Moelis & Company operates as an investment banking advisory firm in the United States, Europe, and internationally. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, and governments. It has strategic alliances with Sumitomo Mitsui Banking Corporation and SMBC Nikko Securities Inc.; and Alfaro, Dávila y Scherer, S.C. The company was founded in 2007 and is headquartered in New York, New York.
IPO Year: 2014
Exchange: NYSE
Website: moelis.com
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 9/12/2024 | $70.00 | Equal Weight | Wells Fargo |
| 3/13/2024 | $53.00 → $58.00 | Sell → Neutral | Goldman |
| 1/29/2024 | $56.00 | Mkt Perform | Keefe Bruyette |
| 1/11/2023 | $40.00 → $37.00 | Neutral → Sell | Goldman |
| 11/3/2022 | $40.00 → $37.00 | Mkt Perform → Underperform | Keefe Bruyette |
| 9/23/2022 | $43.00 → $35.00 | Neutral → Sell | UBS |
| 7/18/2022 | $53.00 → $36.00 | Equal-Weight → Underweight | Morgan Stanley |
| 7/11/2022 | $42.00 | Peer Perform → Underperform | Wolfe Research |
| 7/6/2022 | $54.00 → $40.00 | Buy → Neutral | UBS |
| 4/28/2022 | $52.00 → $50.00 | Overweight → Neutral | Piper Sandler |
JP Morgan analyst Kenneth Worthington maintains Moelis (NYSE:MC) with a Neutral and raises the price target from $50 to $51.
Keefe, Bruyette & Woods analyst Aidan Hall reiterates Moelis (NYSE:MC) with a Market Perform and raises the price target from $54 to $60.
Moelis (NYSE:MC) reported quarterly earnings of $0.18 per share which beat the analyst consensus estimate of $0.11 by 63.64 percent. This is a 550 percent increase over losses of $(0.04) per share from the same period last year. The company reported quarterly sales of $264.586 million which beat the analyst consensus estimate of $227.373 million by 16.37 percent. This is a 45.18 percent increase over sales of $182.243 million the same period last year.
In the last three months, 5 analysts have published ratings on Moelis (NYSE:MC), offering a diverse range of perspectives from bullish to bearish. The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 0 0 2 1 2 Last 30D 0 0 0 1 0 1M Ago 0 0 1 0 1 2M Ago 0 0 0 0 0 3M Ago 0 0 1 0 1 Analysts have recently evaluated Moelis and provided 12-month price targets. The average target is $52.4, accompanied by a high estimate of $61.00 and a low estimate of $47.00. Witnessing a positive shift, th
Morgan Stanley analyst Ryan Kenny maintains Moelis (NYSE:MC) with a Underweight and raises the price target from $51 to $61.
JP Morgan analyst Kenneth Worthington maintains Moelis (NYSE:MC) with a Neutral and lowers the price target from $54 to $50.
UBS analyst Brennan Hawken maintains Moelis (NYSE:MC) with a Sell and raises the price target from $47 to $50.
