Houlihan Lokey (HLI)

• Market cap: $12.2B
• 1 day: 0.71%
• 5 days: -2.47%
• 1 month: -6.94%
• 3 months: 8.53%
• 6 months: 31.00%
• Year to date: 46.08%
• 1 year: 46.87%
• 5 years: 255.33%
• 10 years: 676.65%
• Sector: Financials
• Industry: Investment Advice

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

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

127% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $1.44M

75% more funds holding in top 10

Funds holding in top 10: 4 [Q2] → 7 (+3) [Q3]

75% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 40

13% more capital invested

Capital invested by funds: $7.27B [Q2] → $8.25B (+$979M) [Q3]

7% more funds holding

Funds holding: 413 [Q2] → 443 (+30) [Q3]

1% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 154

4.59% less ownership

Funds ownership: 102.6% [Q2] → 98.01% (-4.59%) [Q3]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $172 1% downside
• Avg. target: $186 7% upside
• High target: $200 15% upside

4 analyst ratings

• positive: 1 25%
• neutral: 1 25%
• negative: 2 50%

Keefe, Bruyette & Woods Aidan Hall 73% 1-year accuracy 8 / 11 met price target	1% downside $172	Market Perform Maintained	20 Dec 2024
Wells Fargo Michael Brown 68% 1-year accuracy 28 / 41 met price target	3% upside $180	Underweight Maintained	12 Dec 2024
Morgan Stanley Manan Gosalia 83% 1-year accuracy 15 / 18 met price target	15% upside $200	Underweight Downgraded	9 Dec 2024
UBS Brennan Hawken 74% 1-year accuracy 29 / 39 met price target	9% upside $190	Buy Maintained	8 Oct 2024