HLI

HOULIHAN LOKEY, INC.

NYSE · Investment Advice · CIK 0001302215
$137.89 +1.67% $9.5B
22 New Institutional Positions21 Institutional Exits
Vol
Market Cap$9.5B
Cap SizeMid Cap
Analyst ConsensusBuy (50%)
Inst. Holders50 funds
Inst. Value$5.4B
Inst. Activity22 buys / 21 sells
Insider Activity0B / 3S
Insider Net $-$1.9M
Congressional1 trades
Exchange NYSE·Sector Investment Advice·CIK 0001302215·Prev Close $135.62

Recent Activity

May 21, 2026 Insider
Mund Ronald Scott was granted 476 shares
Director
May 21, 2026 Insider
Bassey Ekpedeme M was granted 797 shares
Director
May 21, 2026 Insider
BEISER SCOTT L sold 6,265 shares
CO-CHAIRMAN @ $150.26 ($941.4K)
Inst.
MORGAN STANLEY — DOUBLED
1,592,009 shares ($228.6M)
Inst.
Capital Research Global Investors — ADD
1,314,674 shares ($188.8M)
May 18, 2026 dark_pool
Dark Pool: HLI — 1.0M shares, 24,905 trades
Week starting 2026-05-18. Total ATS volume: 1,001,590 shares across 24,905 trades.
Feb 13, 2026 Congress
Michael McCaul buy
$15,001 - $50,000 — House

Price Targets

$172.50 +25.1% upside Strong Buy
Current $137.89 Low $155.00 Median $169.00 High $200.00 8 analysts
$155.00 $200.00

Analyst Ratings

Hold50% buy · 14 analysts
1Strong Buy
6Buy
6Hold
0Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
Apr 9, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
Apr 1, 2026 Goldman Sachs MAINTAIN Buy → Buy
Mar 12, 2026 UBS MAINTAIN Neutral → Neutral
Mar 12, 2026 Goldman Sachs MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.83 ▼ -5.0% $1.58 — $2.08 -14% YoY 9
Next Q $2.02 ▲ +1.6% $1.84 — $2.20 10% YoY 9
Current FY $8.21 ▼ -3.7% $7.45 — $8.91 9% YoY 10
Next FY $9.44 ▼ -0.9% $8.21 — $10.72 15% YoY 9

Top Institutional Holders

FundValueMove
BlackRock, Inc.$758.4M—
VANGUARD PORTFOLIO MANAGEMENT LLC$399.0M—
KAYNE ANDERSON RUDNICK INVESTMENT$379.5M—
VANGUARD CAPITAL MANAGEMENT LLC$347.5M—
EARNEST PARTNERS LLC$320.1M—

Recent Insider Trades

DateInsiderTypeValue
May 21, 2026Mund RonaldA$0.00
May 21, 2026Bassey EkpedemeA$0.00
May 21, 2026BEISER SCOTTSELL$941.4K
May 21, 2026ZUBER PAULA$0.00
May 21, 2026SCHRIESHEIM ROBERTA$0.00

