Price-Driven Insight from (HLI) for Rule-Based Strategy
This article provides a price-driven analysis of Houlihan Lokey Inc. Class A (HLI) for rule-based trading strategies. It highlights divergent sentiment across various time horizons, suggesting choppy market conditions and elevated downside risk due to a lack of long-term support signals. The analysis includes AI-generated institutional trading strategies like Position Trading, Momentum Breakout, and Risk Hedging, along with multi-timeframe signal analysis for near, mid, and long-term outlooks.
This Insider Has Just Sold Shares In Houlihan Lokey
Robert Schriesheim, the Lead Independent Director at Houlihan Lokey, recently sold US$854k worth of shares at an average price of US$171, representing a 15% reduction in his total holding. While the sale was significant, it's not the largest seen, and the price being around current levels (US$166) offers some caution but isn't a major concern. Despite this insider selling, the company's earnings are growing, and insiders still retain a substantial 5.6% ownership (US$665m) in Houlihan Lokey.
Houlihan Lokey (HLI) director Schriesheim sells $854,300 in stock By Investing.com
Robert A. Schriesheim, a director at Houlihan Lokey, Inc. (NYSE:HLI), sold 5,000 shares of Class A Common Stock for $854,300 on February 6, 2026. Following this transaction, Schriesheim directly owns 27,982 shares. This sale comes despite the company reporting strong third-quarter earnings for fiscal year 2026, exceeding analyst expectations for both adjusted earnings per share and revenue.
Houlihan Lokey (HLI) director Schriesheim sells $854,300 in stock By Investing.com
Robert A. Schriesheim, a director at Houlihan Lokey, Inc. (HLI), sold 5,000 shares of Class A Common Stock for $854,300 on February 6, 2026. This transaction leaves him with 27,982 shares directly owned. The sale was reported to the SEC on February 10, 2026, following the company's Q3 fiscal year 2026 earnings beat, which saw EPS and revenue exceeding analyst expectations.
Houlihan Lokey (HLI) director Schriesheim sells $854,300 in stock By Investing.com
Robert A. Schriesheim, a director at Houlihan Lokey, Inc. (HLI), sold 5,000 shares of Class A Common Stock for $854,300 on February 6, 2026. Following this transaction, Schriesheim directly owns 27,982 shares. This insider sale comes shortly after Houlihan Lokey reported strong third-quarter earnings for fiscal year 2026, surpassing analyst expectations for both EPS and revenue, despite a subsequent dip in after-hours trading.
Analysts Are Updating Their Houlihan Lokey, Inc. (NYSE:HLI) Estimates After Its Third-Quarter Results
Houlihan Lokey (NYSE: HLI) recently released its third-quarter results, showing revenues roughly in line with analyst forecasts and statutory earnings per share beating expectations by 3.5%. Following these results, analysts have updated their estimates for 2027, projecting a 16% increase in revenue to US$3.06b and a 21% jump in EPS to US$7.77, with no major changes to the consensus price target of US$206. The company is expected to grow faster than the industry, with a forecast 12% annualized growth to the end of 2027.
(HLI) Price Dynamics and Execution-Aware Positioning
This article from Stock Traders Daily discusses the price dynamics and execution-aware positioning for Houlihan Lokey Inc. Class A (NYSE: HLI). It highlights weak near and mid-term sentiment potentially challenging a positive long-term outlook, with no clear price positioning signal and elevated downside risk. The analysis includes AI-generated trading strategies for different risk profiles (Position Trading, Momentum Breakout, and Risk Hedging) and multi-timeframe signal analysis indicating strong long-term support.
Houlihan Lokey Q3 Earnings Growth Outpaces History And Tests Premium P/E Narrative
Houlihan Lokey (HLI) reported strong Q3 2026 results with significant earnings growth, outpacing its historical five-year average. While the company demonstrates solid profitability and disciplined execution with net margins at 16.9%, the stock trades at a premium P/E compared to its industry and peers. Investors are weighing this premium against a slower projected earnings growth rate than the broader US market, despite a favorable DCF fair value and analyst price target.
