Every material Form 8-K Moelis & has filed with the SEC since July 24, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Moelis & Company reported third-quarter 2026 results with revenue up year over year, and its board declared a $0.65 per share quarterly dividend. The company said the revenue increase reflects higher average fees earned per completed transaction, and it reported record first nine months revenue of $1,154.7 million.
Q3 2026 GAAP revenue was $425.6 million, up from $356.9 million; adjusted revenue was $425.6 million, up 13% from $376.0 million
Q3 2026 GAAP diluted EPS was $0.74 versus $0.67; adjusted diluted EPS was $0.75 versus $0.68
Nine-month 2026 GAAP diluted EPS was $1.83 versus $1.84 in the prior year period; adjusted EPS was $1.87 versus $1.86
Quarterly dividend of $0.65 per share is payable December 17, 2026 to holders of record on November 16, 2026; cash and short-term investments were $658.7 million with no debt
Moelis & Company reported second-quarter 2026 revenue of $409.4 million, up 12% from the prior year, and GAAP diluted earnings of $0.62 per share versus $0.53. For the first half, revenue rose 9% to $729.2 million, but GAAP diluted earnings fell to $1.10 per share from $1.17, with tax benefits from share-based award settlements affecting both periods. The board declared a regular quarterly dividend of $0.65 per share.
Q2 2026 revenue of $409.4 million, up 12%, attributed to higher average fees earned per completed transaction
Q2 2026 GAAP diluted EPS of $0.62 vs $0.53 a year earlier; Adjusted diluted EPS of $0.63 vs $0.53
First half 2026 GAAP diluted EPS of $1.10 vs $1.17 a year earlier, while first half revenue rose 9% to $729.2 million
Quarterly dividend of $0.65 per share, payable September 17, 2026, to holders of record on August 10, 2026
Moelis & Company reported first quarter 2026 revenue of $319.8 million, up 4% from the prior year and described by the company as a record first quarter. Profit fell, with GAAP diluted earnings per share of $0.48 versus $0.64 a year earlier, and the results include a $0.11 per share tax benefit tied to share-based awards. The company also declared a $0.65 per share quarterly dividend and reported $353.7 million in cash and short-term investments with no debt.
Revenue of $319.8 million, up 4% from $306.6 million in the first quarter of 2025
GAAP diluted EPS of $0.48 vs. $0.64 a year earlier (down 25%); Adjusted diluted EPS of $0.50 vs. $0.64 (down 22%)
Quarterly dividend of $0.65 per share, payable June 18, 2026 to holders of record on May 11, 2026
Repurchased 1.9 million shares for $117.3 million in the quarter; cash and liquid investments of $353.7 million and no debt
Moelis & Company reported fourth quarter 2025 revenue of $487.9 million, up 11% from the prior year, while GAAP diluted earnings per share fell 4% to $1.10 from $1.15. For full year 2025, GAAP revenue rose 27% to $1,516.8 million and GAAP diluted EPS rose to $2.94 from $1.78. The board also declared a $0.65 per share quarterly dividend and approved a new share repurchase authorization of up to $300.0 million.
Q4 2025 GAAP net income attributable to Moelis was $87.9 million, down 2% from $89.4 million a year earlier
Full year 2025 GAAP revenue was $1,516.8 million, up 27%; Adjusted revenue was $1,535.9 million, up 28%
Quarterly dividend of $0.65 per share is payable March 26, 2026 to holders of record on February 17, 2026
Company had $848.8 million in cash and liquid investments and no debt or goodwill as of December 31, 2025
Moelis & Company reported third quarter 2025 results, with GAAP revenues of $356.9 million, up 30% from $273.8 million a year earlier, and GAAP diluted earnings of $0.67 per share versus $0.22 in the prior year period. The company also declared a regular quarterly dividend of $0.65 per share, payable December 4, 2025, and reported cash and short-term investments of $619.9 million with no funded debt.