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Michael McCaulRBUY$15,001 - $50,000
50 institutional holders with $5.4B total value (37,766,901 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, KAYNE. Net buying activity: 22 institutions added/increased vs 21 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.5,280,800$758.4M14.0%—
2VANGUARD PORTFOLIO MANAGEMENT LLC2,778,410$399.0M7.4%—
3KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2,642,146$379.5M7.0%—
4VANGUARD CAPITAL MANAGEMENT LLC2,419,332$347.5M6.4%—
5EARNEST PARTNERS LLC2,228,984$320.1M5.9%—
6ROYAL BANK OF CANADA1,751,495$251.6M4.6%—
7STATE STREET CORP1,693,696$243.2M4.5%—
8MORGAN STANLEY1,592,009$228.6M4.2%DOUBLED +189.3%
9WELLINGTON MANAGEMENT GROUP LLP1,361,410$195.5M3.6%—
10Capital Research Global Investors1,314,674$188.8M3.5%ADD +36.6%
11BANK OF MONTREAL /CAN/1,149,599$165.1M3.0%DOUBLED +2723.2%
12BAMCO INC /NY/1,061,403$152.4M2.8%—
13BANK OF AMERICA CORP /DE/950,872$136.6M2.5%—
14FMR LLC856,024$122.9M2.3%—
15RAYMOND JAMES FINANCIAL INC701,587$99.3M1.8%—
16SEI INVESTMENTS CO689,532$99.0M1.8%—
17Clearbridge Investments, LLC625,228$89.8M1.7%—
18GOLDMAN SACHS GROUP INC623,716$89.6M1.7%—
19DIMENSIONAL FUND ADVISORS LP616,519$88.5M1.6%—
20Neuberger Berman Group LLC610,943$87.7M1.6%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYDOUBLED550,3081,592,009+189.3%$228.6M2026-Q1
Capital Research Global InvestorsADD962,2631,314,674+36.6%$188.8M2026-Q1
Invesco Ltd.TRIM760,961474,774-37.6%$68.2M2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.NEW—248,770—$35.7M2026-Q1
TUDOR INVESTMENT CORP ET ALADD126,977232,715+83.3%$33.4M2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLCADD99,580137,244+37.8%$19.7M2026-Q1
Assenagon Asset Management S.A.NEW—117,605—$16.9M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEW—116,331—$16.7M2026-Q1
AmundiDOUBLED26,837113,465+322.8%$16.3M2026-Q1
Capital International InvestorsTRIM313,232112,959-63.9%$16.2M2026-Q1
AMERIPRISE FINANCIAL INCTRIM201,864105,177-47.9%$15.1M2026-Q1
ExodusPoint Capital Management, LPADD54,02582,574+52.8%$11.9M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCDOUBLED33,49573,797+120.3%$10.6M2026-Q1
PRUDENTIAL FINANCIAL INCADD36,69268,827+87.6%$9.9M2026-Q1
Trexquant Investment LPADD31,68559,506+87.8%$8.5M2026-Q1
STIFEL FINANCIAL CORPTRIM73,03347,010-35.6%$6.8M2026-Q1
COMMERCE BANKDOUBLED4,80737,827+686.9%$5.4M2026-Q1
FIFTH THIRD BANCORPDOUBLED16,07036,432+126.7%$5.2M2026-Q1
JANUS HENDERSON GROUP PLCNEAR_EXIT162,16833,186-79.5%$4.8M2026-Q1
FIRST TRUST ADVISORS LPNEAR_EXIT408,03832,603-92.0%$4.7M2026-Q1
Point72 Asset Management, L.P.NEAR_EXIT115,23818,421-84.0%$2.6M2026-Q1
HSBC HOLDINGS PLCTRIM25,67618,295-28.7%$2.6M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD10,42615,922+52.7%$2.3M2026-Q1
Vanguard Personalized Indexing Management, LLCADD9,05615,909+75.7%$2.3M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM24,96915,752-36.9%$2.3M2026-Q1
13 unique insiders with 27 transactions. Net insider value: -$1.9M ($0.00 bought, $1.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 21, 2026Mund Ronald ScottDirectorAWARD476——
May 21, 2026Bassey Ekpedeme MDirectorAWARD797——
May 21, 2026BEISER SCOTT LCO-CHAIRMANSELL6,265$150.26$941.4K
May 21, 2026ZUBER PAUL ANDREWDirectorAWARD797——
May 21, 2026SCHRIESHEIM ROBERT ADirectorAWARD1,129——
May 21, 2026Zucker Gillian BethDirectorAWARD996——
May 21, 2026BEISER SCOTT LCO-CHAIRMANCONVERT6,265——
May 21, 2026BEISER SCOTT LCO-CHAIRMANCONVERT6,265——
May 21, 2026Walker Cyrus D.DirectorAWARD996——
May 21, 2026SIEGERT PAUL ERICCO-CHAIRMANZ19,815——
May 21, 2026Adelson Scott JosephCEOAWARD13,952——
May 21, 2026ALLEY J LINDSEYChief Financial OfficerAWARD3,778——
May 21, 2026CRAIN CHRISTOPHER MGENERAL COUNSELZ3,197——
May 21, 2026SIEGERT PAUL ERICCO-CHAIRMANAWARD19,815——
May 21, 2026ALLEY J LINDSEYChief Financial OfficerZ7,100——
May 21, 2026CRAIN CHRISTOPHER MGENERAL COUNSELAWARD3,197——
May 21, 2026Adelson Scott JosephCEOZ17,274——
May 15, 2026ALLEY J LINDSEYChief Financial OfficerTAX W/H2,983$150.35$448.5K
May 15, 2026Adelson Scott JosephCEOTAX W/H11,093$150.35$1.7M
May 15, 2026SIEGERT PAUL ERICCO-CHAIRMANTAX W/H9,359$150.35$1.4M
May 15, 2026Carter Todd JDirectorTAX W/H13,707$150.35$2.1M
May 15, 2026GOLD IRWINCO-CHAIRMANTAX W/H4,619$150.35$694.5K
May 15, 2026BEISER SCOTT LCO-CHAIRMANTAX W/H6,497$150.35$976.8K
Apr 1, 2026CRAIN CHRISTOPHER MGENERAL COUNSELCONVERT500——
Apr 1, 2026CRAIN CHRISTOPHER MGENERAL COUNSELSELL500$143.40$71.7K
Apr 1, 2026CRAIN CHRISTOPHER MGENERAL COUNSELCONVERT500——
Feb 6, 2026SCHRIESHEIM ROBERT ADirectorSELL5,000$170.86$854.3K
∅

No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (50% buy). Based on 14 analysts: 1 strong buy, 6 buy, 6 hold, 0 sell, 1 strong sell.