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Wells Fargo initiated coverage of Moelis with a rating of Equal Weight and set a new price target of $70.00
Goldman upgraded Moelis from Sell to Neutral and set a new price target of $58.00 from $53.00 previously
Keefe Bruyette resumed coverage of Moelis with a rating of Mkt Perform and set a new price target of $56.00
Goldman downgraded Moelis from Neutral to Sell and set a new price target of $37.00 from $40.00 previously
Keefe Bruyette downgraded Moelis from Mkt Perform to Underperform and set a new price target of $37.00 from $40.00 previously
UBS downgraded Moelis from Neutral to Sell and set a new price target of $35.00 from $43.00 previously
Morgan Stanley downgraded Moelis from Equal-Weight to Underweight and set a new price target of $36.00 from $53.00 previously
Wolfe Research downgraded Moelis from Peer Perform to Underperform and set a new price target of $42.00
UBS downgraded Moelis from Buy to Neutral and set a new price target of $40.00 from $54.00 previously
Piper Sandler downgraded Moelis from Overweight to Neutral and set a new price target of $50.00 from $52.00 previously
Moelis (NYSE:MC), a leading global independent investment bank, today announced the appointment of Dr. Louise Mirrer to its Board of Directors, effective September 17, 2024. Dr. Mirrer brings over four decades of experience in academia and the non-profit sector, including more than 20 years of executive leadership. Since 2004, she has been leading the mission and operations of the New York Historical Society as its President and CEO. Under her leadership, Dr. Mirrer has significantly enhanced the New York Historical Society's position as a leading cultural and educational institution. She oversaw the organization's $100 million capital campaign, increased the institution's annual visitorsh
Appoints Stephen Trauber as Chairman and Global Head of Energy and Clean Technology Energy bankers Muhammad Laghari and Alexander Burpee also join as Managing Directors Moelis (NYSE:MC), a leading global independent investment bank, today announced that it has appointed Stephen Trauber as Chairman and Global Head of Energy and Clean Technology. Based in Houston, Steve will lead the Firm's global efforts in this space, building on the strength of its U.S. Energy business, led by David Cunningham, and its deep expertise across the Middle East and Europe. His arrival further expands the Firm's offerings and relationships across energy services, upstream, midstream and energy infrastructure
Appoints Arash Nazhad as a Managing Director to Co-Lead the Group Together with Moelis Managing Director Rick Polhemus Moelis & Company (NYSE:MC), a leading global independent investment bank, today announced the formation of its Clean Technology Group and the appointment of Arash Nazhad as a Managing Director in Houston to co-lead the new group. The Firm's dedicated focus on energy transition and sustainability will expand Moelis's existing efforts across this dynamic global sector, including having advised on more than $50 billion of transactions globally. Arash will co-lead the group alongside current Moelis Managing Director Rick Polhemus, who has a longstanding focus on a range of
Appoints Jason Auerbach as Global Head of Technology Investment Banking Hires 10 Additional Technology-Focused Managing Directors Doubles the Size of its Technology Investment Banking Team Moelis & Company (NYSE:MC), a leading global independent investment bank, today announced the expansion of its technology investment banking franchise with the appointment of Jason Auerbach as the Global Head of Technology Investment Banking, as well as the hiring of 10 additional Managing Directors. These senior hires have joined the Firm in New York, San Francisco, and Boston, expanding the breadth and depth of Moelis's technology sector coverage and building on its core capabilities. Together wit
Moelis & Company (NYSE:MC), a leading global independent investment bank, today announced the appointment of Elizabeth Crain to Vice Chair and the promotion of Kate Pilcher Ciafone to Chief Operating Officer (COO), both effective October 1, 2023. Elizabeth Crain is a Founding Partner at Moelis & Company where she has led the Firm's global strategy and operations as COO since 2007. Elizabeth has been an integral member of the Firm's leadership team since its inception driving the Firm's growth and expansion of its advisory capabilities. She has been in the investment banking and private equity industries for almost 35 years as a banker, principal and operating executive. In her new role as
Adding the Fourth Independent Member to its Board Moelis & Company (NYSE:MC), a leading global independent investment bank, today announced the appointment of Laila J. Worrell to its Board of Directors, effective January 1, 2023. Ms. Worrell has served as CEO of Altran Americas, now known as Capgemini Engineering, and previously as COO and CEO of KKR-owned Aricent. She has been an operating executive and senior advisor to some of the largest private equity investors in the world. Most recently, she was appointed an Executive Fellow at Harvard Business School and leads HBR Global as CEO. Previously, she spent nearly 20 years in management consulting, holding numerous leadership roles at Ac
