Moelis & Company (NYSE:MC) Announces Quarterly Earnings Results, Beats Expectations By $0.01 EPS

Posted by Francis Steltz on Jul 30th, 2026

Moelis & Company (NYSE:MC – Get Free Report) announced its earnings results on Wednesday. The asset manager reported $0.63 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.62 by $0.01, FiscalAI reports. The firm had revenue of $409.39 million during the quarter, compared to analyst estimates of $387.27 million. Moelis & Company had a net margin of 14.46% and a return on equity of 38.94%. Moelis & Company’s revenue was up 12.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.53 EPS.

Here are the key takeaways from Moelis & Company’s conference call:

Record results and strong pipeline: Second-quarter revenue rose 12% year over year to $409 million, while first-half revenue increased 9% to $729 million. Management said the announced pipeline was up more than 80% year over year and the total pipeline reached a record level entering the second half.
Non-M&A businesses are expanding: Capital markets and private capital advisory drove much of the growth, with both producing record first-half revenue. Moelis is adding capabilities in debt and private credit, securitization, GP-led and LP-led secondaries, and promoted co-investments.
Profitability and shareholder returns improved: The adjusted compensation ratio declined to 65.8% from 69% a year earlier, while adjusted pretax margins increased to 18.6% in the quarter and 17% for the first half. The firm returned approximately $246 million to shareholders in the first half through dividends and repurchases and ended the quarter with $481 million in cash and no debt.
M&A recovery remains uneven: Management characterized the broader M&A cycle as being in its early stages, supported by scale requirements, technology disruption and sponsor portfolio exits. However, sponsor engagement has not yet translated into broad middle-market exits because some portfolio companies have not reached valuations that support targeted returns.
Investment and market risks remain: Capital structure advisory revenue declined, while non-compensation expenses are expected to remain in the mid-to-high $60 million range per quarter due to higher deal activity, underwriting costs, technology and AI investment. Executives also noted that AI could disrupt certain software companies and create additional liability-management needs.

Moelis & Company Stock Down 4.7%

MC opened at $65.34 on Thursday. Moelis & Company has a twelve month low of $51.06 and a twelve month high of $78.22. The company has a 50-day simple moving average of $67.17 and a 200 day simple moving average of $65.34. The stock has a market capitalization of $5.13 billion, a price-to-earnings ratio of 23.51, a P/E/G ratio of 0.87 and a beta of 1.85.

Moelis & Company Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Monday, August 10th will be paid a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a yield of 4.0%. The ex-dividend date of this dividend is Monday, August 10th. Moelis & Company’s payout ratio is 93.53%.

Wall Street Analyst Weigh In

MC has been the topic of a number of research analyst reports. Weiss Ratings lowered shares of Moelis & Company from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, May 26th. Morgan Stanley lowered their price target on Moelis & Company from $90.00 to $83.00 and set an “overweight” rating on the stock in a research report on Thursday, April 9th. Wall Street Zen lowered Moelis & Company from a “hold” rating to a “sell” rating in a report on Saturday, May 2nd. Zacks Research raised Moelis & Company from a “strong sell” rating to a “hold” rating in a research note on Tuesday, July 14th. Finally, UBS Group reiterated a “sell” rating and issued a $60.00 target price (up from $58.00) on shares of Moelis & Company in a report on Wednesday, July 8th. Two investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $73.38.

Read Our Latest Stock Report on MC

Key Headlines Impacting Moelis & Company

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

Positive Sentiment: Q2 earnings and revenue beat expectations: Moelis reported adjusted earnings of $0.63 per share, above the $0.62 consensus and up from $0.53 a year earlier. Revenue increased 12% year over year to $409.39 million, exceeding estimates of $387.27 million. The results indicate continued strength in the firm’s investment-banking and advisory activity. Moelis Q2 Earnings and Revenues Beat Estimates
Positive Sentiment: Record revenue and earnings improve sentiment: Management reported record second-quarter and first-half 2026 revenue and earnings, reinforcing the view that Moelis is benefiting from improved deal-making conditions. Its 38.94% return on equity and 14.46% net margin also highlight strong profitability. Moelis Reports Record Q2 2026 Revenues and Earnings
Positive Sentiment: Quarterly dividend announced: Moelis declared a $0.65-per-share quarterly dividend payable September 17 to shareholders of record August 10. The payment equates to $2.60 annually and an indicated yield of approximately 4%, enhancing the stock’s appeal to income-oriented investors.
Neutral Sentiment: Management commentary available: The Q2 earnings call transcript may provide additional detail on deal pipelines, market conditions and the outlook for advisory activity, but no separate guidance change was identified in the supplied reports. Moelis Q2 2026 Earnings Call Transcript

Hedge Funds Weigh In On Moelis & Company

Hedge funds and other institutional investors have recently made changes to their positions in the company. Integrated Wealth Concepts LLC boosted its position in shares of Moelis & Company by 9.9% during the 1st quarter. Integrated Wealth Concepts LLC now owns 4,799 shares of the asset manager’s stock worth $280,000 after acquiring an additional 432 shares in the last quarter. Corient Private Wealth LLC acquired a new position in Moelis & Company during the second quarter valued at approximately $228,000. PharVision Advisers LLC acquired a new position in Moelis & Company during the third quarter valued at approximately $225,000. Focus Partners Wealth bought a new stake in Moelis & Company during the third quarter worth $223,000. Finally, Vise Technologies Inc. lifted its stake in Moelis & Company by 10.7% during the fourth quarter. Vise Technologies Inc. now owns 3,205 shares of the asset manager’s stock worth $220,000 after purchasing an additional 309 shares during the last quarter. 91.53% of the stock is currently owned by institutional investors and hedge funds.

About Moelis & Company

(Get Free Report)

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.