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HLI

Houlihan Lokey Inc

132.52

Jul 13 • 03:59PM ET -2.81 (-2.08%)

133.00

Aftermarket • 05:00PM ET +0.48 (0.36%)

Financial Capital Markets USA Mid NYSE

Peers: EVR MC LAZ PJT JEF SF LPLA GS MS RJF

| Held by: IJH VTI VB VBK VXF MDY XMHQ VIG SPMD IWR

Scroll to Statements

Index	-
Market Cap	9.22B
Enterprise Value	8.62B
Income	425.70M
Sales	2.62B
Book/sh	33.71
Cash/sh	17.17
Dividend Est.	2.78 (2.10%)
Dividend TTM	2.50 (1.89%)
Dividend Ex-Date	Jun 01, 2026
Dividend Gr. 3/5Y	4.22% 13.05%
Payout	38.58%
Employees	2800
IPO	Aug 13, 2015

P/E	21.32
Forward P/E	14.11
PEG	1.21
P/S	3.52
P/B	3.93
P/C	7.72
P/FCF	13.52
EV/EBITDA	14.68
EV/Sales	3.29
Quick Ratio	1.29
Current Ratio	1.29
Debt/Eq	0.21
LT Debt/Eq	0.18
Option/Short	Yes / Yes

EPS (ttm)	6.22
EPS next Y	9.39
EPS next Q	1.64
EPS this Y	3.08%
EPS next Y	20.53%
EPS next 5Y	11.63%
EPS past 3/5Y	18.26% 6.43%
Sales past 3/5Y	13.14% 11.43%
EPS Y/Y TTM	5.23%
Sales Y/Y TTM	9.48%
EPS Q/Q	-16.77%
Sales Q/Q	-4.62%
Earnings	Jul 29 AMC
EPS/Sales Surpr.	-8.90% -6.42%

Insider Own	22.07%
Insider Trans	-0.08%
Inst Own	78.72%
Inst Trans	0.34%
ROA	10.47%
ROE	18.85%
ROIC	15.36%
Gross Margin	-
Oper. Margin	20.81%
Profit Margin	16.26%
SMA20	-4.07%
SMA50	-7.47%
SMA200	-19.82%
Trades

Shs Outstand	54.22M
Shs Float	54.19M
Short Float	3.37%
Short Ratio	2.48
Short Interest	1.83M
52W High	211.78 -37.42%
52W Low	131.30 0.93%
Volatility	3.92% 3.13%
ATR (14)	4.64
RSI (14)	39.54
Beta	0.95
Rel Volume	1.13
Avg Volume	737.91K
Volume	832,371

Perf Week	-6.97%
Perf Month	-2.53%
Perf Quarter	-12.55%
Perf Half Y	-27.19%
Perf YTD	-23.92%
Perf Year	-30.10%
Perf 3Y	31.13%
Perf 5Y	60.24%
Perf 10Y	491.08%
Recom	2.00
Target Price	165.43
Prev Close	135.33
Price	132.52
Change	-2.08%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-10-26	Initiated	BofA Securities	Buy	$164
Jul-09-26	Upgrade	Wolfe Research	Underperform → Peer Perform
Dec-11-25	Resumed	UBS	Neutral	$193
Oct-09-25	Initiated	Deutsche Bank	Hold	$210
Oct-03-25	Initiated	BMO Capital Markets	Outperform	$230
Mar-13-25	Upgrade	Morgan Stanley	Underweight → Overweight	$201 → $190
Mar-11-25	Upgrade	Wells Fargo	Underweight → Overweight	$180 → $179
Dec-09-24	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$171 → $200
Sep-12-24	Initiated	Wells Fargo	Underweight	$149
Jan-29-24	Resumed	Keefe Bruyette	Mkt Perform
Jul-18-22	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$95 → $82
Apr-07-22	Downgrade	Piper Sandler	Neutral → Underweight	$92 → $76
Jan-06-22	Upgrade	Goldman	Neutral → Buy	$116 → $126
Jan-04-22	Upgrade	UBS	Neutral → Buy	$120 → $116
Oct-29-21	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$86 → $110
Jul-14-21	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$80
Mar-19-21	Downgrade	Goldman	Buy → Neutral	$82 → $73
Jan-05-21	Downgrade	Wolfe Research	Peer Perform → Underperform	$57 → $63
Dec-16-20	Initiated	Seaport Global Securities	Neutral
Dec-14-20	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$80

