Moelis & Co (MC)

• Market cap: $4.12B
• 1 day: 0.03%
• 5 days: -7.67%
• 1 month: -14.36%
• 3 months: -21.32%
• 6 months: -14.06%
• Year to date: -21.32%
• 1 year: 3.93%
• 5 years: 115.50%
• 10 years: 96.10%
• Sector: Financials
• Industry: Investment Advice

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

563% more call options, than puts

Call options by funds: $9.01M | Put options by funds: $1.36M

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

6% more capital invested

Capital invested by funds: $4.94B [Q3] → $5.25B (+$313M) [Q4]

5% more funds holding

Funds holding: 329 [Q3] → 345 (+16) [Q4]

3% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 116

1.71% less ownership

Funds ownership: 102.46% [Q3] → 100.74% (-1.71%) [Q4]

25% less funds holding in top 10

Funds holding in top 10: 4 [Q3] → 3 (-1) [Q4]

Research analyst outlook

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

• Low target: $70 20% upside
• Avg. target: $80 37% upside
• High target: $92 58% upside

4 analyst ratings

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

Goldman Sachs James Yaro 67% 1-year accuracy 2 / 3 met price target	28% upside $75	Neutral Maintained	14 Mar 2025
Morgan Stanley Ryan Kenny 35% 1-year accuracy 7 / 20 met price target	20% upside $70	Underweight Downgraded	13 Mar 2025
Keefe, Bruyette & Woods Aidan Hall 53% 1-year accuracy 9 / 17 met price target	58% upside $92	Outperform Reiterated	6 Feb 2025
Wells Fargo Michael Brown 46% 1-year accuracy 30 / 65 met price target	42% upside $83	Equal-Weight Maintained	6 Feb 2025