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

Key Points

• Capital Management Corp VA increased its stake in Moelis & Company by 35.2% in Q4, buying 80,297 shares to hold 308,624 shares (about 0.39% of MC) valued at roughly $21.22 million, making it the firm's 10th largest holding.
• Moelis reported record Q1 revenue and margin expansion but missed EPS expectations ($0.50 vs. $0.59) and slightly missed revenue, triggering a stock selloff as investors focused on near‑term profitability.
• The board declared a quarterly dividend of $0.65 (≈4.0% yield); analyst coverage is mostly "Hold" with an average target of $71.89, while institutional investors own about 91.5% and insiders about 6.4% of the stock.

Capital Management Corp VA grew its position in Moelis & Company (NYSE:MC - Free Report) by 35.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 308,624 shares of the asset manager's stock after buying an additional 80,297 shares during the quarter. Moelis & Company accounts for 3.5% of Capital Management Corp VA's holdings, making the stock its 10th largest holding. Capital Management Corp VA owned approximately 0.39% of Moelis & Company worth $21,215,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Wasatch Advisors LP grew its stake in shares of Moelis & Company by 16.1% in the third quarter. Wasatch Advisors LP now owns 3,304,180 shares of the asset manager's stock valued at $235,654,000 after buying an additional 458,575 shares in the last quarter. State Street Corp grew its stake in shares of Moelis & Company by 3.2% in the second quarter. State Street Corp now owns 2,862,337 shares of the asset manager's stock valued at $178,381,000 after buying an additional 89,143 shares in the last quarter. Ameriprise Financial Inc. grew its stake in shares of Moelis & Company by 6.0% in the second quarter. Ameriprise Financial Inc. now owns 2,396,230 shares of the asset manager's stock valued at $149,333,000 after buying an additional 135,885 shares in the last quarter. HighTower Advisors LLC grew its stake in shares of Moelis & Company by 18.5% in the third quarter. HighTower Advisors LLC now owns 1,256,324 shares of the asset manager's stock valued at $89,601,000 after buying an additional 196,030 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its stake in shares of Moelis & Company by 6.8% in the third quarter. Dimensional Fund Advisors LP now owns 1,111,459 shares of the asset manager's stock valued at $79,273,000 after buying an additional 70,864 shares in the last quarter. 91.53% of the stock is owned by institutional investors and hedge funds.

Key Stories 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

Analyst Ratings Changes

MC has been the subject of a number of research reports. Bank of America initiated coverage on Moelis & Company in a research note on Monday, January 26th. They issued a "neutral" rating and a $81.00 price objective for the company. Keefe, Bruyette & Woods lowered their target price on Moelis & Company from $80.00 to $64.00 and set a "market perform" rating for the company in a research note on Wednesday, April 8th. The Goldman Sachs Group lowered their target price on Moelis & Company from $70.00 to $62.00 and set a "neutral" rating for the company in a research note on Wednesday, April 1st. JPMorgan Chase & Co. increased their price target on Moelis & Company from $80.00 to $81.00 and gave the company a "neutral" rating in a research report on Thursday, February 5th. Finally, UBS Group reduced their price target on Moelis & Company from $59.00 to $58.00 and set a "neutral" rating on the stock in a research report on Wednesday, April 8th. Two investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and an average target price of $71.89.

Insider Activity

In other 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 transaction of $172,065.95. Following the completion of the transaction, the general counsel directly owned 4,981 shares of the company's stock, valued at approximately $309,967.63. This represents a 35.70% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 6.40% of the company's stock.

Moelis & Company Price Performance

MC stock opened at $64.86 on Friday. The firm has a market capitalization of $5.04 billion, a P/E ratio of 23.33, a P/E/G ratio of 0.75 and a beta of 1.87. The business's 50-day moving average is $59.99 and its two-hundred day moving average is $65.72. Moelis & Company has a 1 year low of $51.06 and a 1 year high of $78.22.

Moelis & Company (NYSE:MC - Get Free Report) last posted its quarterly 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 company 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%. Moelis & Company's revenue for the quarter was up 4.3% on a year-over-year basis. During the same period in the prior year, the business earned $0.64 EPS. On average, analysts expect that Moelis & Company will post 3.2 EPS for the current year.

Moelis & Company Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 18th. Shareholders 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 yield of 4.0%. Moelis & Company's dividend payout ratio (DPR) is currently 93.53%.

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. 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.

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