Moelis (MC) Long-Term Investments (2013 - 2026)
Moelis (MC) reported Long-Term Investments of $301.48 million for Q2 2026, up 3.9% from $290.18 million a year earlier and up 31.8% from the prior quarter.
Moelis (MC) Long-Term Investments (2013 - 2026) Analysis & Trends
At the end of FY2025, Moelis posted Long-Term Investments of $369.07 million, up 99.9% from FY2024.
- Long-Term Investments has a three-year compound annual growth rate of 11.6% (FY2022 to FY2025).
- By year, Long-Term Investments came in at $184.6 million in FY2024 (-12.2%), $210.36 million in FY2023 (-20.7%) and $265.25 million in FY2022.
- Five-year quarterly Long-Term Investments spans a low of $67.68 million in Q1 2024 and a high of $369.07 million in Q4 2025.
- Year over year, Long-Term Investments has now increased in each of the last six quarters, with growth averaging 76.8% over the last eight quarters.
- The high point for year-over-year Long-Term Investments in five years was Q2 2025 (growth of 232.9%); the low point was Q1 2024 (a decline of 26.2%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $228.82 million (Q1 2026), $369.07 million (Q4 2025) and $366.83 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 105.82 Bn | 93.92 Bn | - | - |
| 2 | Intercontinental Exchange | 89.41 Bn | 83.14 Bn | - | 136.00 Mn |
| 3 | Robinhood Markets | 86.77 Bn | 67.81 Bn | - | - |
| 4 | Nasdaq | 52.58 Bn | 50.01 Bn | 1.50 Bn | - |
| 5 | Interactive Brokers | 36.48 Bn | 13.59 Bn | - | - |
| 6 | Cboe Global Markets | 32.16 Bn | 23.82 Bn | 731.60 Mn | 40.60 Mn |
| 7 | LPL Financial Holdings | 25.21 Bn | 20.53 Bn | - | - |
| 8 | Tradeweb Markets | 24.34 Bn | 16.35 Bn | - | 291.59 Mn |
| 9 | Circle Internet | 20.17 Bn | 14.05 Bn | 288.85 Mn | 103.80 Mn |
| 10 | Moelis | 3.99 Bn | 2.84 Bn | - | 301.48 Mn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 301.48 Mn |
| Mar 31, 2026 | 228.82 Mn |
| Dec 31, 2025 | 369.07 Mn |
| Sep 30, 2025 | 366.83 Mn |
| Jun 30, 2025 | 290.18 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 | 197.66 Mn |
| Jun 30, 2023 | 87.21 Mn |
| Mar 31, 2023 | 91.68 Mn |
| Dec 31, 2022 | 265.25 Mn |
| Jun 30, 2019 | 61.86 Mn |
| Mar 31, 2019 | 61.14 Mn |
| Dec 31, 2018 | 63.27 Mn |
| Sep 30, 2018 | 59.75 Mn |
| Jun 30, 2018 | 59.23 Mn |
Moelis Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=MC&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "MC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=MC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();