Moelis (MC) Long-Term Investments (2013 - 2026)

Moelis (MC) posted quarterly Long-Term Investments of $301.5 million for Q2 2026, up 3.9% year-over-year from $290.2 million in Q2 2025, and up 31.76% quarter-over-quarter from $228.8 million in Q1 2026.

Moelis (MC) Long-Term Investments (2013 - 2026) Analysis & Trends

Moelis' Long-Term Investments history runs 14 years deep, the most recent figure standing at $301.5 million for Q2 2026.

  • In Q2 2026, Long-Term Investments rose 3.9% year-over-year to $301.5 million; the TTM figure through Jun 2026 stood at $301.5 million (up 3.9% YoY), while the FY2025 annual figure was $369.1 million, up 99.93% from the prior year.
  • Long-Term Investments for Q2 2026 stood at $301.5 million, up from $228.8 million in the prior quarter.
  • The five-year high for Long-Term Investments was $369.1 million in Q4 2025, with the low at $18.1 million in Q3 2022.
  • The 5-year median for Long-Term Investments is $188.4 million (2024), against an average of $177.0 million.
  • The sharpest annual moves came in 2022 and 2024: Long-Term Investments surged 2206.68% in 2022, then decreased 26.18% in 2024.
  • Moelis' Long-Term Investments stood at $265.2 million in 2022, then fell by 20.69% to $210.4 million in 2023, then retreated by 12.24% to $184.6 million in 2024, then surged by 99.93% to $369.1 million in 2025, then dropped by 18.31% to $301.5 million in 2026.
  • Business Quant data shows MC's Long-Term Investments at $301.5 million in Q2 2026, $228.8 million in Q1 2026, and $369.1 million in Q4 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - -
2 Goldman Sachs 316.34 Bn -660.01 Bn - 255.63 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 79.10 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn -
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 192.00 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn - 31,902.00
8 Interactive Brokers 39.54 Bn -3.28 Bn - -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - -
10 Moelis 6.04 Bn 5.96 Bn - 301.48 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 301.48 Mn
Mar 31, 2026 57.96 Mn
Dec 31, 2025 32.03 Mn
Sep 30, 2025 366.83 Mn
Jun 30, 2025 36.16 Mn
Mar 31, 2025 188.40 Mn
Dec 31, 2024 184.60 Mn
Sep 30, 2024 25.54 Mn
Jun 30, 2024 87.15 Mn
Mar 31, 2024 67.68 Mn
Dec 31, 2023 210.36 Mn
Sep 30, 2023 22.22 Mn
Jun 30, 2023 27.77 Mn
Mar 31, 2023 91.68 Mn
Dec 31, 2022 15.10 Mn
Sep 30, 2022 18.14 Mn
Jun 30, 2022 20.67 Mn
Mar 31, 2022 22.35 Mn
Dec 31, 2021 11.50 Mn
Sep 30, 2021 13.84 Mn