New York State Common Retirement Fund Grows Position in Moelis & Company $MC

New York State Common Retirement Fund boosted its stake in shares of Moelis & Company (NYSE:MC) by 23.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 73,910 shares of the asset manager’s stock after acquiring an additional 14,025 shares during the period. New York State Common Retirement Fund owned 0.09% of Moelis & Company worth $5,271,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. EverSource Wealth Advisors LLC boosted its holdings in shares of Moelis & Company by 89.5% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 597 shares of the asset manager’s stock valued at $37,000 after purchasing an additional 282 shares during the last quarter. Global Retirement Partners LLC lifted its position in shares of Moelis & Company by 103.0% in the third quarter. Global Retirement Partners LLC now owns 544 shares of the asset manager’s stock worth $39,000 after buying an additional 276 shares in the last quarter. Private Trust Co. NA boosted its stake in Moelis & Company by 44.0% during the third quarter. Private Trust Co. NA now owns 599 shares of the asset manager’s stock valued at $43,000 after buying an additional 183 shares during the last quarter. Salomon & Ludwin LLC purchased a new position in Moelis & Company during the 3rd quarter valued at approximately $46,000. Finally, Canton Hathaway LLC purchased a new position in Moelis & Company during the 2nd quarter valued at approximately $51,000. 91.53% of the stock is currently owned by institutional investors.

Key Headlines Impacting Moelis & Company

Here are the key news stories impacting Moelis & Company this week:

• Positive Sentiment: Q4 results beat expectations — revenue rose ~11% to ~$488M and EPS topped consensus, driven by M&A and capital markets momentum; management announced a $300M buyback plan. MC Gains on Q4 Earnings Beat as Revenues Rise, Announces Buyback Plan
• Positive Sentiment: Analysts lifted price targets — Morgan Stanley moved to an Overweight with a $90 target (largest upside among recent notes) and JPMorgan raised its target to $81 while keeping a Neutral rating; both moves support upside expectations. Morgan Stanley price target raise JPMorgan price target raise
• Positive Sentiment: Dividend declared — Moelis announced a quarterly dividend of $0.65/share (ex-div Feb. 17), supporting yield-focused holders and signaling confidence in capital return capacity.
• Neutral Sentiment: Earnings call and deep-dive coverage released — Transcripts and analyst notes highlight M&A momentum, strategic hires and capital markets expansion that management plans to leverage; useful for judging sustainability of growth. MC Q4 deep dive
• Negative Sentiment: Operational and cash-flow headwinds — despite top-line growth, operating profit and diluted EPS were modestly down year-over-year; cash from operations and cash balances declined significantly, and cost of sales rose — items investors may view as pressure on margins and free-cash generation. Moelis & Company Stock Rises on Q4 2025 Earnings
• Negative Sentiment: Insider activity — recent insider selling was reported, which some investors monitor as a cautionary signal (not necessarily material on its own). Moelis & Company Stock Rises on Q4 2025 Earnings

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. Morgan Stanley increased their target price on Moelis & Company from $89.00 to $90.00 and gave the company an “overweight” rating in a research report on Thursday. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Moelis & Company in a research note on Thursday, October 9th. They set a “buy” rating and a $80.00 price target on the stock. Bank of America assumed coverage on shares of Moelis & Company in a research note on Monday, January 26th. They issued a “neutral” rating and a $81.00 price objective for the company. JPMorgan Chase & Co. boosted their target price on shares of Moelis & Company from $80.00 to $81.00 and gave the stock a “neutral” rating in a report on Thursday. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Moelis & Company in a research report on Monday, December 29th. Two analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat, Moelis & Company presently has a consensus rating of “Hold” and an average target price of $76.33.

Moelis & Company Trading Up 1.0%

Moelis & Company stock opened at $71.61 on Friday. The firm has a 50-day moving average price of $71.44 and a 200-day moving average price of $69.97. The firm has a market capitalization of $5.61 billion, a PE ratio of 24.36, a price-to-earnings-growth ratio of 0.60 and a beta of 1.87. Moelis & Company has a 12-month low of $47.00 and a 12-month high of $82.89.

Moelis & Company (NYSE:MC) last issued its quarterly earnings results on Wednesday, February 4th. The asset manager reported $1.13 EPS for the quarter, beating the consensus estimate of $0.76 by $0.37. Moelis & Company had a net margin of 15.36% and a return on equity of 43.19%. The company had revenue of $487.94 million for the quarter, compared to the consensus estimate of $430.17 million. During the same period in the prior year, the firm posted $1.18 EPS. The firm’s revenue was up 11.2% compared to the same quarter last year. As a group, sell-side analysts predict that Moelis & Company will post 2.97 earnings per share for the current fiscal year.

Moelis & Company Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Tuesday, February 17th will be paid a dividend of $0.65 per share. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $2.60 dividend on an annualized basis and a dividend yield of 3.6%. Moelis & Company’s dividend payout ratio is currently 86.96%.

Moelis & Company Company Profile

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. The company was founded by Kenneth David Moelis, Navid Mahmoodzadegan, Jeffrey Raich and Elizabeth Ann Crain in July 2007 and is headquartered in New York, NY.