Moelis & Co
MC · Investment Advice · EDGAR filings ↗
Net buyback after stock comp: -$151M (gross $8M, SBC $158M)
Reference price $62.23 — last insider sale, 2026-02-19 (estimated from the dated SEC Form 4 price — not a live quote)
Grade
B76Moelis & Co — premier independent M&A and restructuring advisory firm.
Strengths
- Strong free cash flow (74th pct) and cash (58th); debt-free, high payout
- Top-tier advisory talent and brand
Risks
- Deal-cycle cyclicality
- Compensation-cost leverage
Notable findings
- Strong balance sheetStrong balance sheet — $509M cash & investments
Key metrics
Return on equity
45.7%
Return on assets
14.9%
Net-income growth
71.4%
Free cash flow
$540M
EBITDA
$286M
Tangible book value
$568M
Cash & investments
$509M
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-18 | Mirrer Louise | Grant | 12 | — |
| 2026-06-18 | Barker Thorold | Grant | 16 | — |
| 2026-06-18 | Mirrer Louise | Grant | 0 | — |
| 2026-06-18 | Mirrer Louise | Grant | 17 | — |
| 2026-06-18 | Shropshire Kenneth | Grant | 21 | — |
| 2026-06-18 | Shropshire Kenneth | Grant | 18 | — |
| 2026-06-18 | Shropshire Kenneth | Grant | 1 | — |
| 2026-06-18 | Worrell Laila | Grant | 20 | — |
| 2026-06-18 | Worrell Laila | Grant | 17 | — |
| 2026-06-18 | Worrell Laila | Grant | 5 | — |
| 2026-03-26 | Shropshire Kenneth | Grant | 25 | — |
| 2026-03-26 | Shropshire Kenneth | Grant | 21 | — |
| 2026-03-26 | Shropshire Kenneth | Grant | 1 | — |
| 2026-03-26 | Worrell Laila | Grant | 24 | — |
| 2026-03-26 | Worrell Laila | Grant | 20 | — |
| 2026-03-26 | Worrell Laila | Grant | 11 | — |
| 2026-03-26 | Barker Thorold | Grant | 19 | — |
| 2026-03-26 | Mirrer Louise | Grant | 15 | — |
| 2026-03-26 | Mirrer Louise | Grant | 0 | — |
| 2026-03-26 | Mirrer Louise | Grant | 20 | — |
| 2026-02-19 | Riehl Nick | Tax withheld | 25 | $62.73 |
| 2026-02-19 | Riehl Nick | Option exercise | 61 | — |
| 2026-02-19 | WATANABE OSAMU R. | Option exercise | 9.2K | — |
| 2026-02-19 | WATANABE OSAMU R. | Tax withheld | 1.6K | $62.73 |
| 2026-02-19 | WATANABE OSAMU R. | Sell | 2.8K | $62.23 |
| 2026-02-19 | Callesano Christopher | Option exercise | 2.2K | — |
| 2026-02-19 | Callesano Christopher | Tax withheld | 1.1K | $62.73 |
| 2026-02-19 | Pilcher Ciafone Katherine | Option exercise | 4.9K | — |
| 2026-02-19 | Pilcher Ciafone Katherine | Tax withheld | 850 | $62.73 |
| 2026-02-19 | Cantor Eric | Option exercise | 32K | — |
| 2026-02-19 | Cantor Eric | Tax withheld | 14K | $62.73 |
| 2025-12-05 | Cantor Eric | Tax withheld | 668 | $66.45 |
| 2025-12-05 | Cantor Eric | Option exercise | 668 | — |
| 2025-12-04 | Shropshire Kenneth | Grant | 2 | — |
| 2025-12-04 | Worrell Laila | Grant | 20 | — |
