Market Cap
$4.5B
MC
Moelis & Co
$56.32 ▼ -1.11%
Prev close $56.95Market cap$4.5B
ConsensusHold
12-mo target$71.30 (+26.6%)
▲ Neutral
Analyst conviction 5/10
27 New Institutional Positions23 Institutional Exits Traditional Finance
Snapshot
The big-picture read on MC right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (53%)
Inst. Holders
50 funds
Inst. Value
$4.1B
Inst. Activity
27 buys / 23 sells
Insider Activity
$0.00 buy / $466.0K sell
Insider Net $
-$466.0K
Social Sentiment
48° Neutral
SEC Reports
2
Price chart 30d -18.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 17, 2026 Insider
Cantor Eric was granted 74.03 shares
Vice Chairman, MD
Sep 17, 2026 Insider
Callesano Christopher was granted 4.28 shares
Chief Financial Officer
Sep 17, 2026 Insider
Callesano Christopher was granted 13.5 shares
Chief Financial Officer
Aug 31, 2026 ftd
Aug 27, 2026 SEC FTD: MC — 25,952 shares ($1.8M) failed to deliver
Settlement: 20260831, Price: $68.40, FTD Value: $1,775,116.8, MOELIS & CO CL A COM STK (DE)
Director Kenneth Shropshire filed a Form 144 notice of intent to sell 1,881 shares of Moelis & Co common stock, with an
144 — Impact 2/10
Jun 30, 2026 Inst.
JONES FINANCIAL COMPANIES LLLP — ADD
1,709,578 shares ($110.2M)
Jun 30, 2026 Inst.
Apr 30, 2026 SEC GOLDMAN SACHS GROUP INC — TRIM
1,267,442 shares ($82.9M)
Moelis & Company filed a DEFA14A providing notice of its 2026 Annual Meeting and soliciting proxies for the election of
DEFA14A — Impact 2/10
Analyst ratings buy % -5.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
53% rate it Buy or better · 19 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Jul 30, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 10, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Jul 8, 2026 | UBS | DOWNGRADE | Sell | 55% |
| Apr 9, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Apr 8, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Apr 8, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 7 | 7 | 1 | 1 | 53% | |
| Aug 1, 2026 | 3 | 7 | 7 | 1 | 1 | 53% | |
| Jul 1, 2026 | 3 | 7 | 8 | 0 | 1 | 53% | |
| Jun 1, 2026 | 3 | 7 | 8 | 0 | 1 | 53% | |
| May 1, 2026 | 3 | 7 | 8 | 0 | 1 | 53% | |
| Apr 1, 2026 | 3 | 7 | 8 | 0 | 1 | 53% | |
| Mar 1, 2026 | 3 | 7 | 8 | 0 | 1 | 53% | |
| Feb 1, 2026 | 3 | 7 | 8 | 0 | 1 | 53% |
Price targets
Where 10 covering analysts think MC trades over the next 12 months.
$71.30 +26.6% upside Strong Buy
Current$56.32 Low$60.00 Median$71.00 High$86.00 10 analysts
$60.00$86.00
Analyst rating Hold· 2.9/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
48°
Neutral
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
2 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 2 neutral · avg impact 2.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 31, 2026
ftd
FTD: MC — 25,952 shares ($1.8M) failed to deliver
Settlement: 20260831, Price: $68.40, FTD Value: $1,775,116.8, MOELIS & CO CL A COM STK (DE)
Aug 26, 2026
ftd
FTD: MC — 10,449 shares ($0.7M) failed to deliver
Settlement: 20260826, Price: $68.01, FTD Value: $710,636.49, MOELIS & CO CL A COM STK (DE)
Aug 4, 2026
ftd
FTD: MC — 64,867 shares ($4.4M) failed to deliver
Settlement: 20260804, Price: $68.56, FTD Value: $4,447,281.52, MOELIS & CO CL A COM STK (DE)
Jul 30, 2026
short_volume
Short Volume: MC — 71.0% short (0.6M / 0.8M)
Short: 559,564 | Exempt: 0 | TRF Vol: 787,925 | Short Ratio: 71.0% | Off-exchange volume (dark pool + OTC)
Jul 29, 2026
earnings_calendar
MC Q2 2026 Earnings After Market Close — 2026-07-29
