Is Houlihan Lokey, Inc. (HLI) a Buy, Sell, or Hold?
NYSE : HLI
Houlihan Lokey, Inc. — Institutional Ownership
$137.56 USD
-$1.81 (-1.3%)
- Volume
- 447.74K
- Average Volume
- 767K
- Market Capitalization
- $9.5B
- P/E Ratio
- 21.53
- Dividend Yield
- 1.82%
- Price Target
- $187.00
- Year High
- $211.78
- Year Low
- $130.72
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.41
- Current Ratio
- $1.53
Institutional Ownership Summary
Institutional Ownership %
4.59%
Investors Holding
92
change: -456 | last: 548
Increased Positions
36
change: -227 | last: 263
Reduced Positions
30
change: -183 | last: 213
New Positions
7
change: -65 | last: 72
Sold Positions
459
change: 353 | last: 106
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: -25.6917 | last: 0.2569
Total Invested
260.63M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-05-14 | Kayne Anderson Rudnick Investment Management, LLC | 2.64M | 4.90% |
| 2026-04-30 | Vanguard Capital Management | 2.84M | 5.20% |
| 2026-04-29 | Vanguard Portfolio Management | 2.79M | 5.12% |
| 2026-03-27 | The Vanguard Group | - | 0.00% |
| 2026-01-02 | A&R Voting Trust | 15.8M | 22.50% |
| 2026-01-02 | Irwin Gold | 15.8M | 22.50% |
| 2026-01-02 | Scott L Beiser | 15.8M | 22.50% |
| 2026-01-02 | Scott Joseph Adelson | 15.8M | 22.50% |
| 2025-08-28 | Irwin Gold | 16.21M | 22.90% |
| 2025-08-28 | Scott L Beiser | 16.21M | 22.90% |
| 2025-08-28 | Scott Joseph Adelson | 16.21M | 22.90% |
| 2025-08-28 | HL Voting Trust | 16.21M | 22.90% |
| 2025-05-15 | EARNEST PARTNERS LLC | 2.65M | 4.90% |
| 2025-04-17 | BlackRock, Inc. | 4.8M | 8.90% |
| 2023-02-14 | 13-4064930 | 2.85M | 5.70% |
| 2023-01-25 | (1) BlackRock, Inc. | 4.5M | 9.00% |
| 2022-04-22 | Irwin N. Gold | 18.69M | 27.30% |
| 2022-04-22 | Scott L. Beiser | 18.69M | 27.30% |
| 2022-04-22 | HL Voting Trust | 18.69M | 27.30% |
| 2022-02-10 | The Vanguard Group - 23-1945930 | 5.13M | 10.06% |
| 2022-02-03 | (1) BlackRock, Inc. | 3.89M | 7.60% |
| 2020-05-26 | Scott L. Beiser | 18.52M | 27.09% |
| 2020-05-26 | HL Voting Trust | 18.52M | 27.09% |
| 2020-05-26 | Irwin N. Gold | 18.52M | 27.09% |
| 2019-02-13 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 | 1.95M | 5.61% |
| 2018-02-15 | ALLIANZ GLOBAL INVESTORS U.S. HOLDINGS LLC | 664.39K | 2.50% |
| 2018-02-15 | ALLIANZ GLOBAL INVESTORS U.S. LLC | 654.73K | 2.50% |
| 2018-02-14 | 2) | 1.4M | 5.28% |
| 2018-02-13 | 13-4064930 | 893.43K | 3.40% |
| 2018-02-13 | # 02-0712418. | 1.53M | 1.00% |
| 2017-08-04 | ORIX HLHZ Holding LLC | 45.07M | 67.30% |
| 2017-08-04 | ORIX Corporation | 45.07M | 67.30% |
| 2017-06-02 | ORIX Corporation | 43.98M | 66.60% |
| 2017-06-02 | ORIX HLHZ Holding LLC | 43.98M | 66.60% |
| 2017-04-07 | 2. | 1.24M | 5.95% |
| 2017-03-17 | ORIX Corporation | 50.89M | 69.80% |
| 2017-03-17 | ORIX HLHZ Holding LLC | 50.89M | 69.80% |
| 2017-02-16 | 10. | 776.16K | 3.60% |
| 2017-02-16 | 10. | 655.93K | 3.10% |
| 2017-02-16 | 10. | 643.64K | 3.00% |
| 2017-02-16 | 10. | 950.72K | 4.40% |
| 2017-02-16 | 10. | 700.39K | 3.30% |
| 2017-02-16 | 10. | 991.12K | 4.50% |
| 2017-02-16 | 10. | 929.1K | 4.30% |
| 2017-02-14 | # 02-0712418. | 1.04M | 1.00% |
| 2017-02-14 | ALLIANZ GLOBAL INVESTORS U.S. HOLDINGS LLC | 636K | 5.00% |
