Director Cyrus D. Walker receives 996-share stock grant at Houlihan Lokey (NYSE: HLI)
Houlihan Lokey director Cyrus D. Walker received an equity grant of 996 shares of Class A common stock, recorded at $0.00 per share, indicating it was a grant rather than a purchase. Following this transaction, Walker directly owns 7,111 shares of Houlihan Lokey's Class A common stock. This insider trading activity was reported via a Form 4 SEC filing, providing transparency on his updated equity stake.
[Form 4] HOULIHAN LOKEY, INC. Insider Trading Activity
Houlihan Lokey director Paul Andrew Zuber reported an indirect acquisition of 797 shares of Class A common stock, described as a grant, award, or other acquisition, held through an LLC. Following this transaction, his indirect holdings total 7,005 shares of Class A common stock. The transaction price per share was $0.0000, indicating a grant rather than a purchase.
Houlihan Lokey (HLI) director receives 476-share stock grant in Form 4 filing
Houlihan Lokey (HLI) director Ronald Scott Mund received a grant of 476 shares of Class A common stock as equity compensation, as reported in a Form 4 filing. The grant was valued at $0.00 per share, increasing his direct holdings to 969 shares. This transaction was an award and not an open-market purchase.
Houlihan Lokey (HLI) director awarded 1,129 Class A shares as stock grant
Houlihan Lokey director Robert A. Schriesheim was awarded 1,129 Class A common stock shares as a grant, not an open-market purchase, at a price of $0.00 per share. This transaction, detailed in a Form 4 SEC filing, increased his direct holdings to 29,111 Class A shares. The grant is compensation-related and indicates no sales of shares by the director.
Houlihan Lokey (NYSE: HLI) co-chair sells 6,265 shares after Class B conversion
Houlihan Lokey's co-chairman, Scott L. Beiser, converted 6,265 shares of Class B common stock into Class A common stock and subsequently sold them for a weighted average price of $150.26 per share on May 21, 2026. Following these transactions, Beiser holds no direct Class A shares but retains an indirect pecuniary interest in 787,651 Class B shares through the HL Voting Trust. This transaction is categorized as neutral in its filing impact and sentiment.
Director at Houlihan Lokey (HLI) receives 797-share Class A stock grant
A director at Houlihan Lokey (HLI), Bassey Ekpedeme M, received a grant of 797 shares of Class A common stock at no cash price. This transaction, classified as a grant, award, or other acquisition, brings the director's direct holdings to 6,424 shares of Class A common stock. The details were reported in a Form 4 SEC filing on May 21, 2026.
Director receives 996-share stock grant at Houlihan Lokey (NYSE: HLI)
Gillian Beth Zucker, a director at Houlihan Lokey (NYSE: HLI), received a grant of 996 shares of Class A common stock at a price of $0.00 per share. This transaction, categorized as an award, increased her direct holdings to a total of 6,529 Class A common shares. The details of this insider activity were reported in a Form 4 filing with the SEC.
Houlihan Lokey (NYSE: HLI) co-chairman reports tax-withholding share disposition
Houlihan Lokey co-chairman Paul Eric Siegert reported a tax-withholding share disposition of 9,359 shares of Class B common stock, valued at $150.35 per share, to cover taxes upon the vesting of existing awards. Following this transaction, the HL Voting Trust indirectly holds 375,298 Class B shares. This event was a tax-withholding disposition and not an open-market sale, with the Class B shares convertible to Class A shares on a one-for-one basis.
Scott Beiser (HLI) reports tax-withholding share disposition via HL Voting Trust
Houlihan Lokey co-chairman Scott L. Beiser reported a tax-withholding share disposition of 6,497 Class B Common Stock shares through the HL Voting Trust. These shares, valued at $150.35 each, were withheld to cover taxes upon the vesting of awards under the 2016 Incentive Award Plan. After the transaction, Beiser indirectly holds 793,916 Class B shares, which are convertible to Class A shares on a one-for-one basis.
