Keefe, Bruyette & Woods has downgraded Moelis & Co (MC) to Market Perform from Outperform, reflecting a more cautious outlook on the company. This revision, effective December 16, 2025, may indicate concerns regarding competitive pressures, market conditions, or execution risks that could affect the firm's performance.
Currently trading at $70.75, Moelis & Co operates as a holding company within the financial services sector. Headquartered in New York City, the firm provides integrated financial advisory services across various industries, assisting clients with mergers and acquisitions, recapitalizations, and capital market transactions. As of November 25, 2025, the company holds a market capitalization of $5.0 billion, with a price-to-earnings ratio of 21.48 and earnings per share of 2.98.
The downgrade adds to a recent wave of analyst actions. On October 30, 2025, Seaport Global upgraded its rating on Moelis to Buy from Neutral, while Keefe, Bruyette & Woods maintained its Outperform rating on the same day. Analyst consensus remains positive, with 3 Strong Buy, 8 Buy, 5 Hold, 1 Sell, and 1 Strong Sell ratings as of December 1, 2025.
Looking ahead, Moelis is set to announce its next earnings report on July 22, 2026, with an estimated EPS of $0.74 and revenue of $422.7 million. The firm has demonstrated a history of earnings surprises, including a 14.1% positive surprise in Q3 2025, where it reported an EPS of $0.67 against an estimate of $0.59.
Analyst ratings and price targets serve as professional opinions based on research and financial models. While these assessments can provide useful insights, they reflect assumptions that may not materialize as anticipated. Investment decisions should consider various factors, including company fundamentals and market trends, rather than relying solely on analyst opinions.