Moelis & Company (NYSE:MC) Stock Passes Above Fifty Day Moving Average – Here’s What Happened

Shares of Moelis & Company (NYSE:MC) passed above its fifty day moving average during trading on Wednesday . The stock has a fifty day moving average of $67.16 and traded as high as $69.86. Moelis & Company shares last traded at $68.4180, with a volume of 877,011 shares trading hands.

Key Stories Impacting Moelis & Company

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

• Positive Sentiment: Moelis’ latest quarter featured record revenue of approximately $409.4 million, up 12% year over year and above the $387.3 million consensus estimate. Adjusted EPS of $0.63 also narrowly exceeded expectations of $0.62, suggesting resilient deal activity and operating momentum. What Is Behind Moelis & Company Record Revenue Quarter?
• Positive Sentiment: Zacks Research raised its FY2026 EPS forecast to $3.03 from $2.94, increased Q4 2026 EPS to $1.25 from $1.21, and lifted its FY2028 estimate to $5.33 from $5.27. It also raised estimates for Q2 2027 and Q4 2027, indicating expectations for stronger earnings later in the forecast period. Moelis & Company analyst estimates
• Neutral Sentiment: Shares crossed above their 50-day moving average, a potential momentum signal, but the accompanying analysis questioned whether the move represents a selling opportunity. The stock is also below its 12-month high, leaving investor sentiment dependent on continued investment-banking activity.
• Negative Sentiment: Zacks lowered several near- and medium-term forecasts, including Q3 2026 EPS to $0.65 from $0.67, Q1 2027 to $0.68 from $0.82, Q3 2027 to $0.89 from $0.93, Q1 2028 to $1.20 from $1.24, and Q2 2028 to $1.21 from $1.27. These cuts suggest some caution about the timing and sustainability of earnings growth, despite the longer-term upgrades.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on MC. Zacks Research raised Moelis & Company from a “strong sell” rating to a “hold” rating in a report on Tuesday, July 14th. Keefe, Bruyette & Woods cut their price target on shares of Moelis & Company from $69.00 to $66.00 and set a “market perform” rating on the stock in a report on Friday, July 10th. Weiss Ratings lowered shares of Moelis & Company from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, May 26th. Morgan Stanley upped their price objective on shares of Moelis & Company from $83.00 to $85.00 and gave the company an “overweight” rating in a report on Thursday, July 30th. Finally, UBS Group reiterated a “sell” rating and issued a $60.00 price objective (up from $58.00) on shares of Moelis & Company in a research note on Wednesday, July 8th. Two investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $73.62.

Moelis & Company Trading Up 2.0%

The firm’s fifty day moving average price is $67.12 and its two-hundred day moving average price is $64.54. The stock has a market capitalization of $5.34 billion, a PE ratio of 23.77, a price-to-earnings-growth ratio of 0.88 and a beta of 1.84.

Moelis & Company (NYSE:MC) last announced its quarterly earnings results on Wednesday, July 29th. The asset manager reported $0.63 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.62 by $0.01. Moelis & Company had a net margin of 14.50% and a return on equity of 39.59%. The firm had revenue of $409.39 million for the quarter, compared to the consensus estimate of $387.27 million. During the same period in the prior year, the firm posted $0.53 earnings per share. The firm’s quarterly revenue was up 12.0% compared to the same quarter last year. As a group, sell-side analysts anticipate that Moelis & Company will post 3.09 earnings per share for the current fiscal year.

Moelis & Company Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Monday, August 10th will be given a $0.65 dividend. The ex-dividend date is Monday, August 10th. This represents a $2.60 dividend on an annualized basis and a dividend yield of 3.8%. Moelis & Company’s payout ratio is 90.59%.

Insider Activity at Moelis & Company

In other news, General Counsel Osamu R. Watanabe sold 4,850 shares of the company’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $69.30, for a total transaction of $336,105.00. Following the completion of the transaction, the general counsel directly owned 131 shares of the company’s stock, valued at $9,078.30. This represents a 97.37% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. 6.29% of the stock is owned by company insiders.

Institutional Investors Weigh In On Moelis & Company

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Integrated Wealth Concepts LLC lifted its holdings in Moelis & Company by 9.9% during the first quarter. Integrated Wealth Concepts LLC now owns 4,799 shares of the asset manager’s stock valued at $280,000 after purchasing an additional 432 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in shares of Moelis & Company by 4.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 42,080 shares of the asset manager’s stock worth $2,456,000 after purchasing an additional 1,839 shares in the last quarter. United Services Automobile Association acquired a new position in shares of Moelis & Company during the 1st quarter worth about $264,000. Empowered Funds LLC raised its position in shares of Moelis & Company by 37.6% during the 1st quarter. Empowered Funds LLC now owns 42,828 shares of the asset manager’s stock worth $2,499,000 after purchasing an additional 11,692 shares during the last quarter. Finally, Creative Planning raised its position in shares of Moelis & Company by 14.2% during the 2nd quarter. Creative Planning now owns 6,639 shares of the asset manager’s stock worth $414,000 after purchasing an additional 827 shares during the last quarter. Hedge funds and other institutional investors own 91.53% of the company’s stock.

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. 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.