Q3 GAAP revenues $356.9 million vs. $273.8 million a year earlier; Adjusted revenues $376.0 million, up 34%
Moelis & Company reported second quarter 2025 revenue of $365.4 million, up 38% from the prior year period, and GAAP diluted earnings of $0.53 per share versus $0.17. The board declared a regular quarterly dividend of $0.65 per share, payable September 18, 2025, to holders of record on August 4, 2025. As of June 30, 2025, the firm held cash and liquid investments of $474.9 million and had no funded debt or goodwill, which gives shareholders a clear view of the firm's financial position.
Q2 2025 revenue was $365.4 million, up 38% from $264.6 million a year earlier, driven by higher average fees per completed transaction in M&A and Capital Markets
Q2 2025 diluted EPS was $0.53 on a GAAP basis and $0.53 on an Adjusted basis, versus $0.17 GAAP and $0.18 Adjusted a year earlier
First half 2025 revenue was $672.0 million, up 39%, and diluted EPS was $1.17, including a net tax benefit of about $0.28 per share tied to share-based award settlements
Quarterly dividend of $0.65 per share, payable September 18, 2025, to stockholders of record on August 4, 2025
Moelis & Company's board elected Thorold Barker, former Wall Street Journal Editor for Europe, Middle East and Africa, as an independent director effective July 1, 2025, and placed him on each board committee. The filing describes an administrative board addition with no financial results, guidance, or deal terms disclosed.
Barker is eligible for annual non-employee director compensation of $200,000, split $100,000 in cash or Class A shares and $100,000 in restricted stock units.
The board determined Barker is independent under NYSE listing rules and Rule 10A-3 of the Exchange Act.
Barker has over 30 years of experience in journalism, finance, and geopolitics and is currently a Senior Adviser at AlixPartners.
The company issued a press release on July 1, 2025, furnished as Exhibit 99.1.
Moelis & Company announced that founder Ken Moelis, CEO since the firm's 2007 inception, will become Executive Chairman, and co-president Navid Mahmoodzadegan will succeed him as CEO and join the Board. The changes take effect October 1, 2025. The filing does not report financial results, but a CEO transition at a company of this kind is significant for shareholders, and the new CEO received a one-time performance award tied to share price targets.
Navid Mahmoodzadegan succeeds Ken Moelis as CEO effective October 1, 2025 and joins the Board of Directors.
Jeff Raich, Co-Founder and Co-President, becomes Executive Vice Chairman.
Mahmoodzadegan received a one-time grant of 450,000 Performance Units, which vest only if the highest 20-day VWAP reaches $86.00 to $144.00 by September 30, 2030, with a time-based vesting schedule.
Moelis & Company reported first quarter 2025 revenues of $306.6 million, up 41% from the prior year period, and GAAP diluted earnings of $0.64 per share versus $0.22. The company said revenue growth came from M&A and Capital Markets, and that results include a net tax benefit of about $0.28 per diluted share tied to the settlement of share-based awards. The Board also declared a regular quarterly dividend of $0.65 per share.
Revenues of $306.6 million, up 41% from $217.5 million in Q1 2024
GAAP net income of $53.8 million, or $0.64 per diluted share, versus $17.5 million in Q1 2024
Net tax benefit of about $0.28 per diluted share related to settlement of share-based awards
Quarterly dividend of $0.65 per share, payable June 20, 2025 to holders of record May 5, 2025
Moelis & Company said Christopher Callesano, its Managing Director and Principal Accounting Officer, will become Chief Financial Officer effective March 31, 2025. He succeeds Joseph Simon, who resigned on February 25, 2025 after a 15-year tenure and will leave at the end of May. The change gives shareholders a known internal successor and a transition period, with no financial results reported in the filing.
Christopher Callesano appointed CFO effective March 31, 2025; has been with Moelis since 2010
Joseph Simon resigned February 25, 2025 and will leave the company at the end of May 2025
Nick Riehl appointed Principal Accounting Officer effective March 31, 2025, succeeding Callesano in that role
Moelis & Company's Compensation Committee approved a $25 million retention award of profits interest units to Chairman and CEO Ken Moelis, to be granted February 13, 2025. The award vests fully on February 13, 2029, subject to continued employment, and the units cannot be sold until twelve months after vesting, which ties his incentives to the company's longer-term results.
