{"filings":[{"id":1306086,"accession_number":"0001193125-26-285661","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2026-06-26T21:00:16+00:00","items":["5.07","9.01"],"status":"ready","headline":"Moelis stockholders elect all seven directors, approve say-on-pay and auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All seven director nominees elected; Kenneth Moelis received 104.1M for, 1.8M against.","Advisory say-on-pay resolution passed with 80.7M for (76.5% of votes cast).","Ratification of Deloitte & Touche as auditor for 2026 approved with 110.7M for (98%).","Broker non-votes totalled 7.0M on director elections and say-on-pay; none on auditor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93968,"accession_number":"0001193125-26-191621","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis & Company reports record Q1 revenue of $319.8M, up 4% YoY; declares $0.65 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q1 revenue $319.8M (+4% YoY); GAAP diluted EPS $0.48 (includes $0.11 tax benefit).","Adjusted diluted EPS $0.50; adjusted pre-tax margin 15.0% vs 14.0% a year ago.","Declared $0.65/share regular quarterly dividend payable June 18, 2026 to holders of record May 11.","Repurchased 1.9M shares for $117.3M in Q1, including 0.9M open-market at avg $59.78.","Hired two MDs since last release; six more committed to join in 2026 across Capital Markets, London, Energy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105991,"accession_number":"0001193125-26-037612","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis Q4 revenues record $487.9M (+11% YoY); FY25 adjusted EPS $2.99 vs $1.82","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP EPS $1.10; adjusted EPS $1.13; FY25 adjusted revenues $1.536B (+28% YoY).","Board declares $0.65 quarterly dividend; approves new $300M share repurchase authorization.","FY25 capital returned to shareholders $283.6M via dividends and buybacks.","Cash and liquid investments $848.8M; no debt or goodwill on balance sheet.","Promoted 13 MDs in early 2026; total MDs 178; one private-credit MD to join soon."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122286,"accession_number":"0001193125-25-256346","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis Q3 adj. revenue +34% to $376M; adj. EPS $0.68 vs $0.22","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $356.9M; adjusted revenue $376.0M (+34% YoY); adjusted diluted EPS $0.68 (vs $0.22).","Nine-month adjusted revenue $1.048B (+37% YoY); adjusted diluted EPS $1.86 (vs $0.63).","Regular quarterly dividend of $0.65/share declared, payable Dec 4 to holders of record Nov 10.","Repurchased 0.2M shares for $14.5M in Q3; cash & short-term investments $619.9M, no debt or goodwill.","Added three MDs in Q3 (M&A, Capital Markets, Metals & Mining); one Technology MD and one Private Capital Advisory MD to join."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138985,"accession_number":"0000950170-25-098348","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis Q2 revenue up 38% to $365.4M, adjusted EPS $0.53 vs $0.18, dividend $0.65","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2025 revenue $365.4M (up 38% YoY); H1 revenue $672.0M (up 39% YoY).","Adjusted diluted EPS $0.53 (Q2) and $1.17 (H1); H1 includes $0.28 tax benefit from share award settlement.","Adjusted pre-tax margin 17.6% (Q2) vs 8.3% a year ago; H1 margin 16.0% vs 6.7%.","Declared $0.65 quarterly dividend payable Sept 18, 2025 to holders of record Aug 4, 2025.","Cash & short-term investments $474.9M; no debt or goodwill. Added 5 MDs in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138984,"accession_number":"0001193125-25-153472","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Moelis appoints Thorold Barker as independent director, effective July 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Thorold Barker, former Wall Street Journal editor for EMEA, joins Moelis board as independent director.","Barker will serve on all board committees; annual compensation: $200K ($100K cash/shares option plus $100K RSUs).","Barker brings 30+ years in journalism, finance, and geopolitics; also senior adviser at AlixPartners.","Current independent directors: Louise Mirrer, Kenneth Shropshire, Laila Worrell; Barker fills fourth seat."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156474,"accession_number":"0001193125-25-137453","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Moelis announces CEO succession: Ken Moelis to Executive Chairman, Navid Mahmoodzadegan to CEO effective Oct 1","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ken Moelis becomes Executive Chairman; Navid Mahmoodzadegan appointed CEO and board member; Jeff Raich named Executive Vice Chairman.","Mahmoodzadegan receives one-time grant of 450,000 Performance Units with vesting tied to share price targets ($86, $115, $144) and 3-5 year time vesting.","Transition is result of long-term planning; Moelis remains actively involved as Executive Chairman advising clients.","Raich continues to lead key business areas as Executive Vice Chairman."