Moelis Ownership
| MC Stock | USD 65.58 0.22 0.33% |
Shares in Circulation | First Issued 2012-12-31 | Previous Quarter 77.7 M | Current Value 78.6 M | Avarage Shares Outstanding 46 M | Quarterly Volatility 24 M |
Moelis Stock Ownership Analysis
About 99.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.97. Moelis last dividend was issued on the 5th of May 2025. The entity had 1:2 split on the 29th of August 2014. Moelis Company operates as an investment banking advisory firm. The company was founded in 2007 and is headquartered in New York, New York. Moelis operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 990 people. To find out more about Moelis Co contact Kenneth Moelis at 212 883 3800 or learn more at https://www.moelis.com.Besides selling stocks to institutional investors, Moelis also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Moelis' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Moelis' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Moelis Quarterly Liabilities And Stockholders Equity |
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Only 1.07% of Moelis Co are currently held by insiders. Unlike Moelis' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Moelis' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Moelis' insider trades
Moelis Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Moelis is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Moelis Co backward and forwards among themselves. Moelis' institutional investor refers to the entity that pools money to purchase Moelis' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Jpmorgan Chase & Co | 2025-03-31 | 1.3 M | Madison Asset Management, Llc | 2025-03-31 | 1.3 M | Madison Investment Advisors, Llc | 2024-12-31 | 1.2 M | Citadel Advisors Llc | 2025-03-31 | 1.1 M | Wells Fargo & Co | 2025-03-31 | 959.9 K | Hightower Advisors, Llc | 2025-03-31 | 958.9 K | Heard Capital Llc | 2025-03-31 | 925.2 K | Northern Trust Corp | 2025-03-31 | 859 K | Capital World Investors | 2025-03-31 | 719 K | Blackrock Inc | 2025-03-31 | 8.4 M | Vanguard Group Inc | 2025-03-31 | 8.3 M |
Moelis Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Moelis insiders, such as employees or executives, is commonly permitted as long as it does not rely on Moelis' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Moelis insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Moelis Outstanding Bonds
Moelis issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Moelis uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Moelis bonds can be classified according to their maturity, which is the date when Moelis Co has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Is Investment Banking & Brokerage space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Moelis. If investors know Moelis will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Moelis listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 1.878 | Dividend Share 2.5 | Earnings Share 2.2 | Revenue Per Share 17.303 | Quarterly Revenue Growth 0.41 |
The market value of Moelis is measured differently than its book value, which is the value of Moelis that is recorded on the company's balance sheet. Investors also form their own opinion of Moelis' value that differs from its market value or its book value, called intrinsic value, which is Moelis' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Moelis' market value can be influenced by many factors that don't directly affect Moelis' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Moelis' value and its price as these two are different measures arrived at by different means. Investors typically determine if Moelis is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Moelis' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.