Moelis & Co MC Stock Quotes and Insider News

Insider Chart Past 6 Months

Technical Chart

Filings by transaction date

Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Mahmoodzadegan Navid

Ownership Type:

Direct Ownership

Securities:

2019 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

580

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Callesano Christopher

Ownership Type:

Direct Ownership

Securities:

2023 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

20

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Callesano Christopher

Ownership Type:

Direct Ownership

Securities:

2022 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

24

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Callesano Christopher

Ownership Type:

Direct Ownership

Securities:

2021 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

11

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Callesano Christopher

Ownership Type:

Direct Ownership

Securities:

2020 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

9

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Callesano Christopher

Ownership Type:

Direct Ownership

Securities:

2019 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

7

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Raich Jeffrey

Ownership Type:

Direct Ownership

Securities:

2019 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

191

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Simon Joseph

Ownership Type:

Direct Ownership

Securities:

2020 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

89

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Simon Joseph

Ownership Type:

Direct Ownership

Securities:

2019 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

76

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Watanabe Osamu R.

Ownership Type:

Direct Ownership

Securities:

2023 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

77

Price:

--

Filings by filing date

Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Mahmoodzadegan Navid

Ownership Type:

Direct Ownership

Securities:

2019 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

580

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Callesano Christopher

Ownership Type:

Direct Ownership

Securities:

2023 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

20

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Callesano Christopher

Ownership Type:

Direct Ownership

Securities:

2022 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

24

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Callesano Christopher

Ownership Type:

Direct Ownership

Securities:

2021 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

11

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Callesano Christopher

Ownership Type:

Direct Ownership

Securities:

2020 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

9

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Callesano Christopher

Ownership Type:

Direct Ownership

Securities:

2019 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

7

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Raich Jeffrey

Ownership Type:

Direct Ownership

Securities:

2019 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

191

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Simon Joseph

Ownership Type:

Direct Ownership

Securities:

2020 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

89

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Simon Joseph

Ownership Type:

Direct Ownership

Securities:

2019 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

76

Price:

--
Mar 28, 2024 (filed on Apr 02, 2024)

Insider Name:

Watanabe Osamu R.

Ownership Type:

Direct Ownership

Securities:

2023 Incentive RSUs

Nature of Transaction:

A - Grant, award or other under Rule 16b-3(d)

# or value acquired/disposed of:

77

Price:

--

News

Biz Brief

Sector: Financials	Industry: Investment Banking & Brokerage Services

See Regulatory Filings on SEC

Company Contact

Address:	399 Park Avenue, 5Th Floor NEW YORK NY 10022
Tel:	N/A
Website:	https://www.moelis.com
IR:	See website

Key People

Kenneth D. Moelis Chairman of the Board, Chief Executive Officer	Navid A. Mahmoodzadegan Co-President, Co-Founder, Managing Director	Jeffrey Raich Co-President, Co-Founder, Managing Director
Joseph Simon Chief Financial Officer	Kate Pilcher Ciafone Chief Operating Officer	Osamu R. Watanabe General Counsel, Secretary
Eric Cantor Managing Director

Business Overview

Moelis & Company is a global independent investment bank that provides strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Company assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across various industry sectors. It advises clients on their critical decisions, including mergers and acquisitions (M&A), recapitalizations and restructurings, capital markets transactions, private fund raisings and secondary transactions and other corporate finance matters. It has an M&A and strategic advisory franchise advising clients on mergers, acquisitions, sales and divestitures, special committee assignments and shareholder defense. For its clients seeking capital market solutions, it also acts as placement agent, advisor, or bookrunner on a range of capital raising mandates and provides general capital markets advice. It serves its clients from 23 locations.

Financial Overview

For the fiscal year ended 31 December 2023, Moelis & Co revenues decreased 13% to $854.7M. Net loss totaled $24.7M vs. income of $150.3M. Revenues reflect United States segment decrease of 13% to $675.7M, Europe segment decrease of 15% to $111.8M. Net loss reflects Compensation and benefits increase of 16% to $714.7M (expense), Professional fees increase of 56% to $32.8M (expense). Dividend per share remained flat at $2.40.

Employees:	1,161 as of Dec 31, 2023

Reporting Currency:	U.S. Dollars
Enterprise value:	$3,441M as of Dec 31, 2023
Annual revenue (TTM):	$854.75M as of Dec 31, 2023
EBITDA (TTM):	-$32.04M as of Dec 31, 2023
Net annual income (TTM):	-$24.70M as of Dec 31, 2023
Free cash flow (TTM):	-$40.38M as of Dec 31, 2023
Net Debt Last Fiscal Year:	N/A
Shares outstanding:	71,164,817 as of Feb 7, 2024
Index Membership:	S&P 600 Small Cap
TTM: Trailing Twelve Months EBITDA: Earnings Before Interest, Taxes, Depreciation, & Amortization