Analysts Are Bullish on Top Financial Stocks: State Street (STT), Houlihan Lokey (HLI)
Analysts from Morgan Stanley have issued bullish ratings on State Street (STT), Houlihan Lokey (HLI), and MSCI (MSCI). State Street received a Buy rating with a $164.00 price target, Houlihan Lokey also got a Buy rating with a $205.00 price target, and MSCI was maintained at Buy with a $719.00 price target. The consensus for all three stocks is positive, with significant upside predicted from current levels.
Houlihan Lokey director Robert A. Schriesheim to step down after 2027 annual meeting
Houlihan Lokey (HLI) director Robert A. Schriesheim will not seek re-election when his current term ends at the company's 2027 Annual Meeting of Shareholders. He has served as a director since July 2015. This announcement follows strong Q3 fiscal year 2026 results for Houlihan Lokey, which surpassed analyst expectations in both adjusted EPS and revenue.
Houlihan Lokey Expands European Footprint As Growth And Valuation Converge
Houlihan Lokey is expanding its European operations by hiring Mark Ward as Managing Director to lead IT Services coverage and through acquisitions in European real estate and corporate finance. These strategic moves highlight the firm's organic and acquisitive growth strategy in key European markets, building on its strong multi-year return record. Investors are advised to monitor the integration of new teams and businesses, as well as the impact on European revenue and margins, given the firm's current valuation metrics.
Earnings Flash (HLI) Houlihan Lokey, Inc. Posts Q3 Adjusted EPS $1.94 per Share, vs. FactSet Est of $1.87
Houlihan Lokey, Inc. (HLI) reported its Q3 adjusted EPS of $1.94 per share, surpassing the FactSet consensus estimate of $1.87. The investment bank specializes in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory, operating through its Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory segments. The company has a current average target price of $206.38 from analysts.
A Look At Houlihan Lokey (HLI) Valuation After New Aerospace And Defence Hiring Move
Houlihan Lokey (HLI) recently appointed a new Managing Director to focus on European aerospace and defense transactions, drawing investor attention. While the company's shares have seen short-term declines, its 3-year total shareholder return remains strong at 96.8%. The stock is currently considered undervalued by one narrative, trading at $182.70 against a fair value of $210.86, but another perspective notes its P/E ratio is higher than the industry average, suggesting investors are already paying a premium.
(HLI) as a Liquidity Pulse for Institutional Tactics
Stock Traders Daily provides an AI-driven analysis of Houlihan Lokey Inc. Class A (NYSE: HLI), indicating strong sentiment across all time horizons and supporting an overweight bias. The analysis highlights an exceptional risk-reward setup, targeting an 8.4% gain against a 0.3% risk. It also outlines specific institutional trading strategies, including position trading, momentum breakout, and risk hedging, with detailed entry zones, targets, and stop losses.
Should Houlihan Lokey’s France-Focused Expansion Shape a Reassessment of Its European Strategy (HLI)?
Houlihan Lokey has recently expanded its European operations, particularly in France, by hiring Géraud Estrangin and acquiring two other firms. This move strengthens its corporate finance footprint in the region but also tilts the risk mix towards successful integration and talent retention, especially given the company's full valuation. The article suggests investors consider multiple perspectives and conduct further research before making investment decisions.
Houlihan Lokey : Expands Capital Solutions Into Real Estate With Mellum Capital Transaction
Houlihan Lokey, a global investment bank, has acquired the real estate capital advisory business of Mellum Capital to strengthen its capital solutions capabilities in Europe and deepen its real estate advisory offering worldwide. Mellum Capital's founding partners, Heinrich Hauss and Markus Reule, will join Houlihan Lokey as Managing Directors, leading the firm's European Real Estate Capital Advisory offering. This acquisition integrates Mellum Capital's 11 professionals into Houlihan Lokey's Capital Solutions Group, which now comprises over 190 professionals across 18 offices globally.
