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Moelis & Company Stock: price and insider trades · United States
Moelis & Company: what insiders have been doing
Headquartered in New York, United States, Moelis & Company belongs to the Finance & Banking sector and traces its origins to 2007. Filings by its managers are published through SEC (Form 4). 12 insiders have disclosed 36 filings since 18 October 2025.
Only sales appear on the open market, 2 sales in all totalling €403k, filed by 2 insiders. Watanabe Osamu R. filed the largest sale, €292k, on 6 August 2026, which represents 0.0077% of the company's market value.
With 36 filings in twelve months, the company is quieter than the median of 50 filings across the 10 companies we follow on the same exchange. Over the whole record (from 2016), the tally stands at no purchases and 34 sales. On the fundamentals side, the SEC filing (10-K) for the period ending 31 December 2025 lists net income at 259.6 m USD.
Between a trade and the moment it shows up on SEC (Form 4), the median delay is 4 days. The legal deadline for a Form 4 is two business days after the transaction. Keep in mind that insiders sell for many reasons unrelated to the outlook, from tax bills to estate planning.
In the same sector, recent insider purchases at First Guaranty Bancshares, Inc. and BCB Bancorp Inc also feature in our signals. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
226
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€30M
34 ops. · all time
Who traded when
BuySaleKenneth Shropshire3 sales
Osamu R. Watanabe2 sales
Callesano Christopher1 sale
Analyst consensus: bullish or bearish?
Analysts rate Moelis & Company Hold (neutral), based on 10 analysts. Average price target: US$67.50.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 4,049 of 24,158 companies
68.7
score / 100
Value64
Quality74
FCF yld13%
Earn yld5.8%
EV/EBITDA15.1x
ROE41%
Gross mgn33%
Net mgn15%
Debt/EBITDA0.9x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$54.55
Analyst consensus
10 analystsHold
US$58.00Target US$67.50(+24%)US$80.00
Income statement
RevenueUS$1.5B
Gross profitUS$499.7M33% margin
EBITDAUS$285.7M19% margin
Net incomeUS$233M14.5% margin
Valuation
PER (trailing)19.3x
PER (forward)14.0x
P/Book8.0x
Beta1.90
Balance sheet & cash
Market capUS$4B
Total debtUS$267.2M
Free Cash FlowUS$540M
Debt / Equity41%
Profitability & ownership
ROE41.5%
ROA18.7%
% insiders1.1%
% institutions109.4%
Last declaration on 21 September 2026
Declarations226 total
19.09 shares2025 Annual Restricted Stock UnitsSEC:0001193125-26-396809:0
17.72 shares2026 Annual Restricted Stock UnitsSEC:0001193125-26-396809:1
2.18 shares2026 Elective Restricted Stock UnitsSEC:0001193125-26-396807:2
19.09 shares2025 Annual Restricted Stock UnitsSEC:0001193125-26-396808:0
20 shares2025 Annual Restricted Stock UnitsSEC:0001193125-26-396807:0
18.56 shares2026 Annual Restricted Stock UnitsSEC:0001193125-26-396807:1
17.72 shares2026 Annual Restricted Stock UnitsSEC:0001193125-26-396808:1
18.18 shares2025 Annual Restricted Stock UnitsSEC:0001193125-26-396810:0
16.87 shares2026 Annual Restricted Stock UnitsSEC:0001193125-26-396810:1
19.4 shares2026 Elective Restricted Stock UnitsSEC:0001193125-26-396808:2
1,881 shares@ US$69.060.0029% mcap16.5% of flowClass A Common StockSEC:0001193125-26-376994:0
1,881 shares@ US$69.060.0029% mcap100.0% of flowCommonSEC144:0001950047-26-008792
4,850 shares@ US$69.300.0077% mcap23.2% of flowClass A Common StockSEC:0001193125-26-338385:0
4,850 shares@ US$69.2980.0076% mcap100.0% of flowCommonSEC144:0001950047-26-007589
1,545 shares2026 Annual Restricted Stock UnitsSEC:0001193125-26-296362:0
200 shares2026 Elective Restricted Stock UnitsSEC:0001193125-26-296356:1
1,623 shares2026 Annual Restricted Stock UnitsSEC:0001193125-26-296361:0
1,700 shares2026 Annual Restricted Stock UnitsSEC:0001193125-26-296356:0
