Houlihan Lokey, Inc. $HLI Stock Position Reduced by New York State Common Retirement Fund

New York State Common Retirement Fund decreased its stake in Houlihan Lokey, Inc. (NYSE:HLI) by 3.6% in the third quarter, Holdings Channel reports. The institutional investor owned 139,540 shares of the financial services provider’s stock after selling 5,249 shares during the quarter. New York State Common Retirement Fund’s holdings in Houlihan Lokey were worth $28,650,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of HLI. Resources Management Corp CT ADV raised its holdings in shares of Houlihan Lokey by 0.9% during the second quarter. Resources Management Corp CT ADV now owns 5,845 shares of the financial services provider’s stock worth $1,052,000 after acquiring an additional 55 shares in the last quarter. Sowell Financial Services LLC raised its stake in shares of Houlihan Lokey by 1.2% during the 3rd quarter. Sowell Financial Services LLC now owns 4,571 shares of the financial services provider’s stock worth $939,000 after purchasing an additional 55 shares in the last quarter. Legacy Wealth Asset Management LLC raised its stake in shares of Houlihan Lokey by 3.3% during the 2nd quarter. Legacy Wealth Asset Management LLC now owns 1,916 shares of the financial services provider’s stock worth $345,000 after purchasing an additional 61 shares in the last quarter. Farther Finance Advisors LLC lifted its holdings in shares of Houlihan Lokey by 16.5% during the 3rd quarter. Farther Finance Advisors LLC now owns 467 shares of the financial services provider’s stock valued at $96,000 after buying an additional 66 shares during the last quarter. Finally, ProShare Advisors LLC grew its stake in shares of Houlihan Lokey by 3.7% in the 2nd quarter. ProShare Advisors LLC now owns 2,385 shares of the financial services provider’s stock valued at $429,000 after buying an additional 84 shares in the last quarter. 78.07% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on HLI. UBS Group reaffirmed a “neutral” rating and set a $196.00 price objective on shares of Houlihan Lokey in a research report on Friday. BMO Capital Markets lifted their price objective on shares of Houlihan Lokey from $209.00 to $211.00 and gave the company an “outperform” rating in a research note on Thursday. Weiss Ratings cut shares of Houlihan Lokey from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, January 12th. Morgan Stanley cut their target price on Houlihan Lokey from $216.00 to $215.00 and set an “overweight” rating on the stock in a report on Tuesday, January 6th. Finally, Keefe, Bruyette & Woods decreased their price target on Houlihan Lokey from $218.00 to $214.00 and set an “outperform” rating for the company in a research note on Thursday. Four investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $209.17.

Insider Transactions at Houlihan Lokey

In other Houlihan Lokey news, General Counsel Christopher M. Crain sold 500 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $174.17, for a total value of $87,085.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 22.83% of the stock is owned by corporate insiders.

Houlihan Lokey News Roundup

Here are the key news stories impacting Houlihan Lokey this week:

• Positive Sentiment: Recent quarter beat consensus — Houlihan Lokey reported stronger-than-expected results for the quarter reported Jan. 28 (EPS $1.94 vs. $1.85 est; revenue $717.1M vs. $696.7M; revenue +13% y/y). That beat supports valuation and analyst estimate updates. Article Title
• Positive Sentiment: Corporate finance momentum and European expansion highlighted by management as drivers of the quarter, indicating growth in fee-based advisory across regions. This reinforces the beat and medium-term revenue upside. Article Title
• Positive Sentiment: BMO Capital Markets raised its price target to $211 with an “outperform” rating, signaling continued analyst conviction and ~25% upside vs. current levels. Article Title
• Positive Sentiment: Board declared a quarterly dividend of $0.60/share (annualized yield ~1.4%), which supports total-return investors and underscores cash generation.
• Neutral Sentiment: Keefe, Bruyette & Woods trimmed its target from $218 to $214 but kept an “outperform” rating — a modest technical revision rather than a negative rerating. Article Title
• Neutral Sentiment: Detailed transcripts and analyst notes (Seeking Alpha, Zacks) provide granular disclosure on segment performance and metrics; useful for modeling but not a discrete catalyst. Article Title Article Title
• Negative Sentiment: Despite the beats, the stock is down today — likely profit-taking after recent run-up (12‑month high ~$211.78) and some mixed analyst actions. Elevated intraday volume suggests short-term selling pressure.

Houlihan Lokey Stock Down 0.3%

HLI opened at $168.30 on Friday. Houlihan Lokey, Inc. has a 12-month low of $137.99 and a 12-month high of $211.78. The firm has a market capitalization of $11.79 billion, a P/E ratio of 25.85 and a beta of 0.95. The stock’s 50 day moving average price is $179.43 and its two-hundred day moving average price is $188.78.

Houlihan Lokey (NYSE:HLI) last announced its quarterly earnings data on Wednesday, January 28th. The financial services provider reported $1.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.85 by $0.09. Houlihan Lokey had a net margin of 16.91% and a return on equity of 24.46%. The business had revenue of $717.07 million for the quarter, compared to the consensus estimate of $696.72 million. During the same quarter last year, the company posted $1.64 earnings per share. Houlihan Lokey’s quarterly revenue was up 13.0% on a year-over-year basis. As a group, analysts anticipate that Houlihan Lokey, Inc. will post 5.98 earnings per share for the current year.

Houlihan Lokey Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Sunday, March 15th. Investors of record on Monday, March 2nd will be given a dividend of $0.60 per share. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $2.40 dividend on an annualized basis and a yield of 1.4%. Houlihan Lokey’s dividend payout ratio (DPR) is 36.87%.

About Houlihan Lokey

Houlihan Lokey, Inc is a global investment bank and financial services firm founded in 1972 and headquartered in Los Angeles, California. The company specializes in advisory services across a broad range of transaction types and financial matters. Since its founding, Houlihan Lokey has grown to serve corporations, financial sponsors, and government entities worldwide, providing expertise in complex and high-stakes engagements.

The firm’s core service offerings include mergers and acquisitions advisory, capital markets advisory, financial restructuring and distressed M&A, and valuation and fairness opinions.