HLI

Houlihan Lokey Inc

HLI.US hl.com
135.97
+0.70 (+0.52%)
USD · NYSE
52-week range
112.24
208.14
Trading at 25% of the 52-week range
Market Cap
9.45B
P/E Ratio
22.77
Forward P/E
15.65
Book Value
32.26
Div. Yield
1.85%
% Institutions
105.53%
% Insiders
0.201%

1 Year

-31.2%

3 Year

+35.0%

10 Year

+594.0%
Description

Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructurings and liability management, and financial and valuation advisory services worldwide. The company operates in three segments: Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA). The CF segment offers general financial advisory services; and advises public and private institutions, including financial sponsors on buy-side and sell-side M&A transactions, debt and equity financings in both the private and public markets, and other corporate finance transactions. The FR segment advises debtors, creditors, and other parties-in-interest related to recapitalization/deleveraging transactions. This segment also provides a range of advisory services, such as structuring, negotiation, and confirmation of plans of reorganization; structuring and analysis of exchange offers; liability management transactions; corporate viability assessment; dispute resolution and expert testimony; and procuring debtor-in-possession financing. The FVA segment provides valuation services to companies; debt and equity interests comprising illiquid investments; and other assets and liabilities. This segment also offers fairness opinions in connection with mergers and acquisitions and other transactions; solvency opinions in connection with corporate spin-offs and dividend recapitalizations; other types of financial opinions; and diligence, tax, transaction accounting, and other financial advisory services, as well as dispute resolution services. It serves corporations, financial sponsors, and government agencies. Houlihan Lokey, Inc. was incorporated in 1972 and is headquartered in Los Angeles, California.

Company Information

Company Name
Houlihan Lokey Inc
Sector
Financial Services
Industry
Capital Markets
Exchange
NYSE
ISIN: US4415931009
CIK: 0001302215
CUSIP: 441593100
Currency: USD
Full Time Employees: 2,800
Phone: 310 553 8871
Website: hl.com
Fiscal Year End: March
IPO Date: Aug 13, 2015
Description:

Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructurings and liability management, and financial and valuation advisory services worldwide. The company operates in three segments: Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA). The CF segment offers general financial advisory services; and advises public and private institutions, including financial sponsors on buy-side and sell-side M&A transactions, debt and equity financings in both the private and public markets, and other corporate finance transactions. The FR segment advises debtors, creditors, and other parties-in-interest related to recapitalization/deleveraging transactions. This segment also provides a range of advisory services, such as structuring, negotiation, and confirmation of plans of reorganization; structuring and analysis of exchange offers; liability management transactions; corporate viability assessment; dispute resolution and expert testimony; and procuring debtor-in-possession financing. The FVA segment provides valuation services to companies; debt and equity interests comprising illiquid investments; and other assets and liabilities. This segment also offers fairness opinions in connection with mergers and acquisitions and other transactions; solvency opinions in connection with corporate spin-offs and dividend recapitalizations; other types of financial opinions; and diligence, tax, transaction accounting, and other financial advisory services, as well as dispute resolution services. It serves corporations, financial sponsors, and government agencies. Houlihan Lokey, Inc. was incorporated in 1972 and is headquartered in Los Angeles, California.

Address:

10250 Constellation Boulevard, Los Angeles, CA, United States, 90067

People

Directors & Officers

Name Title Year Born
Mr. Paul Eric Siegert Co-Chairman & Global Co-Head of Financial Restructuring Group 1966
Mr. Scott Joseph Adelson CEO & Director 1961
Mr. J. Lindsey Alley MD & CFO 1967
Mr. Christopher M. Crain J.D. MD, General Counsel & Secretary 1962
Mr. Craig E. Tessimond Managing Director NA
Mr. Nana Kyei Managing Director of Technology Group NA
Mr. Jacques Cornet Investor Relations Professional NA
Mr. Charles A. Yamarone Chief Corporate Governance & Compliance Officer 1959
Mr. Jeffrey Werbalowsky Senior Managing Director NA
Mr. James Francis Lavelle MD & Head of Corporate Coverage and Industrials 1964

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Apr 01, 2026 Christopher M Crain N/A Sale 500.00 $143.40 $71.70K
Mar 03, 2026 Gilbert Ray Cisneros, Jr. N/A Purchase N/A $162.16 N/A
Feb 13, 2026 Michael T. McCaul N/A Purchase N/A $165.85 N/A
Feb 06, 2026 Robert A Schriesheim N/A Sale 5.00K $170.86 $854.30K
Jan 02, 2026 Christopher M Crain N/A Sale 500.00 $174.17 $87.09K
Sep 16, 2025 Irwin Gold N/A Sale 6.81K $202.75 $1.38M
Sep 02, 2025 Christopher M Crain N/A Sale 500.00 $196.22 $98.11K
Aug 27, 2025 Paul Eric Siegert N/A Sale 40.00K $199.95 $8.00M
Aug 21, 2025 Michael T. McCaul N/A Sale N/A $192.10 N/A
Jun 30, 2025 Irwin Gold N/A Sale 5.00K $182.81 $914.05K
Jun 04, 2025 Kelly Morrison N/A Sale N/A $174.32 N/A
Jun 02, 2025 Christopher M. Crain N/A Sale 500.00 $173.02 $86.51K
May 19, 2025 Scott L. Beiser N/A Sale 8.01K $178.71 $1.43M