Houlihan Lokey (HLI) CFO has 2,983 shares withheld for taxes on vesting
Houlihan Lokey CFO Lindsey J. Alley reported a routine disposition of 2,983 Class B common shares to cover tax obligations arising from the vesting of existing equity awards under the 2016 Incentive Award Plan. The shares were valued at $150.35 each. Following this tax-withholding event, Alley indirectly maintains control over 67,372 Class B common shares through the HL Voting Trust, clarifying that this was not an open-market sale but a tax-related transaction.
Houlihan Lokey (HLI) general counsel reports 2,107-share tax withholding
Houlihan Lokey's General Counsel, Christopher M. Crain, reported a tax-related share disposition where 2,107 shares of Class B common stock, valued at $150.35 per share, were withheld to cover taxes on vested awards. This transaction was under the company's 2016 Incentive Award Plan, and the shares are indirectly held through the HL Voting Trust. Following this, Crain indirectly holds 49,131 Class B common shares.
13,707 Houlihan Lokey (NYSE: HLI) shares withheld for tax obligations
Houlihan Lokey director Todd J. Carter had 13,707 shares of Class B Common Stock withheld for tax obligations related to the vesting of existing awards. These shares were valued at $150.35 each, totaling $2.06 million. After this transaction, Carter's HL Voting Trust holds 76,198 Class B Common Stock shares, which are convertible to Class A shares on a one-for-one basis.
Number of shareholders of Houlihan Lokey, Inc. Class A – BX:HLI
This article provides details on the number of shareholders for Houlihan Lokey, Inc. Class A (BX:HLI). It seems to be a financial data page from TradingView, displaying basic overview information for the company. The specific shareholder numbers are not present in the provided text.
Houlihan Lokey Deepens Tech Advisory Role With GoPro Mandate And Hire
Houlihan Lokey has been appointed as GoPro's exclusive financial advisor for its strategic review, including a potential sale, signaling a deeper push into technology-focused advisory work. The firm has also hired Eric Crowley as a Managing Director in its Global Technology Group to enhance coverage of consumer technology and subscription software. This move aligns with Houlihan Lokey's strategy of sector diversification and talent recruitment, though investors will monitor how effectively these initiatives impact profitability and market share in the competitive advisory landscape.
HLI SEC Filings - Houlihan Lokey Inc 10-K, 10-Q, 8-K Forms
This article provides a compilation of recent SEC filings for Houlihan Lokey Inc. (HLI), including 8-K, 10-Q, and 144 forms, along with their Rhea-AI summaries and sentiment analysis. The filings detail common stock sales, changes in voting trust shareholdings, insider trading activities, and quarterly earnings reports. It also includes general information about HLI and an FAQ section about its SEC filings on StockTitan.
Kayne Anderson Rudnick reports 4.9% stake in Houlihan Lokey (HLI)
Kayne Anderson Rudnick Investment Management, LLC has reported a 4.9% beneficial ownership stake in Houlihan Lokey Inc. (HLI), totaling 2,642,309 shares as of March 31, 2026. This disclosure, made via an amended Schedule 13G/A filing, indicates passive institutional ownership, falling below the 5% threshold that would require a Schedule 13D filing. The report details the firm's sole voting power over 1,495,486 shares and sole dispositive power over 1,722,220 shares, with the filing signed by its Chief Compliance Officer on May 14, 2026.
(HLI) and the Role of Price-Sensitive Allocations
This article provides an AI-driven stock analysis for Houlihan Lokey Inc. Class A (NYSE: HLI), indicating a near-term neutral sentiment but suggesting a pause in mid and long-term weakness. It outlines specific institutional trading strategies including long, breakout, and short positions with defined entry points, targets, and stop losses. The analysis also covers multi-timeframe signal analysis, providing support and resistance levels.