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156473,"accession_number":"0001193125-25-137161","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Moelis shareholders elect five directors, approve say-on-pay and auditor ratification","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All five director nominees elected: Kenneth Moelis (105.1M for), Eric Cantor (101.9M for), Louise Mirrer (100.7M for), Kenneth Shropshire (89.1M for), Laila Worrell (91.1M for).","Advisory vote on executive compensation approved with 82.1M for (76.9% of votes cast).","Ratification of Deloitte & Touche as auditor for 2025 approved with 110.8M for (97.8% of votes cast).","Broker non-votes of 6.4M shares on director elections and say-on-pay proposal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156472,"accession_number":"0000950170-25-057404","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2025-04-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis Q1 revenue $306.6M (+41% YoY); GAAP EPS $0.64 incl $0.28 tax benefit; dividend $0.65","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $53.8M ($0.64 diluted EPS) vs $16.6M ($0.22) Q1 2024; includes $0.28/share tax benefit.","Adjusted net income $54.4M ($0.64 EPS) vs $18.3M ($0.22) prior year; Adjusted pre-tax margin 14.0%.","Revenue growth driven by M&A and capital markets advisory; compensation expense 69% of revenue.","Declared regular quarterly dividend $0.65/share, payable June 20, 2025 to holders of record May 5, 2025.","Cash and short-term investments $336.3M; no debt or goodwill on balance sheet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174913,"accession_number":"0001193125-25-037643","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Moelis promotes Christopher Callesano to CFO; Joseph Simon departs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Callesano named CFO effective March 31, 2025, succeeding Joseph Simon.","Simon resigns after 15 years; will join Wachtell Lipton as CFO.","Nick Riehl appointed Principal Accounting Officer effective March 31, 2025.","Callesano has been with Moelis since 2010 as Principal Accounting Officer and Corporate Controller.","Transition period through May 2025 to ensure continuity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174912,"accession_number":"0001193125-25-023607","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2025-02-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Moelis & Co awards CEO Ken Moelis $25M retention grant, cliff vests Feb 2029","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["$25M in profits interest LP units granted to Chairman/CEO Ken Moelis.","100% cliff vesting on February 13, 2029, contingent on continued employment.","Units cannot be sold until one year after vesting; not retirement eligible.","Award determined using 5-day average stock price from Feb 6-12, 2025.","Retention award is separate from annual 2024 compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174911,"accession_number":"0000950170-25-014488","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis Q4 revenue $438.7M (+104% YoY); EPS $1.15/$1.18; dividend raised 8% to $0.65","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenues $438.7M (+104% YoY); GAAP diluted EPS $1.15, Adjusted $1.18.","Full year 2024 Adjusted revenues $1,201.5M (+40% YoY); Adjusted diluted EPS $1.82 vs. ($0.20) loss in 2023.","Quarterly dividend increased 8% to $0.65/share, payable Mar 27, record Feb 18.","Adjusted pre-tax margin: Q4 31.4%, full year 16.4%.","Balance sheet: $560.4M cash/short-term investments, no debt or goodwill; promoted 12 to MD in early 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174910,"accession_number":"0001193125-25-008478","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2025-01-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Moelis board member John Allison retires after 10 years","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Allison notified Moelis on Jan 15, 2025 of immediate retirement from the Board.","Allison served as a director for 10 years; no replacement was announced.","CEO Ken Moelis thanked Allison for his commitment to ethics and free-market capitalism."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191866,"accession_number":"0000950170-24-116651","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis Q3 adjusted EPS $0.22 vs -$0.15; revenue up 1% to $280.7M; declares $0.60 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 GAAP revenue $273.8M, adjusted $280.7M (+1% YoY); GAAP diluted EPS $0.22, adjusted $0.22.","Nine-month adjusted revenue $762.8M (+18% YoY); adjusted diluted EPS $0.63 vs ($0.14) loss.","Board declared $0.60/share quarterly dividend, payable Dec 2, record Nov 4.","Cash & short-term investments $297.7M; no debt or goodwill on balance sheet.","Year-to-date hired 8 managing directors (incl. a Biotech MD) and promoted 7 to MD."