MC Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne

03
Kurs $56.32
ROE 51.4%
52W-Spanne $51–$78

MC Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen

04
Spanne
Balken

Die Balkengranularität passt sich der ausgewählten Periode an – bewegen Sie den Mauszeiger über das Diagramm, um Eröffnungs-/Höchst-/Tiefst-/Schlusskurse für einen Balken anzuzeigen.

Über Moelis & Company Class A Common Stock Unternehmensübersicht von Wikipedia

05 · wikidata

Moelis & Company is a global investment bank that provides financial advisory services to corporations, governments, and financial sponsors. The firm advises on strategic decisions such as mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters. Moelis has advised on more than $4 trillion in transactions since its inception.

The firm was founded in 2007 and is headquartered in New York City. It has over 1400 employees across 24 locations in North and South America, Europe, the Middle East, Asia and Australia.

History

Founding and Early Years

Moelis was founded in July 2007 by Ken Moelis and partners including Navid Mahmoodzadegan and Jeffrey Raich. The firm opened in New York and Los Angeles, and expanded to six cities within two years.

Moelis became a top 10 ranked M&A advisor in the US in its first full year of operations, advising on transactions such as Anheuser-Busch's $61.2 billion sale to InBev, Yahoo's defense from Microsoft's $44.6 billion unsolicited proposal, and Hilton Hotels' $26.5 billion sale to The Blackstone Group.

In 2008, Moelis opened its restructuring practice with senior bankers in New York, Los Angeles, and London. Early restructuring mandates included the $29.6 billion reorganization of AMR Corp and its $17.0 billion merger with US Airways Group, the £1.5 billion recapitalization of the Co-operative Bank, and the €15.4 billion restructuring of Glitnir.

In August 2009, Moelis opened an office in Sydney, Australia which has since advised SABMiller on the $10.15 billion acquisition of Fosters Group, and Blackstone on the A$8.9bn acquisition of Crown Resorts Limited. It also advised a consortium including Deutsche Bank, KKR and Värde Partners on the A$8.2 billion acquisition of GE Capital Australia & New Zealand Consumer Finance, and advised Centro Properties on the A$4.3 billion restructuring and A$5.0 billion merger of Australian interests. Moelis Australia went public on the Australian Securities Exchange in 2017 and now operates as MA Financial Group under the stock ticker MAF.

The firm opened a Dubai office in January 2011 while advising the Government of Dubai on the $24.9 billion restructuring of its investment holding company, Dubai World. The firm also expanded into Asia by opening a Hong Kong office.

In January 2012, Moelis announced a strategic alliance agreement with the second largest Japanese bank, SMFG, and its subsidiary SMBC Nikko Securities. Together they have advised on significant cross-border M&A including Osaka Securities Exchange's ¥278.4 billion combination with the Tokyo Stock Exchange.

In March 2014, the firm expanded into South America, opening an office in São Paulo, Brazil.

In April 2014, the firm completed its initial public offering and began trading on the New York Stock Exchange. Moelis had advised on over $1 trillion in transactions by the time of its IPO.

Post-IPO

In June 2014, Moelis established a private funds advisory business (now renamed Private Capital Advisory) with four hires focusing on capital raising and advisory services.

In February 2015, the firm opened its Washington DC office, following the hire of Eric Cantor, Vice Chairman and former House Majority Leader. Co-founders Mahmoodzadegan and Raich were promoted to co-presidents in September of that year.

In February 2017, the company was appointed as a lead adviser for the planned initial public offering of Saudi Aramco, the “biggest equity advisory mandate in history.” The IPO was relisted in 2024 with Moelis & Company as advisor. In the Middle East, the company also worked with Dubai World, and Abraaj among others.

In April 2023, Moelis expanded its technology franchise and hired a team from Silicon Valley Bank, including a new Global Head of Technology Investment Banking. This doubled the number of bankers on its technology team.

Also in 2023, the company expanded their office in Brazil to 20 people in response to a pattern of debt-restructuring in the region, and worked with companies such as Oi SA.

On June 9, 2024, one of the firm's managing directors who led the business services sector, Jonathan Kaye, was filmed in Brooklyn punching a person in the face. The firm released a statement confirming the man in the video was one of their employees and that the company is conducting an investigation into the incident. Kaye was put on leave and subsequently resigned from the firm.

