HLI

HOULIHAN LOKEY, INC.

NYSE · Investment Advice · CIK 0001302215
$151.63 +0.05% $10.6B
Vol
Market Cap$10.6B
Cap SizeLarge Cap
Analyst ConsensusBuy (50%)
Inst. Holders8 funds
Inst. Value$1.6B
Inst. Activity1 buys / 2 sells
Insider Activity0B / 3S
Insider Net $-$1.9M
Congressional1 trades
Exchange NYSE·Sector Investment Advice·CIK 0001302215·Prev Close $151.55

Recent Activity

May 21, 2026 Insider
Mund Ronald Scott sold 476 shares
Director @ $0.00 ($0.00)
May 21, 2026 Insider
Bassey Ekpedeme M sold 797 shares
Director @ $0.00 ($0.00)
May 21, 2026 Insider
BEISER SCOTT L sold 6,265 shares
CO-CHAIRMAN @ $150.26 ($941.4K)
Inst.
NORGES BANK — NEW
662,940 shares ($115.5M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — NEAR_EXIT
7,100 shares ($1.2M)
May 6, 2026 earnings_calendar
HLI Q4 2026 Earnings After Market Close — 2026-05-06
Feb 13, 2026 Congress
Michael McCaul buy
$15,001 - $50,000 — House

Price Targets

$172.50 +13.8% upside Buy
Current $151.63 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
VANGUARD GROUP INC$915.7M
FMR LLC$196.0M
BANK OF AMERICA CORP$166.1M
NORGES BANK$115.5MNEW
MORGAN STANLEY$95.9M

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
8 institutional holders with $1.6B total value (9,372,631 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, BANK. Net selling activity: 2 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC5,256,736$915.7M56.1%
2FMR LLC1,125,462$196.0M12.0%
3BANK OF AMERICA CORP /DE/953,840$166.1M10.2%
4NORGES BANK662,940$115.5M7.1%NEW
5MORGAN STANLEY550,308$95.9M5.9%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC422,344$73.6M4.5%TRIM -29.2%
7WELLS FARGO & COMPANY/MN393,901$68.6M4.2%
8RENAISSANCE TECHNOLOGIES LLC7,100$1.2M0.1%NEAR_EXIT -95.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW662,940$115.5M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT162,7007,100-95.6%$1.2M2025-Q4
TWO SIGMA INVESTMENTS, LPEXIT5,4740-100.0%$0.002025-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCTRIM589,739417,543-29.2%$85.7M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM236,100162,700-31.1%$33.4M2025-Q3
TWO SIGMA INVESTMENTS, LPNEAR_EXIT71,3075,474-92.3%$1.1M2025-Q3
NORGES BANKEXIT704,2140-100.0%$0.002025-Q3
NORGES BANKNEW704,214$126.7M2025-Q2
RENAISSANCE TECHNOLOGIES LLCADD150,700236,100+56.7%$42.5M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED19,55471,307+264.7%$12.8M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED37,000150,700+307.3%$24.3M2025-Q1
CITADEL ADVISORS LLCTRIM258,797117,294-54.7%$18.9M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED3,24919,554+501.8%$3.2M2025-Q1
NORGES BANKEXIT656,7230-100.0%$0.002025-Q1
UBS Group AGADD185,377238,966+28.9%$41.5M2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM56,90037,000-35.0%$6.4M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW601,025$95.0M2024-Q3
13 unique insiders with 3 transactions. Net insider value: -$1.9M ($0.00 bought, $1.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 21, 2026Mund Ronald ScottDirectorA476$0.00$0.00
May 21, 2026Bassey Ekpedeme MDirectorA797$0.00$0.00
May 21, 2026BEISER SCOTT LCO-CHAIRMANSELL6,265$150.26$941.4K
May 21, 2026ZUBER PAUL ANDREWDirectorA797$0.00$0.00
May 21, 2026SCHRIESHEIM ROBERT ADirectorA1,129$0.00$0.00
May 21, 2026Zucker Gillian BethDirectorA996$0.00$0.00
May 21, 2026BEISER SCOTT LCO-CHAIRMANC6,265$0.00$0.00
May 21, 2026BEISER SCOTT LCO-CHAIRMANC6,265$0.00$0.00
May 21, 2026Walker Cyrus D.DirectorA996$0.00$0.00
May 21, 2026SIEGERT PAUL ERICCO-CHAIRMANZ19,815$0.00$0.00
May 21, 2026Adelson Scott JosephCEOA13,952$0.00$0.00
May 21, 2026ALLEY J LINDSEYChief Financial OfficerA3,778$0.00$0.00
May 21, 2026CRAIN CHRISTOPHER MGENERAL COUNSELZ3,197$0.00$0.00
May 21, 2026SIEGERT PAUL ERICCO-CHAIRMANA19,815$0.00$0.00
May 21, 2026ALLEY J LINDSEYChief Financial OfficerZ7,100$0.00$0.00
May 21, 2026CRAIN CHRISTOPHER MGENERAL COUNSELA3,197$0.00$0.00
May 21, 2026Adelson Scott JosephCEOZ17,274$0.00$0.00
May 15, 2026ALLEY J LINDSEYChief Financial OfficerF2,983$150.35$448.5K
May 15, 2026Adelson Scott JosephCEOF11,093$150.35$1.7M
May 15, 2026SIEGERT PAUL ERICCO-CHAIRMANF9,359$150.35$1.4M
May 15, 2026Carter Todd JDirectorF13,707$150.35$2.1M
May 15, 2026GOLD IRWINCO-CHAIRMANF4,619$150.35$694.5K
May 15, 2026BEISER SCOTT LCO-CHAIRMANF6,497$150.35$976.8K
Apr 1, 2026CRAIN CHRISTOPHER MGENERAL COUNSELC500$0.00$0.00
Apr 1, 2026CRAIN CHRISTOPHER MGENERAL COUNSELSELL500$143.40$71.7K
Apr 1, 2026CRAIN CHRISTOPHER MGENERAL COUNSELC500$0.00$0.00
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 +13.8% upside Buy (2.60)
$155.00 Low $200.00 High
MetricValue
Current Price$151.63
Target Low$155.00
Target Mean$172.50
Target Median$169.00
Target High$200.00
# Analysts8
RecommendationBuy (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% 0↑ 9↓ $2.9B 12.6% 10
Next FY
2028-03-31
$9.44 $8.21 $10.72 15.0% -0.9% 0↑ 7↓ $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
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 6, 2026
earnings_calendar
HLI Q4 2026 Earnings After Market Close — 2026-05-06
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
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.
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 16, 2026
dark_pool
Dark Pool: HLI — 0.7M shares, 14,877 trades
Week starting 2026-02-16. Total ATS volume: 729,477 shares across 14,877 trades.
Feb 13, 2026
short_interest
FTD: HLI — 29,258 shares ($4.9M) failed to deliver
Settlement: 20260213, Price: $165.81, FTD Value: $4,851,268.98, HOULIHAN LOKEY INC CL A
Feb 9, 2026
dark_pool
Dark Pool: HLI — 0.9M shares, 20,485 trades
Week starting 2026-02-09. Total ATS volume: 877,534 shares across 20,485 trades.