Stock analysis, trade plans, and proprietary indicators by Trend Edge.
About Houlihan Lokey Inc
Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructurings and liability management, and financial and valuation advisory services worldwide. The company operates in three segments: Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA). Read full Trend Edge analysis →
Sector: Financial Services
Industry: Capital Markets
Exchange: NYSE
IPO Date: August 13, 2015
Headquarters: 10250 Constellation Boulevard, Los Angeles, CA, United States, 90067
Hidden Gem: Yes — undiscovered relative to its market cap tier
Founder-Led: Yes — Irwin Gold (Co-Chairman & Chairman of the Board)
Key Metrics
Current Price
$151.63
Market Cap
$10.53B
Float
53.6M
Shares Outstanding
54.2M
P/E (Forward)
15.22
P/E (TTM)
24.41
Price/Sales (TTM)
4.02
vs. Analyst Target
+13.8% to analyst PT
Profit Margin
16.26%
Operating Margin (TTM)
22.50%
Revenue (TTM)
$2.62B
Earnings Growth (YoY)
-16.60%
Dividend Rate
2.8%
Analyst Target Price
$172.50 (9 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2021
$1.53B
$313M
$554M
$423M
2022
$2.27B
$438M
$861M
$661M
2023
$1.81B
$254M
$697M
$435M
2024
$1.91B
$280M
$737M
$428M
2025
$2.39B
$400M
$920M
$598M
2026
$2.62B
$426M
$2.57B
$605M
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Jun 2025
$605M
$97.5M
Sep 2025
$659M
$112M
Dec 2025
$717M
$117M
Mar 2026
$636M
$99.8M
Ownership & Float
Insider Ownership
0.1%
Institutional Ownership
103.5%
Short Float
2.7%
% of All Funds Holding
6.17%
Number of Funds Holding
507
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$149.98
Near-term / short-term trend
Weekly
40-Week SMA
$173.96
Medium-term trend
Weekly
80-Week SMA
$174.80
Cyclical trend (business cycle)
Weekly
200-Week SMA
$137.19
Secular trend (multi-year)
Monthly
10-Month SMA
$171.53
Near-term monthly trend
Monthly
20-Month SMA
$173.74
Medium-term monthly trend
Monthly
40-Month SMA
$145.37
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$144.00
support
1.06x
0 months ago
$159.00
resistance
1.46x
1 months ago
$204.00
resistance
1.31x
6 months ago
Historical Earnings Reactions (43 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
0.34%
0.00%
48.84%
7.78%
-5.52%
1 Day
-0.20%
-0.52%
37.21%
6.22%
-6.49%
1 Week
0.33%
0.59%
53.49%
8.37%
-10.50%
2 Weeks
0.77%
1.51%
60.47%
12.96%
-10.36%
1 Month
0.81%
1.28%
57.14%
27.44%
-11.19%
Next earnings: July 26, 2026 (60 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
3.4%
54.5%
11
Feb
-0.1%
36.4%
11
Mar
-3.1%
27.3%
11
Apr
2.4%
54.5%
11
May
2.5%
70.0%
10
Jun
0.8%
50.0%
10
Jul
4.2%
80.0%
10
Aug
1.2%
60.0%
10
Sep
1.0%
72.7%
11
Oct
3.4%
63.6%
11
Nov
5.8%
81.8%
11
Dec
-0.2%
54.5%
11
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
0.16%
56.9%
506
Tuesday
0.06%
50.4%
557
Wednesday
0.13%
53.4%
554
Thursday
0.09%
54.4%
544
Friday
-0.01%
53.3%
544
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 103.5%
Insider Transactions — Smart Summary
Total insider ownership: 0.1%
Founder-led management: Irwin Gold (Co-Chairman & Chairman of the Board)
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Houlihan Lokey Inc
(HLI) powered by Claude Opus — Anthropic's most capable AI model.
The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
volume shelf support and resistance, breakout and breakdown signals),
qualitative analysis (business model, competitive moat, sector dynamics),
insider sentiment (buy and sell signals from executive and director transactions),
share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit,
stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward.
Whether you are building a long position, initiating a short, or looking for a reversal setup,
AI Consult identifies the highest-probability signal from the current trend.