| 2025-12-04 | Worrell Laila | Grant | 17 | — |
| 2025-12-04 | Worrell Laila | Grant | 14 | — |
| 2025-12-04 | Barker Thorold | Grant | 16 | — |
| 2025-12-04 | Mirrer Louise | Grant | 12 | — |
| 2025-12-04 | Mirrer Louise | Grant | 0 | — |
| 2025-12-04 | Shropshire Kenneth | Grant | 21 | — |
| 2025-12-04 | Mirrer Louise | Grant | 17 | — |
| 2025-12-04 | Shropshire Kenneth | Grant | 17 | — |
| 2025-10-30 | MOELIS KENNETH | Option exercise | 73 | — |
| 2025-09-18 | Shropshire Kenneth | Grant | 18 | — |
| 2025-09-18 | Shropshire Kenneth | Grant | 15 | — |
| 2025-09-18 | Shropshire Kenneth | Grant | 2 | — |
| 2025-09-18 | Barker Thorold | Grant | 13 | — |
| 2025-09-18 | Mirrer Louise | Grant | 10 | — |
| 2025-09-18 | Mirrer Louise | Grant | 0 | — |
| 2025-09-18 | Mirrer Louise | Grant | 14 | — |
| 2025-09-18 | Worrell Laila | Grant | 17 | — |
| 2025-09-18 | Worrell Laila | Grant | 14 | — |
| 2025-09-18 | Worrell Laila | Grant | 15 | — |
| 2025-08-22 | Shropshire Kenneth | Sell | 2.6K | $72.52 |
| 2025-07-25 | WATANABE OSAMU R. | Sell | 6.3K | $72.64 |
| 2025-07-14 | Barker Thorold | Grant | 1.6K | — |
| 2025-07-01 | Worrell Laila | Grant | 1.7K | — |
| 2025-07-01 | Worrell Laila | Grant | 1.8K | — |
| 2025-07-01 | Shropshire Kenneth | Grant | 208 | — |
| 2025-07-01 | Shropshire Kenneth | Grant | 1.8K | — |
| 2025-07-01 | Mirrer Louise | Grant | 1.7K | — |
| 2025-06-20 | Shropshire Kenneth | Grant | 1 | — |
| 2025-06-20 | Mirrer Louise | Grant | 14 | — |
| 2025-06-20 | Mirrer Louise | Grant | 0 | — |
| 2025-06-20 | Worrell Laila | Grant | 29 | — |
| 2025-06-20 | Worrell Laila | Grant | 23 | — |
| 2025-06-20 | Worrell Laila | Grant | 3 | — |
| 2025-06-20 | Shropshire Kenneth | Grant | 30 | — |
| 2025-06-20 | Shropshire Kenneth | Grant | 24 | — |
| 2025-05-01 | Mirrer Louise | Grant | 38 | — |
| 2025-03-27 | Worrell Laila | Grant | 27 | — |
| 2025-03-27 | Worrell Laila | Grant | 21 | — |
| 2025-03-27 | Worrell Laila | Grant | 6 | — |
| 2025-03-27 | Shropshire Kenneth | Grant | 28 | — |
| 2025-03-27 | Shropshire Kenneth | Grant | 22 | — |
| 2025-03-27 | Shropshire Kenneth | Grant | 1 | — |
| 2025-03-27 | Mirrer Louise | Grant | 13 | — |
| 2025-03-07 | MOELIS KENNETH | Option exercise | 2 | — |
| 2025-02-21 | Shropshire Kenneth | Sell | 2.6K | $72.30 |
| 2025-02-19 | MOELIS KENNETH | Tax withheld | 1 | $74.00 |
| 2025-02-19 | Pilcher Ciafone Katherine | Option exercise | 7.5K | — |
| 2025-02-19 | Pilcher Ciafone Katherine | Tax withheld | 2 | $74.00 |
| 2025-02-19 | Pilcher Ciafone Katherine | Sell | 3.5K | $74.00 |
| 2025-02-19 | Cantor Eric | Option exercise | 38K | — |
| 2025-02-19 | Cantor Eric | Tax withheld | 2 | $74.00 |
