Moelis (MC) Tax Rate (2013 - 2026)

Moelis (MC) posted quarterly Tax Rate of 26.77% for Q2 2026, down 33.0% year-over-year from 39.96% in Q2 2025, and up 219.67% quarter-over-quarter from 8.38% in Q1 2026.

Moelis (MC) Tax Rate (2013 - 2026) Analysis & Trends

Moelis' Tax Rate history runs 14 years deep, the most recent figure standing at 26.77% for Q2 2026.

  • In Q2 2026, Tax Rate fell 33.0% year-over-year to 26.77%; the TTM figure through Jun 2026 stood at 24.56% (up 548.0% YoY), while the FY2025 annual figure was 20.44%, down 227.0% from the prior year.
  • Tax Rate for Q2 2026 stood at 26.77%, up from 8.38% in the prior quarter.
  • The five-year high for Tax Rate was 31.48% in Q2 2024, with the low at 903.66% in Q1 2023.
  • The 5-year median for Tax Rate is 25.03% (2022), against an average of 42.1%.
  • The sharpest annual moves came in 2023 and 2024: Tax Rate tumbled 91926 bps in 2023, then soared 82935 bps in 2024.
  • Moelis' Tax Rate stood at 29.81% in 2022, then slumped by 280 bps to 53.76% in 2023, then soared by 151 bps to 27.41% in 2024, then dropped by 1 bps to 27.13% in 2025, then declined by 1 bps to 26.77% in 2026.
  • Business Quant data shows MC's Tax Rate at 26.77% in Q2 2026, 8.38% in Q1 2026, and 27.13% in Q4 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - 23.07%
2 Goldman Sachs 316.34 Bn -660.01 Bn - 22.60%
3 Schwab Charles 220.55 Bn 135.80 Bn - 22.24%
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn -16.38%
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 19.18%
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 2.46%
7 ATIF Holdings 45.42 Bn 45.42 Bn - -
8 Interactive Brokers 39.54 Bn -3.28 Bn - -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - 26.43%
10 Moelis 6.04 Bn 5.96 Bn - 26.77%

Historic Data

Download Data
DateValue
Jun 30, 2026 26.77%
Jun 30, 2026 26.77%
Jun 30, 2026 26.77%
Mar 31, 2026 8.38%
Mar 31, 2026 8.38%
Mar 31, 2026 8.38%
Dec 31, 2025 -19.67%
Dec 31, 2025 -19.67%
Dec 31, 2025 -19.67%
Sep 30, 2025 27.02%
Sep 30, 2025 27.02%
Sep 30, 2025 27.02%
Jun 30, 2025 27.10%
Jun 30, 2025 27.10%
Jun 30, 2025 27.10%
Mar 31, 2025 -24.90%
Mar 31, 2025 -24.90%
Mar 31, 2025 -24.90%
Dec 31, 2024 4.10%
Dec 31, 2024 4.10%