Moelis (MC) Long-Term Investments (2013 - 2026)
Moelis (MC) recorded quarterly Long-Term Investments of $228.8 million in Q1 2026, up 614.41% quarter-over-quarter from $32.0 million in Q4 2025, and up 21.45% on a YoY basis from $188.4 million in Q1 2025.
Moelis (MC) Long-Term Investments (2013 - 2026) Analysis & Trends
Moelis' Long-Term Investments history runs 14 years deep, the most recent figure standing at $228.8 million for Q1 2026.
- In Q1 2026, Long-Term Investments rose 21.45% year-over-year to $228.8 million; the TTM figure through Mar 2026 stood at $228.8 million (up 21.45% YoY), while the FY2025 annual figure was $32.0 million, down 82.65% from the prior year.
- Long-Term Investments was $228.8 million for Q1 2026 at Moelis, up from $32.0 million in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $228.8 million in Q1 2026 to a low of $15.1 million in Q4 2022.
- Historically, Long-Term Investments has averaged $90.1 million across 5 years, with a median of $67.7 million in 2024.
- The sharpest annual moves came in 2023 and 2025: Long-Term Investments soared 1293.09% in 2023, then tumbled 83.5% in 2025.
- A 5-year view of Long-Term Investments shows it stood at $15.1 million in 2022, then jumped by 1293.09% to $210.4 million in 2023, then decreased by 12.24% to $184.6 million in 2024, then sank by 82.65% to $32.0 million in 2025, then jumped by 614.41% to $228.8 million in 2026.
- The last three Long-Term Investments figures came in at $228.8 million (Q1 2026), $32.0 million (Q4 2025), and $31.1 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 96,012.83 Bn | 96,012.83 Bn | - | 356,421.89 |
| 2 | Morgan Stanley | 328.23 Bn | 194.70 Bn | - | - |
| 3 | Goldman Sachs | 313.22 Bn | -624.33 Bn | - | 25.73 Bn |
| 4 | Schwab Charles | 154.90 Bn | 109.92 Bn | - | - |
| 5 | Robinhood Markets | 75.17 Bn | 70.53 Bn | 960.00 Mn | - |
| 6 | Interactive Brokers | 38.41 Bn | 49.00 Bn | - | - |
| 7 | LPL Financial Holdings | 23.13 Bn | 22.10 Bn | - | - |
| 8 | Tradeweb Markets | 21.12 Bn | 19.87 Bn | - | 296.16 Mn |
| 9 | Circle Internet | 19.75 Bn | 18.24 Bn | 35.01 Mn | 100.10 Mn |
| 10 | Moelis | 5.34 Bn | 5.32 Bn | - | 228.82 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 228.82 Mn |
| Dec 31, 2025 | 32.03 Mn |
| Sep 30, 2025 | 31.08 Mn |
| Jun 30, 2025 | 36.16 Mn |
| Mar 31, 2025 | 188.40 Mn |
| Dec 31, 2024 | 184.60 Mn |
| Sep 30, 2024 | 188.31 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 | 87.21 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 |
| Jun 30, 2021 | 15.98 Mn |