Highest-materiality recent filing
Moelis stockholders elect all seven directors, approve say-on-pay and auditor
All seven director nominees elected; Kenneth Moelis received 104.1M for, 1.8M against.
Moelis & Company reports record Q1 revenue of $319.8M, up 4% YoY; declares $0.65 dividend
Record Q1 revenue $319.8M (+4% YoY); GAAP diluted EPS $0.48 (includes $0.11 tax benefit).
Moelis Q4 revenues record $487.9M (+11% YoY); FY25 adjusted EPS $2.99 vs $1.82
Q4 GAAP EPS $1.10; adjusted EPS $1.13; FY25 adjusted revenues $1.536B (+28% YoY).
Moelis Q3 adj. revenue +34% to $376M; adj. EPS $0.68 vs $0.22
GAAP revenue $356.9M; adjusted revenue $376.0M (+34% YoY); adjusted diluted EPS $0.68 (vs $0.22).
Moelis Q2 revenue up 38% to $365.4M, adjusted EPS $0.53 vs $0.18, dividend $0.65
Q2 2025 revenue $365.4M (up 38% YoY); H1 revenue $672.0M (up 39% YoY).
Moelis appoints Thorold Barker as independent director, effective July 1, 2025
Thorold Barker, former Wall Street Journal editor for EMEA, joins Moelis board as independent director.
Ken Moelis becomes Executive Chairman; Navid Mahmoodzadegan appointed CEO and board member; Jeff Raich named Executive Vice Chairman.
Moelis shareholders elect five directors, approve say-on-pay and auditor ratification
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).
Moelis Q1 revenue $306.6M (+41% YoY); GAAP EPS $0.64 incl $0.28 tax benefit; dividend $0.65
GAAP net income $53.8M ($0.64 diluted EPS) vs $16.6M ($0.22) Q1 2024; includes $0.28/share tax benefit.
Moelis promotes Christopher Callesano to CFO; Joseph Simon departs
Callesano named CFO effective March 31, 2025, succeeding Joseph Simon.
Moelis & Co awards CEO Ken Moelis $25M retention grant, cliff vests Feb 2029
$25M in profits interest LP units granted to Chairman/CEO Ken Moelis.
Moelis Q4 revenue $438.7M (+104% YoY); EPS $1.15/$1.18; dividend raised 8% to $0.65
Q4 revenues $438.7M (+104% YoY); GAAP diluted EPS $1.15, Adjusted $1.18.
Moelis board member John Allison retires after 10 years
John Allison notified Moelis on Jan 15, 2025 of immediate retirement from the Board.
Moelis Q3 adjusted EPS $0.22 vs -$0.15; revenue up 1% to $280.7M; declares $0.60 dividend
Q3 GAAP revenue $273.8M, adjusted $280.7M (+1% YoY); GAAP diluted EPS $0.22, adjusted $0.22.
Moelis appoints Dr. Louise Mirrer as independent director effective Sept 17, 2024
Elected to Board on Sept 13, 2024; term begins Sept 17, 2024.
Moelis Q2 adjusted revenues up 45% to $264.6M; declares $0.60 dividend
Q2 adjusted revenue $264.6M, +45% YoY; adjusted EPS $0.18 vs ($0.04) loss last year.
Moelis shareholders approve 2024 Omnibus Incentive Plan; 73% of votes cast in favor
2024 Omnibus Incentive Plan approved: 78.4M for, 27.8M against, 218K abstain; replaces expired 2014 plan.
Moelis Q1 revenues $217.5M, up 17% YoY; EPS $0.22 including $0.14 tax benefit
GAAP revenues $217.5M (up 16% YoY); adjusted revenues $217.5M (up 17% YoY).
Moelis Q4 revenue up 6% but posts adjusted net loss $0.06/share; full year revenue down 11%
Q4 GAAP revenues $214.9M (+4% YoY); Adjusted revenues $214.9M (+6% YoY).
Moelis Q3 Adjusted rev +19% to $277.7M but net loss $0.15/sh; declares $0.60 dividend
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.
Q2 GAAP revenues $179.9M, down 26% YoY; adjusted revenues $182.2M, down 23%.
