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
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 6 analysts
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]
2% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 165
0% more funds holding in top 10
Funds holding in top 10: 7 [Q3] → 7 (+0) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$156
2%
upside
Avg. target
$186
22%
upside
High target
$230
50%
upside
6 analyst ratings
3 positive
50%
2 neutral
33%
1 negative
17%
Wells Fargo Michael Brown 40% 1-year accuracy 30 / 75 met price target | 11%upside $170 | Overweight Maintained | 8 Apr 2025 |
Morgan Stanley Ryan Kenny 9% 1-year accuracy 2 / 22 met price target | 2%upside $156 | Overweight Maintained | 7 Apr 2025 |
Morgan Stanley Manan Gosalia 48% 1-year accuracy 11 / 23 met price target | 31%upside $201 | Underweight Maintained | 29 Jan 2025 |
Keefe, Bruyette & Woods Aidan Hall 38% 1-year accuracy 6 / 16 met price target | 25%upside $192 | Market Perform Reiterated | 29 Jan 2025 |
UBS Brennan Hawken 50% 1-year accuracy 16 / 32 met price target | 50%upside $230 | Buy Maintained | 29 Jan 2025 |
Financial journalist opinion
Neutral
Business Wire
1 month ago
Houlihan Lokey Continues Expansion of Global Capital Markets Group
ATLANTA--(BUSINESS WIRE)--Carle Felton has joined Houlihan Lokey's Capital Markets Group as a Managing Director. He is based in Atlanta.
Positive
Zacks Investment Research
1 month ago
Looking for a Growth Stock? 3 Reasons Why Houlihan Lokey (HLI) is a Solid Choice
Houlihan Lokey (HLI) could produce exceptional returns because of its solid growth attributes.
Neutral
Business Wire
2 months ago
Houlihan Lokey Further Expands Financial Sponsors Coverage With Senior Hire in Asia
HONG KONG--(BUSINESS WIRE)--Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Angela Hu has joined the firm as a Managing Director in the Financial Sponsors Group, based in Hong Kong SAR. Ms. Hu brings more than 20 years of investment banking expertise, 16 of which have been spent in Hong Kong SAR, most recently leading financial sponsor coverage for Barclays in Greater China. “We are delighted to welcome Angela to the Houlihan Lokey team,” said Kevin Salmini, Ma.
Positive
Zacks Investment Research
2 months ago
3 Reasons Why Houlihan Lokey (HLI) Is a Great Growth Stock
Houlihan Lokey (HLI) possesses solid growth attributes, which could help it handily outperform the market.
Positive
Seeking Alpha
2 months ago
Houlihan Lokey: Strong Earnings, But A Pricey Stock
Houlihan Lokey has shown strong performance with a +250% return over five years, but its current valuation appears overly optimistic. Q3 results were robust, with a 24% revenue increase and a 34% rise in adjusted EPS, driven by all segments. Despite solid fundamentals, a high P/E ratio of 33.3x suggests the stock is overpriced, with limited upside and potential downside risks.
Neutral
The Motley Fool
2 months ago
Houlihan Lokey: Fiscal Q3 EPS Up 34.4%
Houlihan Lokey (HLI -2.31%), an independent financial advisory services firm, announced its fiscal 2025 third-quarter results after the close of trading on Jan. 28. The firm exceeded expectations with an adjusted EPS of $1.64, topping the $1.52 forecast and well above the prior-year period's $1.22.
Neutral
Seeking Alpha
2 months ago
Houlihan Lokey, Inc. (HLI) Q3 2025 Earnings Call Transcript
Houlihan Lokey, Inc. (NYSE:HLI ) Q3 2025 Results Earnings Conference Call January 28, 2025 5:00 PM ET Company Participants Christopher Crain - Investor Relations Scott Adelson - Chief Executive Officer Lindsey Alley - Chief Financial Officer Conference Call Participants Brennan Hawken - UBS James Yaro - Goldman Sachs Michael Brown - Wells Fargo Securities Kenneth Worthington - J.P. Morgan Devin Ryan - Citizens JMP Brendan O'Brien - Wolfe Research Ryan Kenny - Morgan Stanley Jim Mitchell - Seaport Global Securities Operator Good day, ladies and gentlemen.
Positive
Zacks Investment Research
2 months ago
Houlihan Lokey (HLI) Surpasses Q3 Earnings and Revenue Estimates
Houlihan Lokey (HLI) came out with quarterly earnings of $1.64 per share, beating the Zacks Consensus Estimate of $1.51 per share. This compares to earnings of $1.22 per share a year ago.
Neutral
Business Wire
2 months ago
Houlihan Lokey Reports Third Quarter Fiscal 2025 Financial Results
LOS ANGELES & NEW YORK--(BUSINESS WIRE)--Houlihan Lokey, Inc. (NYSE:HLI) (“Houlihan Lokey” or the “Company”) today reported financial results for its third quarter ended December 31, 2024. For the third quarter ended December 31, 2024, revenues were $634 million, compared with $511 million for the third quarter ended December 31, 2023. Net income was $95 million, or $1.39 per diluted share, for the third quarter ended December 31, 2024, compared with $71 million, or $1.04 per diluted share, for.
Neutral
Business Wire
2 months ago
Houlihan Lokey Strengthens Capital Markets Group With Veteran Hire
ATLANTA--(BUSINESS WIRE)--Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Bill Scheuerer has joined as a Managing Director in its Capital Markets Group. Based in New York, Mr. Scheuerer will support the firm's private capital financing efforts across all industry verticals. Mr. Scheuerer joins following eight years at Lazard, where he most recently was a Managing Director in its Capital Solutions Group, focused on advising private-equity-owned, family-owned, an.
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