Zacks Research Expects Lower Earnings for Moelis & Company

Moelis & Company (NYSE:MC) – Stock analysts at Zacks Research reduced their Q2 2025 EPS estimates for Moelis & Company in a research note issued to investors on Monday, April 7th. Zacks Research analyst R. Department now anticipates that the asset manager will post earnings of $0.52 per share for the quarter, down from their prior estimate of $0.56. The consensus estimate for Moelis & Company’s current full-year earnings is $2.97 per share. Zacks Research also issued estimates for Moelis & Company’s Q3 2025 earnings at $0.67 EPS and Q4 2026 earnings at $0.79 EPS.

Other analysts have also issued research reports about the company. Wells Fargo & Company decreased their price objective on Moelis & Company from $63.00 to $55.00 and set an “equal weight” rating on the stock in a report on Tuesday. JMP Securities reiterated a “market perform” rating on shares of Moelis & Company in a research note on Thursday, February 6th. StockNews.com lowered shares of Moelis & Company from a “buy” rating to a “hold” rating in a report on Thursday, March 13th. Morgan Stanley decreased their target price on shares of Moelis & Company from $70.00 to $42.00 and set an “underweight” rating on the stock in a research report on Monday. Finally, Keefe, Bruyette & Woods reissued an “outperform” rating and issued a $92.00 target price (up previously from $86.00) on shares of Moelis & Company in a research note on Thursday, February 6th. Two analysts have rated the stock with a sell rating, five have assigned a hold rating and one has assigned a buy rating to the stock. Based on data from MarketBeat, Moelis & Company has a consensus rating of “Hold” and a consensus target price of $62.50.

Moelis & Company Stock Up 11.1 %

MC stock opened at $54.28 on Wednesday. Moelis & Company has a twelve month low of $46.24 and a twelve month high of $82.89. The company has a market cap of $4.07 billion, a PE ratio of 30.84 and a beta of 1.53. The business’s 50-day simple moving average is $65.33 and its 200 day simple moving average is $70.40.

Moelis & Company (NYSE:MC) last posted its quarterly earnings results on Wednesday, February 5th. The asset manager reported $1.18 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.79. Moelis & Company had a net margin of 11.39% and a return on equity of 38.49%.

Institutional Investors Weigh In On Moelis & Company

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. CIBC Private Wealth Group LLC lifted its position in shares of Moelis & Company by 52.5% during the fourth quarter. CIBC Private Wealth Group LLC now owns 398 shares of the asset manager’s stock worth $30,000 after purchasing an additional 137 shares in the last quarter. Headlands Technologies LLC bought a new position in Moelis & Company in the 4th quarter worth approximately $31,000. MassMutual Private Wealth & Trust FSB lifted its holdings in Moelis & Company by 1,551.3% during the 1st quarter. MassMutual Private Wealth & Trust FSB now owns 644 shares of the asset manager’s stock worth $38,000 after buying an additional 605 shares in the last quarter. Versant Capital Management Inc boosted its position in Moelis & Company by 1,460.8% in the 1st quarter. Versant Capital Management Inc now owns 796 shares of the asset manager’s stock valued at $46,000 after buying an additional 745 shares during the last quarter. Finally, R Squared Ltd acquired a new stake in shares of Moelis & Company in the 4th quarter valued at $47,000. Institutional investors and hedge funds own 91.53% of the company’s stock.

Insider Activity at Moelis & Company

In other news, insider Christopher Callesano sold 1,282 shares of the firm’s stock in a transaction on Wednesday, February 19th. The stock was sold at an average price of $74.00, for a total value of $94,868.00. Following the completion of the sale, the insider now directly owns 1,227 shares in the company, valued at approximately $90,798. This trade represents a 51.10 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO Kenneth Moelis sold 9,712 shares of Moelis & Company stock in a transaction dated Wednesday, February 19th. The shares were sold at an average price of $74.00, for a total value of $718,688.00. Following the completion of the transaction, the chief executive officer now directly owns 209,235 shares of the company’s stock, valued at $15,483,390. This represents a 4.44 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 22,721 shares of company stock valued at $1,677,017 in the last ninety days. Insiders own 6.40% of the company’s stock.

Moelis & Company Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, March 27th. Investors of record on Tuesday, February 18th were given a dividend of $0.65 per share. The ex-dividend date was Tuesday, February 18th. This represents a $2.60 dividend on an annualized basis and a dividend yield of 4.79%. This is a boost from Moelis & Company’s previous quarterly dividend of $0.60. Moelis & Company’s dividend payout ratio (DPR) is 147.73%.

About Moelis & Company

Moelis & Co operates as a holding company. It engages in the provision of financial advisory, capital raising and asset management services to a client base including corporations, governments, sovereign wealth funds and financial sponsors. The firm focuses on clients including large public multinational corporations, middle market private companies, financial sponsors, entrepreneurs and governments.