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 5.28M Mar 31, 2026 7.56% $0.01 0.75%
Vanguard Portfolio Management, LLC 2.78M Mar 31, 2026 3.98% $0.02 0.00%
Kayne Anderson Rudnick Investment Management LLC 2.64M Mar 31, 2026 3.78% $1.11 -4.71%
Vanguard Capital Management, LLC 2.42M Mar 31, 2026 3.46% $0.01 0.00%
Earnest Partners LLC 2.23M Mar 31, 2026 3.19% $1.32 -2.73%
Royal Bank of Canada 1.75M Mar 31, 2026 2.51% $0.04 2.83%
State Street Corp 1.69M Mar 31, 2026 2.42% $0.01 -0.56%
Morgan Stanley - Brokerage Accounts 1.59M Mar 31, 2026 2.28% $0.01 189.29%
Geode Capital Management, LLC 1.35M Mar 31, 2026 1.93% $0.01 -4.75%
Bank of Montreal 1.15M Mar 31, 2026 1.65% $0.06 -4.16%
BMO Capital Markets Corp. 1.15M Mar 31, 2026 1.65% $0.06 -4.16%
Mayflower Financial Advisors, LLC 1.12M Jun 30, 2026 1.61% $0.10 0.00%
BAMCO Inc 1.06M Mar 31, 2026 1.52% $0.46 -5.57%
Bank of America Corp 950.87K Mar 31, 2026 1.36% $0.01 -0.31%
Fiduciary Management, Inc. of Milwaukee 938.41K Jun 30, 2026 1.34% $1.79 16.78%
Wellington Management Company LLP 929.76K Jun 30, 2026 1.33% $0.02 -31.71%
FMR Inc 856.02K Mar 31, 2026 1.22% $0.01 -23.94%
Dimensional Fund Advisors, Inc. 692.90K Jun 30, 2026 0.99% $0.02 12.39%
SEI Investments Co 689.53K Mar 31, 2026 0.99% $0.09 0.09%
NORGES BANK 656.49K Jun 30, 2026 0.94% $0.01 -0.97%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Mid-Cap ETF 1.90M 2.72% ▲ 0.04% Aug 31, 2026
2 Vanguard MStar Total Stk Mkt Idx Invest 1.73M 2.47% ▲ 0.28% Jul 31, 2026
3 Vanguard Small Cap Index 1.25M 1.79% ▲ 0.19% Jul 31, 2026
4 American Funds SMALLCAP World A 907.94K 1.30% ▲ 703.78% Jun 30, 2026
5 Vanguard Explorer Inv 857.45K 1.23% ▼ 12.37% Jun 30, 2026
6 Eaton Vance Atlanta Capital SMID-Cap I 750.55K 1.07% ▼ 1.82% Jun 30, 2026
7 Vanguard MStar Small Cap Growth Indx Inv 723.66K 1.04% ▲ 0.38% Jul 31, 2026
8 Vanguard Institutional Extnd Mkt Idx Tr 624.44K 0.89% ▲ 0.32% Jul 31, 2026
9 Virtus KAR Mid-Cap Core I 608.18K 0.87% ▼ 12.05% Mar 31, 2026
10 EARNEST Partners Smid Cap Core Fdrs 566.38K 0.81% ▲ 0.00% Jul 31, 2026

Financial Highlights

Market Cap: $9.45B
P/E Ratio: $22.77
PEG Ratio: $6.54
Book Value: $32.26
Dividend/Share: $2.50
Dividend Yield: 1.85%
Earnings/Share: $5.94
Profit Margin: 16.08%
Operating Margin: 18.40%
ROA (TTM): 11.17%
ROE (TTM): 17.79%
Revenue (TTM): $2.52B
Revenue/Share (TTM): $37.88
Earnings Growth (YOY): -19.00%
Revenue Growth (YOY): -15.50%

Valuation Metrics

Enterprise Value: $9.20B
Trailing P/E: 22.77
Forward P/E: 15.65

Shares Statistics

Shares Outstanding: 54.20M
Shares Float: 54.03M
% Insiders: 0.201%
% Institutions: 105.53%
Short % Float: 4.29%

Stock Price History

1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$2.62B
Cost of Goods Sold
adjust
$-42.63M
Gross Profit
subtotal
$2.57B
SG&A
adjust
$-201.12M
Other Operating Expense
adjust
$-1.76B
Operating Income
subtotal
$618.54M
Other / Non-Operating Items
adjust
$-192.84M
Net Income
subtotal
$425.70M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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