Notable transactions from this period also include the acquisition of Chelsea F.C., CK Hutchison’s merger with Three UK Group and Vodafone UK Group, and the sale of a minority stake in the New York Giants.

In June 2025, Ken Moelis announced that he would become the Executive Chairman of Moelis & Company, with Navid Mahmoodzadegan taking the role of CEO, effective October 1, 2025. Jeff Raich would become Executive Vice Chairman.

Global reach

Moelis operates from 24 offices globally across North and South America, Europe, the Middle East, Asia, and Australia:

*Strategic Alliance with MA Financial Group

**Strategic Alliance with Alfaro, Dávila & Scherer

Quelle: Wikipedia (Englisch), CC BY-SA 4.0 · Auf Wikipedia ansehen ↗

Wikidata ↗

SektorFinancial Services BrancheFinancial Services Mitarbeiter1.416 LandUS

10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends

06
Freier Cashflow$540M
2016-12-31 → 2025-12-31
Nettogewinnmarge·
2019-12-31 → 2020-12-31
Bewertung & Kennzahlen 07–12

Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?

Für diese Kennzahlengruppe sind noch keine Daten verfügbar

Noch nicht genügend Fundamentaldaten vorhanden, um diese Kennzahlengruppe zu berechnen.

Wert · ≈ 5-Jahres-Durchschnitt · Branchenmedian · Urteil relativ zum Median

Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR

13
Annualisierte Auszahlung≈$2.60Vierteljährlich bezahlt
5J Div CAGR≈11.2%Pro Aktie, bereinigt um Aktiensplits
Wachstumsphase≈1Aufeinanderfolgende Jahre mit Dividendenwachstum
Ex-DatumBetragWährungRendite
Aug 10, 2026$0,65USD≈4.1%
Mai 11, 2026$0,65USD≈4.1%
Feb 17, 2026$0,65USD≈4.1%
Nov 10, 2025$0,65USD≈4.1%
Aug 4, 2025$0,65USD≈3.7%
Mai 5, 2025$0,65USD≈4.7%
Feb 18, 2025$0,65USD≈3.2%
Nov 4, 2024$0,60USD≈3.7%
Aug 5, 2024$0,60USD≈4.0%
Mai 3, 2024$0,60USD≈4.7%
Feb 16, 2024$0,60USD≈4.3%
Nov 10, 2023$0,60USD≈5.8%
Aug 4, 2023$0,60USD≈5.0%
Mai 5, 2023$0,60USD≈6.9%
Feb 17, 2023$0,60USD≈5.3%
Nov 10, 2022$0,60USD≈5.4%
Aug 5, 2022$0,60USD≈10.9%
Mai 6, 2022$0,60USD≈17.5%
Feb 18, 2022$0,60USD≈14.0%
Nov 5, 2021$3,10USD≈11.8%

Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum

14
Durchschn. Überraschung 14.7%
Nächster Bericht Okt 27, 2026
ZeitraumBerichtEPS ActualEPS est.Überraschung
30. Juni 2026 Jul 22, 2026 $0.63 $0.64 -1.2%
31. März 2026 $0.50 $0.57 -11.5%
31. Dezember 2025 $1.13 $0.84 34.1%
30. September 2025 $0.67 $0.59 14.1%
30. Juni 2025 $0.53 $0.38 41.0%
31. März 2025 $0.64 $0.57 11.9%

Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow

15
Gewinn- und Verlustrechnung 7
Kennzahl Trend 202520242023202220212020201920182017201620152014
Operating Expenses $1.24B$1.02B$895M$769M$1.04B$678M$632M$659M$520M$452M$414M$471M
Operating Income $274M$173M$-40M$216M$496M$266M$115M$227M$164M$161M$138M$48M
Other Non-op $54M$23M$11M$220.0K$40M$4M$33M$12M$186M$509.0K$2M$736.0K
Pretax Income $327M$196M$-29M$216M$536M$270M$148M$238M$350M$167M$144M$46M
Income Tax $68M$45M$-2M$48M$113M$52M$12M$30M$224M$25M$24M$14M
Net Income $260M$151M$-28M$169M$423M$218M$136M$208M$127M$142M$120M$33M
EBITDA $274M$173M$-40M$216M$496M$266M$115M·$164M$161M$138M$48M
Bilanz 13
Kennzahl Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $509M$412M$186M$207M$520M$202M$168M$261M$213M$319M$248M$198M
Short-term Investments ···$265M$263M$212M$213M$144M$96M···
PP&E (Net) $90M$65M$64M$57M$59M$50M$14M$13M$10M$8M$9M$7M
PP&E (Gross) $151M$117M$107M$93M$91M$75M$36M$30M$24M$24M$21M$18M
Accum. Depreciation $61M$51M$43M$36M$32M$25M$22M$17M$14M$15M$12M$10M
Total Assets $1.74B$1.38B$1.18B$1.22B$1.56B$1.20B$1.07B$914M$699M$599M$539M$464M
Total Liabilities $1.06B$900M$817M$758M$1.08B$752M$678M$543M$355M$347M$282M$290M
Paid-in Capital ········$487M$291M$191M$137M
Retained Earnings $-801M$-822M$-768M$-561M$-535M$-421M$-324M$-238M$-140M$-68M$-15M$-24M
Treasury Stock $536M$462M$451M$404M$256M$152M$108M$57M$23M$11M$8M·
AOCI $-7M$-7M$-4M$-5M$-560.0K$-201.0K$1M$291.0K$352.0K$-543.0K$108.0K$85.0K
Stockholders' Equity $568M$442M$352M$444M$489M$480M$443M$404M$325M$212M$168M$113M
Liabilities + Equity $1.74B$1.38B$1.18B$1.22B$1.56B$1.20B$1.07B$914M$699M$599M$539M$464M
Cashflow 14
Kennzahl Trend 202520242023202220212020201920182017201620152014
D&A $12M$10M$8M$8M$7M$5M$5M$5M$4M$3M$3M$2M
Stock-based Comp $230M$161M$158M$129M$168M$134M$124M$123M$96M$77M$46M$120M
Deferred Tax $50M$35M$-4M$27M$23M$39M$4M$7M$192M$-1M$796.0K$-753.0K
Operating Cash Flow $576M$427M$158M$33M$937M$429M$209M$391M$233M$232M$143M$209M
CapEx $36M$12M$17M$6M$16M$41M$6M$7M$6M$3M$4M$4M
Investing Cash Flow $-196M$17M$49M$-11M$-17M$-40M$-52M$9M$-69M$1M$-2M·
Stock Issued ···········$500.0K
Stock Repurchased ·········$3M$8M·
Net Stock Activity ·········$-3M$-8M$500.0K
Dividends Paid ·$184M$182M$175M$480M$283M$209M$314M$256M$155M$81M$123M
Financing Cash Flow $-284M$-215M$-229M$-327M$-603M$-352M$-253M$-352M$-273M$-158M$-90M·
Net Change in Cash $96M$226M$-20M$-313M$318M$35M$-93M$48M$-106M$71M$50M$-105M
Taxes Paid $9M$3M$-4M$76M$55M$-305.0K$13M$23M$32M$29M$26M·
Free Cash Flow $540M$415M$142M$27M$921M$389M$203M·$228M$229M$138M$205M
Rentabilität 7
Kennzahl Trend 202520242023202220212020201920182017201620152014
Operating Margin ·····35522.6%11570.0%·····
Net Margin ·····29202.9%13706.3%·····
Pretax Margin ·····36111.4%14899.5%·····
EBITDA Margin ·····35522.6%11570.0%·····
ROA 16.6%11.8%-2.3%12.2%30.7%19.3%13.7%·19.5%24.9%23.9%·
ROE 51.4%38.2%-6.9%36.1%87.3%47.3%32.0%·47.1%74.6%85.3%·
ROIC 38.2%30.3%-10.8%37.9%80.0%44.8%23.8%·18.3%64.7%68.2%29.6%
Effizienz 1
Kennzahl Trend 202520242023202220212020201920182017201620152014
Asset Turnover ·····0.00.0·····
Wachstumsraten 3
Kennzahl Trend 202520242023202220212020201920182017201620152014
Net Income YoY 71.4%··-60.1%93.6%·······
Net Income CAGR 3Y 15.5%-29.0%··········
Net Income CAGR 5Y 3.5%···········
Bewertung (TTM) 4
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue TTM $809.0K$809.0K$809.0K$809.0K$809.0K$748.0K$990.0K$653.0K$408.0K$263.0K··
Net Income TTM $260M$151M$-28M$169M$423M$218M$136M$208M$127M$142M$120M$33M
Payout Ratio ·121.6%-662.0%103.5%113.5%129.5%154.2%·202.1%109.0%67.3%·
Annual Payout ·$184M$182M$175M$480M$283M$209M$314M$256M$155M$81M$123M

