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| Date | Value |
|---|---|
| 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 |