Moelis &Amp; Co (MC) — SEC Filings
Moelis &Amp; Co (MC) — 33 SEC filings. Latest: 4 (Mar 30, 2026). Includes 16 8-K, 6 10-Q, 6 SC 13G/A.
View Moelis &Amp; Co on SEC EDGAR
Overview
Moelis &Amp; Co (MC) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 4 filed on Mar 30, 2026: On March 26, 2026, Kenneth Shropshire reported a change in beneficial ownership of securities for Moelis & Co. The filing, a Form 4, details transactions related to his holdings in the company. Specific details regarding the nature of the transactions, number of shares, and dollar amounts are not pr
Sentiment Summary
Across 33 filings, the sentiment breakdown is: 2 bullish, 31 neutral. The dominant filing sentiment for Moelis &Amp; Co is neutral.
Filing Type Overview
Moelis &Amp; Co (MC) has filed 1 4, 6 10-Q, 16 8-K, 2 DEF 14A, 2 10-K, 6 SC 13G/A with the SEC between Jan 2024 to Mar 2026.
Filings by Year
Recent SEC Filings (33)
Risk Profile
Risk Assessment: Of MC's 26 recent filings, 0 were flagged as high-risk, 7 as medium-risk, and 19 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $1.03B |
| Net Income | $145.17M |
| EPS | $1.84 |
| Cash Position | $281.58M |
Key Executives
- Kenneth Shropshire
- Robert S. Murley
- Jeffrey M. Solomon
- David M. Solomon
- Andrew W. W. Wilson
- Jane Fraser
Industry Context
Moelis & Company operates in the highly competitive investment banking and financial advisory sector. The industry is characterized by cyclicality tied to capital markets activity and M&A trends. Key competitors include bulge bracket banks and other independent advisory firms. Demand for advisory services remains robust, driven by ongoing corporate restructuring and strategic repositioning.
Top Tags
financial-condition (4) · financial-reporting (4) · 10-Q (4) · financials (4) · regulation-fd (3) · officer-changes (3) · director-changes (3) · quarterly-report (3) · Investment Banking (2) · Earnings Growth (2)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Revenue (Q3 2025) | $356.89M | Increased 30.37% from $273.76M in Q3 2024 |
| Net Income Attributable to Moelis & Company (Q3 2025) | $53.37M | Increased 215.89% from $16.89M in Q3 2024 |
| Revenue (YTD Q3 2025) | $1.03B | Increased 36.13% from $755.83M in YTD Q3 2024 |
| Net Income Attributable to Moelis & Company (YTD Q3 2025) | $145.17M | Increased 211.39% from $46.62M in YTD Q3 2024 |
| Cash and Cash Equivalents (Sept 30, 2025) | $281.58M | Decreased 31.69% from $412.47M at Dec 31, 2024 |
| Compensation and Benefits (YTD Q3 2025) | $719.07M | Increased 25.49% from $573.01M in YTD Q3 2024 |
| Investments (Sept 30, 2025) | $366.83M | Increased 98.71% from $184.60M at Dec 31, 2024 |
| Diluted EPS (Q3 2025) | $0.67 | Increased from $0.22 in Q3 2024 |
| Diluted EPS (YTD Q3 2025) | $1.84 | Increased from $0.61 in YTD Q3 2024 |
| Class A Common Stock Outstanding (Oct 15, 2025) | 73,996,339 | Reflects current share count |
| Q2 2025 Revenue | $300.5M | 25.3% increase from Q2 2024 |
| Q2 2025 Net Income | $45.2M | 58.6% increase from Q2 2024 |
| Revenue Growth | 25.3% | Year-over-year increase in Q2 2025 revenue |
| Net Income Growth | 58.6% | Year-over-year increase in Q2 2025 net income |
| Q2 2025 Compensation & Benefits | $180.3M | Increased from $150.0M in Q2 2024 |
Forward-Looking Statements
- {"claim":"Other institutional investors may review their positions in Moelis & Company following Wasatch Advisors LP's reduction in stake.","entity":"Moelis & Company","targetDate":"Q1 2024","confidence":"medium"}
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Frequently Asked Questions
What are the latest SEC filings for Moelis &Amp; Co (MC)?
Moelis &Amp; Co has 33 recent SEC filings from Jan 2024 to Mar 2026, including 16 8-K, 6 10-Q, 6 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of MC filings?
Across 33 filings, the sentiment breakdown is: 2 bullish, 31 neutral. The dominant sentiment is neutral.
Where can I find Moelis &Amp; Co SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Moelis &Amp; Co (MC) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Moelis &Amp; Co?
Key financial highlights from Moelis &Amp; Co's most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for MC?
The investment thesis for MC includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Moelis &Amp; Co?
Key executives identified across Moelis &Amp; Co's filings include Kenneth Shropshire, Robert S. Murley, Jeffrey M. Solomon, David M. Solomon, Andrew W. W. Wilson and 1 others.
What are the main risk factors for Moelis &Amp; Co stock?
Of MC's 26 assessed filings, 0 were flagged high-risk, 7 medium-risk, and 19 low-risk.
What are recent predictions and forward guidance from Moelis &Amp; Co?
Recent forward-looking statements from Moelis &Amp; Co include guidance on {"claim":"Other institutional investors may review their positions in Moelis & Company following Wasatch Advisors LP's r.