Moelis & Company (NYSE:MC), a leading global independent investment bank, today announced the appointment of Melissa Mariaschin as a Managing Director. She will join the firm's New York office beginning in early September and will lead its distribution efforts as part of the firm's Capital Solutions Group. Ms. Mariaschin's appointment expands Moelis & Company's ability to connect its investment banking clients with an array of public and private institutional investors as well as financing opportunities across the capital markets. Her hire follows the appointments of Steven Halperin and Angus Whelchel, Co-Heads of Capital Solutions, in 2020. Previously Ms. Mariaschin spent 14 years at Barc
PALO ALTO & LOS ANGELES, Calif.--(BUSINESS WIRE)--Luminar Technologies, Inc. (“Luminar”), the global leader in automotive lidar hardware and software technology, and Gores Metropoulos, Inc. (“Gores Metropoulos”) (Nasdaq: GMHI, GMHIU and GMHIW), a special purpose acquisition company sponsored by an affiliate of The Gores Group, LLC and an affiliate of Metropoulos and Co., today announced the completion of their previously announced business combination (the “Business Combination”). The combined company will retain the Luminar Technologies, Inc. name and will commence trading on Nasdaq under the new ticker symbol “LAZR” on December 3, 2020. The Business Combination was approved at a s
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Third quarter GAAP revenues of $273.8 million; Adjusted revenues of $280.7 million, up 1% from the prior year period GAAP revenues for the first nine months of 2024 were $755.8 million; Adjusted revenues of $762.8 million, up 18% from the prior year period GAAP net income of $0.22 per share (diluted) for the third quarter and $0.61 per share (diluted) for the first nine months of 2024; Adjusted net income of $0.22 per share (diluted) for the third quarter and $0.63 per share (diluted) for the first nine months of 2024 Continued to execute on our growth strategy: Year-to-date, promoted seven advisory professionals to Managing Director and hired eight Managing Directors, including on
Moelis & Company (NYSE:MC), a leading global independent investment bank, will release its third quarter 2024 financial results after the market closes on Wednesday, October 23rd, 2024. Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 5:00pm ET on the same day (October 23, 2024) to review the financial results. Following the review, there will be a question and answer session. Investors and analysts may participate in the live conference call by dialing +1 (888) 300 4150 (domestic) or +1 (646) 970 1530 (international) and using access code 8014191. Please dial in 15 minutes before the conference call begi
Moelis (NYSE:MC), a leading global independent investment bank, today announced the appointment of Dr. Louise Mirrer to its Board of Directors, effective September 17, 2024. Dr. Mirrer brings over four decades of experience in academia and the non-profit sector, including more than 20 years of executive leadership. Since 2004, she has been leading the mission and operations of the New York Historical Society as its President and CEO. Under her leadership, Dr. Mirrer has significantly enhanced the New York Historical Society's position as a leading cultural and educational institution. She oversaw the organization's $100 million capital campaign, increased the institution's annual visitorsh
Second quarter GAAP revenues of $264.6 million; Adjusted revenues of $264.6 million, up 45% from the prior year period First half GAAP revenues of $482.1 million; Adjusted revenues of $482.1 million, up 31% from the prior year period GAAP net income of $0.17 per share (diluted) for the second quarter and $0.39 per share (diluted) for the first half of 2024; Adjusted net income of $0.18 per share (diluted) for the second quarter and $0.40 per share (diluted) for the first half of 2024 Continued to execute on our growth strategy: Year-to-date, promoted seven advisory professionals to Managing Director and hired seven Managing Directors, including three Managing Director hires focu
Moelis & Company (NYSE:MC), a leading global independent investment bank, will release its second quarter 2024 financial results after the market closes on Wednesday, July 24th, 2024. Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 5:00pm ET on the same day (July 24, 2024) to review the financial results. Following the review, there will be a question and answer session. Investors and analysts may participate in the live conference call by dialing +1 (888) 300 4150 (domestic) or +1 (646) 970 1530 (international) and using access code 8014191. Please dial in 15 minutes before the conference call begins.
