39,687 Shares in Houlihan Lokey, Inc. $HLI Bought by Y Intercept Hong Kong Ltd

Posted by George Bondi on Jul 5th, 2026

Y Intercept Hong Kong Ltd bought a new stake in Houlihan Lokey, Inc. (NYSE:HLI – Free Report) during the first quarter, according to its most recent filing with the SEC. The firm bought 39,687 shares of the financial services provider’s stock, valued at approximately $5,700,000.

Several other institutional investors have also recently bought and sold shares of HLI. Flagship Harbor Advisors LLC bought a new stake in Houlihan Lokey during the fourth quarter valued at about $26,000. Oakworth Capital Inc. bought a new position in shares of Houlihan Lokey in the fourth quarter worth about $29,000. Core Wealth Advisors LLC bought a new position in shares of Houlihan Lokey in the fourth quarter worth about $32,000. Eurizon Capital SGR S.p.A. acquired a new position in shares of Houlihan Lokey during the 4th quarter worth about $33,000. Finally, Strategic Wealth Investment Group LLC acquired a new position in shares of Houlihan Lokey during the 2nd quarter worth about $39,000. Institutional investors own 78.07% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on HLI. The Goldman Sachs Group lowered their target price on Houlihan Lokey from $210.00 to $184.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. Keefe, Bruyette & Woods reduced their price objective 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. Weiss Ratings downgraded shares of Houlihan Lokey from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, April 21st. Zacks Research raised shares of Houlihan Lokey from a “strong sell” rating to a “hold” rating in a research report on Thursday, June 11th. Finally, Morgan Stanley cut their target price 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. Five equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, Houlihan Lokey presently has a consensus rating of “Moderate Buy” and an average price target of $191.29.

Read Our Latest Report on HLI

Houlihan Lokey Trading Down 0.1%

HLI opened at $140.02 on Friday. The stock’s 50 day simple moving average is $145.26 and its 200-day simple moving average is $157.76. The stock has a market cap of $9.67 billion, a PE ratio of 22.51, a P/E/G ratio of 1.09 and a beta of 0.95. Houlihan Lokey, Inc. has a 1 year low of $131.30 and a 1 year high of $211.78.

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 the consensus estimate of $1.79 by ($0.16). Houlihan Lokey had a return on equity of 22.88% and a net margin of 16.26%.The firm had revenue of $635.64 million during the quarter, compared to the consensus estimate of $679.22 million. During the same period last year, the business earned $1.96 earnings per share. The firm’s revenue for the quarter was down 4.6% compared to the same quarter last year. Equities analysts forecast that Houlihan Lokey, Inc. will post 8.54 earnings per share for the current fiscal year.

Houlihan Lokey Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Monday, June 1st were issued a dividend of $0.70 per share. This represents a $2.80 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Monday, June 1st. This is a positive change from Houlihan Lokey’s previous quarterly dividend of $0.60. Houlihan Lokey’s payout ratio is 45.02%.

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 shares were sold at an average price of $150.26, for a total transaction of $941,378.90. Following the sale, the chairman directly owned 6,265 shares in the company, valued at approximately $941,378.90. The trade was a 50.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 22.83% of the company’s stock.

About Houlihan Lokey

(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.