GoPro Retains Investment Bank Houlihan Lokey to Pursue Strategic Alternatives
GoPro, Inc. (NASDAQ: GPRO) has announced it has retained Houlihan Lokey as its financial advisor to evaluate a potential sale and other strategic alternatives. This move follows unsolicited strategic inquiries and aims to maximize shareholder value, fully supported by GoPro's Board of Directors and management. The company has not set a timetable for the review and will not comment further until deemed appropriate.
Is Record FY Profits, EPS Miss And M&A Push Altering The Investment Case For Houlihan Lokey (HLI)?
Houlihan Lokey reported record full-year profits in fiscal 2026 despite a quarterly EPS miss, raising its dividend and emphasizing an active acquisition pipeline. The firm's diversified advisory model and balance sheet strength are key to its investment case, with future growth heavily tied to deal activity and strategic acquisitions. Investors should be aware of potential risks from rising expenses and concentrated exposure to U.S.-driven deal cycles.
Houlihan Lokey (HLI) Margins Hold Near 16% As Valuation Premium Tests Bullish Narratives
Houlihan Lokey (HLI) recently reported its FY 2026 results with US$2.6 billion in revenue and a trailing net margin of 16.3%, consistent with prior periods. While earnings growth of 6.5% over the past year outpaced the five-year average, the stock's valuation at 25.1x P/E is above its DCF fair value and peer average, creating a challenge for bullish narratives amidst stable but not increasing margins. Analysts forecast double-digit earnings and revenue growth, requiring future profitability improvements to justify the current premium.
Record FY 2026 revenue as Houlihan Lokey (NYSE: HLI) lifts dividend
Houlihan Lokey (NYSE: HLI) reported record fiscal year 2026 revenues of $2.62 billion, an increase from $2.39 billion in the prior year, with diluted EPS rising to $6.22 and adjusted diluted EPS to $7.56. While fourth-quarter results were softer due to a decline in Financial Restructuring revenue, the company's Board approved a 16.7% increase in the quarterly dividend to $0.70 per share. Houlihan Lokey ended the fiscal year with $1.36 billion in unrestricted cash, cash equivalents, and investment securities, demonstrating strong financial health despite market uncertainties.
Responsive Playbooks and the HLI Inflection
This article provides an in-depth analysis of Houlihan Lokey Inc. Class A (NYSE: HLI), highlighting a near-term weak sentiment that may signal a resumption of long-term weakness. It details an exceptional 40.1:1 risk-reward short setup targeting an 11.7% downside, along with AI-generated trading strategies for different risk profiles. The analysis includes position trading, momentum breakout, and risk hedging strategies, supported by multi-timeframe signal analysis.
This Boutique Investment Bank IPO Could Be the First of Many—Here’s Why
Lincoln International, a Chicago-based advisory firm, is preparing for an IPO in New York, aiming to be the first boutique investment bank to go public in the US since mid-2021. This move comes as global M&A activity surged to record highs in 2025, benefiting similar publicly traded advisory firms like Houlihan Lokey and Moelis. The bank anticipates continued growth in M&A advisory fees, driven by increasing private equity assets and the need for liquidity from sponsors.
Vanguard Capital Management boosts holding in Houlihan Lokey (HLI) to 5.20%
Vanguard Capital Management has increased its stake in Houlihan Lokey Inc. (HLI) to 5.20%, as reported in a recent SCHEDULE 13G SEC filing. This translates to beneficial ownership of 2,835,705 shares with sole dispositive power over all of them, and sole voting power for 416,373 shares. The filing, signed by Ashley Grim, indicates that this investment is for ordinary course of business and not intended to influence company control.
This Boutique Investment Bank IPO Could Be the First of Many—Here’s Why
Lincoln International, a Chicago-based advisory firm, is set to go public, making it the first boutique investment bank to do so in the US since mid-2021. This IPO is fueled by record-setting global M&A activity in 2025 and strong financial performance by Lincoln and other publicly traded boutique banks. The firm anticipates continued growth in M&A advisory fees, particularly from sponsor-led deals, due to swelling private equity assets.
