Skip to main content
MC logo

MC · Moelis & Co

Track MC — free
Market Cap
$5.35B
Shares
78.27M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$68.07 Open$67.78 Day$67.34–68.26 52W close$51.38–77.75 Avg vol 30d870K Short int4.9M · 6.3% float · 5.7d Short vol79% Last earningsJul 29, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 30

Up next

Next earnings call
Oct 31, 2026 Est · unconfirmed · in 9 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Jul 30, 2026

AI Brief

Q2 FY26 earnings call · Jul 29, 2026
Q2 FY26

TL;DR. Moelis reported record Q2 2026 revenues of $409.4 million, up 12% year-over-year, and record first-half revenues of $729.2 million, up 9%, driven by capital markets and private capital advisory growth and a record pipeline up over 80% versus the prior year period.

Bullish
  • + Record Q2 revenues of $409.4 million, up 12% year-over-year, and record first-half revenues of $729.2 million, up 9% new
  • + Adjusted pre-tax margin expanded to 18.6% in Q2 from 17.6% a year ago new
  • + Announced pipeline increased over 80% versus the prior year period and entered the back half with a record total pipeline new
  • + Capital markets and private capital advisory drove growth, with non-M&A businesses generating record first-half revenues and capital markets achieving record Q2 and first-half revenues new
  • + Returned $246.4 million to shareholders in the first half of 2026 and declared a $0.65 per share quarterly dividend new
Bearish
  • Capital structure advisory revenues declined, partially offsetting capital markets and PCA growth in the first half new
  • First-half adjusted net income of $97.2 million and $1.13 per share was below prior year period's $99.9 million and $1.17 per share
  • Sponsor M&A activity industry-wide has remained modest year-to-date new

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Strong Sentiment Bearish Fundamentals Excellent Quant / Vol Moderate
Market backdrop VIX 14.9 · calm Equity put/call 0.70
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +3%
above
Price vs 50-day avg +1%
above
RSI (14) 51
neutral
MACD trend Positive
52-week position 63%
mid-range
Momentum
relative strength
Strong
1-month return −1%
trailing
6-month return +24%
trailing
YTD return −1%
this year
Relative strength +11%
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
6.27% of float · ▲ +10.7% MoM · 5.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
395 holders — near 3-yr high, broad support
Squeeze score 77
high risk · 0–100
Fundamentals
Excellent
Free cash flow $540.0M
Buyback $226.2M
remaining
Quant / Vol
risk profile
Moderate
Volatility 38%
annualized · 1-yr
Max drawdown −34%
past year
ATR 3.5%
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 Mar 31, 2024
Corporate tax rate · full-year 34%
Prior guidance period ended · from the Earnings Call filed Mar 31, 2025
Non-compensation expense growth · full-year 2025 15%

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

Technicals

trend & momentum for long-term holders Buy
0 · 3 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+3% Bullish
Price vs 50-day avg
+1% Bullish
RSI (14)
51 Neutral
MACD trend
Positive Bullish
52-week position
63% 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
6.27% of float · ▲ +10.7% MoM · 5.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
395 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $51 Now $68 · 63% Range high $78
vs 200-day avg +3% vs 50-day avg +1%

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

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Managing Directors on platform 12 first half 2026
Open market repurchases 2.3M first half 2026
Capital returned to shareholders $171.4M first quarter of 2026
Cash and liquid investments $353.7M as of March 31, 2026
Locations 23 as of March 31, 2026
Adjusted other income non-GAAP $28.9M Year Ended December 31, 2025
Advisory professionals promoted to Managing Director 12 full year 2025
Capital returned to shareholders (dividends and share repurchases) $283.6M 2025 performance year
Managing Directors on our platform 178 as of the date of this release
Share repurchase authorization $300M Year Ended December 31, 2025
Share repurchases (full year) 0.9M Year Ended December 31, 2025
Share repurchases (Q4) 0.7M Q4 2025

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

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
$5.35B -1.0% 6.3%
MS
Morgan Stanley
$337.31B +20.2% +5.5% 17.4 0.9%
GS
Goldman Sachs Group Inc
$301.07B +16.7% +8.9% 16.0 2.1%
SCHW
Schwab Charles Corp
$190.50B +9.9% +22.0% 20.1 1.0%
HOOD
Robinhood Markets, Inc.
$93.74B -7.3% +51.6% 46.1 3.7%

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
395
% held
102.8%
Net QoQ
+254.5K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
361
View
Short & Settlement
Short Interest Rising
Shares short
4.9M
Days to cover
5.7d
Change
+472.2K sh
View
Short Volume
Short vol %
79%
As of
Aug 31, 2026
Short Total
View
Fails to Deliver
FTD shares
494
Value
$32.9K
As of
Aug 12, 2026
View
Off-Exchange
Off-exchange %
54.6%
Week of
Jul 27, 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 -0.6% -0.7% +23.9% +1.5% -1.0%
SPY +0.5% +1.2% +13.3% +2.7% +12.5%
vs SPY -1.1% -2.0% +10.7% -1.2% -13.5%

Capital returns

Latest dividend
$0.65 / share · ex Aug 10, 2026
Raised 8.3%
Paid (TTM)
$2.60 / share · 4 payouts
Dividend yield (TTM, derived)
3.82%
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) 293 filings 277 filers Visit website Investor relations