SG Americas Securities LLC Cuts Stake in Houlihan Lokey, Inc. $HLI

Posted by Brian Himes on Jul 1st, 2026

SG Americas Securities LLC cut its holdings in shares of Houlihan Lokey, Inc. (NYSE:HLI – Free Report) by 53.1% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 22,446 shares of the financial services provider’s stock after selling 25,448 shares during the period. SG Americas Securities LLC’s holdings in Houlihan Lokey were worth $3,224,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Vaughan Nelson Investment Management L.P. acquired a new position in Houlihan Lokey during the 1st quarter valued at about $35,728,000. Diversified Trust Co boosted its holdings in Houlihan Lokey by 85.1% in the first quarter. Diversified Trust Co now owns 7,506 shares of the financial services provider’s stock worth $1,078,000 after acquiring an additional 3,451 shares in the last quarter. Rockefeller Capital Management L.P. grew its stake in shares of Houlihan Lokey by 11.6% during the fourth quarter. Rockefeller Capital Management L.P. now owns 10,663 shares of the financial services provider’s stock worth $1,857,000 after acquiring an additional 1,108 shares during the last quarter. Montanaro Asset Management Ltd grew its stake in shares of Houlihan Lokey by 9.7% during the fourth quarter. Montanaro Asset Management Ltd now owns 97,650 shares of the financial services provider’s stock worth $17,010,000 after acquiring an additional 8,650 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd acquired a new position in shares of Houlihan Lokey during the fourth quarter valued at about $171,000. Hedge funds and other institutional investors own 78.07% of the company’s stock.

Insider Activity at Houlihan Lokey

In other news, Chairman Scott L. Beiser sold 6,265 shares of the company’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $150.26, for a total value of $941,378.90. Following the sale, the chairman directly owned 6,265 shares of the company’s stock, valued at $941,378.90. This represents a 50.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 22.83% of the stock is owned by company insiders.

Houlihan Lokey Stock Up 0.9%

Shares of NYSE:HLI opened at $134.17 on Wednesday. Houlihan Lokey, Inc. has a 52-week low of $131.30 and a 52-week high of $211.78. The stock has a market cap of $9.27 billion, a price-to-earnings ratio of 21.57, a PEG ratio of 1.03 and a beta of 0.95. The business has a 50-day moving average price of $146.54 and a 200-day moving average price of $158.46.

Houlihan Lokey (NYSE:HLI – Get Free Report) last issued its earnings results on Wednesday, May 6th. The financial services provider reported $1.63 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 firm had revenue of $635.64 million during the quarter, compared to analysts’ expectations of $679.22 million. During the same quarter in the prior year, the company earned $1.96 EPS. Houlihan Lokey’s quarterly revenue was down 4.6% on a year-over-year basis. As a group, equities analysts anticipate that Houlihan Lokey, Inc. will post 8.54 EPS for the current fiscal year.

Houlihan Lokey Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Monday, June 1st were paid a dividend of $0.70 per share. This represents a $2.80 annualized dividend and a yield of 2.1%. The ex-dividend date was Monday, June 1st. This is a positive change from Houlihan Lokey’s previous quarterly dividend of $0.60. Houlihan Lokey’s dividend payout ratio (DPR) is presently 45.02%.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on HLI. UBS Group set a $160.00 price objective on shares of Houlihan Lokey in a research report on Thursday, May 7th. The Goldman Sachs Group cut their price target on shares of Houlihan Lokey from $210.00 to $184.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. Weiss Ratings cut shares of Houlihan Lokey from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, April 21st. Morgan Stanley lowered their price objective on shares of Houlihan Lokey from $205.00 to $193.00 and set an “overweight” rating for the company in a research note on Thursday, April 9th. Finally, Keefe, Bruyette & Woods dropped their price objective on shares of Houlihan Lokey from $177.00 to $172.00 and set an “outperform” rating on the stock in a report on Thursday, May 7th. Five research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Houlihan Lokey currently has a consensus rating of “Moderate Buy” and a consensus price target of $191.29.

Get Our Latest Stock Report on HLI

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.