New York Life Investment Management LLC Takes $850,000 Position in Houlihan Lokey, Inc. $HLI

Posted by Stanley Muller on May 20th, 2026

New York Life Investment Management LLC bought a new stake in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 4,881 shares of the financial services provider’s stock, valued at approximately $850,000.

Several other institutional investors and hedge funds also recently made changes to their positions in HLI. Royal Bank of Canada raised its holdings in shares of Houlihan Lokey by 14.4% in the first quarter. Royal Bank of Canada now owns 49,584 shares of the financial services provider’s stock valued at $8,008,000 after purchasing an additional 6,253 shares during the last quarter. AQR Capital Management LLC raised its holdings in shares of Houlihan Lokey by 50.0% in the first quarter. AQR Capital Management LLC now owns 29,654 shares of the financial services provider’s stock valued at $4,598,000 after purchasing an additional 9,891 shares during the last quarter. Millennium Management LLC purchased a new stake in shares of Houlihan Lokey in the first quarter valued at about $18,964,000. Goldman Sachs Group Inc. raised its holdings in shares of Houlihan Lokey by 5.7% in the first quarter. Goldman Sachs Group Inc. now owns 415,743 shares of the financial services provider’s stock valued at $67,143,000 after purchasing an additional 22,553 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership purchased a new stake in shares of Houlihan Lokey in the second quarter valued at about $1,033,000. Hedge funds and other institutional investors own 78.07% of the company’s stock.

Houlihan Lokey Stock Performance

NYSE HLI opened at $147.42 on Wednesday. Houlihan Lokey, Inc. has a 52-week low of $134.41 and a 52-week high of $211.78. The company has a 50-day simple moving average of $148.73 and a 200 day simple moving average of $166.20. The company has a market capitalization of $10.29 billion, a PE ratio of 23.70, a price-to-earnings-growth ratio of 1.18 and a beta of 0.99.

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

Houlihan Lokey Increases Dividend

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

Analyst Ratings Changes

A number of analysts recently issued reports on the stock. Zacks Research downgraded shares of Houlihan Lokey from a “hold” rating to a “strong sell” rating in a report on Wednesday, May 13th. Weiss Ratings downgraded shares of Houlihan Lokey from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, April 21st. Keefe, Bruyette & Woods decreased their price objective on shares of Houlihan Lokey from $177.00 to $172.00 and set an “outperform” rating for the company in a report on Thursday, May 7th. The Goldman Sachs Group decreased their price objective on shares of Houlihan Lokey from $210.00 to $184.00 and set a “buy” rating for the company in a report on Wednesday, April 1st. Finally, UBS Group set a $160.00 price objective on shares of Houlihan Lokey in a report on Thursday, May 7th. Five equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Houlihan Lokey currently has an average rating of “Hold” and a consensus target price of $191.29.

Read Our Latest Analysis on Houlihan Lokey

Insiders Place Their Bets

In other Houlihan Lokey news, General Counsel Christopher M. Crain sold 500 shares of the stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $143.40, for a total transaction of $71,700.00. Following the completion of the transaction, the general counsel owned 500 shares in the company, valued at $71,700. This trade represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 22.83% of the stock is owned by corporate insiders.

Houlihan Lokey Company 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.