Moelis (MC) Long-Term Investments (2013 - 2026)
Moelis (MC) posted quarterly Long-Term Investments of $228.8 million for Q1 2026, up 21.45% year-over-year from $188.4 million in Q1 2025, and up 614.41% on a QoQ basis from $32.0 million in Q4 2025.
Moelis (MC) Long-Term Investments (2013 - 2026) Analysis & Trends
Moelis (MC) has reported Long-Term Investments for 14 consecutive years, with $228.8 million the latest figure, recorded in 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 came in at $228.8 million for Q1 2026 at Moelis, up from $32.0 million in the prior quarter.
- The five-year high for Long-Term Investments was $228.8 million in Q1 2026, with the low at $15.1 million in Q4 2022.
- Average Long-Term Investments over 5 years is $90.1 million, with a median of $67.7 million recorded in 2024.
- Across the five-year window, Long-Term Investments soared 1293.09% in 2023 and plunged 83.5% in 2025, its largest moves.
- Year by year, Long-Term Investments stood at $15.1 million in 2022, then jumped by 1293.09% to $210.4 million in 2023, then declined by 12.24% to $184.6 million in 2024, then slumped by 82.65% to $32.0 million in 2025, then jumped by 614.41% to $228.8 million in 2026.
- According to Business Quant data, Long-Term Investments over the past three periods registered $228.8 million, $32.0 million, and $31.1 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | - |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 25.73 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | - |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 78.39 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 | - | 296.16 Mn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 100.10 Mn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 192.00 Mn |
| 10 | Moelis | 58.28 Mn | 40.47 Mn | - | 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 |