Moelis &

Madison Mid Cap Fund said in its Q1 2026 investor letter that it increased its holding in Moelis & Company, citing attractive valuation after a drop in shares amid concerns that private credit market disorder could damp M&A volumes. The fund underperformed the Russell Midcap Index in Q1, driven by limited exposure to Energy and Materials which benefited from inflation and commodity-led rallies. Hedge fund ownership of Moelis rose to 32 portfolios at quarter end, up from 27 the prior quarter. » Więcej na finance.yahoo.com

Moelis reports record Q1 2026 revenue of $319.8 million but missed analyst expectations with earnings per share of $0.50 versus $0.56. The company highlights its strategic expansion: LTM revenue of $1.53 billion, a debt-free balance sheet with $353.7 million in cash, and roughly $3.2 billion returned to shareholders since its IPO. Moelis has greatly expanded the number of managing directors, is focusing on private-capital advisory, and sees itself well positioned with improving operating margins, although short-term market uncertainties are causing earnings to fluctuate. » Więcej na de.investing.com

Moelis & Co reported a fiscal 2025 revenue record of $1.5 billion and a pre-tax margin of 21.6%. In the fourth quarter, EPS of $1.13 beat expectations of $0.83; Q4 revenue was $488 million (up 11% year-on-year). The company is debt-free, holds $848.8 million in cash and has returned about $3 billion to shareholders since its IPO. Management expects continued transaction growth in 2026 thanks to a strong pipeline and a constructive financing environment, but warns of volatility and competitive risks. » Więcej na de.investing.com