Moelis & Co (MC)

• Market cap: $5.21B
• 1 day: 2.91%
• 5 days: -0.32%
• 1 month: 0.59%
• 3 months: 5.19%
• 6 months: 37.30%
• Year to date: 32.56%
• 1 year: 32.18%
• 5 years: 125.37%
• 10 years: 114.00%
• Sector: Financials
• Industry: Investment Advice

About: Moelis & Co is an independent investment bank that provides strategic and financial advice to a diverse client base, including corporations, financial sponsors, governments, and sovereign wealth funds. The company assists its clients in achieving their strategic goals by offering comprehensive, globally integrated financial advisory services across all industry sectors. It also advises clients on their critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. it generates revenue from advisory transactions. The firm derives a majority of its revenue from the United States followed by Europe and the rest of the World.

Employees: 1,161

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

129% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 28

109% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $4.48M

15% more capital invested

Capital invested by funds: $4.22B [Q2] → $4.85B (+$631M) [Q3]

12% more funds holding

Funds holding: 292 [Q2] → 328 (+36) [Q3]

3% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 4 [Q2] → 4 (+0) [Q3]

4.86% less ownership

Funds ownership: 105.57% [Q2] → 100.71% (-4.86%) [Q3]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $60 19% downside
• Avg. target: $79 7% upside
• High target: $92 25% upside

4 analyst ratings

• positive: 2 50%
• neutral: 1 25%
• negative: 1 25%

Keefe, Bruyette & Woods Aidan Hall 73% 1-year accuracy 8 / 11 met price target	17% upside $86	Outperform Upgraded	20 Dec 2024
Wells Fargo Michael Brown 68% 1-year accuracy 28 / 41 met price target	6% upside $78	Equal-Weight Maintained	12 Dec 2024
Morgan Stanley Ryan Kenny 64% 1-year accuracy 9 / 14 met price target	25% upside $92	Overweight Upgraded	9 Dec 2024
UBS Brennan Hawken 74% 1-year accuracy 29 / 39 met price target	19% downside $60	Sell Maintained	8 Oct 2024