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 Q4 regulatory disclosures by fund managers ($100M+ AUM)
150% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 40
36% more call options, than puts
Call options by funds: $6.51M | Put options by funds: $4.78M
12% more capital invested
Capital invested by funds: $8.25B [Q3] → $9.27B (+$1.02B) [Q4]
12% more funds holding
Funds holding: 446 [Q3] → 498 (+52) [Q4]
1.31% more ownership
Funds ownership: 98.04% [Q3] → 99.35% (+1.31%) [Q4]
4% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 164
0% more funds holding in top 10
Funds holding in top 10: 7 [Q3] → 7 (+0) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Wells Fargo Michael Brown 39% 1-year accuracy 29 / 75 met price target | 5%upside $170 | Overweight Maintained | 8 Apr 2025 |
Morgan Stanley Ryan Kenny 18% 1-year accuracy 4 / 22 met price target | 4%downside $156 | Overweight Maintained | 7 Apr 2025 |
Financial journalist opinion
Based on 3 articles about HLI published over the past 30 days
