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HLI · Houlihan Lokey, Inc.

Track HLI — free
$128.58 +2.24 (+1.77%)
Market Cap
$9.02B
Shares
69.89M
Volume · Oct 1 412.37K Avg daily vol (3M) 903.65K

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$126.34 Open$126.37 Day$126.02–128.15 52W close$123.39–205.32 Avg vol 30d812K Short int2.6M · 3.7% float · 3.1d Short vol55% Last earningsJul 29, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 31

Up next

Next earnings call
Oct 29, 2026 Est · unconfirmed · in 4 wks
filed Jul 31, 2026
call held Jul 29, 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)
21.2
Trailing earnings · reciprocal yield 4.7%
FCF yield
5.4%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-1.9%
Year over year · fewer shares
Price change (1Y)
-38.5%
Trailing year
Short interest
3.7%
Latest settlement · 3.1 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Neutral Fundamentals Excellent Quant / Vol Moderate
Market backdrop VIX 16.3 · calm Equity put/call 0.53
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −16%
below
Price vs 50-day avg −4%
below
RSI (14) 39
neutral
MACD trend Negative
52-week position 4%
near low
Momentum
relative strength
Very Weak
1-month return −5%
trailing
6-month return −16%
trailing
YTD return −27%
this year
Relative strength −28%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $131 › 200d $150 — 200d above 50d
Institutional flow Distributing
-5% holders QoQ · +54 funds added
Insider flow Accumulating
Net +$360.4K over 90 days · 50% sells
Short interest Rising
3.70% of float · ▲ +2.0% MoM · 3.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
520 holders — mid 3-yr range
Squeeze score 58
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 21.7
in line
Buyback $180.0M
remaining
Balance sheet $791.0M
net cash
Quant / Vol
risk profile
Moderate
Volatility 30%
annualized · 1-yr
Max drawdown −40%
past year
ATR 3.3%
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%

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

Technicals

trend & momentum for long-term holders Sell
3 · 3 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−16% Bearish
Price vs 50-day avg
−4% Neutral
RSI (14)
39 Neutral
MACD trend
Negative Bearish
52-week position
4% Bearish
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $131 › 200d $150 — 200d above 50d
Institutional flow Distributing
-5% holders QoQ · +54 funds added
Insider flow Accumulating
Net +$360.4K over 90 days · 50% sells
Short interest Rising
3.70% of float · ▲ +2.0% MoM · 3.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
520 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $123 Now $126 · 4% Range high $205
vs 200-day avg -16% vs 50-day avg -4%

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
$9.02B -27.5% +9.5% 21.7 3.7%
MS
Morgan Stanley
$308.32B +5.9% +5.5% 15.9 0.9%
GS
Goldman Sachs Group Inc
$272.38B +2.4% +8.9% 14.4 2.4%
SCHW
Schwab Charles Corp
$171.26B -2.2% +22.0% 18.0 1.1%
HOOD
Robinhood Markets, Inc.
$107.35B -0.5% +51.6% 52.8 4.0%

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
520
% held
80.6%
Net QoQ
+1.4M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
461
View
Short & Settlement
Short Interest Rising
Shares short
2.6M
Days to cover
3.1d
Change
+49.5K sh
View
Short Volume
Short vol %
55%
As of
Sep 30, 2026
Short Total
View
Fails to Deliver
FTD shares
629
Value
$85.9K
As of
Sep 14, 2026
View
Off-Exchange
Off-exchange %
43.7%
Week of
Aug 24, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$360.4K
Buyers / Sellers
1 / 1
Buyers Sellers
View
Congressional Trades Buy
Member
Gilbert Cisneros
Amount
$1.0K–$15.0K
Traded
Aug 7, 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 22, 2026
This year
12
View
Proposed Sales
Value
$140.1K
Shares
1.0K
Filed
Sep 10, 2026
View
Earnings & Events
Earnings Calls
Last call
Jul 29, 2026
View
Investor Relations
Latest news
Houlihan Lokey Bolsters FinTech G…
Published
Sep 28, 2026
View

Performance

5D 20D 120D MTD YTD
HLI -2.8% -4.9% -15.8% -5.2% -27.5%
SPY -0.7% +0.1% +12.2% -0.6% +11.8%
vs SPY -2.1% -5.1% -28.0% -4.6% -39.3%

Capital returns

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) 11 filings 11 filers Visit website Investor relations