Stock Fundamentals

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
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

Directors & Officers

Name Title Year Born
Mr. Irwin N. Gold J.D. Co-Chairman & Chairman of the Board 1957
Mr. Scott Joseph Adelson CEO & Director 1961
Mr. Scott Lee Beiser Co-Chairman & Director 1960
Mr. J. Lindsey Alley MD & CFO 1967
Mr. Christopher M. Crain J.D. MD, General Counsel & Secretary 1962
Mr. Paul Eric Siegert Co-Chairman, Global Co-Head of Financial Restructuring & Director 1966
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

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

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 5.28M Mar 31, 2026 7.65% $0.01 0.75%
Vanguard Group Inc 5.26M Dec 31, 2025 7.61% $0.01 -0.91%
Vanguard Portfolio Management, LLC 2.78M Mar 31, 2026 4.02% $0.02 0.00%
Kayne Anderson Rudnick Investment Management LLC 2.64M Mar 31, 2026 3.83% $1.11 -4.71%
Vanguard Capital Management, LLC 2.42M Mar 31, 2026 3.50% $0.01 0.00%
Earnest Partners LLC 2.23M Mar 31, 2026 3.23% $1.32 -2.73%
Royal Bank of Canada 1.75M Mar 31, 2026 2.54% $0.04 2.83%
State Street Corp 1.69M Mar 31, 2026 2.45% $0.01 -0.56%
Morgan Stanley - Brokerage Accounts 1.59M Mar 31, 2026 2.31% $0.01 189.29%
Wellington Management Company LLP 1.36M Mar 31, 2026 1.97% $0.04 6.04%
Geode Capital Management, LLC 1.35M Mar 31, 2026 1.96% $0.01 -4.75%
Capital Research Global Investors 1.31M Mar 31, 2026 1.90% $0.03 36.62%
Bank of Montreal 1.15M Mar 31, 2026 1.66% $0.06 -4.16%
BMO Capital Markets Corp. 1.15M Mar 31, 2026 1.66% $0.06 -4.16%
Mayflower Financial Advisors, LLC 1.12M Mar 31, 2026 1.62% $0.14 0.00%
BAMCO Inc 1.06M Mar 31, 2026 1.54% $0.46 -5.57%
Bank of America Corp 950.87K Mar 31, 2026 1.38% $0.01 -0.31%
FMR Inc 856.02K Mar 31, 2026 1.24% $0.01 -23.94%
Van Berkom and Associates Inc 811.96K Mar 31, 2026 1.18% $1.91 115.16%
Fiduciary Management, Inc. of Milwaukee 803.57K Mar 31, 2026 1.16% $1.43 15.24%

Shares Statistics

Shares Outstanding: 54.28M
Shares Float: 53.59M
% Insiders: 13.20%
% Institutions: 10,349.00%
Short % Float: 3.37%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Mid-Cap ETF 1.84M 2.67% ▲ 0.02% May 29, 2026
2 Vanguard Total Stock Mkt Idx Inv 1.73M 2.50% ▲ 0.76% Apr 30, 2026
3 Vanguard Small Cap Index 1.25M 1.81% ▼ 0.23% Apr 30, 2026
4 Capital Group AMCAP Composite 1.24M 1.80% ▲ 35.67% Mar 31, 2026
5 American Funds AMCAP A 1.24M 1.80% ▲ 35.67% Mar 31, 2026
6 Vanguard Explorer Inv 978.52K 1.42% ▼ 0.52% Mar 31, 2026
7 Vanguard Small Cap Growth Index Inv 701.73K 1.02% ▼ 0.12% Apr 30, 2026
8 Eaton Vance Atlanta Capital SMID-Cap I 685.78K 0.99% ▲ 0.00% Apr 30, 2026
9 Vanguard Institutional Extnd Mkt Idx Tr 613.92K 0.89% ▲ 1.05% Apr 30, 2026
10 Virtus KAR Mid-Cap Core I 608.18K 0.88% ▼ 12.05% Mar 31, 2026

Valuation Metrics

Enterprise Value: $8.52B
Trailing P/E: 21.72
Forward P/E: 13.61

Financial Highlights

Market Cap: $9.35B
P/E Ratio: $21.72
PEG Ratio: $6.54
Book Value: $33.71
Dividend/Share: $2.40
Dividend Yield: 1.76%
Earnings/Share: $6.23
Profit Margin: 16.26%
Operating Margin: 22.50%
ROA (TTM): 10.44%
ROE (TTM): 18.33%
Revenue (TTM): $2.62B
Revenue/Share (TTM): $39.33
Earnings Growth (YOY): -16.60%
Revenue Growth (YOY): -4.60%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2026-03-31 1.53x 0.00x 0.43x N/A 0.00x
2025-03-31 1.38x 0.03x 0.43x N/A 0.11x
2024-03-31 1.32x 0.43x 0.42x N/A 1.84x
2023-03-31 1.13x 0.03x 0.46x 124.81x 0.12x
2022-03-31 0.93x 0.02x 0.50x 64.52x 0.05x
2021-03-31 1.32x 0.02x 0.43x 746.17x 0.07x
2020-03-31 1.22x 0.05x 0.41x 402.10x 0.21x
2019-03-31 1.14x 0.04x 0.37x 342.34x 0.16x
2018-03-31 1.00x 0.03x 0.40x N/A 0.10x
2017-03-31 1.61x 0.05x 0.47x N/A 0.20x
2016-03-31 1.06x 0.23x 0.39x N/A 1.14x
2015-03-31 1.47x 0.01x 0.33x N/A 0.07x
2014-03-31 1.27x 0.00x 0.33x N/A 0.02x
2013-03-31 0.35x 0.00x 0.21x N/A 0.00x

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