Thrivent Financial for Lutherans Boosts Stake in Houlihan Lokey, Inc. $HLI

Thrivent Financial for Lutherans lifted its position in Houlihan Lokey, Inc. (NYSE:HLI) by 75.6% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 713,494 shares of the financial services provider’s stock after acquiring an additional 307,214 shares during the period. Thrivent Financial for Lutherans owned 1.01% of Houlihan Lokey worth $146,495,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Burgundy Asset Management Ltd. raised its holdings in Houlihan Lokey by 3.0% in the second quarter. Burgundy Asset Management Ltd. now owns 1,225,966 shares of the financial services provider’s stock worth $220,613,000 after purchasing an additional 36,144 shares in the last quarter. Mayflower Financial Advisors LLC bought a new stake in shares of Houlihan Lokey during the 3rd quarter valued at $230,335,000. Bank of America Corp DE grew its position in shares of Houlihan Lokey by 4.1% in the 2nd quarter. Bank of America Corp DE now owns 1,041,990 shares of the financial services provider’s stock worth $187,506,000 after buying an additional 41,470 shares during the period. Geode Capital Management LLC grew its position in shares of Houlihan Lokey by 2.1% in the 2nd quarter. Geode Capital Management LLC now owns 1,041,590 shares of the financial services provider’s stock worth $187,462,000 after buying an additional 21,132 shares during the period. Finally, Raymond James Financial Inc. increased its stake in shares of Houlihan Lokey by 10.4% in the 2nd quarter. Raymond James Financial Inc. now owns 874,078 shares of the financial services provider’s stock worth $157,291,000 after acquiring an additional 82,002 shares in the last quarter. Hedge funds and other institutional investors own 78.07% of the company’s stock.

Analyst Ratings Changes

Several research firms recently commented on HLI. Deutsche Bank Aktiengesellschaft started coverage on shares of Houlihan Lokey in a research note on Thursday, October 9th. They set a “hold” rating and a $210.00 price objective on the stock. BMO Capital Markets boosted their price target on Houlihan Lokey from $209.00 to $211.00 and gave the stock an “outperform” rating in a research report on Thursday. UBS Group restated a “neutral” rating and issued a $196.00 price target on shares of Houlihan Lokey in a research note on Friday. Keefe, Bruyette & Woods lowered their price objective on Houlihan Lokey from $218.00 to $214.00 and set an “outperform” rating for the company in a research note on Thursday. Finally, Weiss Ratings cut Houlihan Lokey from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, January 12th. Four equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, Houlihan Lokey currently has an average rating of “Moderate Buy” and an average price target of $209.17.

Houlihan Lokey Trading Down 0.3%

Houlihan Lokey stock opened at $168.30 on Friday. Houlihan Lokey, Inc. has a 12 month low of $137.99 and a 12 month high of $211.78. The stock has a fifty day simple moving average of $179.43 and a two-hundred day simple moving average of $188.77. The firm has a market cap of $11.79 billion, a price-to-earnings ratio of 25.85 and a beta of 0.95.

Houlihan Lokey (NYSE:HLI) last announced its quarterly earnings results on Wednesday, January 28th. The financial services provider reported $1.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.85 by $0.09. Houlihan Lokey had a return on equity of 24.46% and a net margin of 16.91%.The firm had revenue of $717.07 million for the quarter, compared to the consensus estimate of $696.72 million. During the same period in the prior year, the company posted $1.64 earnings per share. The company’s quarterly revenue was up 13.0% on a year-over-year basis. On average, equities research analysts forecast that Houlihan Lokey, Inc. will post 5.98 EPS for the current fiscal year.

Houlihan Lokey Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Sunday, March 15th. Stockholders of record on Monday, March 2nd will be paid a $0.60 dividend. The ex-dividend date is Monday, March 2nd. This represents a $2.40 dividend on an annualized basis and a dividend yield of 1.4%. Houlihan Lokey’s payout ratio is currently 36.87%.

Houlihan Lokey News Roundup

Here are the key news stories impacting Houlihan Lokey this week:

• Positive Sentiment: Recent quarter beat consensus — Houlihan Lokey reported stronger-than-expected results for the quarter reported Jan. 28 (EPS $1.94 vs. $1.85 est; revenue $717.1M vs. $696.7M; revenue +13% y/y). That beat supports valuation and analyst estimate updates. Article Title
• Positive Sentiment: Corporate finance momentum and European expansion highlighted by management as drivers of the quarter, indicating growth in fee-based advisory across regions. This reinforces the beat and medium-term revenue upside. Article Title
• Positive Sentiment: BMO Capital Markets raised its price target to $211 with an “outperform” rating, signaling continued analyst conviction and ~25% upside vs. current levels. Article Title
• Positive Sentiment: Board declared a quarterly dividend of $0.60/share (annualized yield ~1.4%), which supports total-return investors and underscores cash generation.
• Neutral Sentiment: Keefe, Bruyette & Woods trimmed its target from $218 to $214 but kept an “outperform” rating — a modest technical revision rather than a negative rerating. Article Title
• Neutral Sentiment: Detailed transcripts and analyst notes (Seeking Alpha, Zacks) provide granular disclosure on segment performance and metrics; useful for modeling but not a discrete catalyst. Article Title Article Title
• Negative Sentiment: Despite the beats, the stock is down today — likely profit-taking after recent run-up (12‑month high ~$211.78) and some mixed analyst actions. Elevated intraday volume suggests short-term selling pressure.

Insider Activity at Houlihan Lokey

In other news, General Counsel Christopher M. Crain sold 500 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $174.17, for a total transaction of $87,085.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 22.83% of the stock is owned by corporate insiders.

About Houlihan Lokey

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.