Analyst Price Targets

$172.50 mean target +25.1% upside Strong Buy (2.60)
$155.00 Low $200.00 High
MetricValue
Current Price$137.89
Target Low$155.00
Target Mean$172.50
Target Median$169.00
Target High$200.00
# Analysts8
RecommendationStrong Buy (2.60)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.83 $1.58 $2.08 -14.5% -5.0% 3↑ 5↓ $0.6B 4.5% 9
Next Q
2026-09-30
 $2.02 $1.84 $2.20 10.0% +1.6% 2↑ 5↓ $0.7B 9.5% 9
Current FY
2027-03-31
 $8.21 $7.45 $8.91 8.6% -3.7% 2↑ 6↓ $2.9B 12.6% 10
Next FY
2028-03-31
 $9.44 $8.21 $10.72 15.0% -0.9% 2↑ 4↓ $3.3B 13.2% 9

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.830
7d ago$1.830
30d ago$1.927-0.097
60d ago$2.061-0.230
90d ago$2.087-0.257
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Apr 9, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Apr 1, 2026 Goldman Sachs MAINTAIN Buy Buy
Mar 12, 2026 UBS MAINTAIN Neutral Neutral
Mar 12, 2026 Goldman Sachs MAINTAIN Buy Buy
Jan 29, 2026 BMO Capital MAINTAIN Outperform Outperform
Jan 29, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Jan 8, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Jan 6, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Dec 17, 2025 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261660150%
May 1, 20261660150%
Apr 1, 20261660150%
Mar 1, 20261660150%
Feb 1, 20261660150%
Jan 1, 20261660150%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 13, 2026Michael McCaulRHOUSEBUY$15,001 - $50,000Houlihan Lokey IncMar 12, 2026 (28d)
∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 18, 2026
dark_pool
Dark Pool: HLI — 1.0M shares, 24,905 trades
Week starting 2026-05-18. Total ATS volume: 1,001,590 shares across 24,905 trades.
May 11, 2026
dark_pool
Dark Pool: HLI — 0.9M shares, 31,357 trades
Week starting 2026-05-11. Total ATS volume: 948,846 shares across 31,357 trades.
May 6, 2026
earnings_calendar
HLI Q4 2026 Earnings After Market Close — 2026-05-06
May 4, 2026
dark_pool
Dark Pool: HLI — 1.8M shares, 41,519 trades
Week starting 2026-05-04. Total ATS volume: 1,791,405 shares across 41,519 trades.
Apr 27, 2026
dark_pool
Dark Pool: HLI — 0.7M shares, 27,618 trades
Week starting 2026-04-27. Total ATS volume: 736,643 shares across 27,618 trades.
Apr 20, 2026
dark_pool
Dark Pool: HLI — 0.5M shares, 18,061 trades
Week starting 2026-04-20. Total ATS volume: 481,732 shares across 18,061 trades.
Apr 13, 2026
dark_pool
Dark Pool: HLI — 0.9M shares, 24,107 trades
Week starting 2026-04-13. Total ATS volume: 887,350 shares across 24,107 trades.
Apr 6, 2026
dark_pool
Dark Pool: HLI — 0.7M shares, 22,295 trades
Week starting 2026-04-06. Total ATS volume: 712,242 shares across 22,295 trades.
Mar 30, 2026
dark_pool
Dark Pool: HLI — 0.8M shares, 23,413 trades
Week starting 2026-03-30. Total ATS volume: 771,005 shares across 23,413 trades.
Mar 23, 2026
dark_pool
Dark Pool: HLI — 1.0M shares, 26,470 trades
Week starting 2026-03-23. Total ATS volume: 1,035,068 shares across 26,470 trades.
Mar 16, 2026
dark_pool
Dark Pool: HLI — 1.2M shares, 33,422 trades
Week starting 2026-03-16. Total ATS volume: 1,227,719 shares across 33,422 trades.
Mar 9, 2026
dark_pool
Dark Pool: HLI — 1.0M shares, 36,673 trades
Week starting 2026-03-09. Total ATS volume: 1,046,398 shares across 36,673 trades.
Mar 2, 2026
dark_pool
Dark Pool: HLI — 0.7M shares, 21,015 trades
Week starting 2026-03-02. Total ATS volume: 670,382 shares across 21,015 trades.
Feb 23, 2026
short_interest
FTD: HLI — 9,961 shares ($1.7M) failed to deliver
Settlement: 20260223, Price: $167.82, FTD Value: $1,671,655.02, HOULIHAN LOKEY INC CL A
Feb 23, 2026
dark_pool
Dark Pool: HLI — 1.2M shares, 25,467 trades
Week starting 2026-02-23. Total ATS volume: 1,219,588 shares across 25,467 trades.