Moelis & Co
Moelis & Company (NYSE: MC) is a global independent investment bank that provides strategic and financial advice to corporations, financial sponsors, governments and sovereign wealth funds. Its services include mergers and acquisitions, divestitures, spin-offs, capital markets transactions, recapitalizations and… From the company’s description.
Over the twelve months to Sep 30, 2026, Moelis & Co reported revenue of $1.64B, up 11.9% from a year earlier, and net income of $262.99M. Its pre-tax margin was 19.7%. In fiscal 2025, it reported revenue of $1.52B, up 27.0% from fiscal 2024, and net income of $259.62M.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Moelis & Co does
In the company’s own words
Moelis & Company (NYSE: MC) is a global independent investment bank that provides strategic and financial advice to corporations, financial sponsors, governments and sovereign wealth funds. Its services include mergers and acquisitions, divestitures, spin-offs, capital markets transactions, recapitalizations and restructurings, shareholder matters, and private capital fundraising and secondary-market solutions. The firm also advises on other corporate finance matters, including complex risk exposures and commercial negotiations. Moelis serves public multinationals, private companies, entrepreneurs and institutional investors across major industries, including technology, healthcare, energy, financial services, consumer and real estate. It operates as one advisory business rather than reporting separate operating segments, integrating its industry, product and regional expertise across more than 20 locations. The company was founded in 2007; its advisory business was reorganized in connection with its 2014 initial public offering. As of February 4, 2026, it had 1,416 employees, including 1,014 advisory professionals, and had advised on more than $5.5 trillion of transactions since inception. Its website is www.moelis.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Banks & Brokers
- Headquarters
- NEW YORK, NY
- Fiscal year end
- December
- CIK
- 1596967
- SIC
- 6282
Financial performance, year by year
Fiscal 2014–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Moelis & Co — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Moelis & Co’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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