Moelis & Company

NYSE:MC Stock Report

Market Cap: US$5.7b

Moelis Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:MC Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
07 Nov 24SellUS$70,800Christopher CallesanoIndividual885US$80.00
31 Jul 24SellUS$7,254,445Kenneth MoelisIndividual105,308US$69.16
31 Jul 24SellUS$34,299Kenneth ShropshireIndividual495US$69.29
30 Jul 24SellUS$252,514Kate CiafoneIndividual3,666US$68.88
13 May 24SellUS$2,470,302Navid MahmoodzadeganIndividual44,980US$54.92
10 May 24SellUS$4,166,789Kenneth MoelisIndividual77,102US$54.11
01 Mar 24SellUS$3,797,017Navid MahmoodzadeganIndividual70,255US$54.11
01 Mar 24SellUS$4,274,570Kenneth MoelisIndividual79,000US$54.11
29 Feb 24SellUS$2,424,623Jeffrey RaichIndividual44,710US$54.23
29 Feb 24SellUS$464,056Joseph SimonIndividual8,573US$54.13
23 Feb 24SellUS$20,295Kenneth MoelisIndividual369US$55.00
21 Feb 24SellUS$3,644,807Navid MahmoodzadeganIndividual65,954US$55.82
21 Feb 24SellUS$6,747,370Kenneth MoelisIndividual128,277US$52.60
09 Feb 24SellUS$586,428Joseph SimonIndividual10,720US$54.90
08 Feb 24SellUS$55,734Christopher CallesanoIndividual1,040US$53.59

Insider Trading Volume

Insider Buying: MC insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of MC?
Owner TypeNumber of SharesOwnership Percentage
State or Government19,2970.0266%
Individual Insiders228,5970.315%
Institutions72,219,28099.7%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 5.1%.

Top Shareholders

Top 25 shareholders own 78.61% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.9%
BlackRock, Inc.
8,390,376US$672.8m2.95%0.01%
11.4%
The Vanguard Group, Inc.
8,047,549US$645.3m-1.3%0.01%
10.3%
Kayne Anderson Rudnick Investment Management, LLC
7,233,837US$580.0m0.61%1.09%
5.23%
The London Company of Virginia, LLC
3,692,882US$296.1m1.94%1.46%
4.03%
Wasatch Advisors LP
2,848,073US$228.4m-20.5%0.71%
3.87%
State Street Global Advisors, Inc.
2,733,951US$219.2m0.12%0.01%
3.66%
Timucuan Asset Management Inc
2,583,495US$207.2m-15.1%5.59%
3.18%
Columbia Management Investment Advisers, LLC
2,242,708US$179.8m28%0.04%
2.55%
Heard Capital LLC
1,798,360US$144.2m-16.4%7.82%
2.51%
Goldman Sachs Group, Investment Banking and Securities Investments
1,768,325US$141.8m-27.7%0.06%
2.25%
Geode Capital Management, LLC
1,590,316US$127.5m0.68%0.01%
2.21%
Madison Investment Holdings, Inc
1,559,321US$125.0m-11.9%1.3%
1.57%
Citadel Advisors LLC
1,106,178US$88.7m961%0.09%
1.45%
Wells Fargo & Company, Securities and Brokerage Investments
1,023,557US$82.1m0.07%0.02%
1.38%
Lord, Abbett & Co. LLC
974,140US$78.1m-13%0.21%
1.31%
Charles Schwab Investment Management, Inc.
922,920US$74.0m1.86%0.01%
1.27%
HighTower Advisors, LLC
896,235US$71.9m-13.4%0.09%
1.17%
Northern Trust Global Investments
823,389US$66.0m14.8%0.01%
1.14%
Natixis Advisors, LLC
804,860US$64.5m13.7%0.11%
1.14%
Emerald Advisers, LLC
801,201US$64.2m-1.72%1.26%
1.13%
JP Morgan Asset Management
797,643US$64.0m-26.2%0.01%
1.04%
Dimensional Fund Advisors LP
731,104US$58.6m-7.77%0.01%
1.02%
Capital Research and Management Company
719,000US$57.7m0%no data
1.01%
Assenagon Asset Management S.A.
715,472US$57.4m0%0.09%
0.97%
BNY Asset Management
685,849US$55.0m-8.62%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 16:04
End of Day Share Price 2024/12/23 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Moelis & Company is covered by 18 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael NeedhamBofA Global Research
James MitchellBuckingham Research Group Inc.
Ashley SerraoCredit Suisse