Anuncio • May 04
Moelis & Company, Annual General Meeting, Jun 25, 2026 Moelis & Company, Annual General Meeting, Jun 25, 2026. Location: ofices of moelis & company, 399 park avenue, new york, ny 10022, United States Anuncio • May 01
Moelis & Company announces Quarterly dividend, payable on June 18, 2026 Moelis & Company announced Quarterly dividend of USD 0.6500 per share payable on June 18, 2026, ex-date on May 11, 2026 and record date on May 11, 2026. Anuncio • Apr 09
Moelis & Company to Report Q1, 2026 Results on Apr 29, 2026 Moelis & Company announced that they will report Q1, 2026 results After-Market on Apr 29, 2026 Anuncio • Jan 15
Moelis & Company to Report Q4, 2025 Results on Feb 04, 2026 Moelis & Company announced that they will report Q4, 2025 results After-Market on Feb 04, 2026 Anuncio • Oct 30
Moelis & Company Declares Regular Quarterly Dividend, Payable on December 4, 2025 The Board of Directors of Moelis & Company declared a regular quarterly dividend of $0.65 per share. The $0.65 per share will be paid on December 4, 2025, to common stockholders of record on November 10, 2025. Anuncio • Oct 09
Moelis & Company to Report Q3, 2025 Results on Oct 29, 2025 Moelis & Company announced that they will report Q3, 2025 results After-Market on Oct 29, 2025 Anuncio • Jul 25
Moelis & Company Declares Regular Quarterly Dividend, Payable on September 18, 2025 The Board of Directors of Moelis & Company declared a regular quarterly dividend of $0.65 per share. The $0.65 per share will be paid on September 18, 2025, to common stockholders of record on August 4, 2025. Anuncio • Jul 11
Moelis & Company to Report Q2, 2025 Results on Jul 24, 2025 Moelis & Company announced that they will report Q2, 2025 results After-Market on Jul 24, 2025 Anuncio • Jul 03
Moelis & Company Appoints Thorold Barker to Its Board of Directors, Effective July 1, 2025 Moelis & Company announced the appointment of Thorold Barker to its Board of Directors, effective July 1, 2025. Mr. Barker brings over 30 years of experience across journalism, finance, and geopolitics. He most recently served as The Wall Street Journal’s Editor for Europe, Middle East and Africa for 10 years, during the European debt crisis, Brexit, the COVID-19 pandemic, and the start of the Russia-Ukraine conflict. Mr. Barker was also the Masthead Editor overseeing the Journal’s global events, including the CEO Council. Mr. Barker joined the paper in New York in 2008, as Editor of Heard on the Street, the publication’s commentary and analysis column covering business and finance. Earlier in his career, Mr. Barker was the U.S. Editor of the Lex Column and a reporter at the Financial Times. He started his career as a strategy consultant at Bain & Company. Mr. Barker will join Moelis’s Board as an Independent Director, serving alongside Dr. Louise Mirrer, Kenneth Shropshire, and Laila Worrell. Mr. Barker is currently a Senior Adviser at AlixPartners, serves as a visiting fellow at the University of Oxford, and sits on the board of Tiger21. He holds a degree in Modern Languages from Trinity College, Cambridge. Anuncio • Jun 30
Moelis & Company(NYSE:MC) dropped from Russell 2000 Dynamic Index Moelis & Company(NYSE:MC) dropped from Russell 2000 Dynamic Index Anuncio • Jun 10
Moelis & Company Announces Key Senior Leadership Changes Moelis & Company announced that Founder Ken Moelis, who has served as Chief Executive Officer since the Firm’s inception in 2007, will assume the role of Executive Chairman and will continue to focus on advising clients on their most critical strategic decisions. Navid Mahmoodzadegan, Co-Founder and Co-President, will succeed Ken as Chief Executive Officer and also will join the Board of Directors. Jeff Raich, Co-Founder and Co-President, will become Executive Vice Chairman of Moelis and will continue to lead key business areas of the Firm. The changes will be effective as of October 1, 2025. Navid Mahmoodzadegan is a Co-Founder and Co-President of Moelis & Company, where he has co-led the Firm’s investment banking business and driven strategic growth since its founding. An accomplished banker and advisor with 30 years of experience, Navid previously served as Global Head of Media Investment Banking at UBS. Prior to this, he was an investment banker at Donaldson, Lufkin & Jenrette and practiced law as an attorney at Irell & Manella. Navid holds an A.B. with Highest Distinction from the University of Michigan (Phi Beta Kappa) and a J.D. from Harvard Law School, magna cum laude. He currently serves on the Taft School Board of Trustees and on the President’s Advisory Group at the University of Michigan. He previously served on the National Board of Directors of JumpStart and as Board Chair for the Carlthorp School Board of Trustees. Anuncio • Jun 09
