Moelis & Co(MC)Stock Analysis
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Pending next ranking run
This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
MC Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Moelis & Co (MC), a Financials sector company. MC is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), Moelis & Co reports net income of $42.3M, free cash flow of $-291.6M. Top institutional holders of MC by reported 13-F value include BlackRock,, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. MC trades on the NYSE exchange and files with the SEC under CIK 1596967. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Moelis & Co directly from SEC EDGAR.
Net Income
Q1 2026
$42.3M
Free Cash Flow
Q1 2026
$-291.6M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Net Income
+71.4% YoYOperating Income
+58.4% YoYTotal Assets
+26.2% YoYOp. Cash Flow
+34.8% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Net Income | $259.6M +71.4% | $151.5M +650.6% | $-27.5M -116.3% | $168.7M -60.1% | $423.0M | — |
| Operating Income | $273.9M +58.4% | $172.9M +528.6% | $-40.4M -118.7% | $216.1M -56.4% | $495.9M +86.6% | $265.7M |
| Total Assets | $1.74B +26.2% | $1.38B +16.9% | $1.18B -3.0% | $1.22B -21.8% | $1.56B +30.0% | $1.20B |
| Operating Cash Flow | $576.3M +34.8% | $427.5M +169.8% | $158.5M +380.3% | $33.0M -96.5% | $937.0M +118.3% | $429.2M |
AI Insight: MC Ratio Trends
ROIC volatility continues with Q1 2026 falling to 33.3% from Q4 2025's exceptional 90.1% peak.
• ROIC surged from 36.1% in Q3 2025 to 90.1% in Q4 2025, reflecting strong Q4 performance.
• TTM ROIC of 57.0% remains well above most quarterly readings from 2024-2025.
⚠ ROIC dropped sharply from 90.1% in Q4 2025 to 33.3% in Q1 2026, signaling potential seasonality.
⚠ High ROIC volatility across quarters suggests lumpy deal flow typical of investment banking.
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Available Research
13F Pro tracks comprehensive data for Moelis & Co including:
Top Institutional Holders of MC
BlackRock, Inc.
$501.7M8,802,109 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$329.3M5,777,773 shVANGUARD PORTFOLIO MANAGEMENT LLC
$263.8M4,628,683 shWASATCH ADVISORS LP
$213.3M3,742,624 shVANGUARD CAPITAL MANAGEMENT LLC
$189.0M3,315,040 shSTATE STREET CORP
$166.5M2,921,129 shLONDON CO OF VIRGINIA
$165.5M2,903,947 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$154.1M2,703,182 shGEODE CAPITAL MANAGEMENT, LLC
$123.7M2,169,253 shAMERIPRISE FINANCIAL INC
$122.4M2,147,192 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $501.7M | 8,802,109 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $329.3M | 5,777,773 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $263.8M | 4,628,683 |
| WASATCH ADVISORS LP | $213.3M | 3,742,624 |
| VANGUARD CAPITAL MANAGEMENT LLC | $189.0M | 3,315,040 |
| STATE STREET CORP | $166.5M | 2,921,129 |
| LONDON CO OF VIRGINIA | $165.5M | 2,903,947 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $154.1M | 2,703,182 |
| GEODE CAPITAL MANAGEMENT, LLC | $123.7M | 2,169,253 |
| AMERIPRISE FINANCIAL INC | $122.4M | 2,147,192 |
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Popular Research
Is MC a good stock to buy?
13F Pro's AI-powered analysis of Moelis & Co (MC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MC are available on the MC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own MC?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Moelis & Co's investment landscape.