HOULIHAN LOKEY, INC. (HLI) Stock
HLI has an Alpha Score of 44 out of 100 (weak), computed on Nov 3, 2026 from 3 of 4 sub-scores. 3 members of Congress disclosed 10 trades in HLI since 2019: 6 purchases and 4 sales, most recently Gilbert Cisneros (purchase, Aug 7, 2026). 5 of the hedge funds AlphaScala tracks reported HLI in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Citadel's at $164.65M. Company insiders reported 0 open-market buys and 1 sale on SEC Form 4 in the 90 days to Nov 3, 2026. Its trailing P/E ratio is 24.9 and its net margin 16.1% (key statistics as of Nov 3, 2026).
What is HLI's Alpha Score?
How it works →Alpha Score of 44 reflects weak overall profile with weak momentum, weak value, moderate quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Nov 3, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded HOULIHAN LOKEY, INC. (HLI)?
Most recent: Gilbert Cisneros (purchase, Aug 7, 2026); records start Sep 13, 2019.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Gil Cisneros D-CA · House | 2026-08-07 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-07-16 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-03-03 | purchase | $1k – $15k |
| Kelly Morrison D-MN · House | 2025-06-04 | sale | $1k – $15k |
| Josh Gottheimer D-NJ · House | 2025-04-09 | partial sale | $1k – $15k |
| Josh Gottheimer D-NJ · House | 2023-12-20 | partial sale | $1k – $15k |
| Josh Gottheimer D-NJ · House | 2023-01-11 | partial sale | $1k – $15k |
| Gil Cisneros D-CA · House | 2019-10-22 | purchase | $1k – $15k |
From STOCK Act periodic transaction reports. House filings as of Nov 2, 2026.
See all HLI political trades →Which hedge funds own HLI?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Citadel Ken Griffin | 1.23M | $164.65M | +151% |
| Millennium Management Israel Englander | 376K | $50.42M | +147% |
| D.E. Shaw David Shaw | 291K | $39.00M | +110% |
| Renaissance Technologies Jim Simons (founder) | 76K | $10.19M | NEW |
| Bridgewater Associates Ray Dalio | 16K | $2.15M | -22% |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are HOULIHAN LOKEY, INC. insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Sep 10, 26 | Crain Christopher M | GENERAL COUNSEL | SELL | 1.0K | $140K |
| Aug 3, 26 | Alley J Lindsey | Chief Financial Officer | BUY | 4.0K | $501K |
SEC Form 4 filings as of Nov 3, 2026
See cluster-buy signals across all tickers →What are HLI's key statistics?
Key statistics as of Nov 3, 2026
How does HLI's valuation compare with the Financials sector?
| Metric | HLI | Financials median | Companies in median |
|---|---|---|---|
| P/E ratio | 24.9 | 12.9 | 212 |
| Net margin | 16.10% | 20.22% | 197 |
| Return on equity | 17.78% | 12.39% | 221 |
| Dividend yield (payers) | 2.08% | 3.35% | 167 |
Medians over the Financials stocks whose key statistics were refreshed in the last 35 days (newest Nov 4, 2026). P/E excludes loss-making companies.
HLI price chart
Powered by TradingViewWhat does HOULIHAN LOKEY, INC. do?
Houlihan Lokey Inc. is a leading global investment bank known for providing advisory services in financial restructuring, corporate finance, and financial valuation. The primary role of Houlihan Lokey is to offer expert guidance to corporations and governments in navigating complex financial situations. It is particularly renowned for its restructuring practice, having advised numerous high-profile clients on debt restructurings, distressed mergers and acquisitions, and bankruptcy situations. Houlihan Lokey serves a diverse client base that spans across various industries, including technology, healthcare, energy, and financial services, providing sector-specific knowledge and expertise to tailor solutions effectively. As a result, the firm plays a crucial role in helping clients optimize capital structures and enhance enterprise value. With its extensive global reach, Houlihan Lokey maintains a significant presence in major financial markets, positioning itself as a key player in the investment banking sector. Founded in 1972 and headquartered in Los Angeles, California, the firm has built a reputation for excellence in delivering strategic financial solutions and fostering long-term client relationships.