Artisan Partners Limited Partnership Has $29.09 Million Stock Position in Moelis & Company $MC

Artisan Partners Limited Partnership lessened its stake in shares of Moelis & Company (NYSE:MC) by 5.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 407,894 shares of the asset manager’s stock after selling 22,660 shares during the quarter. Artisan Partners Limited Partnership owned about 0.52% of Moelis & Company worth $29,091,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the company. Impact Capital Partners LLC raised its stake in Moelis & Company by 1.2% during the 3rd quarter. Impact Capital Partners LLC now owns 12,000 shares of the asset manager’s stock worth $856,000 after buying an additional 147 shares during the period. Moran Wealth Management LLC grew its stake in Moelis & Company by 0.4% in the third quarter. Moran Wealth Management LLC now owns 37,988 shares of the asset manager’s stock valued at $2,709,000 after acquiring an additional 156 shares during the period. Private Trust Co. NA increased its holdings in shares of 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 acquiring an additional 183 shares in the last quarter. Bessemer Group Inc. raised its position in shares of Moelis & Company by 89.8% during the third quarter. Bessemer Group Inc. now owns 389 shares of the asset manager’s stock worth $28,000 after purchasing an additional 184 shares during the period. Finally, California State Teachers Retirement System raised its position in shares of Moelis & Company by 0.3% during the second quarter. California State Teachers Retirement System now owns 69,155 shares of the asset manager’s stock worth $4,310,000 after purchasing an additional 209 shares during the period. 91.53% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts recently issued reports on MC shares. JPMorgan Chase & Co. lifted their price target on shares of Moelis & Company from $80.00 to $81.00 and gave the company a “neutral” rating in a research report on Thursday, February 5th. Morgan Stanley raised their price objective on shares of Moelis & Company from $89.00 to $90.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Keefe, Bruyette & Woods downgraded shares of Moelis & Company from an “outperform” rating to a “market perform” rating and boosted their target price for the stock from $78.00 to $80.00 in a research report on Tuesday, December 16th. Weiss Ratings restated a “hold (c)” rating on shares of Moelis & Company in a report on Monday, December 29th. Finally, UBS Group raised their price target on shares of Moelis & Company from $70.00 to $74.00 and gave the company a “neutral” rating in a research report on Wednesday, January 7th. Two equities research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $76.33.

Moelis & Company Price Performance

NYSE MC opened at $59.35 on Friday. Moelis & Company has a 1 year low of $47.00 and a 1 year high of $78.22. The firm has a market cap of $4.65 billion, a price-to-earnings ratio of 20.19, a PEG ratio of 0.64 and a beta of 1.87. The company has a fifty day moving average price of $70.60 and a 200-day moving average price of $69.41.

Moelis & Company (NYSE:MC) last released its quarterly earnings results on Wednesday, February 4th. The asset manager reported $1.13 earnings per share for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $430.17 million. During the same period last year, the firm earned $1.18 earnings per share. The firm’s revenue was up 11.2% on a year-over-year basis. On average, research analysts anticipate that Moelis & Company will post 2.97 EPS for the current fiscal year.

Moelis & Company Announces Dividend

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 $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a dividend yield of 4.4%. The ex-dividend date is Tuesday, February 17th. Moelis & Company’s payout ratio is presently 88.44%.

Trending Headlines about Moelis & Company

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

• Positive Sentiment: Zacks raised near‑term 2026 estimates for several quarters and for FY2026 (FY2026 raised to $3.06 from $2.95; Q1/Q3/Q4 2026 estimates were increased), signalling stronger-than-expected business in the current fiscal year.
• Positive Sentiment: Zacks published a longer‑term FY2028 outlook of $5.19 EPS, indicating expectations for continued earnings growth beyond FY2027.
• Neutral Sentiment: The consensus full‑year estimate cited alongside Zacks’ note remains near $2.97, so some of the firm’s changes are reshuffling timing rather than altering consensus drastically.
• Neutral Sentiment: Overall the Zacks report is mixed — upgrades to certain 2026 quarters and long‑term years offset by cuts to parts of 2027, leaving uncertainty about near‑term momentum.
• Negative Sentiment: Zacks trimmed several near‑term and FY2027 estimates (Q2 2026 to $0.65, Q2 2027 to $1.00 from $1.06, Q3 2027 to $1.08 from $1.13, FY2027 to $4.30 from $4.40). These cuts lower forward earnings expectations and likely triggered the selloff.
• Negative Sentiment: Technical and market context is unfavorable: trading volume is above average, the stock is trading below its 50‑ and 200‑day moving averages, and valuation (P/E ~20) may leave shares vulnerable to downward re‑rating if growth concerns continue.

Insider Activity

In other news, General Counsel Osamu R. Watanabe sold 2,765 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $62.23, for a total value of $172,065.95. Following the completion of the transaction, the general counsel directly owned 4,981 shares of the company’s stock, valued at $309,967.63. This represents a 35.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 6.40% of the stock is currently owned by corporate insiders.

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.