Aktuellster Zeitraum links · fehlende Werte werden als · angezeigt

Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre

16
Kennzahl 2025-12-312024-12-312023-12-312022-12-312021-12-31
Nettoergebnis $260M $151M $-28M $169M $423M

Institutionelle Eigentümer (13F) 422 Einreicher · $5.7B gesamt · Stand 30. September 2026

17

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Inhaber 422
Gehaltener Wert $5.7B
Neue Positionen 56
Geschlossene Positionen 53
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
56 (-16 vs. Vorquartal) 53 (0 vs. Vorquartal) 162 (+8 vs. Vorquartal) 128 (-2 vs. Vorquartal) -712K

Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.

Institution Wert Aktien % der verfolgten 13F Typ
BlackRock, Inc. $592.570.712 9.057.944 10,41% Aktien
VANGUARD GROUP INC $584.909.554 8.509.013 10,28% Aktien
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $354.114.459 5.412.938 6,22% Aktien
VANGUARD PORTFOLIO MANAGEMENT LLC $293.556.418 4.487.258 5,16% Aktien
VANGUARD CAPITAL MANAGEMENT LLC $219.246.037 3.351.361 3,85% Aktien
WASATCH ADVISORS LP $213.329.540 3.742.624 3,75% Aktien
STATE STREET CORP $199.194.610 3.044.858 3,50% Aktien
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $193.331.474 2.955.235 3,40% Aktien
LONDON CO OF VIRGINIA $182.600.608 2.791.199 3,21% Aktien
GEODE CAPITAL MANAGEMENT, LLC $154.379.746 2.359.476 2,71% Aktien
AMERIPRISE FINANCIAL INC $153.397.294 2.344.828 2,70% Aktien
HighTower Advisors, LLC $120.599.003 1.843.458 2,12% Aktien
JONES FINANCIAL COMPANIES LLLP $110.233.894 1.709.578 1,94% Aktien
Madison Asset Management, LLC $109.065.428 1.667.157 1,92% Aktien
TIMUCUAN ASSET MANAGEMENT INC/FL $98.348.107 1.503.334 1,73% Aktien
DIMENSIONAL FUND ADVISORS LP $88.006.775 1.345.514 1,55% Aktien
Channing Capital Management, LLC $87.547.268 1.338.234 1,54% Aktien
GOLDMAN SACHS GROUP INC $82.916.043 1.267.442 1,46% Aktien
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $79.519.000 1.215.510 1,40% Aktien
Fisher Asset Management, LLC $67.899.055 1.037.894 1,19% Aktien
Bank of New York Mellon Corp $65.447.121 1.000.415 1,15% Aktien
Heard Capital LLC $64.099.170 979.810 1,13% Aktien
MORGAN STANLEY $63.340.440 968.210 1,11% Aktien
WELLS FARGO & COMPANY/MN $60.868.854 930.431 1,07% Aktien
NORTHERN TRUST CORP $56.567.563 864.683 0,99% Aktien
JPMORGAN CHASE & CO $50.031.758 791.833 0,88% Aktien
BANK OF AMERICA CORP /DE/ $49.218.668 752.349 0,87% Aktien
CITADEL ADVISORS LLC $47.000.606 718.444 0,83% Aktien
MANUFACTURERS LIFE INSURANCE COMPANY, THE $42.943.585 656.429 0,75% Aktien
JENNISON ASSOCIATES LLC $42.111.642 643.712 0,74% Aktien
VANGUARD FIDUCIARY TRUST CO $34.978.569 534.677 0,61% Aktien
ROYAL BANK OF CANADA $34.904.000 533.542 0,61% Aktien
EMERALD ADVISERS, LLC $34.795.786 531.883 0,61% Aktien
NEW YORK STATE COMMON RETIREMENT FUND $34.281.846 524.027 0,60% Aktien
Junto Capital Management LP $31.529.431 481.954 0,55% Aktien
Tributary Capital Management, LLC $30.072.944 459.690 0,53% Aktien
UBS Group AG $29.163.517 445.789 0,51% Aktien
NORGES BANK $28.331.636 433.073 0,50% Aktien
RAYMOND JAMES FINANCIAL INC $28.185.837 430.844 0,50% Aktien
ROYCE & ASSOCIATES LP $27.771.313 424.508 0,49% Aktien
Freestone Grove Partners LP $27.149.627 415.005 0,48% Aktien
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $26.963.049 412.153 0,47% Aktien
ENVESTNET ASSET MANAGEMENT INC $26.008.961 397.569 0,46% Aktien
Woodline Partners LP $25.076.598 383.317 0,44% Aktien
CAPITAL MANAGEMENT CORP /VA $24.014.108 367.076 0,42% Aktien
PRINCIPAL FINANCIAL GROUP INC $23.789.983 363.650 0,42% Aktien
RENAISSANCE TECHNOLOGIES LLC $22.415.770 342.644 0,39% Aktien
EMERALD MUTUAL FUND ADVISERS TRUST $22.404.060 342.465 0,39% Aktien
AQR CAPITAL MANAGEMENT LLC $22.069.390 337.349 0,39% Aktien
CANADA PENSION PLAN INVESTMENT BOARD $18.899.838 288.900 0,33% Aktien

