE
Wasatch Advisors LP has filed a Schedule 13G, reporting beneficial ownership of 4.4% of Moelis & Co's Class A common stock as of June 30, 2026.
NYSE
Kayne Anderson Rudnick Investment Management, LLC has increased its beneficial ownership of Moelis & Co. common stock to 7.9%, holding 5,778,143 shares as of March 31, 2026.
NYSE
Vanguard Capital Management has reported beneficial ownership of 3,880,626 shares, representing 5.28% of Moelis & Co's common stock, as of March 31, 2026.
NYSE
Vanguard Portfolio Management has reported a beneficial ownership of 6.39% in Moelis & Co's common stock as of March 31, 2026.
NYSE
Wasatch Advisors LP has disclosed a beneficial ownership of 5.1% in Moelis & Co's Class A shares as of March 31, 2026.
NYSE
The London Company, an investment adviser, has filed an Amendment No. 6 to Schedule 13G, disclosing a 4.14% beneficial ownership stake in Moelis & Co Class A Common Stock.