Vanguard (HLI) reports 2.79M shares, 5.12% stake disclosed
Vanguard Portfolio Management has reported a beneficial ownership of 2,787,887 shares of Houlihan Lokey (HLI) common stock, which represents a 5.12% stake in the company. The filing indicates that Vanguard holds sole dispositive power over all these shares, though only sole voting power for 9,477 shares. This disclosure, made via a Schedule 13G filing, emphasizes Vanguard's investment purpose rather than an intent to influence company control.
Understanding the Setup: (HLI) and Scalable Risk
This article analyzes Houlihan Lokey Inc. Class A (NYSE: HLI), highlighting strong near and mid-term sentiment despite a weak long-term outlook. It identifies resistance testing and offers three AI-generated trading strategies—Long Position, Momentum Breakout, and Risk Hedging—along with specific risk-reward parameters. The analysis points to an exceptional 41.4:1 risk-reward short setup.
Houlihan Lokey Wins Special Committee Role In Complex BDC Review
Houlihan Lokey (NYSE:HLI) has been appointed financial advisor to the Special Committee of Investcorp Credit Management BDC, Inc., tasked with reviewing potential alternatives for the BDC's business. This assignment highlights Houlihan Lokey's expertise in complex corporate reviews, aligning with its strengths in M&A, restructuring, and capital solutions. While the direct financial impact is uncertain, the mandate reinforces the firm's credibility for high-stakes board-level advisory work.
The Technical Signals Behind (HLI) That Institutions Follow
This article analyzes Houlihan Lokey Inc. Class A (NYSE: HLI) using AI models to identify institutional trading signals. It highlights a strong near and mid-term sentiment, a mid-channel oscillation pattern, and an exceptional risk-reward setup targeting a 14.4% gain. The piece outlines distinct trading strategies for various risk profiles, including position, momentum breakout, and risk hedging, alongside multi-timeframe signal analysis.
Houlihan Lokey Inc. Class A (HLI) Stock Price | Live Quotes & Charts | NYSE
This page provides live quotes and charts for Houlihan Lokey Inc. Class A (HLI) stock on the NYSE. It displays current stock prices, daily changes, and notes that analyst ratings and earnings information are not currently available for HLI. The article also includes promotional material for trading alerts and tools.
Will Stronger M&A And Valuation Advisory Earnings Change Houlihan Lokey's (HLI) Risk-Reward Narrative?
Houlihan Lokey reported strong Q3 fiscal 2026 results, exceeding analyst expectations driven by M&A and valuation advisory growth. This performance sharpens the existing investment narrative, emphasizing the company's dependency on U.S. deal volumes, while a small insider sale and resale prospectus are deemed less significant. While the earnings beat supports confidence in its dealmaking, the stock's recent pullback highlights the investor sentiment sensitivity to the continued weakness in its restructuring business.
Houlihan Lokey general counsel sells $71,700 in stock By Investing.com
Christopher M. Crain, General Counsel of Houlihan Lokey (NYSE:HLI), sold 500 shares of Class A Common Stock for $71,700 on April 1, 2026. This transaction occurred while HLI's stock was trading near its 52-week low after a significant decline. Despite the stock sale, InvestingPro analysis suggests HLI is undervalued and boasts strong financial health, having raised its dividend for 11 consecutive years, and recently surpassed Q3 fiscal year 2026 earnings and revenue estimates.
Houlihan Lokey general counsel sells $71,700 in stock
Houlihan Lokey's General Counsel, Christopher M. Crain, sold 500 shares of Class A Common Stock for $71,700 on April 1, 2026. This transaction occurred while the stock, HLI, was trading near its 52-week low. Despite the sale, InvestingPro analysis suggests HLI is undervalued with strong financial health, having raised its dividend for 11 consecutive years.
