houlihan lokey (nyse: hli) is a global investment bank with expertise in mergers and acquisitions, capital markets, valuation, financial restructuring, and strategic consulting. the firm serves corporations, institutions, and governments worldwide with offices in the united states, europe, and the asia-pacific region. independent advice and intellectual rigor are hallmarks of our commitment to client success across our advisory services. houlihan lokey is ranked as the no. 1 m&a advisor for u.s. transactions under $5 billion, the no. 1 m&a fairness opinion advisor for u.s. transactions over the past 10 years, and the no. 1 global restructuring advisor, according to thomson reuters. for more information, please visit www.hl.com.
Company profile
Ticker
HLI
Exchange
Website
CEO
Scott Beiser
Employees
Location
Fiscal year end
Industry (SIC)
Former names
HOULIHAN LOKEY HOWARD & ZUKIN INC
SEC CIK
Corporate docs
Subsidiaries
Houlihan Lokey Capital (Holdings) Limited • Houlihan Lokey Capital, Inc. • Houlihan Lokey Financial Advisors, Inc. • Houlihan Lokey (Europe) GmbH • Houlihan Lokey Corporation • Houlihan Lokey Advisors, LLC • Houlihan Lokey (UK Holdings) Limited ...
HLI stock data
Latest filings (excl ownership)
8-K
Houlihan Lokey Announces Senior Leadership Changes
4 Mar 24
10-Q
2024 Q2
Quarterly report
8 Feb 24
8-K
Houlihan Lokey Reports Third Quarter Fiscal 2024 Financial Results
2 Feb 24
8-K
Other Events
20 Dec 23
424B7
Prospectus with selling stockholder info
20 Dec 23
10-Q
2024 Q2
Quarterly report
8 Nov 23
8-K
Houlihan Lokey Reports Second Quarter Fiscal 2024 Financial Results
27 Oct 23
8-K
Amendments to Articles of Incorporation or Bylaws
22 Sep 23
S-3ASR
Automatic shelf registration
11 Aug 23
10-Q
2024 Q1
Quarterly report
3 Aug 23
Transcripts
HLI
Earnings call transcript
2024 Q3
1 Feb 24
HLI
Earnings call transcript
2024 Q2
26 Oct 23
HLI
Earnings call transcript
2024 Q1
27 Jul 23
HLI
Earnings call transcript
2023 Q4
9 May 23
HLI
Earnings call transcript
2023 Q3
31 Jan 23
HLI
Earnings call transcript
2023 Q2
28 Oct 22
HLI
Earnings call transcript
2023 Q1
28 Jul 22
HLI
Earnings call transcript
2022 Q4
13 May 22
HLI
Earnings call transcript
2022 Q3
8 Feb 22
HLI
Earnings call transcript
2022 Q2
29 Oct 21
Latest ownership filings
SC 13D/A
HL VOTING TRUST
3 Apr 24
4
CHRISTOPHER M CRAIN
1 Mar 24
144
Notice of proposed sale of securities
1 Mar 24
SC 13G/A
ALLIANCEBERNSTEIN L.P.
14 Feb 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
SC 13G/A
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13 Feb 24
SC 13G/A
EARNEST PARTNERS LLC
12 Feb 24
SC 13G/A
BlackRock Inc.
8 Jan 24
4
IRWIN GOLD
27 Dec 23
144
Notice of proposed sale of securities
27 Dec 23
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Mar 23 | Mar 22 | Mar 21 | Mar 20 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 494.30 mm | 494.30 mm | 494.30 mm | 494.30 mm | 494.30 mm | 494.30 mm |
Cash burn (monthly) | (no burn) | 823.08 k | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 5.68 mm | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 488.63 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 593.7 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 328 |
Opened positions | 52 |
Closed positions | 45 |
Increased positions | 124 |
Reduced positions | 98 |
13F shares | Current |
---|---|
Total value | 5.30 tn |
Total shares | 68.74 mm |
Total puts | 24.60 k |
Total calls | 66.50 k |
Total put/call ratio | 0.4 |
Largest owners | Shares | Value |
---|---|---|
HL Voting Trust | 19.13 mm | $1.78 bn |
Vanguard | 4.93 mm | $528.18 bn |
Earnest Partners | 3.12 mm | $334.56 bn |
BLK Blackrock | 3.05 mm | $326.34 bn |
Kayne Anderson Rudnick Investment Management | 2.76 mm | $295.67 bn |
Wellington Management | 2.72 mm | $291.76 bn |
Burgundy Asset Management | 1.67 mm | $178.68 bn |
Alliancebernstein | 1.61 mm | $172.65 bn |
FMR | 1.51 mm | $161.50 bn |
T. Rowe Price Investment Management | 1.36 mm | $144.92 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
1 Mar 24 | Crain Christopher M | CLASS A COMMON STOCK | Sell | Dispose S | No | Yes | 128.94 | 1,000 | 128.94 k | 0 |
1 Mar 24 | Crain Christopher M | CLASS A COMMON STOCK | Conversion | Acquire C | No | No | 0 | 1,000 | 0.00 | 1,000 |
1 Mar 24 | Crain Christopher M | CLASS B COMMON STOCK CLASS A COMMON STOCK | Conversion | Dispose C | No | No | 0 | 1,000 | 0.00 | 0 |
27 Dec 23 | Gold Irwin | CLASS A COMMON STOCK | Sell | Dispose S | No | No | 122.18 | 10,000 | 1.22 mm | 0 |
27 Dec 23 | Gold Irwin | CLASS A COMMON STOCK | Conversion | Acquire C | No | No | 0 | 10,000 | 0.00 | 10,000 |
27 Dec 23 | Gold Irwin | CLASS B COMMON STOCK CLASS A COMMON STOCK | Conversion | Dispose C | No | No | 0 | 10,000 | 0.00 | 0 |
19 Dec 23 | Crain Christopher M | CLASS A COMMON STOCK | Sell | Dispose S | No | No | 120.12 | 1,500 | 180.18 k | 0 |
19 Dec 23 | Crain Christopher M | CLASS A COMMON STOCK | Conversion | Acquire C | No | No | 0 | 1,500 | 0.00 | 1,500 |
19 Dec 23 | Crain Christopher M | CLASS B COMMON STOCK CLASS A COMMON STOCK | Conversion | Dispose C | No | No | 0 | 1,500 | 0.00 | 0 |
1 Dec 23 | Crain Christopher M | CLASS A COMMON STOCK | Sell | Dispose S | No | Yes | 107.17 | 1,000 | 107.17 k | 0 |
News
Expert Ratings For Houlihan Lokey
9 Apr 24
JMP Securities Reiterates Market Perform on Houlihan Lokey
9 Apr 24
Looking Into Houlihan Lokey's Recent Short Interest
22 Feb 24
Here's How Much You Would Have Made Owning Houlihan Lokey Stock In The Last 5 Years
21 Feb 24
$1000 Invested In This Stock 5 Years Ago Would Be Worth $2,900 Today
9 Feb 24
Press releases
Houlihan Lokey Announces Release Date for Fourth Quarter and Full Year Results for Fiscal Year 2024
23 Apr 24
Houlihan Lokey Further Expands Equity Private Placement Offering With Senior Hire
10 Apr 24
Houlihan Lokey Continues Expansion of Its Capital Markets Group With Senior Hire
8 Apr 24
Houlihan Lokey Continues Expansion of Private Funds Advisory Capabilities With Senior Hires for U.S. Primary Practice
4 Apr 24
Houlihan Lokey Continues to Strengthen Transaction Advisory Services With Seasoned Hire
1 Apr 24