Moelis (MC) Gains from Investment Securities (2013 - 2026)

Moelis (MC) posted quarterly Gains from Investment Securities of $3.2 million for Q1 2026, down 85.68% year-over-year from $22.4 million in Q1 2025, and up 2766.58% on a QoQ basis from $112000.0 in Q3 2025.

Moelis (MC) Gains from Investment Securities (2013 - 2026) Analysis & Trends

Moelis (MC) has reported Gains from Investment Securities for 14 consecutive years, with $3.2 million the latest figure, recorded in Q1 2026.

  • In Q1 2026, Gains from Investment Securities fell 85.68% year-over-year to $3.2 million; the TTM figure through Mar 2026 stood at $3.2 million (down 82.41% YoY), while the FY2025 annual figure was $3.2 million, down 17.84% from the prior year.
  • Gains from Investment Securities came in at $3.2 million for Q1 2026 at Moelis, up from $112000.0 in the prior quarter.
  • The five-year high for Gains from Investment Securities was $22.4 million in Q1 2025, with the low at -$71.8 million in Q4 2022.
  • Average Gains from Investment Securities over 5 years is -$2.1 million, with a median of $1.9 million recorded in 2022.
  • Across the five-year window, Gains from Investment Securities plunged 475.21% in 2022 and surged 98500.0% in 2024, its largest moves.
  • Year by year, Gains from Investment Securities stood at -$71.8 million in 2022, then soared by 111.16% to $8.0 million in 2023, then sank by 164.76% to -$5.2 million in 2024, then jumped by 102.16% to $112000.0 in 2025, then surged by 2766.58% to $3.2 million in 2026.
  • According to Business Quant data, Gains from Investment Securities over the past three periods registered $3.2 million, $112000.0, and $37000.0 for Q1 2026, Q3 2025, and Q2 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn -
2 Goldman Sachs 309.79 Bn -627.76 Bn -
3 Schwab Charles 167.21 Bn 122.24 Bn -
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn -
7 Tradeweb Markets 21.59 Bn 20.34 Bn -
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn
10 Moelis 58.28 Mn 40.47 Mn -

Historic Data

Download Data
DateValue
Mar 31, 2026 3.21 Mn
Mar 31, 2026 3.21 Mn
Sep 30, 2025 3.08 Mn
Sep 30, 2025 3.08 Mn
Jun 30, 2025 2.94 Mn
Jun 30, 2025 2.94 Mn
Mar 31, 2025 22.42 Mn
Mar 31, 2025 22.42 Mn
Dec 31, 2024 -5.19 Mn
Dec 31, 2024 -5.19 Mn
Sep 30, 2024 3.79 Mn
Sep 30, 2024 3.79 Mn
Jun 30, 2024 3.63 Mn
Jun 30, 2024 3.63 Mn
Mar 31, 2024 2.16 Mn
Mar 31, 2024 2.16 Mn
Dec 31, 2023 8.01 Mn
Dec 31, 2023 8.01 Mn
Sep 30, 2023 1,000.00
Sep 30, 2023 1,000.00