MC Moelis & Co

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: global independent investment bank providing strategic financial advisory across M&A, recapitalizations, restructuring, capital markets, serving diverse clients worldwide
• • New emphasis on private capital advisory services delivering customized solutions like continuation funds, secondaries, and fundless-sponsor capital raising
• • Strategic growth via expanding Managing Directors by 95 in past five years, broadening sector, product and regional capabilities focusing on largest fee pool opportunities
• • Workforce scale: 1,416 employees with 1,014 advisory professionals and 178 Managing Directors as of Feb 4, 2026, highlighting rapid expansion and talent development
• • Noteworthy fact: total stock return since IPO approx. 506% as of Dec 31, 2025, reflecting strong performance and client relationship longevity

Risk Factors

• • Regulatory risk: $10.0 million SEC settlement in 2023 over recordkeeping of business communications on messaging apps
• • Macroeconomic risk: Revenue tied to transaction volumes, threatened by rising interest rates and global economic uncertainties including recession and geopolitical conflicts
• • Operational risk: Rapid growth demands costly recruitment and training, with 9 managing directors hired in 2025; scaling new offices profitably is uncertain
• • Competitive risk: Larger financial institutions with diversified offerings pose pricing pressure and market share threat
• • Financial risk: Revenue volatility due to reliance on advisory fees tied to transaction closings, lacking stable contracted revenue sources

Management Discussion & Analysis

• • Revenue $1,516.8M in 2025, up 27% YoY from $1,194.5M in 2024, driven by higher average fees per completed transaction
• • Operating margin 18.1% in 2025 vs 14.5% in 2024 (Operating income $273.9M vs $172.9M), driven by revenue growth exceeding expense increase
• • Best segment: Advisory revenues from 254 clients paying ≥$1M fees; worst: non-compensation expenses up 18% ($225.9M vs $191.4M) despite being only 15% of revenues
• • Cash flow: Operating cash inflow $576.3M; financing outflow $283.9M mainly for dividends and share repurchases; dividends paid $2.60/share in 2025
• • Outlook/risk: Continued fee unpredictability due to transaction completion uncertainties; Board authorized additional $300M share repurchase; ongoing liquidity supported by $509.4M cash and credit facilities totaling $50M

What are the latest MC SEC filings in 2026?

Moelis & Co (MC) has filed a 10-K annual report on February 26, 2026, a 10-Q quarterly report on April 30, 2026, an 8-K current report on July 29, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did MC file its most recent 10-K annual report?

Moelis & Co (MC) filed its most recent 10-K annual report on February 26, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view MC 10-Q quarterly reports?

Moelis & Co (MC)'s most recent 10-Q quarterly report was filed on April 30, 2026. SignalX displays every MC 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has MC filed recently?

Moelis & Co (MC)'s most recent 8-K was filed on July 29, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find MC insider trading activity (Form 4)?

SignalX aggregates every MC Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does MC file with the SEC?

Moelis & Co (MC) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new MC filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Moelis & Co (MC).

What is MC's SEC CIK number?

Moelis & Co (MC)'s SEC CIK (Central Index Key) number is 1596967. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1596967 to look up all MC filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find MC return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Moelis & Co (MC) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.