Retention award valued at $25 million, granted to Chairman and CEO Ken Moelis
Four-year cliff vesting on February 13, 2029, subject to continued employment
No sales permitted until the twelve-month anniversary of the vesting date
Unit count to be set using the average Class A share price from February 6 to February 12, 2025
Moelis & Company reported fourth quarter 2024 revenues of $438.7 million, up 104% from the prior year, with GAAP net income of $1.15 per diluted share compared with a loss of $0.08 per share a year earlier. Full year 2024 GAAP revenues were $1,194.5 million and GAAP diluted earnings were $1.78 per share, and the board raised the regular quarterly dividend 8% to $0.65 per share, which shareholders of record on February 18, 2025 will receive on March 27, 2025.
Q4 2024 revenues were $438.7 million, up 104% from $214.9 million in Q4 2023.
Q4 2024 GAAP net income was $99.8 million, or $1.15 per diluted share, versus a net loss of $6.5 million, or $0.08 per share, in Q4 2023.
Full year 2024 GAAP revenues were $1,194.5 million and GAAP diluted EPS was $1.78, versus a loss of $0.36 per share in 2023.
Quarterly dividend increased 8% to $0.65 per share; record date February 18, 2025, payment date March 27, 2025; cash and liquid investments were $560.4 million with no debt.
Moelis & Company disclosed that director John Allison notified the company on January 15, 2025 that he is retiring from its Board of Directors, effective the same day. The company said he served 10 years and thanked him for his contributions.
John Allison notified Moelis & Company on January 15, 2025 of his retirement from the Board, effective that date.
Allison served on the board for 10 years, according to the company.
Chairman and CEO Ken Moelis praised Allison as a trusted advisor and mentor; the filing does not name a replacement director.
Moelis & Company reported third quarter 2024 results, with GAAP revenues of $273.8 million and GAAP net income of $19.2 million, or $0.22 per diluted share, compared with a GAAP net loss of $11.4 million in the prior-year quarter. The company also declared a regular quarterly dividend of $0.60 per share, which shareholders of record on November 4, 2024 will receive on December 2, 2024.
Third quarter GAAP revenues were $273.8 million, up from $272.2 million a year earlier; adjusted revenues were $280.7 million, up 1%
GAAP net income was $19.2 million, or $0.22 per diluted share, versus a net loss of $11.4 million in Q3 2023
First nine months 2024 GAAP revenues were $755.8 million; adjusted revenues rose 18% from the prior-year period
Quarterly dividend of $0.60 per share, payable December 2, 2024 to holders of record on November 4, 2024
Moelis & Company's board elected Dr. Louise Mirrer as a director effective September 17, 2024, and the board determined she is independent under NYSE and Rule 10A-3 standards. The filing describes a non-employee director pay package of $200,000 a year, split between $100,000 in cash or Class A shares and $100,000 in restricted stock units, plus an indemnification agreement.
Board elected Dr. Louise Mirrer as a director on September 13, 2024; her term begins September 17, 2024
Annual non-employee director compensation of $200,000: $100,000 in cash or Class A shares, and $100,000 in restricted stock units
Dr. Mirrer previously served as President and CEO of the New York Historical Society since 2004
Press release dated September 17, 2024 furnished as Exhibit 99.1
Moelis & Company reported second-quarter 2024 results, with GAAP revenue up 47% to $264.6 million and GAAP net income attributable to the company of $13.2 million, compared with a loss a year earlier. The firm also declared a $0.60 per share quarterly dividend and reported $191.3 million in cash and liquid investments with no funded debt. The company notes that revenue and net income can fluctuate materially with the number, size and timing of completed transactions.
Second-quarter GAAP revenue was $264.6 million, compared with $179.9 million a year earlier; adjusted revenue rose 45%.
GAAP diluted earnings were $0.17 per share, compared with a loss of $0.17 per share in Q2 2023; adjusted diluted earnings were $0.18 per share.
Quarterly dividend of $0.60 per share, payable September 26, 2024, to holders of record on August 5, 2024.
Cash and short-term investments of $191.3 million as of June 30, 2024, with no debt or goodwill.
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