Houlihan Lokey Expands Industrials Group With Senior European Hire
Houlihan Lokey announced the expansion of its Industrials Group with the appointment of Géraud Estrangin as a Managing Director based in Paris. Mr. Estrangin will specialize in the aerospace and defence sector in Europe and will support France-related transactions, leveraging his nearly three decades of experience in investment banking. This strategic hire aims to enhance the firm's European capabilities and strengthen its position in the global Industrials market.
How Investors Are Reacting To Houlihan Lokey (HLI) Hiring Senior Paris A&D Banker For Europe
Houlihan Lokey (HLI) recently hired Géraud Estrangin as a Managing Director in Paris, specializing in European aerospace and defense. This move is seen as directionally positive for strengthening the company's advisory in the sector, although it introduces questions about managing high compensation and non-compensation costs. The article suggests this hire aligns with Houlihan Lokey's projected revenue and earnings growth, contributing to its fair value and future fee pools.
Houlihan Lokey Expands Industrials Group With Senior European Hire
Houlihan Lokey, a global investment bank, has expanded its Industrials Group with the appointment of Géraud Estrangin as a Managing Director based in Paris. Mr. Estrangin will focus on the aerospace and defence sectors in Europe and support France-related transactions, leveraging his nearly three decades of experience in investment banking, including co-founding Lincoln International in Paris. This strategic hire aims to strengthen Houlihan Lokey's advisory platform in Europe and enhance its capabilities in complex industrial transactions.
Houlihan Lokey Expands Industrials Group With Senior European Hire
Houlihan Lokey announced the appointment of Géraud Estrangin as a Managing Director in its Industrials Group, based in Paris. Mr. Estrangin will focus on aerospace and defense in Europe and support France-related transactions, bringing nearly three decades of investment banking experience. This strategic hire aims to strengthen the firm's European capabilities and solidify its position in global markets, particularly in aerospace, defense, and government sectors.
Houlihan Lokey Expands Industrials Group With Senior European Hire
Houlihan Lokey has appointed Géraud Estrangin as a Managing Director in its Industrials Group, based in Paris. Mr. Estrangin will focus on the aerospace and defense sector in Europe and support France-related transactions, leveraging his nearly three decades of experience, including co-founding Lincoln International's Paris office. This strategic hire aims to strengthen Houlihan Lokey's European capabilities and its global Aerospace, Defense & Government practice amid sustained deal activity.
(HLI) Risk Channels and Responsive Allocation
This article analyzes Houlihan Lokey Inc. Class A (NYSE: HLI), highlighting a near-term strong sentiment potentially leading to a long-term positive bias. It identifies a 33.6:1 risk-reward setup targeting a 9.7% gain and outlines three AI-generated trading strategies: Position Trading (LONG), Momentum Breakout (BREAKOUT), and Risk Hedging (SHORT), along with multi-timeframe signal analysis.
(HLI) Movement as an Input in Quant Signal Sets
This article provides an in-depth quantitative analysis of Houlihan Lokey Inc. Class A (NYSE: HLI) using AI models, offering institutional trading strategies for various risk profiles. It highlights a neutral sentiment in the near and mid-term, with a positive long-term bias, and details specific entry/exit zones, targets, and stop losses. The analysis also emphasizes an exceptional risk-reward setup, targeting a significant gain with minimal risk.
Houlihan Lokey amends and restates Class B voting trust
Houlihan Lokey has amended and restated its Class B voting trust. This action was taken to enhance the company's governance structure related to its Class B shares. The amendment aims to provide clarity and updated provisions for the trust's operation.
