Moelis & Co (MC)

• Market cap: $3.51B
• 1 day: -3.85%
• 5 days: -4.39%
• 1 month: -18.48%
• 3 months: -37.33%
• 6 months: -29.73%
• Year to date: -33.10%
• 1 year: -6.73%
• 5 years: 65.14%
• 10 years: 65.19%
• Sector: Financials
• Industry: Capital Markets

Fund manager confidence

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

563% more call options, than puts

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

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $4.86B [Q3] → $5.25B (+$394M) [Q4]

5% more funds holding

Funds holding: 329 [Q3] → 346 (+17) [Q4]

0.07% less ownership

Funds ownership: 100.74% [Q3] → 100.67% (-0.07%) [Q4]

3% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 116

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: $42 15% downside
• Avg. target: $66 33% upside
• High target: $92 85% upside

4 analyst ratings

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

Wells Fargo Michael Brown 37% 1-year accuracy 28 / 75 met price target	11% upside $55	Equal-Weight Maintained	8 Apr 2025
Morgan Stanley Ryan Kenny 9% 1-year accuracy 2 / 22 met price target	15% downside $42	Underweight Maintained	7 Apr 2025
Goldman Sachs James Yaro 40% 1-year accuracy 2 / 5 met price target	51% upside $75	Neutral Maintained	14 Mar 2025
Keefe, Bruyette & Woods Aidan Hall 38% 1-year accuracy 6 / 16 met price target	85% upside $92	Outperform Reiterated	6 Feb 2025