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208334,"accession_number":"0001193125-24-220143","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2024-09-17T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Moelis appoints Dr. Louise Mirrer as independent director effective Sept 17, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Elected to Board on Sept 13, 2024; term begins Sept 17, 2024.","Board determined Mirrer is independent under NYSE and Exchange Act Rule 10A-3.","Annual compensation of $200,000: $100,000 in cash/stock (her choice) and $100,000 in RSUs vesting at grant, settled after second anniversary.","Mirrer is President & CEO of New York Historical Society since 2004, oversaw $100M capital campaign; prior academic leadership at City University, University of Minnesota, Fordham, UCLA."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208333,"accession_number":"0000950170-24-086055","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2024-07-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis Q2 adjusted revenues up 45% to $264.6M; declares $0.60 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 adjusted revenue $264.6M, +45% YoY; adjusted EPS $0.18 vs ($0.04) loss last year.","H1 adjusted revenue $482.1M, +31% YoY; adjusted EPS $0.40 vs $0.02 prior year.","Declared regular quarterly dividend of $0.60/share, payable Sept 26 to holders of record Aug 5.","Cash and short-term investments $191.3 million, no funded debt or goodwill.","Hired three Managing Directors in Technology, Industrials, and Capital Structure Advisory."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225979,"accession_number":"0001193125-24-157544","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2024-06-07T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Moelis shareholders approve 2024 Omnibus Incentive Plan; 73% of votes cast in favor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["2024 Omnibus Incentive Plan approved: 78.4M for, 27.8M against, 218K abstain; replaces expired 2014 plan.","Director John A. Allison IV received 83.6M for (78.6%) vs 22.7M against, the lowest margin of any nominee.","Say-on-pay passed with 98.9M for (92.7% of votes cast); advisory frequency set to every 1 year.","All five director nominees elected; re-appointment of Deloitte as auditor ratified with 97.9% for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225978,"accession_number":"0000950170-24-047597","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2024-04-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis Q1 revenues $217.5M, up 17% YoY; EPS $0.22 including $0.14 tax benefit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenues $217.5M (up 16% YoY); adjusted revenues $217.5M (up 17% YoY).","GAAP net income $17.5M ($0.22 diluted EPS); adjusted net income $18.3M ($0.22 diluted EPS).","Declares quarterly dividend of $0.60 per share payable June 20, 2024 to holders of record May 6, 2024.","Hired four Managing Directors (three in Energy, one for credit funds); promoted seven to MD.","Balance sheet: $124.9M cash, no debt or goodwill."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245072,"accession_number":"0000950170-24-012213","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2024-02-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis Q4 revenue up 6% but posts adjusted net loss $0.06/share; full year revenue down 11%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP revenues $214.9M (+4% YoY); Adjusted revenues $214.9M (+6% YoY).","Q4 GAAP net loss $6.5M ($0.08 loss per share); Adjusted net loss $4.8M ($0.06 loss per share) vs prior year profit.","Full year GAAP revenues $854.7M (-13% YoY); Adjusted revenues $860.1M (-11% YoY). GAAP net loss $27.5M ($0.36 loss per share).","Board declared regular quarterly dividend of $0.60 per share, payable March 28, 2024 to holders of record Feb 20, 2024.","Hired 24 Managing Directors in 2023; added 10 more since Jan 2024. Balance sheet: $349.3M cash, no debt/goodwill."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":262511,"accession_number":"0000950170-23-058231","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis Q3 Adjusted rev +19% to $277.7M but net loss $0.15/sh; declares $0.60 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $11.4M ($0.16/sh); Adjusted net loss $11.3M ($0.15/sh) vs net income $0.37/sh a year ago.","Adjusted revenues $277.7M, up 19% YoY, driven by restructuring and capital markets fee increases.","First nine months: Adjusted revenues $645.2M (-16% YoY); Adjusted net loss $0.14/sh excluding $10.4M SEC settlement.","Regular quarterly dividend $0.60/sh, payable Dec 22, 2023 to holders of record Nov 13, 2023.","Hired 24 MDs YTD (5 since last earnings); launched Clean Technology Group; $297.8M cash, no debt or goodwill."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":279703,"accession_number":"0000950170-23-034731","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2023-07-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis reports Q2 GAAP net loss $0.17; revenue down 26%; declares $0.60 dividend; SEC settlement $10M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 GAAP revenues $179.9M, down 26% YoY; adjusted revenues $182.2M, down 23%.","GAAP net loss of $0.17 per share; adjusted net loss of $0.04 per share.","Declares regular quarterly dividend of $0.60 per share, payable Sep 22 to holders of record Aug 7.","Agreed $10M civil penalty with SEC staff to resolve messaging app recordkeeping investigation; subject to SEC approval.","Hired 19 Managing Directors in H1 2023; two additional Industrials-focused MDs expected to join."