MC — Moelis & Co

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Moelis & Co

Moelis & Company operates as an investment banking advisory company in North and South America, Europe, the Middle East, Asia, and Australia. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters, as well as strategic advisory, capital markets, capital structure advisory, and private capital advisory. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$65.87
Market Cap$4.88B
Float73.6M
Shares Outstanding74.4M
P/E (Forward)19.46
P/E (TTM)23.62
Price/Sales (TTM)3.19
vs. Analyst Target+7.8% to analyst PT
Profit Margin14.46%
Operating Margin (TTM)12.66%
Revenue (TTM)$1.53B
Earnings Growth (YoY)-23.70%
Dividend Rate2.6%
Analyst Target Price$71.00 (8 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $943M $179M $382M $270M
2021 $1.54B $365M $627M $503M
2022 $985M $150M $367M $224M
2023 $855M -$24.7M $140M -$32.0M
2024 $1.19B $136M $1.19B $183M
2025 $1.52B $233M $1.50B $339M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $365M $41.5M
Sep 2025 $357M $53.4M
Dec 2025 $488M $87.9M
Mar 2026 $320M $38.4M

Ownership & Float

Insider Ownership1.1%
Institutional Ownership111.2%
Short Float6.8%
% of All Funds Holding4.56%
Number of Funds Holding375

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$63.45Near-term / short-term trend
Weekly40-Week SMA$66.53Medium-term trend
Weekly80-Week SMA$66.40Cyclical trend (business cycle)
Weekly200-Week SMA$56.37Secular trend (multi-year)
Monthly10-Month SMA$65.87Near-term monthly trend
Monthly20-Month SMA$66.32Medium-term monthly trend
Monthly40-Month SMA$58.67Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$58.00 support 1.27x 0 months ago
$71.00 resistance 1.48x 2 months ago
$57.00 support 1.05x 10 months ago

Historical Earnings Reactions (49 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.04% 0.27% 55.10% 10.04% -11.59%
1 Day -0.50% -0.06% 48.98% 11.88% -16.71%
1 Week -1.33% -1.74% 36.73% 11.03% -20.68%
2 Weeks -1.80% -2.31% 40.82% 13.36% -19.41%
1 Month -1.31% -0.11% 50.00% 24.69% -24.96%

Next earnings: July 18, 2026 (50 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan4.2%66.7%12
Feb-4.2%33.3%12
Mar-2.4%41.7%12
Apr-1.7%25.0%12
May3.6%58.3%12
Jun1.8%58.3%12
Jul7.7%91.7%12
Aug-1.3%41.7%12
Sep-1.7%25.0%12
Oct1.3%50.0%12
Nov3.1%75.0%12
Dec3.1%58.3%12

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.08% 51.9% 570
Tuesday 0.09% 51.1% 628
Wednesday 0.07% 54.6% 624
Thursday 0.03% 52.0% 612
Friday 0.01% 51.5% 610

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 111.2%

Insider Transactions — Smart Summary

Total insider ownership: 1.1%

Founder-led management: Ken Moelis (Founder & Executive Chairman), Navid Mahmoodzadegan (Co-Founder, Founding Partner, CEO & Director), Jeffrey Raich (Co-Founder & Executive Vice Chairman)

12-Month Insider Activity Summary

Total Filings3
Net Value-$733,216.197
Net Shares Change-4,105
% of Float-0.0%
C-Suite Filings2
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
WATANABE OSAMU R. General Counsel, Secretary -$733,216.197 2 2 sell
Shropshire Kenneth -$189,639.8 1 1 sell

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-02-23 WATANABE OSAMU R. General Counsel, Secretary -$272,678.597 Transaction at $62.48, now +5.4%
2025-08-27 Shropshire Kenneth -$189,639.8 Transaction at $72.52, now -9.2%
2025-07-29 WATANABE OSAMU R. General Counsel, Secretary -$460,537.6 Transaction at $72.64, now -9.3%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Moelis & Co (MC) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for MC on Trend Edge →