Houlihan Lokey
About: Houlihan Lokey Inc is an investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, valuation, and strategic consulting. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, and the Asia-Pacific region. The company operates in three segments. In the Corporate Finance business segment, it provides M&A and capital markets advisory services. Through the Financial Restructuring business segment, the company advises on some of the complex restructurings around the world. Financial and Valuation Advisory Services business segment provides valuation and financial opinion, and financial and strategic consulting practices in the United States.
Employees: 2,601
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
376% more call options, than puts
Call options by funds: $7.12M | Put options by funds: $1.5M
45% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 38
5% more capital invested
Capital invested by funds: $6.82B [Q1] → $7.19B (+$370M) [Q2]
4% more funds holding
Funds holding: 395 [Q1] → 412 (+17) [Q2]
0.64% less ownership
Funds ownership: 102.17% [Q1] → 101.53% (-0.64%) [Q2]
15% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 158
20% less funds holding in top 10
Funds holding in top 10: 5 [Q1] → 4 (-1) [Q2]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
UBS Brennan Hawken 68% 1-year accuracy 25 / 37 met price target | 11%upside $190 | Buy Maintained | 8 Oct 2024 |
Morgan Stanley Manan Gosalia 92% 1-year accuracy 11 / 12 met price target | 5%downside $163 | Equal-Weight Maintained | 23 Sept 2024 |
Morgan Stanley Manan Gosalia 92% 1-year accuracy 11 / 12 met price target | 14%downside $146 | Equal-Weight Maintained | 18 Sept 2024 |
Wells Fargo Michael Brown 90% 1-year accuracy 18 / 20 met price target | 13%downside $149 | Underweight Initiated | 12 Sept 2024 |
JP Morgan Kenneth Worthington 69% 1-year accuracy 22 / 32 met price target | 24%downside $129 | Neutral Maintained | 31 Jul 2024 |