| 2025-02-19 | Cantor Eric | Sell | 17K | $74.00 |
| 2025-02-19 | SIMON JOSEPH | Option exercise | 12K | — |
| 2025-02-19 | SIMON JOSEPH | Tax withheld | 1 | $74.00 |
| 2025-02-19 | SIMON JOSEPH | Sell | 5.8K | $74.00 |
| 2025-02-19 | MOELIS KENNETH | Option exercise | 59K | — |
| 2025-02-19 | MOELIS KENNETH | Sell | 9.7K | $74.00 |
| 2025-02-19 | Callesano Christopher | Option exercise | 2.5K | — |
| 2025-02-19 | Callesano Christopher | Tax withheld | 2 | $74.00 |
| 2025-02-19 | Callesano Christopher | Sell | 1.3K | $74.00 |
| 2025-02-19 | RAICH JEFFREY | Option exercise | 19K | — |
| 2025-02-19 | RAICH JEFFREY | Tax withheld | 1 | $74.00 |
| 2025-02-19 | RAICH JEFFREY | Sell | 8.7K | $74.00 |
| 2025-02-19 | WATANABE OSAMU R. | Option exercise | 12K | — |
| 2025-02-19 | WATANABE OSAMU R. | Tax withheld | 3 | $74.00 |
| 2025-02-19 | WATANABE OSAMU R. | Sell | 5.7K | $74.00 |
| 2025-02-19 | MAHMOODZADEGAN NAVID | Option exercise | 57K | — |
| 2025-02-19 | MAHMOODZADEGAN NAVID | Tax withheld | 1 | $74.00 |
| 2025-02-19 | MAHMOODZADEGAN NAVID | Sell | 9.4K | $74.00 |
| 2025-02-18 | SIMON JOSEPH | Option exercise | 17K | — |
| 2025-02-18 | RAICH JEFFREY | Option exercise | 45K | — |
| 2025-02-18 | MAHMOODZADEGAN NAVID | Option exercise | 150K | — |
| 2025-02-18 | MOELIS KENNETH | Option exercise | 160K | — |
| 2025-02-18 | MOELIS KENNETH | Option exercise | 1 | — |
| 2025-02-06 | Cantor Eric | Option exercise | 876 | — |
| 2025-02-06 | Cantor Eric | Tax withheld | 385 | $79.68 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-26 | Shareholder voteExhibits | filing ↗ |
| 2026-04-29 | ResultsReg FDExhibits | filing ↗ |
| 2026-02-04 | ResultsReg FDExhibits | filing ↗ |
| 2025-10-29 | ResultsReg FDExhibits | filing ↗ |
| 2025-07-24 | ResultsReg FDExhibits | filing ↗ |
| 2025-07-01 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-06-09 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-06-06 | Shareholder voteExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-26 | 2026-06-25 | 0001193125-26-285661 ↗ |
| 10-Q | 2026-04-30 | 2026-03-31 | 0001193125-26-192462 ↗ |
| 8-K | 2026-04-29 | 2026-04-29 | 0001193125-26-191621 ↗ |
| 10-K | 2026-02-26 | 2025-12-31 | 0001193125-26-076747 ↗ |
| 8-K | 2026-02-04 | 2026-02-04 | 0001193125-26-037612 ↗ |
| 10-Q | 2025-10-30 | 2025-09-30 | 0001193125-25-256727 ↗ |
| 8-K | 2025-10-29 | 2025-10-29 | 0001193125-25-256346 ↗ |
| 10-Q | 2025-07-25 | 2025-06-30 | 0000950170-25-098436 ↗ |
| 8-K | 2025-07-24 | 2025-07-24 | 0000950170-25-098348 ↗ |
| 8-K | 2025-07-01 | 2025-07-01 | 0001193125-25-153472 ↗ |
| 8-K | 2025-06-09 | 2025-06-08 | 0001193125-25-137453 ↗ |
| 8-K | 2025-06-06 | 2025-06-05 | 0001193125-25-137161 ↗ |