State of Wyoming Reduces Position in Moelis & Company $MC

State of Wyoming trimmed its position in shares of Moelis & Company (NYSE:MC) by 72.0% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,366 shares of the asset manager’s stock after selling 11,228 shares during the period. State of Wyoming’s holdings in Moelis & Company were worth $249,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Natixis Advisors LLC raised its holdings in shares of Moelis & Company by 11.0% in the fourth quarter. Natixis Advisors LLC now owns 1,019,832 shares of the asset manager’s stock worth $70,103,000 after buying an additional 100,956 shares during the period. Hsbc Holdings PLC lifted its stake in shares of Moelis & Company by 541.5% during the 4th quarter. Hsbc Holdings PLC now owns 19,726 shares of the asset manager’s stock worth $1,364,000 after acquiring an additional 16,651 shares during the last quarter. HighTower Advisors LLC boosted its holdings in Moelis & Company by 10.3% during the 4th quarter. HighTower Advisors LLC now owns 1,385,692 shares of the asset manager’s stock valued at $95,253,000 after acquiring an additional 129,368 shares during the period. Madison Asset Management LLC boosted its holdings in Moelis & Company by 45.6% during the 1st quarter. Madison Asset Management LLC now owns 1,773,735 shares of the asset manager’s stock valued at $101,103,000 after acquiring an additional 555,557 shares during the period. Finally, Capital Management Corp VA grew its position in Moelis & Company by 35.2% in the 4th quarter. Capital Management Corp VA now owns 308,624 shares of the asset manager’s stock valued at $21,215,000 after acquiring an additional 80,297 shares during the last quarter. 91.53% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. Wall Street Zen downgraded Moelis & Company from a “hold” rating to a “sell” rating in a research report on Saturday, May 2nd. UBS Group reaffirmed a “sell” rating and issued a $60.00 price target (up from $58.00) on shares of Moelis & Company in a research note on Wednesday, July 8th. Weiss Ratings lowered shares of Moelis & Company from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, May 26th. The Goldman Sachs Group decreased their price objective on shares of Moelis & Company from $70.00 to $62.00 and set a “neutral” rating for the company in a report on Wednesday, April 1st. Finally, Zacks Research upgraded shares of Moelis & Company from a “strong sell” rating to a “hold” rating in a research note on Tuesday, July 14th. Two equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $73.38.

Trending Headlines about Moelis & Company

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

• Positive Sentiment: Q2 earnings and revenue beat estimates: Moelis reported adjusted earnings of $0.63 per share, exceeding the $0.62 consensus estimate and rising from $0.53 a year earlier. Revenue increased 12% year over year to $409.39 million, well above analysts’ $387.27 million forecast. Moelis Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Record results reinforce growth momentum: The company described second-quarter and first-half 2026 revenue and earnings as records. Its 14.46% net margin and 38.94% return on equity also indicate strong profitability, which can support the stock’s valuation. Moelis Reports Record Q2 2026 Revenues and Earnings
• Positive Sentiment: Dividend provides income support: Moelis declared a quarterly dividend of $0.65 per share, or $2.60 annualized, representing an indicated yield of approximately 4.0%. Shareholders of record on August 10 will receive the payment on September 17; the ex-dividend date is August 10. This may appeal to income-focused investors.
• Neutral Sentiment: Investor focus remains on management commentary: The Q2 earnings-call transcript is available for investors assessing the outlook for advisory activity, deal volumes, and future earnings growth. Moelis Q2 2026 Earnings Call Transcript

Moelis & Company Stock Down 4.7%

Shares of NYSE MC opened at $65.34 on Thursday. Moelis & Company has a twelve month low of $51.06 and a twelve month high of $78.22. The firm has a market cap of $5.13 billion, a PE ratio of 23.51, a price-to-earnings-growth ratio of 0.87 and a beta of 1.85. The business has a fifty day simple moving average of $67.17 and a two-hundred day simple moving average of $65.34.

Moelis & Company (NYSE:MC) last posted 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. The business had revenue of $409.39 million for the quarter, compared to the consensus estimate of $387.27 million. Moelis & Company had a return on equity of 38.94% and a net margin of 14.46%.The business’s revenue was up 12.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.53 EPS. On average, research analysts expect that Moelis & Company will post 3.17 earnings per share for the current year.

Moelis & Company Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Monday, August 10th will be paid a $0.65 dividend. The ex-dividend date of this dividend is Monday, August 10th. This represents a $2.60 dividend on an annualized basis and a yield of 4.0%. Moelis & Company’s dividend payout ratio is 93.53%.

Moelis & 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.