UBS Group Has Lowered Expectations for Houlihan Lokey (NYSE:HLI) Stock Price

Posted by Stanley Muller on Jul 30th, 2026

Houlihan Lokey (NYSE:HLI – Get Free Report) had its target price lowered by research analysts at UBS Group from $161.00 to $147.00 in a report issued on Thursday,Benzinga reports. The brokerage currently has a “neutral” rating on the financial services provider’s stock. UBS Group’s target price would suggest a potential upside of 14.36% from the company’s previous close.

HLI has been the subject of several other reports. Zacks Research upgraded Houlihan Lokey from a “strong sell” rating to a “hold” rating in a research report on Thursday, June 11th. Wolfe Research raised shares of Houlihan Lokey from an “underperform” rating to a “peer perform” rating in a research note on Thursday, July 9th. Morgan Stanley decreased their price objective on shares of Houlihan Lokey from $187.00 to $177.00 and set an “overweight” rating for the company in a report on Thursday. The Goldman Sachs Group lowered their target price on shares of Houlihan Lokey from $171.00 to $148.00 and set a “buy” rating for the company in a research note on Thursday. Finally, Keefe, Bruyette & Woods cut their target price on shares of Houlihan Lokey from $160.00 to $153.00 and set an “outperform” rating on the stock in a report on Thursday. Five investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $174.62.

Get Our Latest Report on Houlihan Lokey

Houlihan Lokey Trading Down 7.6%

Shares of NYSE:HLI traded down $10.54 during midday trading on Thursday, hitting $128.54. The company had a trading volume of 3,413,179 shares, compared to its average volume of 691,450. Houlihan Lokey has a 12 month low of $112.83 and a 12 month high of $211.78. The firm has a fifty day simple moving average of $140.38 and a 200 day simple moving average of $152.70. The stock has a market cap of $8.88 billion, a price-to-earnings ratio of 20.67, a PEG ratio of 1.23 and a beta of 0.95.

Houlihan Lokey (NYSE:HLI – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $1.35 EPS for the quarter, missing analysts’ consensus estimates of $1.64 by ($0.29). Houlihan Lokey had a net margin of 16.26% and a return on equity of 22.88%. The company had revenue of $511.00 million during the quarter, compared to the consensus estimate of $602.38 million. During the same quarter in the prior year, the company posted $2.14 EPS. The company’s revenue for the quarter was down 15.6% compared to the same quarter last year. Equities analysts forecast that Houlihan Lokey will post 7.91 EPS for the current fiscal year.

Insider Activity at Houlihan Lokey

In other news, Chairman Scott L. Beiser sold 6,265 shares of Houlihan Lokey stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $150.26, for a total transaction of $941,378.90. Following the transaction, the chairman owned 6,265 shares in the company, valued at $941,378.90. The trade was a 50.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 22.83% of the stock is currently owned by corporate insiders.

Institutional Trading of Houlihan Lokey

Hedge funds have recently bought and sold shares of the stock. Resources Management Corp CT ADV lifted its stake in Houlihan Lokey by 0.9% in the second quarter. Resources Management Corp CT ADV now owns 5,845 shares of the financial services provider’s stock valued at $1,052,000 after buying an additional 55 shares in the last quarter. Huntington National Bank increased its position in shares of Houlihan Lokey by 5.5% during the fourth quarter. Huntington National Bank now owns 1,156 shares of the financial services provider’s stock worth $201,000 after acquiring an additional 60 shares in the last quarter. Moneta Group Investment Advisors LLC raised its holdings in shares of Houlihan Lokey by 1.2% during the fourth quarter. Moneta Group Investment Advisors LLC now owns 5,267 shares of the financial services provider’s stock worth $917,000 after acquiring an additional 61 shares during the period. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Houlihan Lokey by 7.9% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 956 shares of the financial services provider’s stock worth $196,000 after acquiring an additional 70 shares during the period. Finally, IFP Advisors Inc lifted its position in Houlihan Lokey by 4.4% in the 4th quarter. IFP Advisors Inc now owns 1,694 shares of the financial services provider’s stock valued at $295,000 after acquiring an additional 72 shares in the last quarter. 78.07% of the stock is currently owned by institutional investors and hedge funds.

Houlihan Lokey News Roundup

Here are the key news stories impacting Houlihan Lokey this week:

Positive Sentiment: Morgan Stanley maintained an “overweight” rating and Keefe, Bruyette & Woods maintained an “outperform” rating. Their revised targets of $177 and $153, respectively, still imply meaningful upside from recent trading levels. Morgan Stanley and Keefe, Bruyette & Woods price-target updates
Positive Sentiment: Houlihan Lokey declared a quarterly dividend of $0.70 per share, payable September 15 to shareholders of record September 1. The dividend provides ongoing income support and represents an indicated yield of approximately 2.3%.
Neutral Sentiment: UBS lowered its price target to $147 from $161 while retaining a “neutral” rating, signaling reduced expectations but no change in its balanced view of the shares. UBS price-target update
Negative Sentiment: Fiscal first-quarter EPS was $1.35, missing the $1.64 consensus estimate and falling from $2.14 a year earlier. Revenue of $511 million also missed expectations of $602.38 million and declined 15.6% year over year. The combined earnings and sales shortfalls are the primary reason for the stock’s decrease. Houlihan Lokey misses first-quarter estimates
Negative Sentiment: Analysts cut their targets despite maintaining favorable or neutral ratings: Morgan Stanley reduced its target to $177 from $187, KBW to $153 from $160, and UBS to $147 from $161. These revisions reflect lower near-term earnings expectations following the weak quarter.

About Houlihan Lokey

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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.