Every material Form 8-K Moelis & filed with the SEC in 2025, 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 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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Moelis & filing is on SEC EDGAR ↗. 8-K briefs of other companies →