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$140.16 +2.35 (+1.71%) At close · Jul 24
Market Cap
$9.68B
Shares
69.06M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$137.81 Open$137.60 Day$137.00–139.27 52W$130.72–210.28 Avg vol 30d790K Short int1.8M · 2.6% float · 1.7d Short vol53% Last earningsJul 29, 2026 DataJan 2020–Jul 2026 Filing10-K · May 22

Up next

Next earnings call
Jul 29, 2026 Scheduled · in 1 wks
FQ2-27 quarter ends
~Sep 30, 2026 Est
filed May 22, 2026

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Neutral Fundamentals Excellent Quant / Vol Moderate
Market backdrop VIX 18.6 · elevated Equity put/call 0.79
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −15%
below
Price vs 50-day avg −3%
below
RSI (14) 47
neutral
MACD trend Positive
52-week position 9%
near low
Momentum
relative strength
Very Weak
1-month return 0%
trailing
6-month return −18%
trailing
YTD return −21%
this year
Relative strength −24%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $141 › 200d $163 — 200d above 50d
Institutional flow Distributing
128 of 545 funds reported for Jun 30 · net -82.5K sh shares · +10 new
Insider flow Distributing
Net -$941.4K over 90 days · 100% sells
Short interest Falling
2.58% of float · ▼ -2.6% MoM · 1.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
545 holders — mid 3-yr range
Squeeze score 48
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 22.6
in line
Buyback $230.1M
remaining
Balance sheet $1.1B
net cash
Quant / Vol
risk profile
Moderate
Volatility 27%
annualized · 1-yr
Max drawdown −36%
past year
ATR 3.0%
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 Sep 30, 2025
Adjusted compensation expense ratio · the balance of the year Non-GAAP Maintained 61.5%

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

Technicals

trend & momentum for long-term holders Sell
2 · 3 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−15% Bearish
Price vs 50-day avg
−3% Neutral
RSI (14)
47 Neutral
MACD trend
Positive Bullish
52-week position
9% Bearish
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $141 › 200d $163 — 200d above 50d
Institutional flow Distributing
128 of 545 funds reported for Jun 30 · net -82.5K sh shares · +10 new
Insider flow Distributing
Net -$941.4K over 90 days · 100% sells
Short interest Falling
2.58% of float · ▼ -2.6% MoM · 1.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
545 holders — mid 3-yr range
Price context
position in its 52-week range
52-wk low $131 Now $138 · 9% 52-wk high $210
vs 200-day avg -15% vs 50-day avg -3%

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

Key metrics

the company's own KPIs, from its earnings releases, calls, and filings
Metric Latest Period YoY
Adjusted effective tax rate non-GAAP 23.7% Year Ended March 31, 2026
Adjusted compensation expenses non-GAAP $441M the third quarter ended December 31, 2025
Adjusted non-compensation expenses non-GAAP $94M the third quarter ended December 31, 2025

Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

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
$9.68B -20.6% +9.5% 22.6 2.6%
MS
Morgan Stanley
$338.30B +21.9% +5.5% 19.4 1.1%
GS
Goldman Sachs Group Inc
$313.07B +21.4% +8.9% 19.4 2.1%
SCHW
Schwab Charles Corp
$177.34B +2.0% -9.3% 20.3 1.3%
HOOD
Robinhood Markets, Inc.
$85.47B -10.2% +51.6% 46.1 4.2%

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 Reducing
Holders
541
% held
75.3%
Reported
128 of 545
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
471
View
Short & Settlement
Short Interest Falling
Shares short
1.8M
Days to cover
1.7d
Change
-48.4K sh
View
Short Volume
Short vol %
53%
As of
Jul 24, 2026
Short Total
View
Fails to Deliver
FTD shares
46
Value
$6.1K
As of
Jun 30, 2026
View
Off-Exchange
Off-exchange %
46.5%
Week of
Jun 29, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$941.4K
Buyers / Sellers
0 / 1
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)
$424.0M
EPS diluted
$6.22
View
Buybacks
Authorized
$500.0M
Remaining
$230.1M
Spent Remaining
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Jul 24, 2026
This year
7
View
Proposed Sales
Value
$941.4K
Shares
6.3K
Filed
May 21, 2026
View
Earnings & Events
Earnings Calls Upcoming
Next call
Jul 29, 2026
Last call
May 7, 2026
View
Investor Relations
Latest news
Houlihan Lokey Bolsters Equity Ca…
Published
Jul 9, 2026
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
HLI -3.8% -0.1% -18.1% +2.7% -20.6%
SPY -1.7% +0.7% +6.4% -1.2% +8.3%
vs SPY -2.2% -0.8% -24.4% +3.9% -28.8%

Capital returns

Latest dividend
$0.70 / share · ex Jun 1, 2026
Raised 16.7%
Paid (TTM)
$2.50 / share · 4 payouts
Dividend yield (TTM, derived)
1.81%
Buyback program · as of Mar 31, 2026
Authorized
$500.00M
Spent (derived)
$269.88M
Remaining
$230.12M
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) 119 filings 117 filers Visit website Investor relations