Zacks Research Predicts Lower Earnings for Moelis & Company

Moelis & Company (NYSE:MC) – Equities research analysts at Zacks Research decreased their Q2 2025 earnings per share (EPS) estimates for Moelis & Company in a research report issued to clients and investors on Monday, April 14th. Zacks Research analyst R. Department now forecasts that the asset manager will post earnings per share of $0.40 for the quarter, down from their previous 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 issued its quarterly earnings results on Wednesday, February 5th. The asset manager reported $1.18 EPS for the quarter, beating analysts’ consensus estimates of $0.39 by $0.79. Moelis & Company had a return on equity of 38.49% and a net margin of 11.39%.

Several other analysts have also recently issued reports on MC. Wells Fargo & Company cut their price target on shares of Moelis & Company from $63.00 to $55.00 and set an “equal weight” rating on the stock in a report on Tuesday, April 8th. Morgan Stanley dropped their target price 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. JMP Securities reaffirmed a “market perform” rating on shares of Moelis & Company in a research report on Thursday, February 6th. The Goldman Sachs Group decreased their price target on Moelis & Company from $86.00 to $75.00 and set a “neutral” rating for the company in a research note on Friday, March 14th. Finally, StockNews.com cut Moelis & Company from a “buy” rating to a “hold” rating in a research note on Thursday, March 13th. Two research analysts have rated the stock with a sell rating, five have issued a hold rating and one has given a buy rating to the company’s stock. According to data from MarketBeat, Moelis & Company has an average rating of “Hold” and a consensus price target of $62.50.

Moelis & Company Stock Up 1.8 %

Shares of MC opened at $51.68 on Wednesday. The firm has a market cap of $3.87 billion, a price-to-earnings ratio of 29.37 and a beta of 1.53. The business’s 50 day moving average is $62.02 and its two-hundred day moving average is $69.65. Moelis & Company has a 52-week low of $46.24 and a 52-week high of $82.89.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Wealth Enhancement Advisory Services LLC lifted its holdings in Moelis & Company by 64.3% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 253,658 shares of the asset manager’s stock worth $14,803,000 after purchasing an additional 99,316 shares during the period. Greenwood Capital Associates LLC acquired a new position in shares of Moelis & Company during the first quarter valued at approximately $1,194,000. Simon Quick Advisors LLC raised its holdings in Moelis & Company by 36.0% during the first quarter. Simon Quick Advisors LLC now owns 4,718 shares of the asset manager’s stock worth $275,000 after purchasing an additional 1,250 shares in the last quarter. SG Americas Securities LLC acquired a new stake in Moelis & Company in the first quarter worth approximately $1,086,000. Finally, Curated Wealth Partners LLC boosted its stake in Moelis & Company by 3.5% during the 1st quarter. Curated Wealth Partners LLC now owns 8,906 shares of the asset manager’s stock valued at $520,000 after purchasing an additional 304 shares in the last quarter. Institutional investors own 91.53% of the company’s stock.

Insider Transactions at Moelis & Company

In related news, insider Christopher Callesano sold 1,282 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 $94,868.00. Following the sale, the insider now directly owns 1,227 shares in the company, valued at $90,798. This trade represents a 51.10 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Kenneth Moelis sold 9,712 shares of the firm’s stock in a transaction that occurred on Wednesday, February 19th. The shares were sold at an average price of $74.00, for a total transaction of $718,688.00. Following the completion of the sale, the chief executive officer now owns 209,235 shares in the company, valued at $15,483,390. The trade was a 4.44 % decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 22,721 shares of company stock worth $1,677,017. 6.40% of the stock is currently owned by company insiders.

Moelis & Company Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, March 27th. Stockholders of record on Tuesday, February 18th were issued a dividend of $0.65 per share. The ex-dividend date of this dividend was Tuesday, February 18th. This is a positive change from Moelis & Company’s previous quarterly dividend of $0.60. This represents a $2.60 annualized dividend and a dividend yield of 5.03%. Moelis & Company’s dividend payout ratio is 147.73%.

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.