First quarter GAAP revenues of $217.5 million; first quarter Adjusted revenues of $217.5 million, up 17% from the prior year period GAAP and Adjusted net income of $0.22 per share for the first quarter of 2024; GAAP and Adjusted net income includes a $0.14 per share (diluted) tax benefit Continued to execute on our growth strategy: Promoted seven advisory professionals to Managing Director Hired four Managing Directors - three in the Energy sector and one to cover credit funds Strong balance sheet with cash and short-term investments of $124.9 million and no debt or goodwill Declared quarterly dividend of $0.60 per share Moelis & Company (NYSE:MC) today reported fi
Moelis & Company (NYSE:MC), a leading global independent investment bank, will release its first quarter 2024 financial results after the market closes on Wednesday, April 24, 2024. Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 5:00pm ET on the same day (April 24, 2024) to review the financial results. Following the review, there will be a question and answer session. Investors and analysts may participate in the live conference call by dialing +1 (888) 300 4150 (domestic) or +1 (646) 970 1530 (international) and using access code 8014191. Please dial in 15 minutes before the conference call begins.
Appoints Stephen Trauber as Chairman and Global Head of Energy and Clean Technology Energy bankers Muhammad Laghari and Alexander Burpee also join as Managing Directors Moelis (NYSE:MC), a leading global independent investment bank, today announced that it has appointed Stephen Trauber as Chairman and Global Head of Energy and Clean Technology. Based in Houston, Steve will lead the Firm's global efforts in this space, building on the strength of its U.S. Energy business, led by David Cunningham, and its deep expertise across the Middle East and Europe. His arrival further expands the Firm's offerings and relationships across energy services, upstream, midstream and energy infrastructure
Fourth quarter GAAP revenues of $214.9 million; fourth quarter Adjusted revenues of $214.9 million, up 6% from the prior year period Full year 2023 GAAP revenues of $854.7 million; full year 2023 Adjusted revenues of $860.1 million, down 11% from the prior year GAAP net loss of $0.08 per share for the fourth quarter of 2023 and $0.36 per share for full year 2023; Adjusted net loss of $0.06 per share for the fourth quarter of 2023 and $0.20 per share for full year 2023 Continued to execute on our growth strategy: In 2023, we promoted eight advisory professionals to Managing Director and hired 24 Managing Directors in areas of key strategic importance including Technology, Industr
Moelis & Company (NYSE:MC), a leading global independent investment bank, will release its fourth quarter and full year 2023 financial results after the market closes on Wednesday, February 7, 2024. Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 5:00pm ET on the same day (February 7, 2024) to review the financial results. Following the review, there will be a question and answer session. Investors and analysts may participate in the live conference call by dialing +1 (888) 300 4150 (domestic) or +1 (646) 970 1530 (international) and using access code 8014191. Please dial in 15 minutes before the confe
Third quarter GAAP revenues of $273.8 million; Adjusted revenues of $280.7 million, up 1% from the prior year period GAAP revenues for the first nine months of 2024 were $755.8 million; Adjusted revenues of $762.8 million, up 18% from the prior year period GAAP net income of $0.22 per share (diluted) for the third quarter and $0.61 per share (diluted) for the first nine months of 2024; Adjusted net income of $0.22 per share (diluted) for the third quarter and $0.63 per share (diluted) for the first nine months of 2024 Continued to execute on our growth strategy: Year-to-date, promoted seven advisory professionals to Managing Director and hired eight Managing Directors, including on
Moelis & Company (NYSE:MC), a leading global independent investment bank, will release its third quarter 2024 financial results after the market closes on Wednesday, October 23rd, 2024. Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 5:00pm ET on the same day (October 23, 2024) to review the financial results. Following the review, there will be a question and answer session. Investors and analysts may participate in the live conference call by dialing +1 (888) 300 4150 (domestic) or +1 (646) 970 1530 (international) and using access code 8014191. Please dial in 15 minutes before the conference call begi
Second quarter GAAP revenues of $264.6 million; Adjusted revenues of $264.6 million, up 45% from the prior year period First half GAAP revenues of $482.1 million; Adjusted revenues of $482.1 million, up 31% from the prior year period GAAP net income of $0.17 per share (diluted) for the second quarter and $0.39 per share (diluted) for the first half of 2024; Adjusted net income of $0.18 per share (diluted) for the second quarter and $0.40 per share (diluted) for the first half of 2024 Continued to execute on our growth strategy: Year-to-date, promoted seven advisory professionals to Managing Director and hired seven Managing Directors, including three Managing Director hires focu
Moelis & Company (NYSE:MC), a leading global independent investment bank, will release its second quarter 2024 financial results after the market closes on Wednesday, July 24th, 2024. Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 5:00pm ET on the same day (July 24, 2024) to review the financial results. Following the review, there will be a question and answer session. Investors and analysts may participate in the live conference call by dialing +1 (888) 300 4150 (domestic) or +1 (646) 970 1530 (international) and using access code 8014191. Please dial in 15 minutes before the conference call begins.