Moelis & Co. Announces CEO Changes, Effective October 1, 2025 Moelis & Company announced key senior leadership changes, which are the result of the Firm’s long-term leadership transition planning and will be effective as of October 1, 2025. Founder Ken Moelis, who has served as Chief Executive Officer since the Firm’s inception in 2007, will assume the role of Executive Chairman and will continue to focus on advising clients on their most critical strategic decisions. Navid Mahmoodzadegan, Co-Founder and Co-President, will succeed Ken as Chief Executive Officer. Moelis and will continue to lead key business areas of the Firm. Navid Mahmoodzadegan is a Co-Founder and Co-President of Moelis & Company, where he has co-led the Firm’s investment banking business and driven strategic growth since its founding. An accomplished banker and advisor with 30 years of experience, Navid previously served as Global Head of Media Investment Banking at UBS. Prior to this, he was an investment banker at Donaldson, Lufkin & Jenrette and practiced law as an attorney at Irell & Manella. Navid holds an A.B. with Highest Distinction from the University of Michigan (Phi Beta Kappa) and a J.D. from Harvard Law School, magna cum laude. He currently serves on the Taft School Board of Trustees and on the President’s Advisory Group at the University of Michigan. He previously served on the National Board of Directors of JumpStart and as Board Chair for the Carlthorp School Board of Trustees. Anuncio • Apr 30
Moelis & Company Appoints Jeff Hammer and Paul Sanabria as Managing Directors Moelis & Company announced the appointments of Jeff Hammer and Paul Sanabria as Managing Directors. They will join the Private Funds Advisory team in May, which will be led by Matt Wesley as Global Head upon his arrival, as the Firm continues its expansion in secondaries advisory and sponsor-led capital solutions. Jeff Hammer and Paul Sanabria, who will be based in New York and Boston respectively, each bring over 25 years of experience advising financial sponsors and institutional investors. They previously served as global co-heads of Manulife Investment Management‘s GP-led secondaries unit. Prior to that, they led Houlihan Lokey’s private capital solutions efforts, where they built and scaled one of the market’s most active businesses for complex secondaries. Their work has spanned GP-led transactions, LP portfolio sales, and bespoke liquidity solutions. Anuncio • Apr 28
Moelis & Company, Annual General Meeting, Jun 05, 2025 Moelis & Company, Annual General Meeting, Jun 05, 2025. Location: offices of moelis & company, 399 park avenue, ny 10022, new york United States Anuncio • Apr 24
Moelis & Company Declares Regular Quarterly Dividend, Payable on June 20, 2025 The Board of Directors of Moelis & Company declared a regular quarterly dividend of $0.65 per share. The $0.65 per share will be paid on June 20, 2025 to common stockholders of record on May 5, 2025. Anuncio • Apr 03
Moelis & Company to Report Q1, 2025 Results on Apr 23, 2025 Moelis & Company announced that they will report Q1, 2025 results After-Market on Apr 23, 2025 Anuncio • Feb 27
