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
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