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.77 | $0.67–$0.89 | 12.8% | -0.6% | 1↑ 6↓ | $0.4B | 10 |
| Next Q | $1.22 | $1.03–$1.40 | 7.9% | +0.0% | 4↑ 4↓ | $0.6B | 10 |
| Current FY | $3.11 | $2.84–$3.41 | 4.2% | -0.2% | 2↑ 4↓ | $1.7B | 10 |
| Next FY | $3.93 | $3.03–$4.97 | 26.3% | -0.1% | 3↑ 4↓ | $2.0B | 10 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.767 | — |
| 7d ago | $0.772 | -0.005 |
| 30d ago | $0.772 | -0.005 |
| 60d ago | $0.760 | +0.007 |
| 90d ago | $0.783 | -0.016 |
Institutional ownership
Which big funds own MC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.1B total value (63,334,692 shares) as of 2026-Q2. Top holders: BlackRock,, KAYNE, VANGUARD. Net buying activity: 27 institutions added/increased vs 23 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,057,944 | $592.6M | 14.3% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5,412,938 | $354.1M | 8.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,487,258 | $293.6M | 7.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,351,361 | $219.2M | 5.3% | — |
| WASATCH ADVISORS LP | 3,246,593 | $212.4M | 5.1% | — |
| STATE STREET CORP | 3,044,858 | $199.2M | 4.8% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,955,235 | $193.3M | 4.7% | — |
| LONDON CO OF VIRGINIA | 2,791,199 | $182.6M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,359,476 | $154.4M | 3.7% | — |
| AMERIPRISE FINANCIAL INC | 2,344,828 | $153.4M | 3.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | ADD | 1,290,540 | 1,709,578 | +32.5% | $110.2M |
| GOLDMAN SACHS GROUP INC | TRIM | 1,755,018 | 1,267,442 | -27.8% | $82.9M |
| JPMORGAN CHASE & CO | TRIM | 1,177,612 | 791,833 | -32.8% | $50.0M |
| CITADEL ADVISORS LLC | DOUBLED | 62,908 | 718,444 | +1042.1% | $47.0M |
| NEW YORK STATE COMMON RETIREMENT FUND | ADD | 370,220 | 524,027 | +41.5% | $34.3M |
| NORGES BANK | NEW | — | 433,073 | — | $28.3M |
| ROYCE & ASSOCIATES LP | ADD | 329,989 | 424,508 | +28.6% | $27.8M |
| Freestone Grove Partners LP | NEW | — | 415,005 | — | $27.1M |
| Woodline Partners LP | DOUBLED | 142,542 | 383,317 | +168.9% | $25.1M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 219,500 | 342,644 | +56.1% | $22.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 50 transactions. Net -$466.0K — $0.00 bought, $466.0K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | Cantor Eric | Vice Chairman, MD | AWARD | 74.03 | — | — |
| Sep 17, 2026 | Callesano Christopher | Chief Financial Officer | AWARD | 4.28 | — | — |
| Sep 17, 2026 | Callesano Christopher | Chief Financial Officer | AWARD | 13.5 | — | — |
| Sep 17, 2026 | WATANABE OSAMU R. | General Counsel, Secretary | AWARD | 66.6 | — | — |
| Sep 17, 2026 | WATANABE OSAMU R. | General Counsel, Secretary | AWARD | 15.48 | — | — |
| Sep 17, 2026 | Cantor Eric | Vice Chairman, MD | AWARD | 225.19 | — | — |
| Sep 17, 2026 | Callesano Christopher | Chief Financial Officer | AWARD | 13.91 | — | — |
| Sep 17, 2026 | Riehl Nick | Principal Accounting Officer | AWARD | 11.03 | — | — |
| Sep 17, 2026 | Riehl Nick | Principal Accounting Officer | AWARD | 7.74 | — | — |
| Sep 17, 2026 | WATANABE OSAMU R. | General Counsel, Secretary | AWARD | 44.61 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MC.
Shares short
5,358,237
Settlement Sep 15, 2026
Change vs prior
+2.4%
Semi-monthly cycle
Days to cover
6.9
At avg daily volume
Of shares outstanding
≈6.8%
Estimate — not % of float
All MC filing & press-release reports (2)
- 144 reportAug 27, 2026
- DEFA14A reportApr 30, 2026