Gabelli Funds LLC Grows Stock Position in Moelis & Company $MC

Gabelli Funds LLC boosted its holdings in Moelis & Company (NYSE:MC) by 36.8% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 43,850 shares of the asset manager’s stock after acquiring an additional 11,800 shares during the period. Gabelli Funds LLC owned 0.06% of Moelis & Company worth $2,499,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. Arrowstreet Capital Limited Partnership purchased a new stake in shares of Moelis & Company in the first quarter valued at about $15,615,000. Inceptionr LLC purchased a new position in shares of Moelis & Company during the 1st quarter worth approximately $476,000. Cetera Investment Advisers increased its stake in shares of Moelis & Company by 4.0% during the 1st quarter. Cetera Investment Advisers now owns 12,635 shares of the asset manager’s stock worth $720,000 after purchasing an additional 488 shares in the last quarter. PNC Financial Services Group Inc. increased its stake in shares of Moelis & Company by 29.5% during the 1st quarter. PNC Financial Services Group Inc. now owns 9,936 shares of the asset manager’s stock worth $566,000 after purchasing an additional 2,265 shares in the last quarter. Finally, Madison Asset Management LLC raised its position in shares of 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 worth $101,103,000 after purchasing an additional 555,557 shares during the last quarter. 91.53% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of brokerages have commented on MC. Wall Street Zen cut Moelis & Company from a “hold” rating to a “sell” rating in a report on Saturday, May 2nd. Keefe, Bruyette & Woods cut their price target on Moelis & Company from $69.00 to $66.00 and set a “market perform” rating for the company in a report on Friday, July 10th. The Goldman Sachs Group reduced their price objective on Moelis & Company from $70.00 to $62.00 and set a “neutral” rating on the stock in a research report on Wednesday, April 1st. Morgan Stanley reduced their price objective on Moelis & Company from $90.00 to $83.00 and set an “overweight” rating on the stock in a research report on Thursday, April 9th. Finally, Weiss Ratings lowered Moelis & Company from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, May 26th. Two 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. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $73.38.

Moelis & Company Price Performance

NYSE:MC opened at $65.34 on Thursday. The firm has a 50 day simple moving average of $67.17 and a 200-day simple moving average of $65.34. The firm has a market cap of $5.13 billion, a PE ratio of 23.51, a P/E/G ratio of 0.87 and a beta of 1.85. Moelis & Company has a 1-year low of $51.06 and a 1-year high of $78.22.

Moelis & Company (NYSE:MC) last announced its quarterly earnings data on Wednesday, July 29th. The asset manager reported $0.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.62 by $0.01. Moelis & Company had a net margin of 14.46% and a return on equity of 38.94%. The business had revenue of $409.39 million for the quarter, compared to the consensus estimate of $387.27 million. During the same quarter in the prior year, the firm posted $0.53 earnings per share. The company’s quarterly revenue was up 12.0% compared to the same quarter last year. As a group, sell-side analysts expect that Moelis & Company will post 3.17 earnings per share for the current fiscal year.

Moelis & Company Dividend Announcement

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

Key Headlines Impacting 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 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.