Zacks Research Predicts Weaker Earnings for Moelis & Company

Moelis & Company (NYSE:MC) – Analysts at Zacks Research decreased their Q2 2026 EPS estimates for Moelis & Company in a research note issued to investors on Wednesday, February 25th. Zacks Research analyst Team now expects that the asset manager will post earnings of $0.65 per share for the quarter, down from their previous forecast of $0.66. 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 Q2 2027 earnings at $1.00 EPS, Q3 2027 earnings at $1.08 EPS and FY2027 earnings at $4.30 EPS.

A number of other brokerages have also commented on MC. JPMorgan Chase & Co. increased their price objective on Moelis & Company from $80.00 to $81.00 and gave the company a “neutral” rating in a report on Thursday, February 5th. UBS Group upped their target price on Moelis & Company from $70.00 to $74.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 7th. Morgan Stanley lifted their price target on shares of Moelis & Company from $89.00 to $90.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Keefe, Bruyette & Woods cut shares of Moelis & Company from an “outperform” rating to a “market perform” rating and boosted their price objective for the stock from $78.00 to $80.00 in a research note on Tuesday, December 16th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Moelis & Company in a report on Monday, December 29th. Two investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat.com, Moelis & Company has a consensus rating of “Hold” and a consensus price target of $76.33.

Moelis & Company Price Performance

Moelis & Company stock opened at $59.35 on Monday. Moelis & Company has a one year low of $47.00 and a one year high of $78.22. The company’s fifty day moving average price is $70.60 and its two-hundred day moving average price is $69.37. The company has a market capitalization of $4.65 billion, a price-to-earnings ratio of 20.19, a PEG ratio of 0.64 and a beta of 1.90.

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 41.67%. The business had revenue of $487.94 million for the quarter, compared to the consensus estimate of $430.17 million. During the same quarter last year, the firm earned $1.18 EPS. Moelis & Company’s revenue for the quarter was up 11.2% on a year-over-year basis.

Hedge Funds Weigh In On Moelis & Company

Large investors have recently bought and sold shares of the stock. Alps Advisors Inc. acquired a new stake in shares of Moelis & Company during the third quarter worth $6,105,000. AE Wealth Management LLC acquired a new position in Moelis & Company in the second quarter valued at about $207,000. JPMorgan Chase & Co. boosted its holdings in Moelis & Company by 1.8% during the third quarter. JPMorgan Chase & Co. now owns 962,778 shares of the asset manager’s stock worth $68,665,000 after buying an additional 17,220 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its position in shares of Moelis & Company by 5.3% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 354,658 shares of the asset manager’s stock worth $23,691,000 after buying an additional 17,740 shares during the period. Finally, AlphaQuest LLC increased its stake in shares of Moelis & Company by 354.1% in the 3rd quarter. AlphaQuest LLC now owns 42,789 shares of the asset manager’s stock valued at $3,052,000 after acquiring an additional 33,367 shares during the last quarter. 91.53% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Moelis & Company

In other news, General Counsel Osamu R. Watanabe sold 2,765 shares of the 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 sale, the general counsel directly owned 4,981 shares of the company’s stock, valued at approximately $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 Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 6.40% of the company’s stock.

Moelis & Company Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Tuesday, February 17th will be issued a dividend of $0.65 per share. The ex-dividend date is Tuesday, February 17th. This represents a $2.60 dividend on an annualized basis and a dividend yield of 4.4%. Moelis & Company’s payout ratio is 88.44%.

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.