Moelis (MC) Long-Term Investments (2013 - 2026)
Moelis (MC) posted Long-Term Investments of $301.5 million for Q2 2026, up 31.76% on a QoQ basis from $228.8 million in Q1 2026, and up 3.9% year-over-year from $290.2 million in Q2 2025.
Analysis
Moelis (MC) Long-Term Investments (2013 - 2026) Analysis & Trends
Moelis has reported Long-Term Investments for 14 years, with the latest figure at $301.5 million in Q2 2026.
- On a quarterly basis, Long-Term Investments rose 3.9% year-over-year to $301.5 million in Q2 2026; TTM through Jun 2026 was $301.5 million, a 3.9% increase from a year earlier, with the FY2025 full-year figure at $369.1 million, up 99.93% from the prior year.
- Long-Term Investments was $301.5 million for Q2 2026 at Moelis, 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.
- Average Long-Term Investments over 5 years is $177.0 million, with a median of $188.4 million recorded in 2024.
- The sharpest annual moves came in 2022 and 2024: Long-Term Investments jumped 2206.68% in 2022, then dropped 26.18% in 2024.
- Over 5 years, Long-Term Investments stood at $265.2 million in 2022, then decreased by 20.69% to $210.4 million in 2023, then slipped by 12.24% to $184.6 million in 2024, then jumped by 99.93% to $369.1 million in 2025, then fell by 18.31% to $301.5 million in 2026.
- The last three Long-Term Investments figures came in at $301.5 million (Q2 2026), $228.8 million (Q1 2026), and $369.1 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 16.37 Mn |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 1.56 Bn |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | - |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | 299.25 Mn |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | 301.48 Mn |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 307.24 Mn |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 540.63 Mn |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | 137.53 Mn |
| 10 | Perella Weinberg Partners | 1.40 Bn | 1.59 Bn | - | - |
Historic Data
Download Data
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 |
| 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 |