Zacks Research Issues Pessimistic Outlook for MC Earnings

Moelis & Company (NYSE:MC) – Analysts at Zacks Research decreased their Q2 2025 earnings per share estimates for shares of Moelis & Company in a research report issued on Monday, April 14th. Zacks Research analyst R. Department now forecasts that the asset manager will earn $0.40 per share for the quarter, down from their prior forecast of $0.52. 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 $0.51 EPS, Q3 2026 earnings at $0.68 EPS, Q4 2026 earnings at $0.63 EPS and Q1 2027 earnings at $0.91 EPS.

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

A number of other analysts have also weighed in on the stock. Keefe, Bruyette & Woods reissued an “outperform” rating and issued a $92.00 price target (up previously from $86.00) on shares of Moelis & Company in a report on Thursday, February 6th. StockNews.com cut Moelis & Company from a “buy” rating to a “hold” rating in a report on Thursday, March 13th. Wells Fargo & Company cut their target price on shares of Moelis & Company from $63.00 to $55.00 and set an “equal weight” rating on the stock in a research report on Tuesday, April 8th. Morgan Stanley lowered their price target on shares of Moelis & Company from $70.00 to $42.00 and set an “underweight” rating for the company in a research report on Monday, April 7th. Finally, JMP Securities restated a “market perform” rating on shares of Moelis & Company in a report on Thursday, February 6th. Two research analysts have rated the stock with a sell rating, five have assigned a hold rating and one has given a buy rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $62.50.

Moelis & Company Trading Down 2.8 %

MC opened at $50.86 on Wednesday. Moelis & Company has a 1-year low of $46.24 and a 1-year high of $82.89. The stock has a market capitalization of $3.81 billion, a PE ratio of 28.90 and a beta of 1.53. The firm has a 50-day moving average price of $62.56 and a two-hundred day moving average price of $69.77.

Institutional Trading of Moelis & Company

Several institutional investors have recently added to or reduced their stakes in MC. Edgestream Partners L.P. bought a new position in shares of Moelis & Company in the 4th quarter valued at $2,784,000. Charles Schwab Investment Management Inc. boosted its stake in shares of Moelis & Company by 1.4% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 935,552 shares of the asset manager’s stock valued at $69,119,000 after purchasing an additional 12,632 shares in the last quarter. Hodges Capital Management Inc. acquired a new stake in shares of Moelis & Company in the 4th quarter valued at approximately $9,149,000. Raymond James Financial Inc. acquired a new position in Moelis & Company during the 4th quarter worth approximately $27,855,000. Finally, Entropy Technologies LP bought a new position in Moelis & Company in the 4th quarter valued at approximately $412,000. 91.53% of the stock is currently owned by institutional investors.

Insider Transactions at Moelis & Company

In related news, General Counsel Osamu R. Watanabe sold 5,661 shares of the stock in a transaction that occurred on Wednesday, February 19th. The stock was sold at an average price of $74.00, for a total transaction of $418,914.00. Following the completion of the transaction, the general counsel now directly owns 6,471 shares of the company’s stock, valued at approximately $478,854. This represents a 46.66 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Kenneth Shropshire sold 2,551 shares of the firm’s stock in a transaction on Friday, February 21st. The shares were sold at an average price of $72.30, for a total transaction of $184,437.30. Following the completion of the transaction, the director now directly owns 6,940 shares of the company’s stock, valued at $501,762. This represents a 26.88 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 22,721 shares of company stock valued at $1,677,017 over the last 90 days. 6.40% of the stock is owned by company insiders.

Moelis & Company Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, March 27th. Stockholders of record on Tuesday, February 18th were issued a $0.65 dividend. This is a positive change from Moelis & Company’s previous quarterly dividend of $0.60. The ex-dividend date of this dividend was Tuesday, February 18th. This represents a $2.60 annualized dividend and a dividend yield of 5.11%. Moelis & Company’s payout ratio 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.