HLI Stock Overview

An investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services in the United States and internationally. More details

HLI fundamental analysis
Snowflake Score
Valuation	0/6
Future Growth	3/6
Past Performance	5/6
Financial Health	6/6
Dividends	4/6

Rewards

Earnings are forecast to grow 12.72% per year

Earnings grew by 42.6% over the past year

Risk Analysis

No risks detected for HLI from our risk checks.

Community vs My Fair Value

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Houlihan Lokey

AnalystConsensusTarget

Consensus Narrative from 6 Analysts

Waller Helms Acquisition And Private Capital Expansion To Drive Future Opportunities

Key Takeaways Expansion across geographies and industries is driving revenue growth, bolstered by strategic and private equity clients. Strength in restructuring and private capital financing suggests stable and growing earnings amid high interest rates.

View narrative

US$170.57

4.6% overvalued

10.93%

Revenue growth p.a.

7 days ago

View Houlihan Lokey Community

Houlihan Lokey, Inc. Competitors

Jefferies Financial Group

NYSE:JEF

US$11.1b

Stifel Financial

NYSE:SF

US$10.1b

Evercore

NYSE:EVR

US$9.5b

NasdaqGS:XP

US$9.6b

Price History & Performance

Summary of share price highs, lows and changes for Houlihan Lokey
Historical stock prices
Current Share Price	US$178.49
52 Week High	US$192.10
52 Week Low	US$127.14
Beta	0.83
1 Month Change	18.05%
3 Month Change	0.57%
1 Year Change	30.48%
3 Year Change	104.18%
5 Year Change	197.33%
Change since IPO	696.83%

Revisiting Houlihan Lokey's Successful Rotation And Thesis

May 13

Recent updates

Revisiting Houlihan Lokey's Successful Rotation And Thesis

May 13

Houlihan Lokey: We've Seen Plenty Of Upside, But I Say This One Is A 'Hold'

Oct 31

Triago Acquisition And Tactical Expansion Set To Fuel Revenue And Reshape The Corporate Finance Landscape

Aug 23 Acquisition of Triago and strategic hiring are set to expand Houlihan Lokey's market reach and operational efficiency across multiple segments.

Houlihan Lokey Q1 Earnings: Upgrading To Buy As I Gain Confidence On CY24 Recovery

Aug 05

Shareholder Returns

	HLI	US Capital Markets	US Market
7D	9.5%	7.3%	5.3%
1Y	30.5%	25.1%	11.5%

Return vs Industry: HLI exceeded the US Capital Markets industry which returned 25.3% over the past year.

Return vs Market: HLI exceeded the US Market which returned 11.6% over the past year.

Price Volatility

Is HLI's price volatile compared to industry and market?
HLI volatility
HLI Average Weekly Movement	5.8%
Capital Markets Industry Average Movement	5.6%
Market Average Movement	8.1%
10% most volatile stocks in US Market	16.7%
10% least volatile stocks in US Market	4.2%

Stable Share Price: HLI has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: HLI's weekly volatility (6%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1972	2,601	Scott Adelson	hl.com

Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services in the United States and internationally. It 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 on buy-side and sell-side transactions, leveraged loans, private mezzanine debt, high-yield debt, initial public offerings, follow-ons, convertibles, equity private placements, private equity, and liability management transactions, as well as financial sponsors on various transactions.

Houlihan Lokey, Inc. Fundamentals Summary

How do Houlihan Lokey's earnings and revenue compare to its market cap?
HLI fundamental statistics
Market cap	US$12.42b
Earnings (TTM)	US$399.71m
Revenue (TTM)	US$2.39b

31.2x

P/E Ratio

5.2x

P/S Ratio

Is HLI overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
HLI income statement (TTM)
Revenue	US$2.39b
Cost of Revenue	US$134.32m
Gross Profit	US$2.26b
Other Expenses	US$1.86b
Earnings	US$399.71m

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)	5.72
Gross Margin	94.38%
Net Profit Margin	16.73%
Debt/Equity Ratio	0%

How did HLI perform over the long term?

See historical performance and comparison

Dividends

1.3%

Current Dividend Yield

37%

Payout Ratio

Does HLI pay a reliable dividends?

See HLI dividend history and benchmarks

When do you need to buy HLI by to receive an upcoming dividend?
Houlihan Lokey dividend dates
Ex Dividend Date	Jun 02 2025
Dividend Pay Date	Jun 15 2025
Days until Ex dividend	18 days
Days until Dividend pay date	31 days

Does HLI pay a reliable dividends?