Alle 422 institutionellen Eigentümer anzeigen →

Unternehmensinsider 19 Insider · 10 Führungskräfte · 12 Direktoren

19
Insider Rolle Letzte Aktivität Gehaltene Aktien Käufe 12m Verkäufe 12m Netto 12m
Navid Mahmoodzadegan Chief Executive Officer 9. Februar 2026 A 197.602 0 0 $0
Christopher Callesano Chief Financial Officer 17. September 2026 A 2.292 0 0 $0
Joseph Simon Former Chief Financial Officer 27. März 2025 A 22.832 0 0 $0
Ciafone Katherine Pilcher Chief Operating Officer 17. September 2026 A 7.969 0 0 $0
Nick Riehl Principal Accounting Officer 17. September 2026 A 36 0 0 $0
Eric Cantor Vice Chairman, MD 17. September 2026 A 236.948 0 0 $0
Osamu R. Watanabe General Counsel, Secretary 17. September 2026 A 131 0 2 $-508.171
Kenneth Moelis Executive Chairman 18. Februar 2026 M 209.310 0 0 $0
Jeffrey Raich Executive Vice Chairman, MD 9. Februar 2026 A 54.794 0 0 $0
Richard J Leaman III MD & Vice Chairman 17. Mai 2018 A 0 0 0 $0
Thorold Barker Direktor 17. September 2026 A 1.562 0 0 $0
Louise Mirrer Direktor 17. September 2026 A 1.641 0 0 $0
Laila Worrell Direktor 17. September 2026 A 1.796 0 0 $0
Kenneth Shropshire Direktor 17. September 2026 A 202 0 1 $-129.902
John A Allison Direktor 2. Dezember 2024 A 809 0 0 $0
Yolonda C Richardson Direktor 23. Juni 2023 A 78 0 0 $0
Yvonne Greenstreet Direktor 14. November 2018 A 1.059 0 0 $0
BOLLENBACH STEPHEN F Direktor 10. Juli 2015 A 100 0 0 $0
Elizabeth Crain · 22. Dezember 2023 A 0 0 0 $0

Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten

ETF-Besitz Gehalten von 83 ETFs

20

Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.