Show Previous Ratings

Jul-09-26 09:30AM	Houlihan Lokey Bolsters Equity Capital Solutions Capabilities With Senior Hire (Business Wire)
Jul-08-26 04:15PM	Houlihan Lokey Announces Release Date for First Quarter Results for Fiscal Year 2027 (Business Wire)
Jul-01-26 02:52PM	Fitch Withdraws EA Bond Rating Amid $55 Billion Buyout Dispute (GuruFocus.com)
Jun-24-26 11:00AM	Morningstar Indexes & Houlihan Lokey to Launch Daily Valued Index Suite for the Collateralized Loan Obligation (CLO) Market. (Business Wire)
Jun-04-26 09:00AM	Houlihan Lokey Expands GP-Led Secondaries Capabilities into Real Estate With Senior Hire in Capital Solutions Group (Business Wire)
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Jun-01-26 10:00AM	Houlihan Lokey Expands Business Services Group With Strategic Senior Hire (Business Wire)
May-20-26 09:25AM	Private credit spreads in spotlight on both sides of Atlantic as market dynamics shift (Pitchbook)
May-13-26 05:36AM	Iran Conflict Fundamentally Altered Global Energy Landscape (Rigzone.com)
May-11-26 10:00AM	Houlihan Lokey Grows Global Technology Group With Experienced Hire (Business Wire)
08:59AM	Barclays and Houlihan Lokey top Q1 2026 financial services M&A adviser rankings (Private Banker International)
May-07-26 10:11AM	Arcmont, Goldman Sachs among lenders in 1.5B Global Gruppe refinancing (Pitchbook)
08:30AM	Houlihan Lokey, Inc. Q4 2026 Earnings Call Summary (Moby)
May-06-26 04:49PM	Houlihan Lokey: Fiscal Q4 Earnings Snapshot (Associated Press)
04:40PM	Houlihan Lokey Reports Fiscal Year and Fourth Quarter 2026 Financial Results (Business Wire)
09:15AM	Morgan Stanley tops construction sector M&A rankings by value in Q1 2026 (World Construction Network)
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Apr-30-26 06:55AM	Goldman Sachs tops oil and gas M&A rankings by value in Q1 2026 (Offshore Technology)
Apr-27-26 09:29AM	Morgan Stanley tops Europe M&A advisers by value in Q1 2026, KPMG leads by volume (Private Banker International)
Apr-23-26 10:51PM	JPMorgan leads by value and Houlihan Lokey by volume in Q1 tech M&A (Verdict)
Apr-22-26 12:05PM	Wealthspire Acquires $11B Portland Firm, Expanding Northwest Reach (Wealth Management)
10:00AM	Goldman Sachs tops North America M&A advisers by value in Q1 2026, Houlihan Lokey leads by volume (Private Banker International)
Apr-21-26 09:41AM	Goldman Sachs and Houlihan Lokey top M&A advisers list in Q1 2026 (Private Banker International)
08:38AM	Flurry of US IPOs Race to Tap Market Ahead of SpaceX Debut (Bloomberg)
Apr-15-26 04:15PM	Houlihan Lokey Announces Release Date for Fourth Quarter and Full Year Results for Fiscal Year 2026 (Business Wire)
Mar-23-26 10:00AM	Houlihan Lokey Strengthens Capital Solutions Group With Senior Real Estate Hire (Business Wire)
Mar-11-26 11:55AM	Medtech industry value to be driven by infrastructure over next decade (Medical Device Network)
Mar-06-26 01:05PM	Houlihan Lokey, State Street, Stifel, Blackstone, and TPG Shares Plummet, What You Need To Know (StockStory)
Feb-24-26 03:00AM	SpaceXs Mega IPO Redraws 2026 Road Map for Listing Hopefuls (Bloomberg)
Feb-16-26 10:25AM	Morgan Stanley, Houlihan Lokey top consumer M&A advisor ranks (Just Food)
Feb-10-26 06:23AM	Goldman Sachs leads construction M&A deal value for 2025 (World Construction Network)
Feb-05-26 06:57AM	Captrust adds $2.4bn in assets with Meritage purchase (Private Banker International)
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Feb-04-26 12:39AM	The 5 Most Interesting Analyst Questions From Houlihan Lokey's Q4 Earnings Call (StockStory)
