MC
Moelis & Co
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Moelis & Co
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
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, governments, and sovereign wealth funds. 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.
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, governments, and sovereign wealth funds. 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.
Last report0 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
No other changes.
No thesis.
Largest filed tie
0
filed ties
Annual filing, covered
10-K parsed · Feb 26 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 26 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Moelis & Co
59.30
pre 59.31 −2.75%
+4.75%
vs ±8.6% implied · ×0.55
shaded = implied · ▲▼ = realized
Same SIC code · 6
Same SEC industry code: Blackstone Inc., KKR & Co. Inc., Apollo Global Management, Inc. and 3 more; of Moelis & Co's 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Blackstone Inc., KKR & Co. Inc., Apollo Global Management, Inc. and 3 more; of Moelis & Co's 6 closest co-movers, none share that code.
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $592.6M | 11.24% | +2.91% |
| Kayne Anderson Rudnick | $354.1M | 6.72% | −6.31% |
| Vanguard Portfolioindex-like | $293.6M | 5.57% | −3.06% |
| Vanguardindex-like | $219.2M | 4.16% | +1.10% |
| Wasatch | $212.4M | 4.03% | −13.25% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $592.6M | 11.24% | +2.91% |
| Kayne Anderson Rudnick | $354.1M | 6.72% | −6.31% |
| Vanguard Portfolioindex-like | $293.6M | 5.57% | −3.06% |
| Vanguardindex-like | $219.2M | 4.16% | +1.10% |
| Wasatch | $212.4M | 4.03% | −13.25% |
Expected move
No implied move.