Houlihan Lokey (HLI) counsel converts Class B then sells 500 Class A shares
Houlihan Lokey's General Counsel, Christopher M. Crain, converted 500 shares of Class B Common Stock to Class A and subsequently sold them at $143.40 per share on April 1, 2026. This transaction was pre-planned under a Rule 10b5-1 trading plan adopted in November 2024. Following the sale, Crain retains indirect control over 51,238 Class B shares through the HL Voting Trust, which are convertible to Class A shares.
Houlihan Lokey general counsel sells $71,700 in stock By Investing.com
Houlihan Lokey (NYSE:HLI) General Counsel Christopher M. Crain sold 500 shares of Class A Common Stock for $71,700 on April 1, 2026. This transaction occurred while HLI stock is trading near its 52-week low after a significant decline. Despite the sale, InvestingPro analysis indicates that HLI is undervalued and possesses strong financial health, having raised its dividend for 11 consecutive years.
Analysts Offer Insights on Financial Companies: Ally Financial (ALLY) and Houlihan Lokey (HLI)
Analysts have provided new ratings for Ally Financial (ALLY) and Houlihan Lokey (HLI) within the Financial sector. Barclays maintained a Hold rating on Ally Financial with a $54.00 price target, while Goldman Sachs maintained a Buy rating on Houlihan Lokey with a $184.00 price target. The article details analyst consensus across both stocks, suggesting a Strong Buy for Ally Financial and a Moderate Buy for Houlihan Lokey.
Houlihan Lokey (NYSE:HLI) - Stock Analysis
This Simply Wall St analysis provides a comprehensive overview of Houlihan Lokey (NYSE:HLI), an investment banking company, highlighting its current stock performance, valuation, and future growth prospects. The report notes the stock is currently undervalued by 33.1% based on analyst consensus, with earnings forecast to grow by 12.95% per year. It also details recent news, dividend information, insider transactions, and analyst coverage.
Analysts Offer Insights on Financial Companies: Ally Financial (ALLY) and Houlihan Lokey (HLI)
Barclays analyst Jason Goldberg maintained a Hold rating on Ally Financial with a price target of $54.00, while Goldman Sachs analyst James Yaro maintained a Buy rating on Houlihan Lokey with a $184.00 price target. The article highlights the current analyst consensus ratings and average price targets for both companies, noting a "Strong Buy" for Ally Financial and a "Moderate Buy" for Houlihan Lokey, indicating potential upside from current levels for both.
Precision Trading with Houlihan Lokey Inc. Class A (HLI) Risk Zones
This article provides a detailed analysis of Houlihan Lokey Inc. Class A (HLI) a few days ago, offering specific trading strategies for different risk profiles. It identifies neutral near-term sentiment with potential for moderate mid-term weakness and highlights elevated downside risk. The analysis includes AI-generated signals, support and resistance levels, and institutional-grade trading insights.
Vanguard disaggregates holdings; reports 0 shares in Houlihan Lokey (NYSE: HLI)
The Vanguard Group filed an Amendment No. 9 to a Schedule 13G/A, reporting 0 shares and 0% beneficial ownership in Houlihan Lokey Inc. (HLI). This change reflects an internal realignment effective January 12, 2026, where certain Vanguard subsidiaries will now report their beneficial ownership separately. The filing cites SEC Release No. 34-39538 as the basis for this disaggregation, meaning investors should look for separate filings from Vanguard's subsidiaries for actual holding details.
Houlihan Lokey stock hits 52-week low at 137.74 USD By Investing.com
Houlihan Lokey's stock recently hit a 52-week low of $137.74, a significant drop of 35% from its 52-week high, despite trading just above its lowest point. However, InvestingPro analysis suggests the stock might be undervalued, boasting a perfect Piotroski Score of 9 and a PEG ratio of 0.89, indicating strong financial health and potential opportunity for investors. This news follows their Q3 2026 earnings beat and a recent SEC filing for potential resale of Class A common stock.
hli-20240331
This Form 10-K filing for Houlihan Lokey, Inc. provides an annual report for the fiscal year ended March 31, 2024, detailing business operations, financial condition, and risk factors. Key areas include financial advisory services across Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory segments, along with information on competition, regulation, and capital structure. The report also highlights the company's dual-class stock structure and its status as a "controlled company" under NYSE rules.
