Houlihan Lokey, INC
Market Movers (8-K)
NYSE
Houlihan Lokey filed a prospectus supplement for the potential resale of 32,421 Class A common shares by former members of acquired entities, following the attainment of performance targets and convertible note conversions.
Better than expected
NYSE
Houlihan Lokey announced that director Robert A. Schriesheim will not seek re-election when his term expires at the 2027 Annual Meeting of Shareholders.
NYSE
Houlihan Lokey, Inc. has amended its voting trust agreement, revising termination clauses, voting rules for excess shares, and share withdrawal provisions for employees and former employees.
NYSE
Houlihan Lokey, Inc. announced robust financial results for its second fiscal quarter ended September 30, 2025, with significant revenue and earnings per share increases.
Better than expected
NYSE
Houlihan Lokey, Inc. announced the expansion of its Board of Directors to eleven members and the appointment of R. Scott Mund as an independent Class II director, effective October 1, 2025, enhancing corporate governance with his extensive M&A and tax expertise.
NYSE
Houlihan Lokey, Inc. announced that its stockholders approved the election of three Class I directors, executive compensation on an advisory basis, and the ratification of KPMG LLP as its independent auditor at the annual meeting held on September 17, 2025.
Quarterly Earnings (10-Q)
NYSE
Houlihan Lokey reports a 20% decrease in net income for the first quarter of fiscal year 2026, driven by lower revenues across its Corporate Finance segment.
Worse than expected
NYSE
Houlihan Lokey announced robust financial results for the third quarter and nine months ended December 31, 2025, driven by strong revenue growth across its Corporate Finance and Financial Restructuring segments.
Better than expected
NYSE
Houlihan Lokey announced robust financial results for the quarter ended September 30, 2025, with significant revenue and net income increases driven by strong M&A and capital markets activity.
Better than expected
NYSE
Houlihan Lokey reports an 18% surge in Q1 revenues, driven by strong segment performance, but operating income declined amidst rising expenses.
NYSE
Houlihan Lokey's Q3 2025 revenues increased by 24% year-over-year, driven by strong performance in Corporate Finance and Financial Restructuring.
Better than expected
NYSE
Houlihan Lokey's second quarter of fiscal year 2025 shows a significant increase in revenue and net income compared to the same period last year.
Better than expected
Annual Reports (10-K)
NYSE
Houlihan Lokey reported a 10% increase in annual revenue to $2.62 billion for fiscal 2026, driven by strong performance in its Corporate Finance segment.
NYSE
Houlihan Lokey's fiscal year 2025 saw a significant 25% increase in revenue, driven primarily by growth in its Corporate Finance segment.
Better than expected
NYSE
Houlihan Lokey's annual report reveals a 6% revenue increase for fiscal year 2024, driven by strong performance in financial restructuring, despite a slight dip in corporate finance revenue.
Insider Trading (Form 4)
NYSE
Co-Chairman Paul Eric Siegert was granted 19,815 shares of Class B Common Stock under the company's 2016 Incentive Award Plan.
NYSE
General Counsel Christopher M. Crain was granted 3,197 shares of Class B Common Stock under the company's 2016 Incentive Award Plan.
NYSE
CEO Scott J. Adelson received a grant of 17,274 shares of Class B Common Stock under the company's 2016 Incentive Award Plan.
NYSE
CFO J. Lindsey Alley received a grant of 7,100 shares of Class B Common Stock under the company's 2016 Incentive Award Plan.
NYSE
Houlihan Lokey Co-Chairman Scott Beiser converted and sold 6,265 shares of Class A Common Stock on May 21, 2026.
NYSE
Director Cyrus D. Walker acquired 996 shares of Houlihan Lokey, Inc. (HLI) Class A Common Stock on May 21, 2026.
Proxy Statements (Def-14A)
NYSE
Houlihan Lokey, Inc. has announced its 2026 Annual Meeting of Stockholders, scheduled for September 16, 2026, to elect directors, approve executive compensation, ratify auditor appointment, and approve an incentive award plan.
NYSE
Houlihan Lokey, Inc. has filed definitive additional materials related to its proxy statement under Schedule 14A.
NYSE
Houlihan Lokey's latest proxy statement highlights record fiscal 2025 revenues, an increased quarterly dividend, and key executive leadership changes, while outlining proposals for its upcoming annual stockholder meeting.
Better than expected
NYSE
Houlihan Lokey has filed definitive additional materials related to its proxy statement with the SEC.
NYSE
Houlihan Lokey will hold its 2024 Annual Meeting of Stockholders on September 18, 2024, to vote on director elections, executive compensation, and auditor ratification.
Schedule 13D - Activist Investments
NYSE
Houlihan Lokey's A&R Voting Trust updated its agreement and reported a net decrease of 412,933 Class B shares due to various transactions including sales and donations.
Worse than expected
NYSE
The HL Voting Trust and its key executives reported a net decrease of 565,622 Class B common shares, adjusting their beneficial ownership to 22.9% of Houlihan Lokey, Inc. as of August 26, 2025.
Schedule 13G - Passive Investments
NYSE
Kayne Anderson Rudnick Investment Management, LLC has filed a Schedule 13G, reporting beneficial ownership of 4.9% of Houlihan Lokey Inc. common stock as of March 31, 2026.
NYSE
Vanguard Capital Management has reported beneficial ownership of 5.2% of Houlihan Lokey Inc.'s common stock as of March 31, 2026.
NYSE
Vanguard Portfolio Management has reported beneficial ownership of 5.12% of Houlihan Lokey Inc.'s common stock as of March 31, 2026.
NYSE
The Vanguard Group reports zero direct beneficial ownership in Houlihan Lokey Inc. following an internal realignment.
NYSE
SCHEDULE 13G/A: EARNEST Partners LLC Discloses 4.9% Passive Stake in Houlihan Lokey Class A Common Stock
EARNEST Partners LLC has filed an amended Schedule 13G, reporting a 4.9% beneficial ownership stake in Houlihan Lokey, Inc.'s Class A Common Stock as of March 31, 2025.
NYSE
SCHEDULE 13G/A: BlackRock Discloses 8.9% Stake in Houlihan Lokey Class A Stock
BlackRock, Inc. has filed an amended Schedule 13G, revealing a beneficial ownership of 8.9% of Houlihan Lokey, Inc.'s Class A Stock as of March 31, 2025.