Feb-03-26 04:00AM	Houlihan Lokey Expands Specialty Distribution Capabilities With Senior European Hires (Business Wire)
Feb-02-26 10:01PM	Houlihan Lokey, Inc. (HLI): A Bull Case Theory (Insider Monkey)
Jan-30-26 06:38AM	Is a better economy a worse environment for waste M&A? (Waste Dive)
Jan-29-26 05:25AM	JPMorgan leads M&A advisory in TMT sector by deal value in 2025 (Verdict) -6.49%
12:31AM	HLI Q4 Deep Dive: Corporate Finance Momentum and European Expansion Highlight Quarter (StockStory)
12:00AM	Houlihan Lokey Inc (HLI) Q3 2026 Earnings Call Highlights: Strong Revenue Growth Amid Market ... (GuruFocus.com)
Jan-28-26 08:40PM	Houlihan Lokey Q3 Earnings Call Highlights (MarketBeat)
07:00PM	Houlihan Lokey (HLI) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
06:05PM	Houlihan Lokey (HLI) Q3 Earnings and Revenues Top Estimates (Zacks)
05:39PM	Houlihan Lokey's (NYSE:HLI) Q4 CY2025: Beats On Revenue (StockStory)
05:00PM	Houlihan Lokey: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Houlihan Lokey Reports Third Quarter Fiscal 2026 Financial Results (Business Wire)
01:01PM	Gold Rallies To $5,300, Memory Stocks Go Wild: What's Moving Markets Wednesday? (Benzinga)
07:13AM	Morgan Stanley and Rothschild & Co lead European M&A financial advisory in 2025 (Private Banker International)
Jan-27-26 04:00AM	Houlihan Lokey Expands European Business Services Capabilities With Senior Hire (Business Wire)
Jan-26-26 10:05PM	What To Expect From Houlihan Lokey's (HLI) Q4 Earnings (StockStory)
06:12AM	US oil capital Houston buzzes as industry limbers up for Venezuela oil rush (Reuters)
Jan-23-26 06:22AM	JPMorgan and Houlihan Lokey top North American M&A adviser rankings for 2025 (Private Banker International)
Jan-22-26 05:25PM	Community West Bancshares (CWBC) Q4 Earnings and Revenues Surpass Estimates (Zacks)
10:00AM	Earnings Preview: Blackstone Inc. (BX) Q4 Earnings Expected to Decline (Zacks)
Jan-21-26 12:10PM	Will Houlihan Lokey (HLI) Beat Estimates Again in Its Next Earnings Report? (Zacks)
11:45AM	Houlihan Lokey Expands Its European Business Through Two Deals (Zacks)
10:00AM	Houlihan Lokey (HLI) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
03:52AM	Morgan Stanley and Houlihan Lokey top 2025 M&A financial advisors list (Electronic Payments)
Jan-20-26 03:00AM	Houlihan Lokey Announces Two Transactions That Significantly Expand European Capabilities (Business Wire)
Jan-15-26 11:00PM	3 Reasons Investors Love Houlihan Lokey (HLI) (StockStory)
Jan-14-26 04:15PM	Houlihan Lokey Announces Release Date for Third Quarter Results for Fiscal Year 2026 (Business Wire)
Jan-13-26 04:00AM	Houlihan Lokey Expands Industrials Group With Senior European Hire (Business Wire)
Jan-09-26 07:02AM	Cerity Partners merges with SOL Capital Management (Private Banker International)
Jan-05-26 07:25AM	2 stocks added, 3 removed as Goldman reshuffles its Top Picks list for January (Investing.com)
Jan-02-26 02:30AM	Jefferies Earnings Can Boost the Stock. The Company Is Moving Past Credit Concerns. (Barrons.com)
Dec-28-25 02:33AM	Keefe Bruyette Sees a Supportive 2026 Backdrop for Houlihan Lokey (HLI) (Insider Monkey)
Dec-18-25 04:39PM	Creative Planning Has Agreed to Buy UK-Based RIA Maseco, Sources Say (Wealth Management)
Dec-01-25 09:42AM	Houlihan Lokey to Present at the Goldman Sachs 2025 U.S. Financial Services Conference (Business Wire)
Nov-27-25 12:45PM	Houlihan Lokey (HLI) is an Incredible Growth Stock: 3 Reasons Why (Zacks)
