Moelis & Company $MC Shares Acquired by Capital Management Corp VA

Capital Management Corp VA raised its holdings in shares of Moelis & Company (NYSE:MC) by 35.2% in the 4th quarter, HoldingsChannel reports. The fund owned 308,624 shares of the asset manager’s stock after buying an additional 80,297 shares during the quarter. Moelis & Company accounts for approximately 3.5% of Capital Management Corp VA’s investment portfolio, making the stock its 10th biggest holding. Capital Management Corp VA’s holdings in Moelis & Company were worth $21,215,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Wasatch Advisors LP boosted its position in shares of Moelis & Company by 16.1% during the 3rd quarter. Wasatch Advisors LP now owns 3,304,180 shares of the asset manager’s stock worth $235,654,000 after acquiring an additional 458,575 shares in the last quarter. State Street Corp boosted its position in shares of Moelis & Company by 3.2% during the 2nd quarter. State Street Corp now owns 2,862,337 shares of the asset manager’s stock worth $178,381,000 after acquiring an additional 89,143 shares in the last quarter. Ameriprise Financial Inc. boosted its position in shares of Moelis & Company by 6.0% during the 2nd quarter. Ameriprise Financial Inc. now owns 2,396,230 shares of the asset manager’s stock worth $149,333,000 after acquiring an additional 135,885 shares in the last quarter. HighTower Advisors LLC boosted its position in shares of Moelis & Company by 18.5% during the 3rd quarter. HighTower Advisors LLC now owns 1,256,324 shares of the asset manager’s stock worth $89,601,000 after acquiring an additional 196,030 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its position in shares of Moelis & Company by 6.8% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,111,459 shares of the asset manager’s stock worth $79,273,000 after acquiring an additional 70,864 shares in the last quarter. 91.53% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Moelis & Company

Here are the key news stories impacting Moelis & Company this week:

• Positive Sentiment: Record Q1 revenue and margin expansion — Moelis reported its highest-ever quarterly revenue and said margins expanded, evidence that deal activity and fee mix improved year-over-year. Moelis Posts Record Q1 2026 Revenue and Margin Expansion
• Positive Sentiment: Dividend raised/declared — Moelis declared a $0.65 quarterly dividend (ex-dividend May 11), implying a roughly 4.0% yield, which can support the share price by attracting income-seeking investors.
• Neutral Sentiment: Earnings call highlighted M&A momentum and strategic hiring — management emphasized continued M&A deal flow and targeted hiring to capture opportunities despite macro headwinds; this is growth-oriented but increases near-term expense pressure. Moelis & Co (MC) Q1 2026 Earnings Call Highlights: Record Revenue and Strategic Growth Amid …
• Neutral Sentiment: Full transcript available for detail — the earnings call transcript provides color on backlog, client activity and compensation/expenses for analysts to model future quarters. Moelis & Company (MC) Q1 2026 Earnings Call Transcript
• Negative Sentiment: EPS and revenue missed consensus — Q1 EPS was $0.50 vs. $0.59 expected and revenue came in marginally below estimates, which is the primary driver of the selloff as investors focus on near-term profitability. Moelis (MC) Q1 Earnings and Revenues Miss Estimates
• Negative Sentiment: Bear case circulation and critical research — recent write-ups (summarized in secondary coverage) highlight valuation and execution risks; that bearish narrative is amplifying selling pressure after the miss. Is Moelis & Company (MC) A Good Stock To Buy Now?
• Negative Sentiment: Market reaction coverage — multiple outlets note the stock dropped after the print despite revenue strength, underscoring investor concern over the EPS miss and margin/profitability trajectory. How Moelis’ Q1 2026 Earnings Drop and Softer Profitability Will Impact Moelis (MC) Investors

Moelis & Company Stock Down 0.4%

Shares of NYSE MC opened at $64.86 on Friday. The stock has a market cap of $5.04 billion, a PE ratio of 23.33, a price-to-earnings-growth ratio of 0.75 and a beta of 1.87. Moelis & Company has a 52-week low of $51.06 and a 52-week high of $78.22. The business has a 50-day moving average price of $59.99 and a 200 day moving average price of $65.72.

Moelis & Company (NYSE:MC) last announced its earnings results on Wednesday, April 29th. The asset manager reported $0.50 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.59 by ($0.09). The firm had revenue of $319.78 million during the quarter, compared to analyst estimates of $321.51 million. Moelis & Company had a net margin of 14.46% and a return on equity of 38.79%. The firm’s revenue for the quarter was up 4.3% compared to the same quarter last year. During the same period last year, the company earned $0.64 earnings per share. Sell-side analysts anticipate that Moelis & Company will post 3.2 earnings per share for the current year.

Moelis & Company Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 18th. Investors of record on Monday, May 11th will be given a $0.65 dividend. The ex-dividend date of this dividend is Monday, May 11th. This represents a $2.60 dividend on an annualized basis and a dividend yield of 4.0%. Moelis & Company’s dividend payout ratio is 93.53%.

Analyst Upgrades and Downgrades

MC has been the subject of several analyst reports. Morgan Stanley lowered their price objective on Moelis & Company from $90.00 to $83.00 and set an “overweight” rating for the company in a research report on Thursday, April 9th. JPMorgan Chase & Co. upped their price objective on Moelis & Company from $80.00 to $81.00 and gave the stock a “neutral” rating in a research report on Thursday, February 5th. Wall Street Zen cut Moelis & Company from a “hold” rating to a “sell” rating in a research report on Saturday. UBS Group decreased their target price on Moelis & Company from $59.00 to $58.00 and set a “neutral” rating for the company in a research report on Wednesday, April 8th. Finally, Bank of America initiated coverage on Moelis & Company in a research report on Monday, January 26th. They issued a “neutral” rating and a $81.00 target price for the company. Two research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Moelis & Company has a consensus rating of “Hold” and a consensus target price of $71.89.

Insider Activity

In related news, General Counsel Osamu R. Watanabe sold 2,765 shares of the company’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $62.23, for a total value of $172,065.95. Following the completion of the sale, the general counsel directly owned 4,981 shares of the company’s stock, valued at $309,967.63. This represents a 35.70% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 6.40% of the stock is currently owned by company insiders.

Moelis & 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. 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.