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298136,"accession_number":"0001193125-23-164564","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2023-06-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Moelis & Co annual meeting elects all five directors, approves say-on-pay, ratifies auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All five director nominees elected: K. Moelis (99.5M for), E. Cantor (100.2M for), J. Allison (85.1M for), K. Shropshire (88.0M for), L. Worrell (101.1M for).","Advisory vote on executive compensation passed with 94.8M for, 7.1M against.","Ratification of Deloitte & Touche as auditor for FY2023 approved with 104.8M for, 3.4M against.","Total shares voted included 6.2M broker non-votes on director elections and say-on-pay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298135,"accession_number":"0000950170-23-014825","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2023-04-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis Q1 adj. revenue $185M (-38% YoY); adj. EPS $0.05 incl. $0.05 tax benefit; dividend $0.60","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $187.8M, down 38% YoY; GAAP diluted EPS $0.05 (incl. $0.05/share tax benefit).","Adjusted revenue $185.3M, down 38%; adjusted pre-tax margin 0.2% vs 29.2% a year ago.","Declared regular quarterly dividend of $0.60 per share, payable June 23, 2023 to holders of record May 8, 2023.","Appointed Jason Auerbach as Global Head of Technology IB, hired 10 additional tech-focused MDs.","Balance sheet: $170.3M cash & short-term investments, no debt or goodwill; repurchased 1.1M shares for $44.5M to settle tax liabilities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318381,"accession_number":"0001193125-23-088346","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2023-03-31T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Director Yolonda C. Richardson resigns from Moelis & Company board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Yolonda C. Richardson resigned from the Board effective March 31, 2023.","Resignation not due to any disagreement with management or the Board.","Nominating and Corporate Governance Committee has begun search for new independent director."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318380,"accession_number":"0001193125-23-065450","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2023-03-09T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Moelis appoints Elizabeth Crain as Vice Chair, Kate Ciafone as COO effective Oct 1, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Elizabeth Crain, Founding Partner and current COO, appointed Vice Chair effective October 1, 2023.","Kate Pilcher Ciafone, Co-Founder and COO of Investment Banking, promoted to Chief Operating Officer effective same date.","Crain will focus on strategic initiatives and client leadership; Ciafone will assume all COO responsibilities.","Transition reflects internal succession planning; both have long tenure at Moelis since inception in 2007."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318379,"accession_number":"0000950170-23-002152","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2023-02-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis Q4 adjusted revenue $202.1M, down 52% YoY; diluted EPS $0.33","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP revenue $207.2M, adjusted $202.1M (down 52% YoY); full year $985.3M GAAP, $970.2M adjusted (down 38%).","Q4 GAAP diluted EPS $0.28, adjusted $0.33; full year GAAP $2.14, adjusted $2.22.","Declared $0.60/share quarterly dividend payable March 28, 2023 to holders of record Feb 21.","Returned ~$315.6M to shareholders in 2022 via dividends and $147.5M in share repurchases (3.2M shares).","Added 25 Managing Directors in 2022 (16 promotes, 9 hires); 8 promoted to MD in early 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":336653,"accession_number":"0001193125-22-305913","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2022-12-15T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Moelis & Company appoints Laila Worrell to board as fourth independent director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Laila Worrell elected to board effective Jan 1, 2023; will serve on audit committee.","Compensation: $150k/year ($85k cash/stock option, $65k RSUs settling after 2 years).","She is independent under NYSE rules and SEC Rule 10A-3.","Worrell was CEO of Altran Americas (Capgemini Engineering) and holds Harvard MBA.","Moelis now has four independent directors: Allison, Richardson, Shropshire, and Worrell."