Houlihan Lokey amends voting trust agreement to update termination and voting rules
Houlihan Lokey (NYSE:HLI) has updated its voting trust agreement, replacing the 2015 version. The new agreement outlines revised conditions for termination and introduces new voting provisions, particularly concerning the conversion of Class B common stock to Class A. This amendment also broadens the circumstances under which employees can withdraw shares from the trust.
Voya Investment Management LLC Sells 7,726 Shares of Houlihan Lokey, Inc. $HLI
Voya Investment Management LLC significantly reduced its stake in Houlihan Lokey, Inc. (NYSE:HLI) by 54.7% in Q3, selling 7,726 shares and retaining 6,392 shares valued at $1.31 million. Other institutional investors showed mixed activity in HLI shares. Houlihan Lokey reported strong Q3 earnings, beating estimates with $1.84 EPS and $659.5M revenue, and analysts maintain a "Moderate Buy" consensus with an average price target of $207.43.
Houlihan Lokey amends voting trust agreement to update termination and voting rules
Houlihan Lokey, Inc. (NYSE:HLI) has announced an amended and restated voting trust agreement, updating the conditions for its termination and introducing new voting provisions. The changes address the trust's duration, voting procedures for excess shares after Class B conversions, and expanded circumstances for employee share withdrawals. This amendment follows strong financial performance and recent strategic developments for the financial advisory firm.
Houlihan Lokey (NYSE: HLI) revises voting trust on control and employee share rules
Houlihan Lokey, Inc. has amended and restated its voting trust agreement, originally established in 2015, which governs its Class B common stock. The revised agreement introduces new termination provisions, proportional voting rules for large trust holdings after Class B shares convert to Class A, and expanded share withdrawal rights for current and former employees. A Special Committee of disinterested directors unanimously approved these updates, aiming to refine the company's long-standing governance structure.
Responsive Playbooks and the HLI Inflection
This article discusses key findings for Houlihan Lokey Inc. (NYSE: HLI), highlighting weak near-term sentiment but strong long-term projections. It offers institutional trading strategies like Position Trading, Momentum Breakout, and Risk Hedging, alongside multi-timeframe signal analysis from AI models. The analysis identifies a strong 34.6:1 risk-reward setup, targeting a significant gain.
Thrivent Financial for Lutherans Decreases Position in Houlihan Lokey, Inc. $HLI
Thrivent Financial for Lutherans reduced its stake in Houlihan Lokey, Inc. by 17.7% in the second quarter, selling 87,399 shares and retaining 406,280 shares valued at $73.11 million. Despite this reduction, other institutional investors increased their positions in the financial services provider. Houlihan Lokey reported strong quarterly earnings, surpassing analyst expectations, and declared a quarterly dividend of $0.60 per share, while maintaining a "Moderate Buy" consensus rating from analysts.
Here's How Much $100 Invested In Houlihan Lokey 10 Years Ago Would Be Worth Today
Houlihan Lokey (NYSE: HLI) has significantly outperformed the market over the last 10 years, achieving an average annual return of 22.61%. A $100 investment in HLI stock made a decade ago would now be worth $761.94, demonstrating the substantial impact of compounded returns. The company currently holds a market capitalization of $12.57 billion.
Understanding the Setup: (HLI) and Scalable Risk
This article analyzes Houlihan Lokey Inc. Class A (NYSE: HLI), indicating near-term strong sentiment could lead to mid-term neutrality and a long-term positive bias. It identifies a mid-channel oscillation pattern and an exceptional 34.6:1 risk-reward setup, targeting a 9.9% gain against 0.3% risk. The piece outlines three AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored for different risk profiles and holding periods, alongside multi-timeframe signal analysis.
Houlihan Lokey (HLI): Evaluating Valuation After Analyst Upgrades and Strong Cash Flow Outlook
Houlihan Lokey (HLI) is gaining investor interest due to recent analyst upgrades, strong projected earnings growth, and healthy cash flow. While the stock has seen impressive long-term performance, analysts differ on its current valuation, with some suggesting it's undervalued at $210.86, while others caution about its high price-to-earnings ratio compared to industry averages. Investors are advised to consider the company's strategic expansion and M&A trends against potential risks like talent costs.
