Kaskela Law Firm is investigating Reservoir Media, Inc. (NASDAQ: RSVR), Houlihan Lokey, Inc. (NYSE: HLI), and Kelly Services, Inc. (NASDAQ: KELYA) on behalf of investors. The investigations seek to determine whether the companies or their representatives violated securities laws or breached fiduciary duties in connection with recent corporate actions.
Houlihan Lokey, Inc. (HLI)
Common Stock · Currency in USD · XNYS
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 world-wide 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. The Financial and Valuation Advisory Services business segment provides valuation and financial opinion, and financial and strategic consulting practices in the United States.
Company Info
SIC6282
Composite FIGIBBG000CZTB66
CIK0001302215
IPOAug 13, 2015
Sectorinvestment advice
Highlights
Market Cap$9.86B
EPS$7.00
P/E Ratio21.15
Revenue$2.75B
Gross Profit$2.87B
Net Income$466.19M
Employees2,702
WSO69,785,299
Phone310.553.8871
Websitehttps://www.hl.com
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Analysis
Share Price Chart
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Houlihan Lokey, Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Returns By Period
Houlihan Lokey, Inc. (HLI) has returned -18.86% so far this year and -0.02% over the past 12 months. Looking at the last ten years, HLI has achieved an annualized return of 19.06%, outperforming the Benchmark (SPY), which averaged 12.23% per year.
HLI
1M-4.95%
6M-28.28%
YTD-18.86%
1Y-0.02%
5Y16.52%
10Y19.06%
Benchmark (SPY)
1M-1.58%
6M-2.48%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Houlihan Lokey, Inc. (HLI) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.36% | -2.49% | -9.99% | -1.45% | ||||||||
| 2025 | 4.51% | -2.43% | -6.71% | 0.42% | 7.07% | 4.01% | 7.87% | 6.26% | 4.64% | -12.34% | -2.05% | 0.76% |
| 2024 | 0.60% | 7.09% | -0.58% | -0.74% | 5.97% | -0.55% | 10.80% | 3.49% | 1.76% | 9.31% | 8.36% | -8.19% |
| 2023 | 12.25% | -0.85% | -7.86% | 4.14% | -4.46% | 12.86% | 1.57% | 6.38% | 0.79% | -6.04% | 6.83% | 11.89% |
| 2022 | 2.38% | -3.24% | -13.91% | -5.71% | 2.57% | -7.64% | 7.86% | -6.41% | -3.06% | 17.39% | 9.35% | -10.94% |
| 2021 | -4.37% | -2.77% | 4.74% | -0.56% | 12.74% | 9.05% | 8.39% | 0.85% | 2.58% | 20.44% | -4.81% | -5.89% |
| 2020 | 5.64% | -1.80% | 0.99% | 17.00% | 3.74% | -7.88% | -1.79% | 6.51% | 1.86% | 5.73% | 2.83% | 3.18% |
| 2019 | 22.04% | 3.54% | -0.28% | 6.78% | -8.28% | -1.35% | 1.97% | -4.29% | 2.52% | 4.37% | 0.36% | 2.52% |
| 2018 | 4.67% | -2.44% | -3.21% | 0.23% | 10.11% | 4.74% | -3.61% | -4.33% | -3.89% | -8.71% | 1.95% | -14.14% |
| 2017 | -1.64% | 1.25% | 8.16% | -2.70% | 0.03% | 3.75% | 6.05% | -3.58% | 8.79% | 6.31% | 7.23% | 2.11% |
| 2016 | 2.19% | -4.17% | -6.05% | 2.96% | 8.08% | 0.80% | -2.44% | 16.24% | 9.77% |
Performance Indicators
The charts below present risk-adjusted performance metrics for Houlihan Lokey, Inc. (HLI) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of HLI compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Houlihan Lokey, Inc. volatility is 1.71%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 3.82B | 3.17B | 2.97B | 2.89B | 2.43B | 1.68B | 1.42B | 1.42B | 1.39B | 1.07B |
| Temporary Equity (USD) | - | - | - | - | - | - | - | - | 3.84M | 2.40M |
| Equity Attributable To Parent (USD) | 2.17B | 1.84B | 1.61B | 1.44B | 1.38B | 984.38M | 891.33M | 852.81M | 726.62M | 651.16M |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | - | - |
| Equity (USD) | 2.17B | 1.84B | 1.61B | 1.44B | 1.38B | 984.38M | 891.33M | 852.81M | 726.62M | 651.16M |
| Redeemable Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | 3.84M | 2.40M |
| Long-term Debt (USD) | - | - | - | - | 55.86M | 36.70M | 31.19M | 11.86M | 32.56M | 76.62M |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 1.64B | 1.33B | 1.36B | 1.44B | 1.04B | 692.62M | 531.73M | 566.03M | 655.25M | 417.33M |
| Liabilities (USD) | 1.64B | 1.33B | 1.36B | 1.44B | 1.04B | 692.62M | 531.73M | 566.03M | 655.25M | 417.33M |
| Fixed Assets (USD) | 149.35M | 136.70M | 88.35M | 52.18M | 46.37M | 42.37M | 31.03M | 32.15M | 30.42M | 21.70M |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - | - | - |
| Current Assets (USD) | 3.82B | 3.17B | 2.97B | 2.89B | 2.43B | 1.68B | 1.42B | 1.42B | 1.39B | 1.07B |
| Assets (USD) | 3.82B | 3.17B | 2.97B | 2.89B | 2.43B | 1.68B | 1.42B | 1.42B | 1.39B | 1.07B |
News and Insights
Houlihan Lokey reported Q1 FY2026 earnings with non-GAAP EPS of $2.14, exceeding analyst expectations. All three advisory segments showed revenue growth, though overall revenue missed estimates. The company benefited from a remarkably low tax rate and continued expansion in key talent areas.
The analyst predicts double-digit revenue growth for retail brokers like Coinbase, Robinhood, and Interactive Brokers, driven by strong account acquisition and a supportive trading environment. However, the investment banking sector is expected to see a delayed cyclical recovery, with weak M&A and ECM/DCM volumes.
Lexitas CEO Nishat Mehta will be a featured speaker at the ONE Houlihan Lokey Global Conference 2025, where he will discuss the role of AI and technology in driving efficiency and enhancing service delivery in the legal services sector.
Solomon Partners, a financial advisory firm, announced the expansion of its Financial Institutions Group with the hiring of three experienced professionals from Houlihan Lokey. The new hires will focus on advising clients in the mortgage services, insurance, and insurance services sectors.
Stay up-to-date on dividend activity, changes, ex-dividend dates, and pay dates for Dividend Champions, Contenders, and Challengers in our weekly summary.
Houlihan Lokey's (HLI) fiscal fourth-quarter results benefit from the growing financial restructuring business. However, rising expenses partially offset the positives.
Oportun Financial (OPRT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Houlihan Lokey (HLI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
MetLife's (MET) Q1 results are likely to reflect gains from strong contributions from Group Benefits, RIS and Asia segments, partly offset by an elevated expense level.