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MC · Moelis & Co

Track MC — free
Market Cap
$4.91B
Shares
78.27M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$62.71 Open$63.31 Day$62.10–64.24 52W close$51.38–77.75 Avg vol 30d756K Short int5.2M · 6.7% float · 8.0d Short vol54% Last earningsJul 29, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 30

Up next

Next earnings call
Oct 31, 2026 Est · unconfirmed · in 7 wks
filed Jul 30, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
Trailing 12 months
Net income (TTM)
$256.51M
Trailing 12 months
Revenue growth YoY
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
19.1
Trailing earnings · reciprocal yield 5.2%
FCF yield
8.8%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
Year over year · more shares
Price change (1Y)
-16.0%
Trailing year
Short interest
6.7%
Latest settlement · 8.0 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Sell Momentum Weak Sentiment Bearish Fundamentals Excellent Quant / Vol Moderate
Market backdrop VIX 17.1 · elevated Equity put/call 0.67
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −5%
below
Price vs 50-day avg −7%
below
RSI (14) 37
neutral
MACD trend Negative
52-week position 43%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Weak
1-month return −8%
trailing
6-month return +15%
trailing
YTD return −9%
this year
Relative strength −1%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $67 › 200d $66 — 50d above 200d
Institutional flow Distributing
-2% holders QoQ · +55 funds added
Insider flow Distributing
Net -$466.0K over 90 days · 100% sells
Short interest Rising
6.68% of float · ▲ +6.6% MoM · 8.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
396 holders — near 3-yr high, broad support
Squeeze score 62
elevated · 0–100
Fundamentals
Excellent
Free cash flow $540.0M
Valuation P/E 21.5
in line
Buyback $226.2M
remaining
Quant / Vol
risk profile
Moderate
Volatility 38%
annualized · 1-yr
Max drawdown −34%
past year
ATR 3.8%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Feb 10, 2021
Non-comp expenses · the next couple of quarters $30M
Prior guidance period ended · from the Earnings Call filed Oct 27, 2021
Managing directors · next year 8% – 10%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Sell
3 · 4 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−5% Bearish
Price vs 50-day avg
−7% Bearish
RSI (14)
37 Neutral
MACD trend
Negative Bearish
52-week position
43% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 3 of 6
Trend (MA cross) No cross
50d $67 › 200d $66 — 50d above 200d
Institutional flow Distributing
-2% holders QoQ · +55 funds added
Insider flow Distributing
Net -$466.0K over 90 days · 100% sells
Short interest Rising
6.68% of float · ▲ +6.6% MoM · 8.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
396 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $51 Now $63 · 43% Range high $78
vs 200-day avg -5% vs 50-day avg -7%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Capital Markets — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
MC
Moelis & Co
this stock
$4.91B -8.8% 21.5 6.7%
MS
Morgan Stanley
$324.45B +16.4% +5.5% 16.7 0.9%
GS
Goldman Sachs Group Inc
$287.81B +12.5% +8.9% 15.3 2.4%
SCHW
Schwab Charles Corp
$187.48B +7.4% +22.0% 19.8 1.2%
HOOD
Robinhood Markets, Inc.
$102.79B +1.1% +51.6% 50.6 4.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
396
% held
102.8%
Net QoQ
+254.3K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
361
View
Short & Settlement
Short Interest Rising
Shares short
5.2M
Days to cover
8.0d
Change
+326.2K sh
View
Short Volume
Short vol %
54%
As of
Sep 14, 2026
Short Total
View
Fails to Deliver
FTD shares
26.0K
Value
$1.8M
As of
Aug 31, 2026
View
Off-Exchange
Off-exchange %
38.4%
Week of
Aug 10, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$466.0K
Buyers / Sellers
0 / 2
Buyers Sellers
View
Congressional Trades Sell
Member
Donna Shalala
Amount
$1.0K–$15.0K
Traded
Jan 9, 2019
View
Financials
Financials
Net income (FY)
$259.6M
View
Buybacks
Authorized
$300.0M
Remaining
$226.2M
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Jul 30, 2026
This year
9
View
Proposed Sales
Value
$129.9K
Shares
1.9K
Filed
Aug 27, 2026
View
Earnings & Events
Earnings Calls
Last call
Jul 29, 2026
View

Performance

5D 20D 120D MTD YTD
MC -9.1% -8.3% +15.2% -7.9% -8.8%
SPY -1.2% -2.0% +16.1% -0.8% +11.6%
vs SPY -7.9% -6.3% -1.0% -7.1% -20.4%

Capital returns

Buyback program · as of Jun 30, 2026
Authorized
$300.00M
Spent (derived)
$73.77M
Remaining
$226.24M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1596967 CUSIP 60786M105 13F (30d) 15 filings 15 filers Visit website Investor relations