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":336652,"accession_number":"0000950170-22-021255","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis Q3 revenues down 55% YoY to $232.4M, diluted EPS $0.37 vs $1.77","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted revenues $232.4M, down 55% vs record Q3 2021; GAAP revenues $233.5M.","Adjusted diluted EPS $0.37, down from $1.77 in Q3 2021; GAAP net income $25.6M.","Declared regular quarterly dividend of $0.60 per share, payable Dec 2, 2022 to record Nov 14.","Repurchased 0.3M shares for $13.5M in Q3; YTD repurchases 3.2M shares for $146.3M.","Added 25 Managing Directors YTD (6 since last release); $340.9M cash, no debt or goodwill."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":354046,"accession_number":"0000950170-22-013217","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2022-07-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis Q2 adjusted rev down 34% to $237.4M; adj EPS $0.57 vs $1.19","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 GAAP revenue $242.5M; adjusted revenue $237.4M, down 34% from record prior-year quarter.","GAAP diluted EPS $0.56; adjusted diluted EPS $0.57, down 52% YoY.","First half 2022 adjusted revenue $535.7M, down 14% YoY; adjusted EPS $1.52 vs $2.21.","Repurchased 2.8M shares for $132.8M in H1 2022; declared regular dividend of $0.60 per share.","Balance sheet: cash and short-term investments $276.6M; no debt or goodwill; added two MDs in US."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":371911,"accession_number":"0001193125-22-169354","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2022-06-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Moelis & Co shareholders elect directors, approve executive pay, ratify auditor at 2022 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All five director nominees elected: Kenneth Moelis (101.2M for), Eric Cantor (99.9M), John Allison (94.2M), Yolonda Richardson (100.4M), Kenneth Shropshire (100.5M).","Advisory vote on executive compensation passed with 94.5M for, 7.8M against.","Ratification of Deloitte & Touche as auditor for 2022 approved with 105.9M for, 1.7M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":371910,"accession_number":"0000950170-22-006381","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2022-04-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis Q1 adjusted revenues $298.2M (+13% YoY); adj. EPS $0.95 vs $1.02","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $302.1M; adjusted revenue $298.2M, up 13% from prior year.","Adjusted diluted EPS $0.95 (includes $0.12 tax benefit) vs $1.02 in Q1 2021.","Repurchased record 2.0M shares in Q1 for $97.9M; 2.4M shares YTD through Apr 26.","Declared quarterly dividend $0.60/share, payable June 8, 2022, record May 9.","Added 17 Managing Directors YTD; cash $301.5M, no debt or goodwill."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":390819,"accession_number":"0001193125-22-032700","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2022-02-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis reports record full-year 2021 adjusted revenues of $1.558B, up 65% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year 2021 GAAP net income $423M ($5.34 diluted EPS); adjusted net income $410.3M ($5.40 diluted EPS), up 86%.","Q4 2021 adjusted revenues $417.3M (-1% YoY); adjusted diluted EPS $1.42, down 29% from $1.99.","Declared $0.60/share quarterly dividend payable March 28, 2022 to holders of record Feb 22.","Repurchased 1.9M shares for $104.1M in 2021; total capital returned ~$575M including special dividends.","Promoted 16 advisory professionals to Managing Director in early 2022, largest class in firm history."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":408923,"accession_number":"0001193125-21-309342","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2021-10-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis reports record Q3 adjusted revenue of $515.9M, up 149% YoY; declares $2.50 special dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $490.8M, adjusted revenue $515.9M (record); GAAP diluted EPS $1.76, adjusted $1.77.","Declared $2.50 special dividend plus $0.60 regular quarterly; payable Nov 19, record Nov 8.","Cash and liquid investments $558.4M; no debt or goodwill on balance sheet.","Adjusted net income $134.8M in Q3 vs $39.1M a year ago, up 245%.","First nine months adjusted revenue $1,140.7M, up 119%; returned ~$530M in capital to shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5448523608.157279,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":427850,"accession_number":"0001193125-21-220632","cik":1596967,"company_name":"Moelis & Co","ticker":"MC","form_type":"8-K","filed_at":"2021-07-21T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Moelis Q2 rev $360.9M (+126% YoY), GAAP EPS $1.17, adj EPS $1.19, div $0.60, $100M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2021 revenue $360.9M (+126% YoY), GAAP net income $93.2M ($1.17 diluted EPS) vs ($0.10) loss prior year.","Adjusted net income $90.0M ($1.19 diluted EPS); 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