Moelis & Co (MC)

• Market cap: $5.03B
• 1 day: -3.11%
• 5 days: -6.54%
• 1 month: -10.02%
• 3 months: -4.52%
• 6 months: 11.31%
• Year to date: -3.95%
• 1 year: 30.10%
• 5 years: 94.94%
• 10 years: 128.06%
• 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 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

51% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 41

6% more capital invested

Capital invested by funds: $4.94B [Q3] → $5.24B (+$305M) [Q4]

3% more funds holding

Funds holding: 329 [Q3] → 340 (+11) [Q4]

7% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 117

1.86% less ownership

Funds ownership: 102.44% [Q3] → 100.58% (-1.86%) [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: $83 16% upside
• Avg. target: $91 27% upside
• High target: $100 40% upside

4 analyst ratings

• positive: 2 50%
• neutral: 2 50%
• negative: 0 0%

Goldman Sachs James Yaro 100% 1-year accuracy 1 / 1 met price target	22% upside $87	Neutral Maintained	6 Feb 2025
Keefe, Bruyette & Woods Aidan Hall 65% 1-year accuracy 11 / 17 met price target	29% upside $92	Outperform Reiterated	6 Feb 2025
Wells Fargo Michael Brown 52% 1-year accuracy 31 / 60 met price target	16% upside $83	Equal-Weight Maintained	6 Feb 2025
Morgan Stanley Ryan Kenny 67% 1-year accuracy 10 / 15 met price target	40% upside $100	Overweight Maintained	6 Feb 2025