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HLI · Houlihan Lokey, Inc.

Track HLI — free
Market Cap
$9.42B
Shares
69.89M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$135.39 Open$135.84 Day$134.77–137.46 52W close$123.39–209.19 Avg vol 30d893K Short int2.3M · 3.3% float · 2.4d Short vol74% Last earningsJul 29, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 31

Up next

Next earnings call
Oct 29, 2026 Est · unconfirmed · in 7 wks
filed Jul 31, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$2.52B
Trailing 12 months
Net income (TTM)
$405.70M
Trailing 12 months
Revenue growth YoY
-15.5%
Year over year
Operating margin
20.4%
Trailing 12 months
P / E (TTM)
23.0
Trailing earnings · reciprocal yield 4.3%
FCF yield
5.1%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
1.9%
Trailing 12 months
Shares change YoY
-1.9%
Year over year · fewer shares
Price change (1Y)
-30.6%
Trailing year
Short interest
3.3%
Latest settlement · 2.4 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Weak Sentiment Neutral Fundamentals Excellent Quant / Vol High
Market backdrop VIX 15.7 · calm Equity put/call 0.48
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −12%
below
Price vs 50-day avg +1%
above
RSI (14) 56
neutral
MACD trend Positive
52-week position 14%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Weak
1-month return +10%
trailing
6-month return −3%
trailing
YTD return −22%
this year
Relative strength −18%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $134 › 200d $154 — 200d above 50d
Institutional flow Distributing
-5% holders QoQ · +54 funds added
Insider flow Accumulating
Net +$500.6K over 90 days · 0% sells
Short interest Rising
3.32% of float · ▲ +5.9% MoM · 2.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
519 holders — mid 3-yr range
Squeeze score 54
elevated · 0–100
Fundamentals
Excellent
Revenue growth +10%
Y/Y
Gross margin 30%
expanding
EPS growth +7%
Y/Y
Free cash flow $681.8M
Valuation P/E 22.7
in line
Buyback $180.0M
remaining
Balance sheet $791.0M
net cash
Quant / Vol
risk profile
High
Volatility 30%
annualized · 1-yr
Max drawdown −41%
past year
ATR 3.2%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Jul 29, 2026
fiscal 2027
Adjusted compensation expense ratio Non-GAAP Initiated 61.5%
fiscal 2027 full year
Adjusted effective tax rate Non-GAAP Initiated 26% – 28%
Prior guidance period ended · from the Earnings Call filed May 12, 2021
Adjusted compensation expense ratio · fiscal 2022 60.5% – 61.5%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral
2 · 3 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−12% Bearish
Price vs 50-day avg
+1% Bullish
RSI (14)
56 Neutral
MACD trend
Positive Bullish
52-week position
14% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $134 › 200d $154 — 200d above 50d
Institutional flow Distributing
-5% holders QoQ · +54 funds added
Insider flow Accumulating
Net +$500.6K over 90 days · 0% sells
Short interest Rising
3.32% of float · ▲ +5.9% MoM · 2.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
519 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $123 Now $135 · 14% Range high $209
vs 200-day avg -12% vs 50-day avg +1%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Capital Markets — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
HLI
Houlihan Lokey, Inc.
this stock
$9.42B -22.3% +9.5% 22.7 3.3%
MS
Morgan Stanley
$338.20B +21.8% +5.5% 17.4 0.9%
GS
Goldman Sachs Group Inc
$298.31B +17.9% +8.9% 15.8 2.1%
SCHW
Schwab Charles Corp
$189.00B +7.0% +22.0% 19.9 1.0%
HOOD
Robinhood Markets, Inc.
$106.08B +3.7% +51.6% 52.2 3.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
519
% held
80.6%
Net QoQ
+1.4M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
471
View
Short & Settlement
Short Interest Rising
Shares short
2.3M
Days to cover
2.4d
Change
+129.3K sh
View
Short Volume
Short vol %
74%
As of
Sep 8, 2026
Short Total
View
Fails to Deliver
FTD shares
50
Value
$6.6K
As of
Aug 14, 2026
View
Off-Exchange
Off-exchange %
43.6%
Week of
Aug 3, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$500.6K
Buyers / Sellers
1 / 0
Buyers Sellers
View
Congressional Trades Buy
Member
Gilbert Cisneros
Amount
$1.0K–$15.0K
Traded
Mar 3, 2026
View
Financials
Financials
Revenue (FY)
$2.6B
Net income (FY)
$425.7M
EPS diluted
$6.22
View
Buybacks
Authorized
$500.0M
Remaining
$180.0M
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Sep 8, 2026
This year
11
View
Proposed Sales
Value
$941.4K
Shares
6.3K
Filed
May 21, 2026
View
Earnings & Events
Earnings Calls
Last call
Jul 29, 2026
View
Investor Relations
Latest news
Houlihan Lokey Hires Veteran Bank…
Published
Sep 8, 2026
View

Performance

5D 20D 120D MTD YTD
HLI +1.6% +9.7% -3.5% +1.6% -22.3%
SPY -0.1% -0.9% +14.2% -0.1% +12.3%
vs SPY +1.7% +10.6% -17.7% +1.7% -34.6%

Capital returns

Latest dividend
$0.70 / share · ex Sep 1, 2026
Raised 16.7%
Paid (TTM)
$2.60 / share · 4 payouts
Dividend yield (TTM, derived)
1.92%
Buyback program · as of Jun 30, 2026
Authorized
$500.00M
Spent (derived)
$320.00M
Remaining
$180.00M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1302215 CUSIP 441593100 13F (30d) 299 filings 283 filers Visit website Investor relations