Madison Asset Management LLC Purchases Shares of 1,667,157 Moelis & Company $MC

Posted by Stanley Muller on Aug 20th, 2026

Madison Asset Management LLC purchased a new stake in shares of Moelis & Company (NYSE:MC – Free Report) during the second quarter, HoldingsChannel.com reports. The institutional investor purchased 1,667,157 shares of the asset manager’s stock, valued at approximately $109,065,000. Moelis & Company makes up about 1.3% of Madison Asset Management LLC’s investment portfolio, making the stock its 21st biggest position.

Several other hedge funds and other institutional investors have also made changes to their positions in MC. Allied Private Wealth LLC bought a new position in Moelis & Company in the 2nd quarter worth approximately $25,000. Root Financial Partners LLC increased its position in Moelis & Company by 292.2% in the 1st quarter. Root Financial Partners LLC now owns 455 shares of the asset manager’s stock valued at $26,000 after acquiring an additional 339 shares during the period. Hantz Financial Services Inc. raised its stake 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 acquiring an additional 163 shares in the last quarter. Allworth Financial LP raised its stake in Moelis & Company by 153.9% during the 3rd quarter. Allworth Financial LP now owns 419 shares of the asset manager’s stock valued at $30,000 after acquiring an additional 254 shares in the last quarter. Finally, EverSource Wealth Advisors LLC boosted its position in Moelis & Company by 89.5% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 597 shares of the asset manager’s stock worth $37,000 after acquiring an additional 282 shares during the period. 91.53% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Moelis & Company

In related news, General Counsel Osamu R. Watanabe sold 4,850 shares of Moelis & Company stock in a transaction dated Tuesday, August 4th. The stock was 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 of the company’s stock, valued at $9,078.30. The trade was a 97.37% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 6.29% of the stock is currently owned by insiders.

Moelis & Company Stock Performance

Shares of NYSE MC opened at $68.42 on Thursday. The stock has a fifty day moving average price of $67.16 and a two-hundred day moving average price of $64.55. The firm has a market cap of $5.36 billion, a P/E ratio of 23.84, a PEG ratio of 0.86 and a beta of 1.84. Moelis & Company has a 1 year low of $51.06 and a 1 year high of $78.22.

Moelis & Company (NYSE:MC – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The asset manager reported $0.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.62 by $0.01. Moelis & Company had a return on equity of 39.59% and a net margin of 14.50%.The company had revenue of $409.39 million for the quarter, compared to analysts’ expectations of $387.27 million. During the same period last year, the firm earned $0.53 EPS. The firm’s revenue for the quarter was up 12.0% on a year-over-year basis. On average, research analysts predict that Moelis & Company will post 3.13 earnings per share for the current fiscal year.

Moelis & Company Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Monday, August 10th will be paid 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 dividend payout ratio (DPR) is currently 90.59%.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on MC shares. Weiss Ratings cut Moelis & Company from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, May 26th. Morgan Stanley lifted their price objective on shares of Moelis & Company from $83.00 to $85.00 and gave the company an “overweight” rating in a research note on Thursday, July 30th. Keefe, Bruyette & Woods reduced 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. UBS Group reaffirmed a “sell” rating and issued a $60.00 price objective (up from $58.00) on shares of Moelis & Company in a report on Wednesday, July 8th. Finally, Wall Street Zen upgraded shares of Moelis & Company from a “sell” rating to a “hold” rating in a research report on Saturday, August 1st. Two research 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 company has a consensus rating of “Hold” and a consensus target price of $73.62.

Check Out Our Latest Report on Moelis & Company

Moelis & Company Company Profile

(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.