| 2017-02-14 | NFJ INVESTMENT GROUP LLC | 636K | 5.00% |
| 2017-02-14 | 10. | 729.77K | 5.40% |
| 2017-02-14 | 10. | 991.08K | 7.20% |
| 2017-02-14 | 10. | 728.48K | 5.40% |
| 2017-02-14 | 10. | 867.87K | 6.30% |
| 2017-02-14 | 10. | 991.93K | 7.20% |
| 2017-02-14 | 1,036,842 | 1.04M | 7.40% |
| 2017-02-14 | 10. | 789.29K | 5.80% |
| 2017-02-10 | 13-4064930 | 696.76K | 5.50% |
| 2017-02-10 | 2. | 1.39M | 10.95% |
| 2017-01-30 | (1) BlackRock, Inc. | 731.41K | 5.80% |
| 2017-01-09 | 52-2343049 | 1.23M | 9.75% |
| 2016-02-16 | 13-4064930 | 1.05M | 8.70% |
| 2016-02-12 | BARCLAYS GLOBAL INVESTORS, NA. | 637.34K | 2.30% |
| 2016-02-12 | ALLIANZ GLOBAL INVESTORS U.S. HOLDINGS LLC | 670.8K | 5.60% |
| 2016-02-12 | NFJ INVESTMENT GROUP LLC | 670.8K | 5.60% |
| 2016-02-11 | 2. | 1.34M | 11.08% |
| 2015-12-09 | 2. | 1.33M | 11.00% |
| 2015-08-28 | Paul E. Siegert | 1M | 7.70% |
| 2015-08-28 | David R. Hilty | 964.88K | 7.40% |
| 2015-08-28 | Anita M. Antenucci | 700.49K | 5.50% |
| 2015-08-28 | John G. Mavredakis | 980.71K | 7.50% |
| 2015-08-28 | Jeffrey I. Werbalowsky | 1.12M | 8.50% |
| 2015-08-28 | ORIX HLHZ Holding LLC | 53.04M | 81.40% |
| 2015-08-28 | ORIX Corporation | 53.04M | 81.40% |
| 2015-08-28 | Jay D. Novak | 746.91K | 5.80% |
| 2015-08-28 | William G. Peluchiwski | 753.28K | 5.90% |
| 2015-08-28 | William H. Hardie, III | 692.28K | 5.40% |
| 2015-08-19 | Point72 Asset Management, L.P. | 569.64K | 5.40% |
| 2015-08-19 | Point72 Capital Advisors, Inc. | 569.64K | 5.40% |
| 2015-08-19 | Steven A. Cohen | 569.64K | 5.40% |
HLI Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-03-31 | $143.62 | 66.55M | $9.56B | $1.19B | $492.11M | $8.86B |
| 2025-03-31 | $161.50 | 65.72M | $10.61B | $971.01M | $438.18M | $10.08B |
| 2024-03-31 | $128.16 | 64.34M | $8.25B | $721.24M | $415.41M | $7.94B |
| 2023-03-31 | $87.49 | 63.36M | $5.54B | $714.44M | $374.87M | $5.2B |
| 2022-03-31 | $87.80 | 64.97M | $5.7B | $833.7M | $197.63M | $5.07B |
| 2021-03-31 | $66.51 | 65.79M | $4.38B | $846.85M | $175.33M | $3.7B |
| 2020-03-31 | $52.12 | 62.15M | $3.24B | $380.37M | $158.89M | $3.02B |
| 2019-03-31 | $46.72 | 65.75M | $3.07B | $285.75M | $8.66M | $2.79B |
| 2018-03-31 | $44.60 | 66.26M | $2.96B | $206.72M | $12.85M | $2.76B |
| 2017-03-31 | $34.45 | 61.1M | $2.1B | $300.31M | $32.56M | $1.84B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-03-31 | $143.62 | 66.34M | $9.53B | $1.19B | $492.11M | $8.83B |
| 2025-12-31 | $174.19 | 66.63M | $11.61B | $1.06B | $497.13M | $11.05B |
| 2025-09-30 | $205.32 | 66.96M | $13.75B | $923.58M | $432.9M | $13.26B |
| 2025-06-30 | $179.95 | 66.24M | $11.92B | $793.82M | $440.38M | $11.57B |
| 2025-03-31 | $161.50 | 66.22M | $10.69B | $971.01M | $438.18M | $10.16B |
| 2024-12-31 | $173.66 | 65.83M | $11.43B | $799.34M | $433.03M | $11.07B |
| 2024-09-30 | $158.02 | 65.82M | $10.4B | $691.41M | $431.22M | $10.14B |
| 2024-06-30 | $135.35 | 65.03M | $8.8B | $449.7M | $435.2M | $8.79B |
| 2024-03-31 | $128.16 | 64.58M | $8.28B | $721.24M | $415.41M | $7.97B |
| 2023-12-31 | $119.91 | 64.41M | $7.72B | $555.53M | $420.11M | $7.59B |
| 2023-09-30 | $107.12 | 64.55M | $6.91B | $493.93M | $419.42M | $6.84B |
| 2023-06-30 | $98.31 | 63.81M | $6.27B | $456.12M | $429.08M | $6.25B |