Nov-20-25 09:35AM	After Plunging 10.8% in 4 Weeks, Here's Why the Trend Might Reverse for Houlihan Lokey (HLI) (Zacks)
Nov-13-25 10:32PM	Q3 Earnings Highs And Lows: Houlihan Lokey (NYSE:HLI) Vs The Rest Of The Investment Banking & Brokerage Stocks (StockStory)
Nov-12-25 05:00AM	Houlihan Lokey Continues to Strengthen European Financial Sponsors Coverage Team With Senior U.K. Hire (Business Wire)
Nov-10-25 12:45PM	3 Reasons Growth Investors Will Love Houlihan Lokey (HLI) (Zacks)
04:00AM	Houlihan Lokey Expands Capital Solutions Group With Senior Infrastructure Hire in Europe (Business Wire)
Nov-06-25 12:38AM	5 Insightful Analyst Questions From Houlihan Lokey's Q3 Earnings Call (StockStory)
Nov-04-25 09:13AM	Houlihan Lokey Announces the Houlihan Lokey Private Credit DataBank (Business Wire)
04:00AM	Morgan Stanley, Houlihan Lokey top consumer M&A adviser charts data (Just Drinks)
Nov-03-25 04:00AM	Morgan Stanley, Houlihan Lokey top consumer M&A adviser charts data (Just Food)
04:00AM	Houlihan Lokey Strengthens Active Lifestyle, Branded Consumer Products, and Luxury Goods Coverage With Senior Hire (Business Wire)
Nov-01-25 04:00AM	The 30-year-old obsessive networker who is leading a wildly profitable niche on Wall Street known as directs (Fortune)
Oct-31-25 01:01PM	Why Houlihan Lokey (HLI) Stock Is Down Today (StockStory) -10.14%
09:00AM	Houlihan Lokey Expands Its Global Financial Sponsors Group With Experienced Hire (Business Wire)
08:55AM	HLI Q3 Deep Dive: M&A Momentum and International Growth Shape Results (StockStory)
Oct-30-25 11:06PM	Houlihan Lokey Inc (HLI) Q2 2026 Earnings Call Highlights: Strong Revenue Growth Amidst ... (GuruFocus.com)
06:30PM	Houlihan Lokey (HLI) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:00PM	Houlihan Lokey (HLI) Beats Q2 Earnings and Revenue Estimates (Zacks)
04:55PM	Houlihan Lokey: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:43PM	Houlihan Lokey's (NYSE:HLI) Q3 Sales Top Estimates (StockStory)
04:15PM	Houlihan Lokey Reports Second Quarter Fiscal 2026 Financial Results (Business Wire)
Oct-29-25 09:23AM	Houlihan Lokey Inc (HLI) Q2 2026: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Oct-28-25 11:07PM	Earnings To Watch: Houlihan Lokey (HLI) Reports Q3 Results Tomorrow (StockStory)
10:00AM	BitFuFu Inc. (FUFU) Earnings Expected to Grow: Should You Buy? (Zacks)
Oct-27-25 10:00AM	Houlihan Lokey Bolsters Healthcare Capital Solutions Capabilities With Senior Hire (Business Wire)
Oct-23-25 02:34PM	Companies' Performance Gap Is Changing Investment Banking: Lazard CEO (Barrons.com)
10:00AM	Houlihan Lokey (HLI) Earnings Expected to Grow: Should You Buy? (Zacks)
08:50AM	Morgan Stanley and Houlihan Lokey lead Q1-Q3 2025 M&A financial advisory (Retail Banker International)
04:25AM	Goldman Sachs, Houlihan Lokey lead construction M&A adviser rankings Q1-Q3 2025 (World Construction Network)
Oct-22-25 04:53AM	JP Morgan, Houlihan Lokey lead TMT M&A adviser rankings Q1-Q3 2025 (Verdict)
Oct-17-25 08:10AM	American Express (AXP) Q3 Earnings and Revenues Top Estimates (Zacks)
Oct-16-25 09:00AM	Houlihan Lokey Announces Release Date for Second Quarter Results for Fiscal Year 2026 (Business Wire)
08:47AM	Goldman Sachs, Houlihan Lokey lead North America M&A advisory during Q1-Q3 2025 (Private Banker International)
Oct-14-25 08:52AM	Goldman Sachs and Houlihan Lokey lead in M&A advisory for Q1-Q3 2025 (Retail Banker International)
Sep-29-25 01:00PM	Houlihan Lokey Grows Financial Services Group With Senior Hire (Business Wire)

