Houlihan LokeyHLI
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 Q4 regulatory filings by fund managers ($100M+ AUM)
143% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 40
36% more call options, than puts
Call options by funds: $6.51M | Put options by funds: $4.78M
10% more funds holding
Funds holding: 446 [Q3] → 489 (+43) [Q4]
9% more capital invested
Capital invested by funds: $8.27B [Q3] → $9.05B (+$779M) [Q4]
1% more repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 165
1.32% less ownership
Funds ownership: 98.28% [Q3] → 96.96% (-1.32%) [Q4]
14% less funds holding in top 10
Funds holding in top 10: 7 [Q3] → 6 (-1) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Morgan Stanley Manan Gosalia 80% 1-year accuracy 12 / 15 met price target | 17%upside $201 | Underweight Maintained | 29 Jan 2025 |
Keefe, Bruyette & Woods Aidan Hall 65% 1-year accuracy 11 / 17 met price target | 12%upside $192 | Market Perform Reiterated | 29 Jan 2025 |
Wells Fargo Michael Brown 52% 1-year accuracy 31 / 60 met price target | 5%upside $180 | Underweight Maintained | 29 Jan 2025 |
UBS Brennan Hawken 74% 1-year accuracy 25 / 34 met price target | 34%upside $230 | Buy Maintained | 29 Jan 2025 |
JP Morgan Kenneth Worthington 71% 1-year accuracy 24 / 34 met price target | 1%downside $169 | Neutral Maintained | 29 Jan 2025 |
Financial journalist opinion
Based on 10 articles about HLI published over the past 30 days









