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
DateValue
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