1,623 shares2026 Annual Restricted Stock UnitsSEC:0001193125-26-296357:0
1,777 shares2026 Elective Restricted Stock UnitsSEC:0001193125-26-296357:1
15.96 shares2025 Annual Restricted Stock UnitsSEC:0001193125-26-279856:0
14.84 shares2024 Annual Restricted Stock UnitsSEC:0001193125-26-132240:0
25.19 shares2024 Annual Restricted Stock UnitsSEC:0001193125-26-132296:0
24.05 shares2024 Annual Restricted Stock UnitsSEC:0001193125-26-132288:0
19.11 shares2025 Annual Restricted Stock UnitsSEC:0001193125-26-132242:0
25 of 226 declarations
About Moelis & Company
Moelis & Co (NYSE: MC) is a leading independent investment bank headquartered in the United States and listed on the NYSE. Founded in 2007 by Ken Moelis, the firm was built around an advisory-first model that emphasizes strategic counsel rather than balance-sheet-intensive trading or lending. Its global headquarters are in New York, and it operates through a network of roughly 23 locations, allowing it to serve a diversified client base that includes corporations, financial sponsors, and institutions across multiple regions.([moelis.com](https://www.moelis.com/?utm_source=openai))
The company’s core business is organized around four main advisory pillars: mergers and acquisitions and strategic advisory, capital structure advisory, capital markets, and private capital advisory. In practice, Moelis advises clients on acquisitions, divestitures, recapitalizations, restructurings, refinancings, and selected capital markets transactions. This business model generates fee income tied to transaction volumes and timing, making results highly sensitive to market activity and the pace of deal completion.([moelis.com](https://www.moelis.com/our-business/?utm_source=openai))
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From a competitive standpoint, Moelis is one of the best-known independent M&A advisory franchises globally. It competes with other elite boutiques as well as the advisory divisions of bulge-bracket banks. Its competitive strengths are typically its senior banker-led coverage, sector specialization, and ability to work on complex, cross-border assignments. The firm presents itself as a global platform with deep client relationships and a wide industry reach, which supports its positioning in high-value corporate finance mandates.([moelis.com](https://www.moelis.com/?utm_source=openai))
Geographically, the business is international, with New York serving as the global hub and additional offices across major financial and commercial centers. Moelis also uses strategic alliances, including in Australia and Mexico, to extend its advisory reach. For investors, the key takeaway is that Moelis is a cyclical financial services name: earnings momentum depends heavily on M&A conditions, capital markets appetite, and the firm’s ability to attract and retain senior advisory talent.([moelis.com](https://www.moelis.com/?utm_source=openai))
Recent developments have been constructive. In February 2026, Moelis reported markedly improved full-year 2025 results, including higher revenues and a stronger adjusted pre-tax margin, while also increasing capital returns through a regular quarterly dividend and a new share repurchase authorization. In 2026, the firm also continued to promote Managing Directors and expand its advisory bench, underscoring organic growth momentum. Overall, the latest disclosures suggest a firm with improved operating leverage, but one that remains exposed to the transaction cycle in the United States and abroad.([investors.moelis.com](https://investors.moelis.com/press-releases/news-details/2026/Moelis--Company-Reports-Fourth-Quarter-and-Full-Year-2025-Financial-Results-Declares-Regular-Quarterly-Dividend-of-0-65-Per-Share-and-Board-Approves-New-300-Million-Share-Repurchase-Authorization/default.aspx?utm_source=openai))
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