Pulling SEC filings + quote and writing the call…

Moelis & Co
Next earnings Jul 22, 2026 (after close) · consensus $0.64 EPS, $390M rev
Last earnings -3.8% on 2026-04-29
M&A-advisory boutique riding the deal-cycle recovery — net income +71%, a 45.7% ROE and a fat dividend — but earnings are cyclical and talent-dependent.
Moelis is a pure-play M&A and restructuring advisory boutique whose results swing with the deal cycle, and FY2025 shows a strong upswing: net income grew 71.4% to $260M and operating income rose 58.4% to $274M. The capital-light advisory model produces an outstanding 45.7% return on equity and converts profits efficiently to cash — operating cash flow was $576M (+34.8%) against just $36.3M of capex. The trajectory is a clear recovery from the FY2023 loss (-$27.5M) as M&A activity rebounds, and the firm kept investing in its franchise, hiring 9 new managing directors in 2025.
Sources: SEC EDGAR (CIK 0001596967, latest 10-Q filed 2026-04-30) · analysis by claude-code · as of 6/21/2026, 9:00:17 PM.
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The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | — | — | — | — | — |
| Gross profit | — | — | — | — | — |
| Operating income | $496M | $216M | -$40.4M | $173M | $274M |
| Net income | $423M | $169M | -$27.5M | $151M | $260M |
| Diluted EPS | — | — | — | — | — |
| Net margin | — | — | — | — | — |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
| 2026-06-18 | Barker Thorold Director | Award | 15.96 | |
| 2026-06-18 | Mirrer Louise Director | Award | 12.39 | |
| 2026-06-18 | Mirrer Louise Director | Award | 0.38 | |
| 2026-06-18 | Mirrer Louise Director | Award | 16.76 | |
| 2026-06-18 | Shropshire Kenneth Director | Award | 21.03 | |
| 2026-06-18 | Shropshire Kenneth Director | Award | 17.55 | |
| 2026-06-18 | Shropshire Kenneth Director | Award | 0.52 | |
| 2026-06-18 | Worrell Laila Director | Award | 20.08 | |
| 2026-06-18 | Worrell Laila Director | Award | 16.76 | |
| 2026-06-18 | Worrell Laila Director | Award | 4.60 |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
1047 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.