Moelis & Company (NYSE:MC) Rating Lowered to Hold at Zacks Research

Moelis & Company (NYSE:MC) was downgraded by investment analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a research report issued on Wednesday,Zacks.com reports. Zacks Research also issued estimates for Moelis & Company’s Q3 2025 earnings at $0.48 EPS, FY2025 earnings at $2.28 EPS, Q2 2026 earnings at $0.64 EPS, Q3 2026 earnings at $0.70 EPS, FY2026 earnings at $2.79 EPS, Q2 2027 earnings at $0.99 EPS, Q3 2027 earnings at $1.04 EPS and FY2027 earnings at $4.09 EPS.

Other equities research analysts have also issued reports about the stock. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Moelis & Company in a research note on Thursday. They set a “buy” rating and a $80.00 target price on the stock. Morgan Stanley increased their target price on shares of Moelis & Company from $74.00 to $90.00 and gave the stock an “overweight” rating in a research note on Monday, September 8th. Wells Fargo & Company increased their target price on shares of Moelis & Company from $50.00 to $64.00 and gave the stock an “equal weight” rating in a research note on Friday, July 11th. Keefe, Bruyette & Woods increased their target price on shares of Moelis & Company from $69.00 to $89.00 and gave the stock an “outperform” rating in a research note on Monday, July 14th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Moelis & Company in a research note on Wednesday. Three analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, Moelis & Company presently has a consensus rating of “Hold” and an average target price of $73.14.

Moelis & Company Stock Down 0.2%

MC stock opened at $65.59 on Wednesday. The company’s 50-day simple moving average is $71.76 and its 200-day simple moving average is $63.62. Moelis & Company has a 52-week low of $47.00 and a 52-week high of $82.89. The firm has a market cap of $5.15 billion, a P/E ratio of 25.82 and a beta of 1.77.

Moelis & Company (NYSE:MC) last posted its earnings results on Thursday, July 24th. The asset manager reported $0.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.32 by $0.21. Moelis & Company had a net margin of 14.31% and a return on equity of 42.72%. The business had revenue of $365.38 million for the quarter, compared to analyst estimates of $269.57 million. During the same period in the prior year, the company posted $0.18 EPS. The company’s revenue for the quarter was up 38.1% on a year-over-year basis. On average, analysts anticipate that Moelis & Company will post 2.97 earnings per share for the current fiscal year.

Insider Transactions at Moelis & Company

In other Moelis & Company news, Director Kenneth Shropshire sold 2,615 shares of the stock in a transaction dated Friday, August 22nd. The shares were sold at an average price of $72.52, for a total value of $189,639.80. Following the completion of the sale, the director owned 7,109 shares in the company, valued at approximately $515,544.68. This represents a 26.89% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, General Counsel Osamu R. Watanabe sold 6,340 shares of the stock in a transaction dated Friday, July 25th. The shares were sold at an average price of $72.64, for a total transaction of $460,537.60. Following the completion of the sale, the general counsel owned 131 shares of the company’s stock, valued at approximately $9,515.84. The trade was a 97.98% decrease in their position. The disclosure for this sale can be found here. Company insiders own 6.40% of the company’s stock.

Institutional Trading of Moelis & Company

Hedge funds have recently bought and sold shares of the business. EverSource Wealth Advisors LLC raised its holdings in Moelis & Company by 89.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 597 shares of the asset manager’s stock valued at $37,000 after acquiring an additional 282 shares during the last quarter. eCIO Inc. acquired a new stake in Moelis & Company in the 1st quarter valued at about $50,000. Canton Hathaway LLC acquired a new stake in Moelis & Company in the 2nd quarter valued at about $51,000. Neo Ivy Capital Management acquired a new stake in Moelis & Company in the 2nd quarter valued at about $75,000. Finally, GAMMA Investing LLC raised its holdings in Moelis & Company by 38.9% in the 1st quarter. GAMMA Investing LLC now owns 1,632 shares of the asset manager’s stock valued at $95,000 after acquiring an additional 457 shares during the last quarter. Institutional investors and hedge funds own 91.53% of the company’s stock.

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.