Moelis & Company Announces Chief Financial Officer Changes Moelis & Company announced the appointment of Christopher Callesano to chief financial officer, effective March 31, 2025. Chris succeeds Joseph Simon who will be leaving the Firm following a distinguished 15-year tenure at Moelis. Joe will work closely with Chris and the executive team to ensure a seamless transition over the next three months before joining Wachtell, Lipton, Rosen & Katz as Chief Financial Officer. Chris has been with Moelis since 2010 and currently serves as Managing Director, Principal Accounting Officer and Corporate Controller. With over 25 years of finance and accounting experience, he has worked alongside Joe for almost 15 years and has been heavily involved in building the Firm’s finance and accounting infrastructure and operations to support Moelis’s significant growth. Chris will continue to be based at the Firm’s headquarters in New York. Prior to joining Moelis, Chris was Senior Managing Director of Financial Reporting and Policy at NASDAQ OMX. Before that, he served as Director of Corporate Reporting at Merrill Lynch and began his career as an auditor at Ernst & Young. Chris holds a B.S. in Accounting from Penn State University, an M.B.A. from the Stern School of Business at New York University and is a Certified Public Accountant. Anuncio • Feb 06
Moelis & Company Declares Quarterly Dividend, Payable on March 27, 2025 The Board of Directors of Moelis & Company declared a regular quarterly dividend of $0.65 per share, representing an increase of 8% from the prior quarter. The $0.65 per share will be paid on March 27, 2025 to common stockholders of record on February 18, 2025. Anuncio • Feb 03
Moelis & Company Announces Appointment of Matt Wesley as Global Head of Private Funds Advisory Moelis & Company announced that Matt Wesley will be joining the Firm as Global Head of Private Funds Advisory (PFA). This strategic hire underscores the Firm’s commitment to expanding its capabilities in providing private capital solutions to financial sponsors and limited partners globally. Matt will lead the Firm's efforts in growing a best-in-class private funds advisory business providing integrated capital solutions across secondary advisory, primary fundraising, and bespoke liquidity solutions. Under Matt’s leadership, the Private Funds Advisory business, working in partnership with the Firm’s industry, financial sponsor and capital markets bankers, will further enhance Moelis’s ability to deliver the highest quality advice and solutions to clients. Matt’s appointment comes as the private funds market continues to grow and innovate, with increasing demand for secondary transactions and creative capital solutions. Matt brings over 20 years of expertise in secondaries and private capital advisory. He will join Moelis from his position as Global Head of Private Capital Advisory at Jefferies, where he built and led the firm’s secondary advisory, primary fundraising and GP stakes businesses. Earlier in his career, he held leadership roles at PJT Partners, where he advised on some of the earliest and largest single-asset continuation vehicle transactions, and at Coller Capital. Matt began his career at Sullivan & Cromwell, where he focused on secondaries, fund formation, and financial institutions M&A. Anuncio • Jan 18
Moelis & Company Announces Retirement of John Allison from the Board of Directors On January 15, 2025, John Allison notified Moelis & Company that he is retiring from the Board of Directors of the Company effective as of the same date. The company thanks Mr. Allison for his 10 years of service and the value he has added to Firm. John has been a trusted advisor to the company. Anuncio • Jan 16
Moelis & Company to Report Q4, 2024 Results on Feb 05, 2025 Moelis & Company announced that they will report Q4, 2024 results After-Market on Feb 05, 2025 Anuncio • Oct 24
Moelis & Company Declares Regular Quarterly Dividend, Payable on December 2, 2024 The Board of Directors of Moelis & Company declared a regular quarterly dividend of $0.60 per share. The $0.60 per share will be paid on December 2, 2024 to common stockholders of record on November 4, 2024. Anuncio • Oct 03
Moelis & Company to Report Q3, 2024 Results on Oct 23, 2024 Moelis & Company announced that they will report Q3, 2024 results After-Market on Oct 23, 2024 Anuncio • Jul 25
Moelis & Company Declares Regular Quarterly Dividend, Payable on September 26, 2024 The Board of Directors of Moelis & Company declared a regular quarterly dividend of $0.60 per share. The $0.60 per share will be paid on September 26, 2024, to common stockholders of record on August 5, 2024. Anuncio • Jul 11
