Fiduciary Management Inc. WI Sells 50,539 Shares of Houlihan Lokey, Inc. $HLI

Posted by Stanley Muller on Jun 7th, 2026

Fiduciary Management Inc. WI cut its position in shares of Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 6.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 697,293 shares of the financial services provider’s stock after selling 50,539 shares during the quarter. Fiduciary Management Inc. WI’s holdings in Houlihan Lokey were worth $121,461,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Westside Investment Management Inc. grew its holdings in shares of Houlihan Lokey by 64.4% during the third quarter. Westside Investment Management Inc. now owns 148 shares of the financial services provider’s stock worth $30,000 after buying an additional 58 shares in the last quarter. Flagship Harbor Advisors LLC bought a new position in shares of Houlihan Lokey during the fourth quarter worth about $26,000. Oakworth Capital Inc. bought a new position in shares of Houlihan Lokey during the fourth quarter worth about $29,000. Core Wealth Advisors LLC bought a new position in shares of Houlihan Lokey during the fourth quarter worth about $32,000. Finally, Eurizon Capital SGR S.p.A. bought a new position in shares of Houlihan Lokey during the fourth quarter worth about $33,000. 78.07% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research analysts recently commented on the company. Morgan Stanley reduced their price target on Houlihan Lokey from $205.00 to $193.00 and set an “overweight” rating for the company in a research report on Thursday, April 9th. Weiss Ratings cut Houlihan Lokey from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, April 21st. Zacks Research cut Houlihan Lokey from a “hold” rating to a “strong sell” rating in a research report on Wednesday, May 13th. Keefe, Bruyette & Woods reduced their price target on Houlihan Lokey from $177.00 to $172.00 and set an “outperform” rating for the company in a research report on Thursday, May 7th. Finally, UBS Group set a $160.00 price target on Houlihan Lokey in a research report on Thursday, May 7th. Five equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $191.29.

Read Our Latest Stock Analysis on HLI

Houlihan Lokey Stock Down 1.3%

HLI opened at $139.38 on Friday. Houlihan Lokey, Inc. has a 12-month low of $134.41 and a 12-month high of $211.78. The stock has a market cap of $9.63 billion, a price-to-earnings ratio of 22.41, a PEG ratio of 1.08 and a beta of 0.95. The business has a 50 day moving average of $149.75 and a 200-day moving average of $162.96.

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

Houlihan Lokey Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Monday, June 1st will be issued a dividend of $0.70 per share. This represents a $2.80 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Monday, June 1st. This is an increase from Houlihan Lokey’s previous quarterly dividend of $0.60. Houlihan Lokey’s payout ratio is 45.02%.

Insider Activity at Houlihan Lokey

In related news, Chairman Scott L. Beiser sold 6,265 shares of Houlihan Lokey stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $150.26, for a total transaction of $941,378.90. Following the completion of the sale, the chairman directly owned 6,265 shares of the company’s stock, valued at approximately $941,378.90. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, General Counsel Christopher M. Crain sold 500 shares of Houlihan Lokey stock in a transaction that occurred 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 sale, the general counsel directly owned 500 shares of the company’s stock, valued at approximately $71,700. The trade was a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 22.83% of the company’s stock.

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.