Houlihan Lokey, Inc. engages in the provision of investment banking services. It operates through the following segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory. The Corporate Finance segment offers general financial advisory services in addition to advice on mergers and acquisitions and capital markets offering. The Financial Restructuring segment provides advice to debtors, creditors, and parties-in-interest in connection with recapitalization or deleveraging transactions. The Financial Valuation and Advisory Services segment is involved in the valuation of various assets including companies, illiquid debt and equity securities, and intellectual property. The company was founded in 1972 and is headquartered in Los Angeles, CA.

Co-Chairman & Chairman of the BoardMr. Irwin N. Gold J.D.

CEO & DirectorMr. Scott Joseph Adelson

Co-Chairman & DirectorMr. Scott Lee Beiser

MD & CFOMr. J. Lindsey Alley

MDMr. Christopher M. Crain J.D.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BEISER SCOTT L	CO-CHAIRMAN	May 21 '26	Sale	150.26	6,265	941,379	0	May 21 05:43 PM
THE BEISER FAMILY TRUST OF 199	Director	May 21 '26	Proposed Sale	150.26	6,265	941,375		May 21 04:19 PM
CRAIN CHRISTOPHER M	GENERAL COUNSEL	Apr 01 '26	Sale	143.40	500	71,700	0	Apr 02 06:32 PM
CHRISTOPHER MADISON CRAIN	Officer	Apr 01 '26	Proposed Sale	143.62	500	71,810		Apr 01 04:44 PM
SCHRIESHEIM ROBERT A	Director	Feb 06 '26	Sale	170.86	5,000	854,300	27,982	Feb 10 08:43 AM
SCHRIESHEIM ROBERT A	Director	Jan 30 '26	Proposed Sale	168.29	5,000	841,475		Jan 30 10:26 AM
CRAIN CHRISTOPHER M	GENERAL COUNSEL	Jan 02 '26	Sale	174.17	500	87,085	0	Jan 05 05:19 PM
CHRISTOPHER MADISON CRAIN	Officer	Jan 02 '26	Proposed Sale	174.19	500	87,095		Jan 02 04:32 PM
GOLD IRWIN	Director	Dec 10 '25	Proposed Sale	178.69	5,000	893,475		Dec 10 01:54 PM
GOLD IRWIN	CO-CHAIRMAN	Sep 16 '25	Sale	202.75	6,811	1,380,930	0	Sep 18 04:32 PM
IRWIN N GOLD FAMILY TRUST	Officer	Sep 16 '25	Proposed Sale	202.75	6,811	1,380,899		Sep 16 04:17 PM
CRAIN CHRISTOPHER M	GENERAL COUNSEL	Sep 02 '25	Sale	196.22	500	98,110	0	Sep 03 06:33 PM
CHRISTOPHER MADISON CRAIN	Officer	Sep 02 '25	Proposed Sale	199.25	500	99,625		Sep 02 04:31 PM
SIEGERT PAUL ERIC	CO-CHAIRMAN	Aug 27 '25	Sale	199.95	40,000	7,998,000	0	Aug 28 05:56 PM
PAUL ERIC SIEGERT REVOCABLE TR	Director	Aug 27 '25	Proposed Sale	199.95	40,000	7,997,848		Aug 27 04:45 PM

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HLI

Houlihan Lokey Inc

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