Moelis & Company to Report Q2, 2024 Results on Jul 24, 2024 Moelis & Company announced that they will report Q2, 2024 results After-Market on Jul 24, 2024 Anuncio • Apr 27
Moelis & Company, Annual General Meeting, Jun 06, 2024 Moelis & Company, Annual General Meeting, Jun 06, 2024, at 08:30 US Eastern Standard Time. Location: Offices of Moelis & Company 399 Park Avenue, New York, NY 10022 New York United States Agenda: To consider and to elect five directors to our Board of Directors; to consider and approve the approve, on an advisory basis, the compensation of our Named Executive Officers as disclosed in the accompanying Proxy Statement; to consider and approve the on an advisory basis, the frequency (every one, two or three years) of future advisory votes to approve the compensation of our Named Executive Officers; and to consider other matters. Anuncio • Apr 25
Moelis & Company Declares Regular Quarterly Dividend, Payable on June 20, 2024 The Board of Directors of Moelis & Company declared a regular quarterly dividend of $0.60 per share. The $0.60 per share will be paid on June 20, 2024, to common stockholders of record on May 6, 2024. Anuncio • Apr 04
Moelis & Company to Report Q1, 2024 Results on Apr 24, 2024 Moelis & Company announced that they will report Q1, 2024 results After-Market on Apr 24, 2024 Anuncio • Feb 08
Moelis & Company Declares Regular Quarterly Dividend, Payable on March 28, 2024 The Board of Directors of Moelis & Company declared a regular quarterly dividend of $0.60 per share. The $0.60 per share will be paid on March 28, 2024, to common stockholders of record on February 20, 2024. Anuncio • Jan 18
Moelis & Company to Report Q4, 2023 Results on Feb 07, 2024 Moelis & Company announced that they will report Q4, 2023 results After-Market on Feb 07, 2024 Anuncio • Nov 03
Moelis & Company Declares Regular Quarterly Dividend, Payable on December 22, 2023 The Board of Directors of Moelis & Company declared a regular quarterly dividend of $0.60 per share. The $0.60 per share will be paid on December 22, 2023 to common stockholders of record on November 13, 2023. Anuncio • Oct 13
Moelis & Company to Report Q3, 2023 Results on Nov 02, 2023 Moelis & Company announced that they will report Q3, 2023 results After-Market on Nov 02, 2023 Anuncio • Sep 08
Moelis & Company Appoints Arash Nazhad as A Managing Director Moelis & Company announced the formation of its Clean Technology Group and the appointment of Arash Nazhad as a Managing Director in Houston to co-lead the new group. The Firm’s dedicated focus on energy transition and sustainability will expand Moelis’s existing efforts across this dynamic global sector, including having advised on more than $50 billion of transactions globally. Arash will co-lead the group alongside current Moelis Managing Director Rick Polhemus, who has a longstanding focus on a range of growth-driven technology, electrification/mobility, sustainability, and services sectors. Together they will partner with and draw on the Firm’s industry expertise in Energy, Power & Infrastructure, Chemicals, Metals & Mining, Technology, and Services as well as advisory capabilities in M&A, Capital Markets, Capital Structure, and Private Funds to bring bespoke and innovative advisory and capital formation solutions to clients navigating this evolving ecosystem. Arash brings nearly 20 years of investment banking experience and deep expertise in clean energy technology. He joins from Citi where he provided strategic advice and capital markets solutions to companies across clean tech, energy, metals, technology, industrials, power, and the sustainability landscape. Prior to Citi, Arash spent nearly a decade at the Norwegian international energy company Equinor, in various operational and leadership roles and began his career working on Clean Development Mechanism projects across East Asia. Anuncio • Jul 27
Moelis & Company Declares Regular Quarterly Dividend, Payable on September 22, 2023 The Board of Directors of Moelis & Company declared a regular quarterly dividend of $0.60 per share. The $0.60 per share will be paid on September 22, 2023 to common stockholders of record on August 7, 2023. Anuncio • Jul 06
Moelis & Company to Report Q2, 2023 Results on Jul 26, 2023 Moelis & Company announced that they will report Q2, 2023 results After-Market on Jul 26, 2023 Anuncio • Jan 19
