NYSE · Finance

HOULIHAN LOKEY INC HLI

Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructurings and liability management, and financial and valuation advisory services worldwide. The company operates in three segments: Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA).

Investment Managers

Company profile

Business mix

  • The company operates in three segments: Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA).
  • The CF segment offers general financial advisory services; and advises public and private institutions.
  • The FR segment advises debtors, creditors, and other parties-in-interest related to recapitalization/deleveraging transactions.
  • This segment also provides a range of advisory services, such as structuring, negotiation, and confirmation of plans of reorganization.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in capital markets?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 22.39 FCF 7.09% Buyback 0.33%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.5% $152.4M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $12.2M Estimated from net reduced shares
Net share change / base shares -7.4% -84,740 / 1,146,143
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -1.4% 13F value change +$25.8M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -0.6% 13F value change -$36.3M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -5.6% 13F value change -$43.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,146,143 Last 3 periods -84,740 (-7.4%) Total shares 1,061,403 Value $152.4M

Recent mentions

No public mentions.