Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
1255 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 53.03 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 75.95 | Oscillator | Neutral |
| Williams %R (14) | -26.18 | Oscillator | Neutral |
| MACD (12, 26, 9) | -0.00 (Hist 0.61) | Oscillator | Buy |
| Average Directional Index (14) | 14.24 (+DI 19.3 / -DI 17.7) | Trend | Neutral |
Current price $131.31
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Oct 9, 26 |
| EMA 20 | 129.38 | MA | Buy |
| SMA 20 | 128.35 | MA | Buy |
| EMA 50 | 130.72 | MA | Buy |
| SMA 50 | 130.37 | MA | Buy |
| SMA 200 | 145.78 | MA | Strong Sell |
| Citizens |
| upgrade |
| Market Perform |
| Market Outperform |
| Oct 8, 26 | Morgan Stanley | maintain | Overweight | Overweight |
| Oct 7, 26 | UBS | maintain | Neutral | Neutral |
| Aug 3, 26 | BMO Capital | maintain | Outperform | Outperform |
| Jul 30, 26 | UBS | maintain | Neutral | Neutral |
| Jul 30, 26 | Goldman Sachs | maintain | Buy | Buy |
| Jul 30, 26 | Morgan Stanley | maintain | Overweight | Overweight |
| Jul 30, 26 | Keefe, Bruyette & Woods | maintain | Outperform | Outperform |
| Jul 10, 26 | Keefe, Bruyette & Woods | maintain | Outperform | Outperform |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 8-K | Oct 5, 2026 | 2026-10-05 17:08:20 | View |
| 4 | Oct 2, 2026 | 2026-10-02 16:36:18 | View |
| 3 | Oct 2, 2026 | 2026-10-02 16:32:39 | View |
| 3 | Sep 25, 2026 | 2026-09-25 19:12:07 | View |
| 8-K | Sep 22, 2026 | 2026-09-22 17:15:14 | View |
| 4 | Sep 10, 2026 | 2026-09-10 16:56:47 | View |
| DEFA14A | Sep 8, 2026 | 2026-09-08 16:01:46 | View |
| 8-K | Sep 8, 2026 | 2026-09-08 16:01:17 | View |
| 8-K | Aug 13, 2026 | 2026-08-13 17:19:30 | View |
| 424B7 | Aug 13, 2026 | 2026-08-13 17:16:40 | View |
Proxy statement (DEF 14A) disclosures
FY2026 · 10-K disclosure
FY2026 · 10-K disclosure
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Oct 1, 26 | Reichert Thomas | director | A-Award | 925 | — |
TTM vs. 5-year historical average (annual ratios)
| Metric | HLI | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 21.6x | 22.6x · sector 20.4x | In line |
| Forward P/E (FY27E) | 18.9x | EPS est. 6.96 | In line |
| Price / Book | 3.9x | 4.2x | In line |
| Price / Sales | 3.6x | 3.6x | In line |
| EV / EBITDA | 15.0x | 13.9x | In line |
| Return on equity | 17.8% | — | Healthy |
| Gross margin | 50.8% | 50.4% | In line |
| Debt / Equity | 0.22 | 0.20 | Conservative |
| Piotroski / Altman Z | 4/9 | Z 5.98 | Safe zone |
| Oct 1, 26 |
| Reichert Thomas |
| 0 |
| — |
| Sep 16, 26 | Bhandari Prabha S | 0 | — |
| Sep 10, 26 | Crain Christopher M | officer: GENERAL COUNSEL | C-Conversion | 1,000 | — |
| Sep 10, 26 | Crain Christopher M | officer: GENERAL COUNSEL | S-Sale | 1,000 @ $140.15 | $140.2K |
| Sep 10, 26 | Crain Christopher M | officer: GENERAL COUNSEL | C-Conversion | 1,000 | — |
| Aug 3, 26 | Alley J Lindsey | officer: Chief Financial Officer | P-Purchase | 4,020 @ $124.52 | $500.6K |
| May 21, 26 | Siegert Paul Eric | officer: CO-CHAIRMAN | Z-Trust | 19,815 | — |
Discounted cash flow model
Stock news · updated daily
Houlihan Lokey remains a leading diversified financial advisory firm, with a strong franchise and tenured management team. HLI's Corporate Finance segment faces temporary headwinds, but record backlog and stable transaction activity suggest underlying demand remains resilient. Revenue per transaction is declining in Corporate Finance, while Financial Restructuring and Valuation Advisory offer meaningful diversification benefits.
Houlihan Lokey is uniquely positioned as a top-tier restructuring advisor amid a looming debt crisis, with a best-in-class track record in major bankruptcies. HLI's share price has lagged due to heavy exposure to mid-market M&A, but the market underestimates the counter-cyclical potential of its restructuring business. AI sector debt issuance has surged, creating significant restructuring opportunities; HLI's expertise and deal flow in technology position it to benefit from sector distress.
Houlihan Lokey (HLI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Brookfield (NYSE: BN - Get Free Report) and Houlihan Lokey (NYSE: HLI - Get Free Report) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, dividends, profitability, analyst recommendations, earnings, valuation and risk. Dividends Brookfield pays an annual dividend of $0.28 per
LOS ANGELES--(BUSINESS WIRE)--Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, today announced that it will release its second quarter results for the 2027 fiscal year on Wednesday, October 28, 2026, after the close of trading on the New York Stock Exchange. Houlihan Lokey will host a conference call at 5:00 p.m. (ET) that same day to review the results. On the call, Scott Adelson, Chief Executive Officer, and Lindsey Alley, Chief Financial Officer, will discuss the fiscal 2027 seco.
Argent Capital Management LLC trimmed its stake in shares of Houlihan Lokey, Inc. (NYSE: HLI) by 3.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 158,547 shares of the financial services provider's stock after selling 5,582 shares during the quarter. Argent
Houlihan Lokey, Inc. (NYSE: HLI), the global investment bank, announced today that Jane Ma has joined as a Managing Director in its Financial Services Group. Bas
NEW YORK--(BUSINESS WIRE)--Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Jane Ma has joined as a Managing Director in its Financial Services Group. Based in New York, Ms. Ma's coverage area primarily focuses on alternative asset managers, while also dedicating time to the wealth management services and asset/wealth technology sectors.Ms. Ma joins the firm after 16 years at Moelis & Company, where she most recently served as a Managing Director covering the.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Jul 29, 2026 | 1.64 | 1.35 | Miss -17.7% | $511.0M |
| May 6, 2026 | 1.79 | 1.63 | Miss -8.9% | $635.6M |
| Jan 28, 2026 | 1.85 | 1.94 | Beat 4.9% | $717.1M |
| Oct 30, 2025 | 1.68 | 1.84 | Beat 9.5% | $659.5M |
| Jul 29, 2025 | 1.68 | 2.14 | Beat 27.4% | $605.3M |
| May 7, 2025 | 1.62 | 1.96 | Beat 21.0% | $666.4M |