Moelis & Company to Report Q4, 2022 Results on Feb 08, 2023 Moelis & Company announced that they will report Q4, 2022 results After-Market on Feb 08, 2023 Anuncio • Jan 06
Genesis Global Trading Inc. May File for Bankruptcy Genesis Global Trading Inc. may file for bankruptcy, as of January 5, 2023. The company had laid off 30% of its staff and is considering filing for bankruptcy. Genesis is working with investment bank Moelis & Co. to evaluate its options for the future, including a potential chapter 11 filing. Anuncio • Dec 16
Moelis & Company Appoints Laila J. Worrell to its Board of Directors, Effective January 1, 2023 Moelis & Company announced the appointment of Laila J. Worrell to its Board of Directors, effective January 1, 2023. Ms. Worrell has served as CEO of Altran Americas, now known as Capgemini Engineering, and previously as COO and CEO of KKR-owned Aricent. She has been an operating executive and senior advisor to some of the largest private equity investors in the world. Most recently, she was appointed an Executive Fellow at Harvard Business School and leads HBR Global as CEO. Previously, she spent nearly 20 years in management consulting, holding numerous leadership roles at Accenture and Boston Consulting Group. Ms. Worrell is the fourth independent director to be appointed to Moelis & Company’s Board. She will serve alongside existing independent directors John Allison, Yolonda Richardson and Kenneth Shropshire. Ms. Worrell has longstanding board and advisory involvement with organizations including the American Museum of Natural History, the Harvard Business School Club of New York, and previously the Corporate Leadership Council for Lincoln Center for the Performing Arts. She has been active in the Partnership for New York City and was elected a David Rockefeller Fellow. Ms. Worrell holds an MBA from Harvard University and a BA from the University of Texas at Austin. Recent Insider Transactions • Nov 18
Founder recently sold €8.6m worth of stock On the 16th of November, Kenneth Moelis sold around 193k shares on-market at roughly €44.57 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Kenneth's only on-market trade for the last 12 months. Board Change • Nov 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Independent Director Yolonda Richardson was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 04
Third quarter 2022 earnings released: EPS: US$0.40 (vs US$1.97 in 3Q 2021) Third quarter 2022 results: EPS: US$0.40 (down from US$1.97 in 3Q 2021). Revenue: US$233.5m (down 52% from 3Q 2021). Net income: US$25.6m (down 79% from 3Q 2021). Profit margin: 11% (down from 25% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Capital Markets industry in Germany. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Anuncio • Nov 03
Moelis & Company Declares Regular Quarterly Dividend, Payable on December 2, 2022 The Board of Directors of Moelis & Company declared a regular quarterly dividend of $0.60 per share. The $0.60 per share will be paid on December 2, 2022 to common stockholders of record on November 14, 2022. Anuncio • Oct 13
Moelis & Company to Report Q3, 2022 Results on Nov 02, 2022 Moelis & Company announced that they will report Q3, 2022 results After-Market on Nov 02, 2022 Reported Earnings • Jul 29
Second quarter 2022 earnings released: EPS: US$0.61 (vs US$1.30 in 2Q 2021) Second quarter 2022 results: EPS: US$0.61 (down from US$1.30 in 2Q 2021). Revenue: US$242.5m (down 33% from 2Q 2021). Net income: US$39.0m (down 51% from 2Q 2021). Profit margin: 16% (down from 22% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is expected to shrink by 21% compared to a 8.1% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Anuncio • Jul 28
Moelis & Company Declares Quarterly Dividend, Payable on August 23, 2022 The Board of Directors of Moelis & Company declared a regular quarterly dividend of $0.60 per share. The $0.60 per share will be paid on August 23, 2022 to common stockholders of record on August 8, 2022. Anuncio • Jul 07
Moelis & Company to Report Q2, 2022 Results on Jul 27, 2022 Moelis & Company announced that they will report Q2, 2022 results After-Market on Jul 27, 2022 Valuation Update With 7 Day Price Move • Jun 14