See HLI dividend history and benchmarks

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/13 12:03
End of Day Share Price	2025/05/13 00:00
Earnings	2025/03/31
Annual Earnings	2025/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Houlihan Lokey, Inc. is covered by 15 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Michael Needham	BofA Global Research
James Mitchell	Buckingham Research Group Inc.
Devin Ryan	Citizens JMP Securities, LLC

HLI Stock Overview

Rewards

Risk Analysis

Waller Helms Acquisition And Private Capital Expansion To Drive Future Opportunities

Houlihan Lokey, Inc. Competitors

NYSE:JEF

US$11.1b

NYSE:SF

US$10.1b

NYSE:EVR

US$9.5b

NasdaqGS:XP

US$9.6b

Price History & Performance

Recent News & Updates

Revisiting Houlihan Lokey's Successful Rotation And Thesis

Fourth quarter dividend of US$0.60 announced

Full year 2025 earnings: EPS in line with analyst expectations despite revenue beat

Houlihan Lokey, Inc. Declares Regular Quarterly Cash Dividend of Class A and Class B Common Stock, Payable on June 15, 2025

Houlihan Lokey, Inc. Appoints Andy Hull as Managing Director and Head of Midstream in Its Oil & Gas Group

Houlihan Lokey, Inc. to Report Q4, 2025 Results on May 07, 2025

Recent updates

Revisiting Houlihan Lokey's Successful Rotation And Thesis

Fourth quarter dividend of US$0.60 announced

Full year 2025 earnings: EPS in line with analyst expectations despite revenue beat

Houlihan Lokey, Inc. Declares Regular Quarterly Cash Dividend of Class A and Class B Common Stock, Payable on June 15, 2025

Houlihan Lokey, Inc. Appoints Andy Hull as Managing Director and Head of Midstream in Its Oil & Gas Group

Houlihan Lokey, Inc. to Report Q4, 2025 Results on May 07, 2025

Houlihan Lokey, Inc. Appoints Billy Goldstein as Managing Director in Its Technology Group

Price target decreased by 9.2% to US$171

Upcoming dividend of US$0.57 per share

Houlihan Lokey, Inc. Announces Appointment of Carle Felton as Managing Director in Its Capital Markets Group

Now 20% overvalued

Houlihan Lokey, Inc. Announces Angela Hu Joins as Managing Director in the Financial Sponsors Group

Third quarter dividend of US$0.57 announced

Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Bill Scheuerer Joins Houlihan Lokey, Inc. as Managing Director in Its Capital Markets Group

Houlihan Lokey, Inc. Appoints Riccardo Cazzoli Consumer Group as Managing Director

Houlihan Lokey, Inc. to Report Q3, 2025 Results on Jan 28, 2025

Co-Chairman & Chairman of the Board exercised options and sold US$953k worth of stock

Co-Chairman & Chairman of the Board exercised options and sold US$953k worth of stock

Upcoming dividend of US$0.57 per share

Houlihan Lokey, Inc. Appoints Brad Boggess as Managing Director in Its Capital Markets Group

MD & CFO exercised options and sold US$2.3m worth of stock

Houlihan Lokey, Inc. Appoints Nana Kyei as Managing Director

Second quarter dividend of US$0.57 announced

Houlihan Lokey, Inc. Declares Quarterly Cash Dividend, Payable on December 15, 2024

Second quarter 2025 earnings: EPS and revenues exceed analyst expectations

Houlihan Lokey, Inc. (NYSE:HLI) acquired Prytania Solutions Limited.

Houlihan Lokey: We've Seen Plenty Of Upside, But I Say This One Is A 'Hold'

Houlihan Lokey Appoints Clinton Miyazono as Managing Director in Its Capital Markets Group

Houlihan Lokey, Inc. to Report Q2, 2025 Results on Oct 30, 2024

High number of new directors

Houlihan Lokey, Inc. Appoints Joy Sioufi as Managing Director

Upcoming dividend of US$0.57 per share

Triago Acquisition And Tactical Expansion Set To Fuel Revenue And Reshape The Corporate Finance Landscape

Houlihan Lokey, Inc. Appoints Geoff Rhizor as Managing Director

Co-Chairman & Director exercised options and sold US$1.3m worth of stock

Houlihan Lokey, Inc. (NYSE:HLI) agreed to acquire Waller Helms Advisors for approximately $180 million.

Houlihan Lokey, Inc. Announces Andrew Atherton Joins Fintech Group as a Managing Director

First quarter dividend of US$0.57 announced

First quarter 2025 earnings: EPS exceeds analyst expectations

Houlihan Lokey, Inc. Declares Regular Quarterly Cash Dividend of Class A and Class B Common Stock, Payable on September 15, 2024

Houlihan Lokey: Out Too Early, But Still A Hold

Houlihan Lokey, Inc., Annual General Meeting, Sep 18, 2024

Houlihan Lokey, Inc. to Report Q1, 2025 Results on Jul 30, 2024

Co-Executive Chairman notifies of intention to sell stock

Houlihan Lokey, Inc. Appoints Kenny Kraft as Consumer, Food & Retail Group as Managing Director

Co-President notifies of intention to sell stock

Houlihan Lokey (NYSE:HLI) Is Increasing Its Dividend To $0.57

Upcoming dividend of US$0.57 per share

Houlihan Lokey, Inc. Appoints Vieri Betti Guaraldi as Managing Director in Its Capital Markets Group

Houlihan Lokey: Leader Of The Restructuring League Expected To Grow More

Fourth quarter dividend increased to US$0.57

Houlihan Lokey, Inc. Declares A Regular Quarterly Cash Dividend of Class A and Class B Common Stock, Payable on June 15, 2024

Full year 2024 earnings: EPS misses analyst expectations

Houlihan Lokey, Inc. Hires Scott Kirkby as Managing Director, European Financial Services and Technology Team

Houlihan Lokey, Inc. Appoints Erik Kistler as Managing Director

Houlihan Lokey, Inc. Announces Directorate Appointments

Houlihan Lokey, Inc. to Report Q4, 2024 Results on May 08, 2024