First quarter GAAP revenues of $217.5 million; first quarter Adjusted revenues of $217.5 million, up 17% from the prior year period GAAP and Adjusted net income of $0.22 per share for the first quarter of 2024; GAAP and Adjusted net income includes a $0.14 per share (diluted) tax benefit Continued to execute on our growth strategy: Promoted seven advisory professionals to Managing Director Hired four Managing Directors - three in the Energy sector and one to cover credit funds Strong balance sheet with cash and short-term investments of $124.9 million and no debt or goodwill Declared quarterly dividend of $0.60 per share Moelis & Company (NYSE:MC) today reported fi
Moelis & Company (NYSE:MC), a leading global independent investment bank, will release its first quarter 2024 financial results after the market closes on Wednesday, April 24, 2024. Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 5:00pm ET on the same day (April 24, 2024) to review the financial results. Following the review, there will be a question and answer session. Investors and analysts may participate in the live conference call by dialing +1 (888) 300 4150 (domestic) or +1 (646) 970 1530 (international) and using access code 8014191. Please dial in 15 minutes before the conference call begins.
Fourth quarter GAAP revenues of $214.9 million; fourth quarter Adjusted revenues of $214.9 million, up 6% from the prior year period Full year 2023 GAAP revenues of $854.7 million; full year 2023 Adjusted revenues of $860.1 million, down 11% from the prior year GAAP net loss of $0.08 per share for the fourth quarter of 2023 and $0.36 per share for full year 2023; Adjusted net loss of $0.06 per share for the fourth quarter of 2023 and $0.20 per share for full year 2023 Continued to execute on our growth strategy: In 2023, we promoted eight advisory professionals to Managing Director and hired 24 Managing Directors in areas of key strategic importance including Technology, Industr
Moelis & Company (NYSE:MC), a leading global independent investment bank, will release its fourth quarter and full year 2023 financial results after the market closes on Wednesday, February 7, 2024. Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 5:00pm ET on the same day (February 7, 2024) to review the financial results. Following the review, there will be a question and answer session. Investors and analysts may participate in the live conference call by dialing +1 (888) 300 4150 (domestic) or +1 (646) 970 1530 (international) and using access code 8014191. Please dial in 15 minutes before the confe
NEW YORK, Dec. 08, 2023 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE:SF), announces the upcoming index rebalancing for the fourth quarter of 2023. This quarter, there are constituent changes within four of our indexes: the KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDX, ETF Ticker: KBWD), KBW Nasdaq Financial Technology Index (Index Ticker: KFTX, ETF Ticker: FTEK.LN), KBW Nasdaq Global Bank Index (Index Ticker: GBKX), and KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYX, ETF Ticker: KBWY). There are a num
Third quarter GAAP revenues of $272.2 million; third quarter Adjusted revenues of $277.7 million, up 19% from the prior year period GAAP revenues for the first nine months of 2023 were $639.9 million; Adjusted revenues for the first nine months of 2023 were $645.2 million, down 16% from the prior year period GAAP net loss of $0.16 per share for the third quarter of 2023 and $0.28 per share for the first nine months of 2023; Adjusted net loss of $0.15 per share for the third quarter of 2023 and $0.14 per share for the first nine months of 2023, after excluding $10.4 million of expense related to a regulatory settlement Continued to execute on our growth strategy: ― Launched Clean T