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €36.40, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Capital Markets industry in Germany. Total returns to shareholders of 63% over the past three years. Recent Insider Transactions • May 28
Founding Partner recently sold €297k worth of stock On the 25th of May, Elizabeth Crain sold around 7k shares on-market at roughly €41.78 per share. This was the largest sale by an insider in the last 3 months. This was Elizabeth's only on-market trade for the last 12 months. Reported Earnings • Apr 28
First quarter 2022 earnings released: EPS: US$1.05 (vs US$1.09 in 1Q 2021) First quarter 2022 results: EPS: US$1.05 (down from US$1.09 in 1Q 2021). Revenue: US$302.1m (up 14% from 1Q 2021). Net income: US$65.7m (down 1.2% from 1Q 2021). Profit margin: 22% (down from 25% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 16% compared to a 8.8% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Anuncio • Apr 28
Moelis & Company Declares Quarterly Dividend, Payable on June 8, 2022 The Board of Directors of Moelis & Company declared a regular quarterly dividend of $0.60 per share. The $0.60 per share will be paid on June 8, 2022 to common stockholders of record on May 9, 2022. Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 2 highly experienced directors. Independent Director Yolonda Richardson was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Anuncio • Apr 21
Moelis & Company, Annual General Meeting, Jun 02, 2022 Moelis & Company, Annual General Meeting, Jun 02, 2022, at 08:30 US Eastern Standard Time. Location: 399 Park Avenue, 4th Floor New York United States Agenda: To elect five directors to our Board of Directors; to approve, on an advisory basis, the compensation of our named executive officers as disclosed in the accompanying Proxy Statement; to ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2022; and to transact any other business as may properly come before the meeting or any adjournment or postponement thereof. Anuncio • Apr 12
Moelis & Company to Report Q1, 2022 Results on Apr 27, 2022 Moelis & Company announced that they will report Q1, 2022 results After-Market on Apr 27, 2022 Recent Insider Transactions • Mar 02
Chief Compliance Officer recently sold €323k worth of stock On the 25th of February, Osamu Watanabe sold around 7k shares on-market at roughly €43.16 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €454k more than they bought in the last 12 months. Reported Earnings • Feb 10
Full year 2021 earnings: EPS in line with expectations, revenues disappoint Full year 2021 results: EPS: US$5.99 (up from US$3.08 in FY 2020). Revenue: US$1.54b (up 63% from FY 2020). Net income: US$365.2m (up 104% from FY 2020). Profit margin: 24% (up from 19% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.9%. Over the next year, revenue is expected to shrink by 3.4% compared to a 4.9% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Anuncio • Feb 10
Moelis & Company Declares Regular Quarterly Dividend, Payable on March 28, 2022 The Board of Directors of Moelis & Company declared a regular quarterly dividend of $0.60per share. The $0.60per share dividend will be paid on March 28, 2022 to common stockholders of record on February 22, 2022. Board Change • Feb 02
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Independent Director Yolonda Richardson was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Nov 03
Independent Director recently sold €131k worth of stock On the 28th of October, Kenneth Shropshire sold around 2k shares on-market at roughly €61.39 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months. Reported Earnings • Oct 28
Third quarter 2021 earnings released: EPS US$1.97 (vs US$0.59 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$490.8m (up 136% from 3Q 2020). Net income: US$120.3m (up 265% from 3Q 2020). Profit margin: 25% (up from 16% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jul 22
Second quarter 2021 earnings released: EPS US$1.26 (vs US$0.10 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$360.9m (up 126% from 2Q 2020). Net income: US$79.3m (up US$85.1m from 2Q 2020). Profit margin: 22% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Reported Earnings • Apr 30