Fonds Gewicht Anteile Stand Quelle
EWQ · iShares, Inc. 5,53% 40.700 SH 11. September 2026 Täglich
TBG · EA Series Trust 2,62% 101.687 NS 31. Juli 2026 N-PORT
RXI · iShares Trust 1,92% 10.042 SH 11. September 2026 Täglich
XSHQ · Invesco Exchange-Traded Fund Trust … 1,74% 88.335 SH 2. Oktober 2026 Täglich
EZU · iShares, Inc. 1,53% 314.656 SH 11. September 2026 Täglich
SMCO · Tidal Trust II 1,53% 32.383 NS 31. Juli 2026 N-PORT
IDHQ · Invesco Exchange-Traded Fund Trust … 1,27% 32.645 SH 2. Oktober 2026 Täglich
SMLL · Harbor ETF Trust 1,23% 2.561 NS 31. Juli 2026 N-PORT
PSCF · Invesco Exchange-Traded Fund Trust … 0,99% 4.768 SH 2. Oktober 2026 Täglich
HAPS · Harbor ETF Trust 0,91% 23.254 NS 31. Juli 2026 N-PORT
IQLT · iShares Trust 0,87% 256.449 SH 11. September 2026 Täglich
VGK · VANGUARD INTERNATIONAL EQUITY INDEX… 0,86% 593.370 SH 19. August 2026 Täglich
IEV · iShares Trust 0,85% 29.629 SH 11. September 2026 Täglich
OMFS · Invesco Exchange-Traded Self-Indexe… 0,80% 37.243 SH 2. Oktober 2026 Täglich
IEUR · iShares Trust 0,74% 143.880 SH 11. September 2026 Täglich
EFV · iShares Trust 0,67% 453.501 SH 11. September 2026 Täglich
PABD · iShares Trust 0,59% 4.105 SH 11. September 2026 Täglich
EFA · iShares Trust 0,53% 880.263 SH 11. September 2026 Täglich
FNY · First Trust Exchange-Traded AlphaDE… 0,49% 42.090 NS 31. Juli 2026 N-PORT
IEFA · iShares Trust 0,45% 1.869.816 SH 11. September 2026 Täglich
ESGD · iShares Trust 0,43% 111.255 SH 11. September 2026 Täglich
VEA · VANGUARD TAX-MANAGED FUNDS 0,42% 2.413.686 SH 19. August 2026 Täglich
IDEV · iShares Trust 0,39% 271.202 SH 11. September 2026 Täglich
EFG · iShares Trust 0,38% 135.425 SH 11. September 2026 Täglich
IMFL · Invesco Exchange-Traded Self-Indexe… 0,36% 9.142 SH 2. Oktober 2026 Täglich
VEU · VANGUARD INTERNATIONAL EQUITY INDEX… 0,33% 577.675 SH 19. August 2026 Täglich
EBIT · Harbor ETF Trust 0,33% 586 NS 31. Juli 2026 N-PORT
ACWX · iShares Trust 0,31% 82.621 SH 11. September 2026 Täglich
VXUS · VANGUARD STAR FUNDS 0,30% 3.628.547 SH 19. August 2026 Täglich
VIOG · VANGUARD ADMIRAL FUNDS 0,30% 50.462 SH 19. August 2026 Täglich
IOO · iShares Trust 0,29% 55.382 SH 11. September 2026 Täglich
VTWG · VANGUARD SCOTTSDALE FUNDS 0,29% 80.734 SH 19. August 2026 Täglich
QVMS · Invesco Exchange-Traded Fund Trust … 0,28% 11.684 SH 2. Oktober 2026 Täglich
PXF · Invesco Exchange-Traded Fund Trust … 0,28% 19.183 SH 2. Oktober 2026 Täglich
IXUS · iShares Trust 0,27% 341.169 SH 11. September 2026 Täglich
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,26% 23.007 NS 31. Juli 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0,26% 260.071 SH 19. August 2026 Täglich
INTF · iShares Trust 0,26% 20.398 SH 11. September 2026 Täglich
IWO · iShares Trust 0,24% 529.559 SH 11. September 2026 Täglich
VIOV · VANGUARD ADMIRAL FUNDS 0,22% 67.861 SH 19. August 2026 Täglich
BKSE · BNY Mellon ETF Trust 0,21% 2.735 NS 31. Juli 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,19% 20.220 NS 31. Juli 2026 N-PORT
RSSL · Global X Funds 0,16% 36.155 NS 31. Juli 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0,15% 31.490 NS 31. Juli 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,15% 434.422 SH 19. August 2026 Täglich
FAD · First Trust Exchange-Traded AlphaDE… 0,15% 12.639 NS 31. Juli 2026 N-PORT
TOK · iShares Trust 0,14% 686 SH 11. September 2026 Täglich
VBK · VANGUARD INDEX FUNDS 0,13% 985.691 SH 19. August 2026 Täglich
URTH · iShares, Inc. 0,13% 22.120 SH 11. September 2026 Täglich
CRBN · iShares Trust 0,12% 3.016 SH 11. September 2026 Täglich
IWM · iShares Trust 0,12% 1.470.957 SH 11. September 2026 Täglich
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,12% 266.092 SH 19. August 2026 Täglich
ACWI · iShares Trust 0,11% 77.672 SH 11. September 2026 Täglich
ISCG · iShares Trust 0,11% 16.618 SH 11. September 2026 Täglich
DFAS · Dimensional ETF Trust 0,10% 234.195 NS 31. Juli 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,09% 30.539 SH 2. Oktober 2026 Täglich
VB · VANGUARD INDEX FUNDS 0,06% 1.706.593 SH 19. August 2026 Täglich
VFH · VANGUARD WORLD FUND 0,06% 119.701 SH 19. August 2026 Täglich
HDV · iShares Trust 0,06% 138.413 SH 11. September 2026 Täglich
VXF · VANGUARD INDEX FUNDS 0,05% 852.727 SH 19. August 2026 Täglich
FNCL · FIDELITY COVINGTON TRUST 0,04% 15.775 NS 31. Juli 2026 N-PORT
WSML · iShares Trust 0,04% 4.441 SH 11. September 2026 Täglich
DXUV · Dimensional ETF Trust 0,02% 1.942 NS 31. Juli 2026 N-PORT
DFAC · Dimensional ETF Trust 0,02% 152.523 NS 31. Juli 2026 N-PORT
VYM · VANGUARD WHITEHALL FUNDS 0,02% 294.805 SH 19. August 2026 Täglich
DFSU · Dimensional ETF Trust 0,02% 6.548 NS 31. Juli 2026 N-PORT
DCOR · Dimensional ETF Trust 0,01% 6.890 NS 31. Juli 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,01% 18.237 SH 2. Oktober 2026 Täglich
DFAU · Dimensional ETF Trust 0,01% 18.867 NS 31. Juli 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,01% 2.364.307 SH 19. August 2026 Täglich
VTHR · VANGUARD SCOTTSDALE FUNDS 0,01% 6.176 SH 19. August 2026 Täglich
TILT · FlexShares Trust 0,01% 3.262 NS 31. Juli 2026 N-PORT
ESGV · VANGUARD WORLD FUND 0,01% 16.650 SH 19. August 2026 Täglich
DFUS · Dimensional ETF Trust 0,01% 25.224 NS 31. Juli 2026 N-PORT
IWV · iShares Trust 0,01% 16.331 SH 11. September 2026 Täglich
ITOT · iShares Trust 0,00% 67.479 SH 11. September 2026 Täglich
DIVB · iShares Trust 0,00% 1.345 SH 11. September 2026 Täglich
IJR · iShares Trust · 3.787.297 SH 8. September 2026 Täglich
IJT · iShares Trust · 318.387 SH 9. September 2026 Täglich
IJS · iShares Trust · 275.112 SH 31. August 2026 Täglich
IAI · iShares Trust · 90.326 SH 11. September 2026 Täglich
XJR · iShares Trust · 6.021 SH 31. August 2026 Täglich
ISCB · iShares Trust · 3.257 SH 11. September 2026 Täglich

