Equities Analysts Offer Predictions for MC Q4 Earnings

Key Points

• Analysts at Zacks Research have increased their Q4 2026 EPS estimate for Moelis & Company from $0.66 to $0.76, maintaining a "Strong-Buy" rating.
• Moelis reported a net margin of 14.31% and a revenue increase of 38.1% year-over-year, surpassing prior earnings estimates with $0.53 EPS.
• The company declared a quarterly dividend of $0.65, representing an annualized yield of 3.7%, although its payout ratio stands at an unsustainable 102.36%.

Moelis & Company (NYSE:MC - Free Report) - Research analysts at Zacks Research boosted their Q4 2026 earnings per share estimates for shares of Moelis & Company in a research report issued to clients and investors on Tuesday, August 19th. Zacks Research analyst Team now expects that the asset manager will post earnings per share of $0.76 for the quarter, up from their prior estimate of $0.66. Zacks Research has a "Strong-Buy" rating on the stock. The consensus estimate for Moelis & Company's current full-year earnings is $2.97 per share.

Several other research firms have also recently commented on MC. Wells Fargo & Company raised their price target on Moelis & Company from $50.00 to $64.00 and gave the company an "equal weight" rating in a report on Friday, July 11th. The Goldman Sachs Group boosted their price target on Moelis & Company from $56.00 to $63.00 and gave the stock a "neutral" rating in a report on Thursday, May 15th. Keefe, Bruyette & Woods boosted their price target on Moelis & Company from $69.00 to $89.00 and gave the stock an "outperform" rating in a report on Monday, July 14th. Finally, Morgan Stanley upgraded Moelis & Company from an "underweight" rating to an "overweight" rating and upped their target price for the company from $42.00 to $68.00 in a research note on Monday, June 23rd. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Moelis & Company has an average rating of "Hold" and an average target price of $66.00.

Moelis & Company Stock Performance

Moelis & Company stock traded down $1.04 during mid-day trading on Friday, reaching $72.58. 231,827 shares of the company were exchanged, compared to its average volume of 921,552. The firm's 50-day simple moving average is $68.33 and its two-hundred day simple moving average is $62.61. The firm has a market cap of $5.70 billion, a PE ratio of 28.57 and a beta of 1.70. Moelis & Company has a twelve month low of $47.00 and a twelve month high of $82.89.

Moelis & Company (NYSE:MC - Get Free Report) last posted its quarterly earnings data on Thursday, July 24th. The asset manager reported $0.53 earnings per share for the quarter, topping analysts' consensus estimates of $0.32 by $0.21. Moelis & Company had a return on equity of 42.72% and a net margin of 14.31%.The company had revenue of $365.38 million during the quarter, compared to analysts' expectations of $269.57 million. During the same period last year, the firm earned $0.18 EPS. The firm's revenue for the quarter was up 38.1% on a year-over-year basis.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its position in Moelis & Company by 1.9% in the 1st quarter. Vanguard Group Inc. now owns 8,305,688 shares of the asset manager's stock valued at $484,720,000 after acquiring an additional 158,373 shares during the period. Charles Schwab Investment Management Inc. grew its holdings in shares of Moelis & Company by 4.7% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 3,080,123 shares of the asset manager's stock worth $191,953,000 after acquiring an additional 137,824 shares during the last quarter. State Street Corp grew its holdings in shares of Moelis & Company by 3.2% in 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 during the last quarter. Wasatch Advisors LP grew its holdings in shares of Moelis & Company by 4.1% in the 2nd quarter. Wasatch Advisors LP now owns 2,845,605 shares of the asset manager's stock worth $177,338,000 after acquiring an additional 112,281 shares during the last quarter. Finally, Ameriprise Financial Inc. grew its holdings in shares of Moelis & Company by 6.0% during 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. Institutional investors and hedge funds own 91.53% of the company's stock.

Insider Transactions at Moelis & Company

In other Moelis & Company news, Director Kenneth Shropshire sold 2,615 shares of the company's stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $72.52, for a total transaction of $189,639.80. Following the sale, the director owned 7,109 shares in the company, valued at $515,544.68. This represents a 26.89% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, General Counsel Osamu R. Watanabe sold 6,340 shares of the company's stock in a transaction that occurred on Friday, July 25th. The shares were sold at an average price of $72.64, for a total value of $460,537.60. Following the sale, the general counsel owned 131 shares in the company, valued at $9,515.84. The trade was a 97.98% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 6.40% of the company's stock.

Moelis & Company Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 18th. Investors of record on Monday, August 4th will be issued a $0.65 dividend. The ex-dividend date of this dividend is Monday, August 4th. This represents a $2.60 dividend on an annualized basis and a yield of 3.6%. Moelis & Company's dividend payout ratio is currently 102.36%.

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.