Moelis & Co annual meeting elects all five directors, approves say-on-pay, ratifies auditor
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).
Moelis Q1 adj. revenue $185M (-38% YoY); adj. EPS $0.05 incl. $0.05 tax benefit; dividend $0.60
GAAP revenue $187.8M, down 38% YoY; GAAP diluted EPS $0.05 (incl. $0.05/share tax benefit).
Director Yolonda C. Richardson resigns from Moelis & Company board
Yolonda C. Richardson resigned from the Board effective March 31, 2023.
Moelis appoints Elizabeth Crain as Vice Chair, Kate Ciafone as COO effective Oct 1, 2023
Elizabeth Crain, Founding Partner and current COO, appointed Vice Chair effective October 1, 2023.
Moelis Q4 adjusted revenue $202.1M, down 52% YoY; diluted EPS $0.33
Q4 GAAP revenue $207.2M, adjusted $202.1M (down 52% YoY); full year $985.3M GAAP, $970.2M adjusted (down 38%).
Moelis & Company appoints Laila Worrell to board as fourth independent director
Laila Worrell elected to board effective Jan 1, 2023; will serve on audit committee.
Moelis Q3 revenues down 55% YoY to $232.4M, diluted EPS $0.37 vs $1.77
Adjusted revenues $232.4M, down 55% vs record Q3 2021; GAAP revenues $233.5M.
Moelis Q2 adjusted rev down 34% to $237.4M; adj EPS $0.57 vs $1.19
Q2 GAAP revenue $242.5M; adjusted revenue $237.4M, down 34% from record prior-year quarter.
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).
Moelis Q1 adjusted revenues $298.2M (+13% YoY); adj. EPS $0.95 vs $1.02
GAAP revenue $302.1M; adjusted revenue $298.2M, up 13% from prior year.
Moelis reports record full-year 2021 adjusted revenues of $1.558B, up 65% YoY
Full-year 2021 GAAP net income $423M ($5.34 diluted EPS); adjusted net income $410.3M ($5.40 diluted EPS), up 86%.
Moelis reports record Q3 adjusted revenue of $515.9M, up 149% YoY; declares $2.50 special dividend
GAAP revenue $490.8M, adjusted revenue $515.9M (record); GAAP diluted EPS $1.76, adjusted $1.77.
Moelis Q2 rev $360.9M (+126% YoY), GAAP EPS $1.17, adj EPS $1.19, div $0.60, $100M buyback
Q2 2021 revenue $360.9M (+126% YoY), GAAP net income $93.2M ($1.17 diluted EPS) vs ($0.10) loss prior year.
Ken Moelis, who has served as Chief Executive Officer of the Company since the Company’s inception in 2007, will become Executive Chairman.
Jeff Raich, Co-Founder and Co-President, has been appointed Executive Vice Chairman of Moelis and will continue to lead key business areas of the Firm.
Navid Mahmoodzadegan, Co-Founder and Co-President, will succeed Mr. Moelis as Chief Executive Officer and will also join the Board of Directors of the Company.
On February 27, 2025, Moelis & Company (the “Company”) announced the appointment of Christopher Callesano to Chief Financial Officer effective March 31, 2025.
Additionally, Nick Riehl, our current Head of Financial Reporting, has been appointed as Principal Accounting Officer effective March 31, 2025 succeeding Mr. Callesano in that role.
Mr. Simon provided notice of his resignation on February 25, 2025 and will be leaving the Company at the end of May.
On January 15, 2025, John Allison notified Moelis & Company (the “Company”) that he is retiring from the Board of Directors of the Company effective as of the same date.
On March 9, 2023, Moelis & Company (the “Company”) announced the appointment of Elizabeth Crain to Vice Chair and the promotion of Kate Pilcher Ciafone to Chief Operating Officer, both effective October 1, 2023.
On March 9, 2023, Moelis & Company (the “Company”) announced the appointment of Elizabeth Crain to Vice Chair and the promotion of Kate Pilcher Ciafone to Chief Operating Officer, both effective October 1, 2023.
Max materiality 0.85 · Median 0.70 · Most common event earnings