The Technical Signals Behind (HLI) That Institutions Follow
This article analyzes Houlihan Lokey Inc. Class A (NYSE: HLI) using AI models, revealing a positive near-term sentiment within a long-term strength context, despite a weak mid-term bias. It outlines three distinct trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels, and highlights an exceptional 35.7:1 risk-reward setup. The analysis also provides multi-timeframe signal data, including current support and resistance levels for various horizons.
A Fresh Look at Houlihan Lokey’s (HLI) Valuation Following Key European Leadership Hires
Houlihan Lokey (HLI) recently appointed Neil Price and Seran Ahmetrasit to senior European roles, signaling a strategic push for growth. Despite a 6.8% decline in its 1-year total shareholder return, the company has seen significant long-term gains, with 3-year and 5-year returns of 83% and 194% respectively. The article discusses whether HLI is undervalued, noting its current price is below the narrative-driven fair value of $210.86, but its P/E ratio appears high compared to industry averages.
$100 Invested In Houlihan Lokey 10 Years Ago Would Be Worth This Much Today
Houlihan Lokey (HLI) has significantly outperformed the market over the last decade, achieving an annualized return of 22.21%. An initial investment of $100 in HLI 10 years ago would now be worth $766.43, demonstrating the power of compounded returns. The company currently has a market capitalization of $12.14 billion.
What Houlihan Lokey (HLI)'s Strong Earnings and Global Expansion Moves Mean For Shareholders
Houlihan Lokey has demonstrated strong earnings and global expansion efforts, including executive hires, a dividend affirmation, and a share repurchase program. The company also launched a private credit analytics platform, indicating a commitment to deepening sector expertise and strengthening international operations. These strategic moves are expected to drive top-line growth and enhance its position in the evolving financial markets.
Technical Reactions to HLI Trends in Macro Strategies
This article analyzes the technical reactions of Houlihan Lokey Inc. Class A (NYSE: HLI) to macro strategies, highlighting a weak near and mid-term sentiment that could challenge a positive long-term outlook. It identifies an exceptional 37.1:1 risk-reward setup, targeting a 10.7% gain against a 0.3% risk. The analysis also provides AI-generated trading strategies tailored to different risk profiles.
Houlihan Lokey Expands Global Technology Group with Senior Hire
Houlihan Lokey announced that Craig Rogowski has joined its global Technology Group as a Managing Director, focusing on expanding the firm's efforts in the infrastructure software sector. Mr. Rogowski brings over two decades of experience, having advised on more than 75 M&A and corporate finance transactions for software companies. His hire aims to bolster the firm's leading technology investment banking capabilities, which ranked No. 1 globally for the third consecutive year in 2024.
HOULIHAN LOKEY Earnings Results: $HLI Reports Quarterly Earnings
HOULIHAN LOKEY (HLI) reported strong quarterly earnings, beating analyst estimates for both earnings per share and revenue. Insider trading data shows nine sales over the past six months with no purchases, while institutional investors have shown mixed activity, with some adding and others reducing their positions. Several Wall Street analysts have issued "Outperform" or "Overweight" ratings with a median price target of $211.5 for the stock.
If You Invested $100 In Houlihan Lokey Stock 10 Years Ago, You Would Have This Much Today
Houlihan Lokey (NYSE: HLI) has significantly outperformed the market over the last 10 years, achieving an average annual return of 24.35%. An initial investment of $100 in HLI stock a decade ago would now be worth $915.89, demonstrating the power of compounded returns. The company currently holds a market capitalization of $13.64 billion.
Trading the Move, Not the Narrative: (HLI) Edition
This article analyzes Houlihan Lokey Inc. Class A (NYSE: HLI) using AI models, suggesting choppy market conditions due to divergent sentiment across various time horizons. It provides specific trading strategies (Long, Breakout, Short) with entry, target, and stop-loss levels, and highlights a high risk-reward short setup. The analysis also includes multi-timeframe signal data for support and resistance levels.