Houlihan Lokey stock hits 52-week low at 137.74 USD By Investing.com
Houlihan Lokey's stock recently hit a new 52-week low at $137.74, a significant decline from its high of $211.78, despite the company exceeding analyst expectations for its Q3 fiscal year 2026 earnings. The stock is considered undervalued with a PEG ratio of 0.89 and a Piotroski Score of 9, suggesting potential opportunity for investors. The financial services firm reported an adjusted EPS of $1.94 and revenue of $717 million, both surpassing forecasts.
Technical Reactions to HLI Trends in Macro Strategies
This article provides a technical analysis of Houlihan Lokey Inc. (NYSE: HLI) based on AI models, indicating weak near and mid-term sentiment with a neutral long-term outlook. It presents specific institutional trading strategies (Position, Momentum Breakout, Risk Hedging) with entry, target, and stop-loss levels. The analysis emphasizes elevated downside risk due to a lack of strong long-term support signals.
A Look At Houlihan Lokey’s Valuation After Sector Jitters And Analyst Target Cuts
Houlihan Lokey (HLI) has seen its stock price decline due to weak US jobs data and concerns about tighter lending to private credit providers, despite strong long-term returns. The company is currently considered undervalued, with a fair value estimate significantly higher than its current trading price, based on assumptions of sustained revenue growth and effective cost control. However, future M&A volumes and compensation costs could challenge this optimistic outlook.
Is Houlihan Lokey’s (HLI) Legal Scrutiny Recasting Its Governance Risk In An Advisory-Driven Model?
Kaskela Law LLC has initiated an investigation into Houlihan Lokey (HLI) concerning potential securities law and fiduciary duty violations. This legal scrutiny introduces uncertainty about the firm's governance and risk controls, potentially impacting investor assessment of its advisory-focused business model. While not yet financially material, the investigation raises questions related to the company's high compensation levels and margin pressure.
Trading the Move, Not the Narrative: (HLI) Edition
This article provides an AI-driven analysis of Houlihan Lokey Inc. Class A (NYSE: HLI), highlighting weak near and mid-term sentiment but a neutral long-term outlook. It offers three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis emphasizes risk management and provides multi-timeframe signal analysis for effective decision-making.
Houlihan Lokey Resale Filing Highlights Acquisition Equity And Dilution Questions
Houlihan Lokey's recent SEC filing addresses the resale of new Class A shares related to acquisitions and performance milestones, clarifying how the company uses stock-based incentives. This move helps investors understand the potential for future dilution as these shares may enter the public float. The article discusses both the risks, such as incremental dilution and selling pressure, and the rewards, like cash preservation and team alignment, that come with this strategy.
Houlihan Lokey (NYSE: HLI) details resale of Class A shares from acquisitions
Houlihan Lokey, Inc. (HLI) filed a prospectus supplement detailing the potential resale of Class A common shares by former members of Waller Helms Advisors LLC and 7 Mile Advisors, LLC. These shares are issuable upon the conversion of Class B common stock, primarily relating to post-acquisition performance targets and convertible notes for the acquired entities. The filing also included a legal opinion from Latham & Watkins LLP concerning Delaware law issues for the Class A shares.
[424B7] HOULIHAN LOKEY, INC. Prospectus Filed Pursuant to Rule 424(b)(7)
Houlihan Lokey (HLI) has filed a prospectus supplement to register 32,421 Class A common shares for resale by existing selling stockholders, which were issued upon conversion of Class B shares from prior acquisitions. The company will not receive any proceeds from these resales. The filing also indicates potential future registration obligations for additional Class A shares valued up to $45.0 million and $12.3 million respectively, contingent on achieving certain post-closing performance targets.