MC Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial

21
Bewertung · 19 Analysten KAUF
Median-Ziel $71.00 +26,1%
3 15,8% Starker Kauf
7 36,8% Kauf
7 36,8% Halten
1 5,3% Verkauf
1 5,3% Starker Verkauf

12-Monats-Kursziel

10 Analysten · 2026-10-03

Mittelwert-Ziel $71.30 +26,6%

← Unter allen Zielen Aktueller Preis $56.32
Tief$60.00 Mittelwert$71.30 Hoch$86.00

Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen

22

FY-Basis, Kurse zum Schlusskurs am Ende des letzten Geschäftsjahres jedes Unternehmens.

Ticker Marktkapitalisierung P/E Umsatz Vj. Nettomarge ROE Bruttogewinnmarge
MC · · · · 51.4% ·
VIRT · 6.5 26.2% 12.9% 58.4% ·
HLI · 23.1 9.6% 16.3% 18.6% ·
SNEX $5.27B 17.1 32.5% 0.23% 14.4% 3.1%
BGC · 28.8 30.0% · · ·
PIPR $1.43B 5.4 24.3% 14.8% 21.6% ·
BULL · -6.3 · 4.3% -4.0% ·
PJT · · 14.8% 10.5% 72.7% ·
LAZ · 22.4 1.5% 7.4% 31.4% ·
LCLN · · · · · ·
SECZ · · · · · ·

Neueste Nachrichten Aktuelle Schlagzeilen über dieses Unternehmen

23

Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten

26

Wählen Sie die Kennzahlen, die für Sie wichtig sind — klicken Sie auf das + neben jeder Zeile in den vollständigen Fundamentaldaten oben.

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Quelle: SEC 10-Q eingereicht Jul 30, 2026