Accredited Investors Inc. Makes New Investment in Houlihan Lokey, Inc. $HLI

Posted by Francis Steltz on May 17th, 2026

Accredited Investors Inc. bought a new position in shares of Houlihan Lokey, Inc. (NYSE:HLI – Free Report) during the fourth quarter, HoldingsChannel.com reports. The firm bought 6,403 shares of the financial services provider’s stock, valued at approximately $1,115,000.

A number of other institutional investors also recently bought and sold shares of HLI. Thrivent Financial for Lutherans boosted its position in Houlihan Lokey by 75.6% during the third quarter. Thrivent Financial for Lutherans now owns 713,494 shares of the financial services provider’s stock worth $146,495,000 after purchasing an additional 307,214 shares in the last quarter. Qube Research & Technologies Ltd boosted its position in Houlihan Lokey by 153.8% during the second quarter. Qube Research & Technologies Ltd now owns 274,387 shares of the financial services provider’s stock worth $49,376,000 after purchasing an additional 166,285 shares in the last quarter. Capital Research Global Investors boosted its position in Houlihan Lokey by 19.7% during the third quarter. Capital Research Global Investors now owns 956,441 shares of the financial services provider’s stock worth $196,376,000 after purchasing an additional 157,605 shares in the last quarter. Caisse de depot et placement du Quebec boosted its position in Houlihan Lokey by 411.1% during the third quarter. Caisse de depot et placement du Quebec now owns 170,617 shares of the financial services provider’s stock worth $35,031,000 after purchasing an additional 137,237 shares in the last quarter. Finally, Jennison Associates LLC boosted its position in Houlihan Lokey by 25.4% during the third quarter. Jennison Associates LLC now owns 589,093 shares of the financial services provider’s stock worth $120,953,000 after purchasing an additional 119,440 shares in the last quarter. 78.07% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the company. Keefe, Bruyette & Woods reduced their price objective on Houlihan Lokey from $177.00 to $172.00 and set an “outperform” rating on the stock in a research report on Thursday, May 7th. Zacks Research downgraded Houlihan Lokey from a “hold” rating to a “strong sell” rating in a research report on Wednesday. BMO Capital Markets upped their price objective on Houlihan Lokey from $209.00 to $211.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Morgan Stanley reduced their price objective on Houlihan Lokey from $205.00 to $193.00 and set an “overweight” rating on the stock in a research report on Thursday, April 9th. Finally, UBS Group set a $160.00 price objective on Houlihan Lokey in a research report on Thursday, May 7th. Five analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $191.29.

Check Out Our Latest Stock Report on Houlihan Lokey

Insider Buying and Selling

In related news, General Counsel Christopher M. Crain sold 500 shares of the company’s stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $143.40, for a total value of $71,700.00. Following the completion of the transaction, the general counsel directly owned 500 shares in the company, valued at approximately $71,700. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 22.83% of the company’s stock.

Houlihan Lokey Trading Down 0.3%

Houlihan Lokey stock opened at $150.43 on Friday. The firm has a market capitalization of $10.50 billion, a P/E ratio of 24.18, a PEG ratio of 1.17 and a beta of 0.99. The stock has a fifty day moving average price of $148.92 and a 200 day moving average price of $167.16. Houlihan Lokey, Inc. has a 52 week low of $134.41 and a 52 week high of $211.78.

Houlihan Lokey (NYSE:HLI – Get Free Report) last released its earnings results on Wednesday, May 6th. The financial services provider reported $1.63 EPS for the quarter, missing the consensus estimate of $1.79 by ($0.16). The business had revenue of $635.64 million during the quarter, compared to analyst estimates of $679.22 million. Houlihan Lokey had a net margin of 16.26% and a return on equity of 22.88%. The business’s revenue for the quarter was down 4.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.96 earnings per share. As a group, equities analysts predict that Houlihan Lokey, Inc. will post 8.54 EPS for the current year.

Houlihan Lokey Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Monday, June 1st will be paid a $0.70 dividend. The ex-dividend date is Monday, June 1st. This is an increase from Houlihan Lokey’s previous quarterly dividend of $0.60. This represents a $2.80 annualized dividend and a yield of 1.9%. Houlihan Lokey’s payout ratio is currently 38.59%.

Houlihan Lokey Profile

(Free Report)

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.