First quarter 2021 earnings released: EPS US$1.15 (vs US$0.47 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$263.9m (up 72% from 1Q 2020). Net income: US$66.5m (up 165% from 1Q 2020). Profit margin: 25% (up from 16% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Anuncio • Apr 29
Moelis & Company Declares Special Dividend, Payable on June 18, 2021 Moelis & Company announced that the Board of Directors declared a special dividend of $2.00 per share, will be paid on June 18, 2021 to common stockholders of record on May 10, 2021. Recent Insider Transactions • Mar 06
Chairman & CEO recently sold €2.0m worth of stock On the 1st of March, Kenneth Moelis sold around 44k shares on-market at roughly €45.20 per share. In the last 3 months, they made an even bigger sale worth €4.5m. Kenneth has been a seller over the last 12 months, reducing personal holdings by €9.3m. Is New 90 Day High Low • Feb 19
New 90-day high: €46.00 The company is up 45% from its price of €31.80 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €86.90 per share. Recent Insider Transactions • Feb 16
Independent Director recently sold €74k worth of stock On the 12th of February, Kenneth Shropshire sold around 2k shares on-market at roughly €45.12 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €7.0m more than they bought in the last 12 months. Reported Earnings • Feb 12
Full year 2020 earnings released: EPS US$3.22 (vs US$2.10 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$943.3m (up 26% from FY 2019). Net income: US$178.8m (up 70% from FY 2019). Profit margin: 19% (up from 14% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Analyst Estimate Surprise Post Earnings • Feb 12
Revenue beats expectations Revenue exceeded analyst estimates by 13%. Over the next year, revenue is forecast to grow 6.3%, compared to a 14% growth forecast for the Capital Markets industry in Germany. Anuncio • Jan 16
Moelis & Company to Report Q4, 2020 Results on Feb 10, 2021 Moelis & Company announced that they will report Q4, 2020 results After-Market on Feb 10, 2021 Is New 90 Day High Low • Jan 07
New 90-day high: €40.20 The company is up 24% from its price of €32.40 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €58.37 per share. Is New 90 Day High Low • Dec 12
New 90-day high: €36.40 The company is up 41% from its price of €25.80 on 11 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.11 per share. Is New 90 Day High Low • Nov 25
New 90-day high: €33.60 The company is up 19% from its price of €28.20 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €38.13 per share. Recent Insider Transactions • Nov 07
MD & CFO recently sold €1.1m worth of stock On the 5th of November, Joseph Simon sold around 34k shares on-market at roughly €32.48 per share. This was the largest sale by an insider in the last 3 months. Joseph has been a seller over the last 12 months, reducing personal holdings by €1.5m. Is New 90 Day High Low • Oct 29
New 90-day high: €33.40 The company is up 30% from its price of €25.60 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €38.57 per share. Reported Earnings • Oct 27
Third quarter earnings released Over the last 12 months the company has reported total profits of US$73.8m, down 40% from the prior year. Total revenue was US$744.8m over the last 12 months, down 2.1% from the prior year. Analyst Estimate Surprise Post Earnings • Oct 27
Third-quarter earnings released: Revenue beats expectations Third-quarter revenue exceeded analyst estimates by 47% at US$207.6m. Revenue is forecast to grow 11% over the next year, compared to a 3.5% decline forecast for the Capital Markets industry in Germany. Anuncio • Oct 07
Moelis & Company to Report Q3, 2020 Results on Oct 26, 2020 Moelis & Company announced that they will report Q3, 2020 results on Oct 26, 2020 Is New 90 Day High Low • Sep 28
New 90-day high: €29.20 The company is up 7.0% from its price of €27.40 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.96 per share. Anuncio • Jul 09
Moelis & Company to Report Q2, 2020 Results on Jul 29, 2020 Moelis & Company announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Jul 29, 2020