State of Wyoming Sells 11,228 Shares of Moelis & Company $MC

State of Wyoming lowered its stake in shares of Moelis & Company (NYSE:MC) by 72.0% during the first quarter, Holdings Channel.com reports. The firm owned 4,366 shares of the asset manager’s stock after selling 11,228 shares during the quarter. State of Wyoming’s holdings in Moelis & Company were worth $249,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Root Financial Partners LLC raised its holdings in Moelis & Company by 292.2% in the first quarter. Root Financial Partners LLC now owns 455 shares of the asset manager’s stock worth $26,000 after purchasing an additional 339 shares in the last quarter. V Square Quantitative Management LLC bought a new stake in shares of Moelis & Company in the 4th quarter valued at about $27,000. Hantz Financial Services Inc. grew its position in shares of Moelis & Company by 64.4% in the 4th quarter. Hantz Financial Services Inc. now owns 416 shares of the asset manager’s stock worth $29,000 after buying an additional 163 shares during the last quarter. Allworth Financial LP grew its position in shares of Moelis & Company by 153.9% in the 3rd quarter. Allworth Financial LP now owns 419 shares of the asset manager’s stock worth $30,000 after buying an additional 254 shares during the last quarter. Finally, eCIO Inc. bought a new position in shares of Moelis & Company during the 4th quarter worth approximately $33,000. Hedge funds and other institutional investors own 91.53% of the company’s stock.

Moelis & Company Price Performance

Shares of MC opened at $65.34 on Thursday. The company’s fifty day moving average price is $67.17 and its 200-day moving average price is $65.34. Moelis & Company has a 1-year low of $51.06 and a 1-year high of $78.22. The firm has a market capitalization 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.

Moelis & Company (NYSE:MC) last issued its 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 company had revenue of $409.39 million during the quarter, compared to analyst estimates of $387.27 million. Moelis & Company had a return on equity of 38.94% and a net margin of 14.46%.The firm’s quarterly revenue was up 12.0% on a year-over-year basis. During the same quarter last year, the business posted $0.53 EPS. As a group, research analysts anticipate that Moelis & Company will post 3.17 EPS for the current fiscal year.

Moelis & Company Announces Dividend

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

Key Moelis & Company News

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

Analyst Ratings Changes

A number of equities research analysts recently commented on MC shares. Morgan Stanley decreased their target price on shares of Moelis & Company from $90.00 to $83.00 and set an “overweight” rating for the company in a research report on Thursday, April 9th. The Goldman Sachs Group reduced their price target 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. Weiss Ratings lowered Moelis & Company from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, May 26th. Zacks Research raised Moelis & Company from a “strong sell” rating to a “hold” rating in a research report on Tuesday, July 14th. Finally, UBS Group reaffirmed a “sell” rating and set a $60.00 target price (up from $58.00) on shares of Moelis & Company in a research report on Wednesday, July 8th. Two investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Moelis & Company has an average rating of “Hold” and a consensus price target of $73.38.

About Moelis & Company

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.