Vanguard Personalized Indexing Management LLC Boosts Stock Position in Houlihan Lokey, Inc. $HLI - MarketBeat
Vanguard Personalized Indexing Management LLC increased its stake in Houlihan Lokey, Inc. by 18.7% in the second quarter, bringing its total holdings to 8,940 shares valued at $1.609 million. This comes amidst significant insider selling totaling nearly $8 million. Houlihan Lokey reported strong Q2 earnings of $2.14 per share, surpassing expectations, and declared a quarterly dividend of $0.60.
Here's How Much $1000 Invested In Houlihan Lokey 10 Years Ago Would Be Worth Today
Houlihan Lokey (NYSE: HLI) has significantly outperformed the market over the last decade, achieving an average annual return of 24.37%. An investment of $1000 in HLI stock ten years ago would now be worth $8,741.75, highlighting the substantial impact of compounded returns on investment growth. The company currently holds a market capitalization of $14.16 billion.
Xponential Fitness, Inc. Announces Divestiture of Lindora
Xponential Fitness, Inc. announced the completion of its divestiture of Lindora to Next Health Management Group, Inc., allowing Xponential to focus on its core fitness brands. This strategic move aims to enhance profitability and provides Lindora franchisees with an opportunity to join a leading health optimization organization. Terms of the transaction were not disclosed.
Anthony Basmajian Joins Houlihan Lokey as Managing Director
Anthony Basmajian has joined Houlihan Lokey's Business Services Group as a Managing Director to enhance its global IT services coverage. Basmajian brings eight years of experience from Harris Williams, where he led their IT services coverage practice. His appointment strengthens Houlihan Lokey's expertise in the evolving IT services sector, which is seeing rapid growth fueled by data and AI.
Exclusive | Houlihan Lokey Hires European Secondaries Head From UBS
Houlihan Lokey has appointed Sandro Galfetti, formerly of UBS, as a managing director in its Equity Capital Solutions Group to lead its European secondaries business. Based in Zurich, Galfetti will focus on advising private fund sponsors in the EMEA region on GP-led secondary transactions, a rapidly growing segment of the private-equity market. This strategic hire aims to enhance Houlihan Lokey's presence in the European private-equity landscape.
Houlihan Lokey Reports First Quarter Fiscal 2026 Financial Results
Houlihan Lokey, Inc. announced significant revenue and EPS growth for the first quarter of fiscal 2026, ending June 30, 2025. The company reported revenues of $605 million, a 17.7% increase year-over-year, and diluted EPS of $1.42, up from $1.30. This growth was driven by strong performances across its Corporate Finance, Financial Restructuring, and Financial & Valuation Advisory segments, leading to cautious optimism for the remainder of fiscal 2026.
Houlihan Lokey director Zucker sells $38,330 in stock By Investing.com
Gillian Beth Zucker, a director at Houlihan Lokey, Inc. (NYSE: HLI), sold 200 shares of Class A Common Stock for $38,330 on July 14, 2025. This transaction was part of a Rule 10b5-1 trading plan and occurred while the company's stock was trading near its 52-week high and showed a 36% return over the past year. Houlihan Lokey has also recently reported strong financial performance, exceeding Q4 analyst estimates and increasing its quarterly dividend.
Houlihan Lokey director Zucker sells $38,330 in stock By Investing.com
Gillian Beth Zucker, a director at Houlihan Lokey, Inc. (NYSE: HLI), sold 200 shares of the company's Class A Common Stock for $38,330 on July 14, 2025. This transaction, executed under a Rule 10b5-1 trading plan, leaves Zucker directly owning 5,533 shares. The sale occurred while the company is trading near its 52-week high, following a strong performance and robust financial health.
