Overview
Houlihan Lokey, Inc., headquartered in the United States, is a prominent global investment bank that specializes in mergers and acquisitions, capital markets advisory, restructuring, and financial consultancy services. Renowned for its expertise in complex transaction advisories and financial restructuring, the firm caters to a diverse clientele, including corporations, governments, and financial sponsors. Houlihan Lokey has been instrumental in advising on some significant restructuring cases, including high-profile bankruptcies and financial reorganizations. The company's strategic acquisitions have broadened its service offerings and expanded its global reach, making it a vital player in the investment banking industry and fortifying its position in both established and emerging markets.
Basic Stats
The share price of Houlihan Lokey, Inc. as of September 5, 2025 is $196.88 / share. This is a decrease of -1.19% from the prior week. The market cap (or net worth) of Houlihan Lokey, Inc. as of September 5, 2025 is $13,847.58 MM.
The Factor Analysis chart (below right) shows a view of Houlihan Lokey, Inc. from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | 13,847.58 MM |
| EV | 13,068.26 MM |
| Shares Out. | 70.34 MM |
| Earnings Date | |
| EPS (TTM) | 5.81 |
| Dividend Yield | 1.22 % |
| Ex-Dividend Date | 2025-09-02 |
| Borrow Rate | 0.25 |
| Short Shares Avail. | 1.10 MM |
| Short Interest | 0.90 MM |
| Short Float | 1.65 % |
| Days to Cover | 2.89 days |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | 29.53 % |
| Volatility (1 yr) | 0.30 |
| Beta | 1.25 |
| Sharpe Ratio (1 yr) | 0.86 |
| Sortino Ratio (1 yr) | 1.56 |
| PE Ratio | 33.91 |
| Price/Book | 6.36 |
| Price/TBV | 20.39 |
| Book/Market | 0.16 |
| EBIT/EV | 0.04 |
| EBIT(3yr avg)/EV | 0.03 |
| ROA | 0.14 |
| ROE | 0.22 |
| ROIC | 0.15 |
| CROIC | 0.13 |
| OCROIC | 0.29 |
| Implied Volatility | 23.84 % |
| Put/Call OI Ratio | 0.42 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Houlihan Lokey, Inc. is $207.26. The forecasts range from a low of $167.66 to a high of $243.60. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Houlihan Lokey, Inc.. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2023-01-03 | Keefe, Bruyette & Woods | Market Perform | Maintains | |
| 2022-10-31 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-07-29 | UBS | Buy | Maintains | |
| 2022-07-18 | Morgan Stanley | Underweight | Equal-Weight | Upgrade |
| 2022-07-08 | Piper Sandler | Underweight | Maintains | |
| 2022-05-23 | Goldman Sachs | Buy | Maintains | |
| 2022-04-12 | Goldman Sachs | Buy | Maintains | |
| 2022-04-07 | Piper Sandler | Neutral | Underweight | Downgrade |
| 2022-03-25 | Morgan Stanley | Underweight | Maintains | |
| 2022-03-22 | Piper Sandler | Neutral | Maintains | |
| 2022-03-09 | Piper Sandler | Neutral | Maintains | |
| 2022-03-08 | Morgan Stanley | Underweight | Maintains | |
| 2022-02-09 | Morgan Stanley | Underweight | Maintains | |
| 2022-01-11 | Morgan Stanley | Underweight | Maintains | |
| 2022-01-06 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2022-01-04 | UBS | Neutral | Buy | Upgrade |
| 2021-12-08 | Morgan Stanley | Underweight | Maintains | |
| 2021-10-29 | Morgan Stanley | Underweight | Maintains | |
| 2021-07-14 | Keefe, Bruyette & Woods | Market Perform | Underperform | Downgrade |
| 2021-03-19 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2021-01-29 | Morgan Stanley | Underweight | Maintains | |
| 2020-12-16 | Seaport Global | Neutral | