Zacks Research Brokers Decrease Earnings Estimates for MC

Key Points

• Zacks Research lowered Moelis & Company’s Q3 2026 EPS estimate to $0.65 from $0.67 and maintained a Hold rating, while projecting $3.03 EPS for fiscal 2026.
• Moelis recently beat quarterly expectations, reporting $0.63 EPS versus the $0.62 consensus and revenue of $409.4 million, up 12% year over year.
• The stock has a consensus Hold rating with a $73.62 average price target, and the company declared a quarterly dividend of $0.65 per share, representing a 3.8% yield.

Moelis & Company (NYSE:MC - Free Report) - Zacks Research reduced their Q3 2026 EPS estimates for Moelis & Company in a note issued to investors on Wednesday, August 19th. Zacks Research analyst Team now anticipates that the asset manager will post earnings of $0.65 per share for the quarter, down from their previous estimate of $0.67. Zacks Research has a "Hold" rating on the stock. The consensus estimate for Moelis & Company's current full-year earnings is $3.13 per share. Zacks Research also issued estimates for Moelis & Company's Q4 2026 earnings at $1.25 EPS, FY2026 earnings at $3.03 EPS, Q1 2027 earnings at $0.68 EPS, Q2 2027 earnings at $0.79 EPS, Q3 2027 earnings at $0.89 EPS, Q4 2027 earnings at $1.82 EPS, Q2 2028 earnings at $1.21 EPS and FY2028 earnings at $5.33 EPS.

Moelis & Company (NYSE:MC - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The asset manager reported $0.63 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.62 by $0.01. Moelis & Company had a net margin of 14.50% and a return on equity of 39.59%. The business had revenue of $409.39 million during the quarter, compared to analysts' expectations of $387.27 million. During the same quarter last year, the company posted $0.53 earnings per share. The business's quarterly revenue was up 12.0% on a year-over-year basis.

Other equities analysts have also recently issued research reports about the company. UBS Group reissued a "sell" rating and set a $60.00 target price (up from $58.00) on shares of Moelis & Company in a report on Wednesday, July 8th. Weiss Ratings lowered shares of Moelis & Company from a "hold (c+)" rating to a "hold (c)" rating in a research report on Tuesday, May 26th. Wall Street Zen raised shares of Moelis & Company from a "sell" rating to a "hold" rating in a research report on Saturday, August 1st. Morgan Stanley raised their price target on Moelis & Company from $83.00 to $85.00 and gave the stock an "overweight" rating in a research report on Thursday, July 30th. Finally, Keefe, Bruyette & Woods dropped their price objective on shares of Moelis & Company from $69.00 to $66.00 and set a "market perform" rating for the company in a report on Friday, July 10th. Two research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of "Hold" and an average price target of $73.62.

Moelis & Company Stock Performance

Shares of NYSE MC opened at $68.42 on Thursday. The company has a market capitalization of $5.36 billion, a PE ratio of 23.84, a price-to-earnings-growth ratio of 0.86 and a beta of 1.84. The company's fifty day moving average price is $67.16 and its 200 day moving average price is $64.55. Moelis & Company has a 1 year low of $51.06 and a 1 year high of $78.22.

Moelis & Company Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Monday, August 10th will be given a dividend of $0.65 per share. The ex-dividend date of this dividend is Monday, August 10th. This represents a $2.60 annualized dividend and a yield of 3.8%. Moelis & Company's payout ratio is 90.59%.

Insider Activity at Moelis & Company

In other news, General Counsel Osamu R. Watanabe sold 4,850 shares of the business's stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $69.30, for a total transaction of $336,105.00. Following the transaction, the general counsel directly owned 131 shares in the company, valued at $9,078.30. The trade was a 97.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 6.29% of the stock is owned by insiders.

Hedge Funds Weigh In On Moelis & Company

Large investors have recently modified their holdings of the business. Allied Private Wealth LLC purchased a new position in Moelis & Company in the second quarter worth $25,000. Root Financial Partners LLC lifted its holdings in shares of Moelis & Company by 292.2% in the first quarter. Root Financial Partners LLC now owns 455 shares of the asset manager's stock valued at $26,000 after purchasing an additional 339 shares in the last quarter. Hantz Financial Services Inc. grew its holdings in Moelis & Company by 64.4% during the 4th quarter. Hantz Financial Services Inc. now owns 416 shares of the asset manager's stock valued at $29,000 after buying an additional 163 shares during the last quarter. Allworth Financial LP boosted its stake in shares of Moelis & Company by 153.9% during the third quarter. Allworth Financial LP now owns 419 shares of the asset manager's stock valued at $30,000 after acquiring an additional 254 shares during the last quarter. Finally, EverSource Wealth Advisors LLC raised its position in shares of Moelis & Company by 89.5% in the second quarter. EverSource Wealth Advisors LLC now owns 597 shares of the asset manager's stock valued at $37,000 after buying an additional 282 shares during the last quarter. 91.53% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Moelis & Company

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

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $3.03 from $2.94, increased Q4 2026 EPS to $1.25 from $1.21, and lifted Q2 2027 EPS to $0.79 from $0.77. These revisions suggest improved expectations for earnings later in 2026 and into 2027.
• Positive Sentiment: Zacks also increased its Q4 2027 EPS estimate to $1.82 from $1.66 and FY2028 EPS to $5.33 from $5.27, providing a favorable longer-term earnings outlook.
• Positive Sentiment: MC shares crossed above their 50-day moving average, which may be viewed as a constructive technical signal. The stock’s 50-day average is $67.16, compared with a 200-day average of $64.55. Moelis & Company Share Price Crosses Above 50-Day Moving Average
• Neutral Sentiment: Zacks kept its current full-year consensus EPS reference at $3.13 and retained its Hold rating. Recent company results were solid, with revenue up 12% year over year and quarterly EPS slightly above consensus, but the new estimates indicate an uneven earnings path.
• Negative Sentiment: Zacks cut Q3 2026 EPS to $0.65 from $0.67, Q1 2027 EPS to $0.68 from $0.82, Q3 2027 EPS to $0.89 from $0.93, and Q2 2028 EPS to $1.21 from $1.27. The reductions point to weaker expectations in several upcoming periods.

About Moelis & Company

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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