Moelis & Company $MC Shares Sold by Legal & General Group Plc

Posted by Brian Himes on Jun 3rd, 2026

Legal & General Group Plc decreased its holdings in shares of Moelis & Company (NYSE:MC – Free Report) by 6.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 199,662 shares of the asset manager’s stock after selling 13,340 shares during the period. Legal & General Group Plc owned approximately 0.25% of Moelis & Company worth $13,725,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Alps Advisors Inc. acquired a new position in Moelis & Company in the third quarter worth approximately $6,105,000. JPMorgan Chase & Co. lifted its position in shares of Moelis & Company by 1.8% during the 3rd quarter. JPMorgan Chase & Co. now owns 962,778 shares of the asset manager’s stock valued at $68,665,000 after acquiring an additional 17,220 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in shares of Moelis & Company by 7.6% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 381,458 shares of the asset manager’s stock worth $26,221,000 after acquiring an additional 26,800 shares in the last quarter. Public Sector Pension Investment Board boosted its stake in shares of Moelis & Company by 14.4% during the 3rd quarter. Public Sector Pension Investment Board now owns 289,371 shares of the asset manager’s stock worth $20,638,000 after acquiring an additional 36,431 shares in the last quarter. Finally, Cramer Rosenthal Mcglynn LLC grew its holdings in shares of Moelis & Company by 23.3% in the 3rd quarter. Cramer Rosenthal Mcglynn LLC now owns 240,796 shares of the asset manager’s stock worth $17,174,000 after acquiring an additional 45,458 shares during the last quarter. Institutional investors and hedge funds own 91.53% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently commented on MC. Keefe, Bruyette & Woods reduced their target price on Moelis & Company from $80.00 to $64.00 and set a “market perform” rating for the company in a report on Wednesday, April 8th. UBS Group dropped their price target on Moelis & Company from $59.00 to $58.00 and set a “neutral” rating on the stock in a research note on Wednesday, April 8th. The Goldman Sachs Group cut their price objective on Moelis & Company from $70.00 to $62.00 and set a “neutral” rating on the stock in a report on Wednesday, April 1st. Morgan Stanley reduced their price objective on shares of Moelis & Company from $90.00 to $83.00 and set an “overweight” rating for the company in a research note on Thursday, April 9th. Finally, Wall Street Zen cut shares of Moelis & Company from a “hold” rating to a “sell” rating in a report on Saturday, May 2nd. Two analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $71.89.

Get Our Latest Report on MC

Moelis & Company Trading Up 0.2%

Shares of MC stock opened at $69.34 on Wednesday. Moelis & Company has a 1-year low of $51.06 and a 1-year high of $78.22. The company has a market capitalization of $5.45 billion, a price-to-earnings ratio of 24.94, a P/E/G ratio of 0.83 and a beta of 1.85. The stock’s fifty day simple moving average is $63.10 and its 200-day simple moving average is $65.48.

Moelis & Company (NYSE:MC – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The asset manager reported $0.50 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.59 by ($0.09). Moelis & Company had a return on equity of 38.94% and a net margin of 14.46%.The business had revenue of $319.78 million during the quarter, compared to analysts’ expectations of $321.51 million. During the same period in the prior year, the company posted $0.64 earnings per share. The firm’s revenue was up 4.3% on a year-over-year basis. On average, sell-side analysts predict that Moelis & Company will post 3.17 EPS for the current year.

Moelis & Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 18th. Investors of record on Monday, May 11th will be issued a dividend of $0.65 per share. This represents a $2.60 annualized dividend and a dividend yield of 3.7%. The ex-dividend date is Monday, May 11th. Moelis & Company’s dividend payout ratio (DPR) is currently 93.53%.

Moelis & 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.