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The company

Houlihan Lokey, Inc.

HLI · NYSE

FinancialsCapital Markets & Asset ManagementNot moving yet

HLI stood above a rising 150-day average in 2 of the last 52 weekly readings, and has been out of that trend for the last 39 weeks. It is 6.9% below that average now. Capital Markets & Asset Management: 27% of its 97 stocks in an uptrend (−9 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 39
Industry in uptrend
27% -9 in 4 wk
Insider buys, 12 months
$1.0M
Insider sales, 12 months
$4.2M
Officials’ trades on record
17
Institutions holding
486 (-25)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 2 of 52 weeks.

17 Apr – 16 Oct
27%44%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$7.7M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

17 disclosed lines: House 13, Senate 0, executive 4; 7 people.

WhoDidAmountTraded
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k7 Aug 2026filed 10 Sep 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k16 Jul 2026filed 4 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k26 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$50k–$100k18 Mar 2026filed 14 May 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k3 Mar 2026filed 7 Apr 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k21 Jan 2026filed 14 May 2026
Kelly Morrison House: U.S. House ClerkMN03sold$1k–$15k4 Jun 2025filed 18 Jun 2025
Lori Chavez-DeRemer Executive branch: Office of Government EthicsDepartment of Laborsold$1k–$15k28 Apr 2025filed 9 Sep 2025
Josh Gottheimer House: U.S. House ClerkNJ05soldjoint$1k–$15k9 Apr 2025filed 14 May 2025
Josh Gottheimer House: U.S. House ClerkNJ05soldjoint$1k–$15k20 Dec 2023filed 7 Jan 2024
Josh Gottheimer House: U.S. House ClerkNJ05soldjoint$1k–$15k11 Jan 2023filed 17 Feb 2023
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA39bought$1k–$15k22 Oct 2019filed 15 Nov 2019

Insiders

Buy orders, 12 months1
Sale orders, 12 months5
Buyers · sellers1 · 3
WhoDidSharesTraded
Christopher M. CrainGENERAL COUNSELsold1,000at $140.1510 Sep 2026filed 10 Sep 2026
J. Lindsey AlleyChief Financial Officerbought4,020at $124.523 Aug 2026filed 5 Aug 2026
Scott L. BeiserCO-CHAIRMANsold6,265at $150.2621 May 2026filed 21 May 2026
Christopher M. CrainGENERAL COUNSELsold500at $143.401 Apr 2026filed 2 Apr 2026
Robert A. SchriesheimDirectorsold5,000at $170.866 Feb 2026filed 10 Feb 2026
Christopher M. CrainGENERAL COUNSELsold500at $174.172 Jan 2026filed 5 Jan 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders486-25 on the quarter
New · exited55 · 80
Reported value$7.2B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.reduced · filed 7 Aug 20265,240,406$702.9M-40,394−0.8%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20262,774,115$372.1M-4,295−0.2%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20262,439,724$327.2M+20,392+0.8%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCreduced · filed 13 Aug 20262,426,619$325.5M-215,527−8.2%
EARNEST PARTNERS LLCreduced · filed 13 Aug 20262,172,720$291.4M-56,264−2.5%
ROYAL BANK OF CANADAadded · filed 14 Aug 20261,992,096$267.2M+240,601+13.7%
STATE STREET CORPadded · filed 7 Aug 20261,749,472$234.7M+55,776+3.3%
MORGAN STANLEYadded · filed 13 Aug 20261,690,245$226.7M+98,236+6.2%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20261,383,912$185.7M+32,703+2.4%
BANK OF MONTREALadded · filed 12 Aug 20261,300,687$174.5M+151,088+13.1%
31 Mar 2023 – 30 Jun 2026
284408531Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Thomas Reichert Company insiderDirector · last 1 Oct 20260 · 0
Christopher M. Crain Company insiderGENERAL COUNSEL · last 10 Sep 20260 · 23
Gilbert Ray Cisneros, Jr. HouseCA31 · last 7 Aug 20265 · 0
J. Lindsey Alley Company insiderChief Financial Officer · last 3 Aug 20261 · 15
Cyrus D. Walker Company insiderDirector · last 21 May 20260 · 0
Ekpedeme M. Bassey Company insiderDirector · last 21 May 20260 · 0
Gillian Beth Zucker Company insiderDirector · last 21 May 20260 · 12
Paul Andrew Zuber Company insiderDirector · last 21 May 20260 · 2
Paul Eric Siegert Company insiderCO-CHAIRMAN · last 21 May 20260 · 1
Robert A. Schriesheim Company insiderDirector · last 21 May 202625 · 1
Ronald Scott Mund Company insiderDirector · last 21 May 20260 · 0
Scott Joseph Adelson Company insiderCEO · last 21 May 20260 · 16

Same industry

MRX Marex GroupLeading+16%
WT WisdomTreeLeading+9%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Mar 202532.3%
Operating profit marginFY 2026 · to 31 Mar 202620.1%
Free cash flow marginFY 2026 · to 31 Mar 202626.0%
Cash conversionFY 2026 · to 31 Mar 2026165%
Revenue growthFY 2026 · to 31 Mar 20269.5%
Earnings per share growthFY 2026 · to 31 Mar 20266.9%
Share count trendFY 2026 · to 31 Mar 2026-0.3%
Cash and equivalentsFY 2026 · to 31 Mar 2026$1.2B
Free cash flowFY 2026 · to 31 Mar 2026$681.8M

Analyst forecasts

No analyst forecasts yet.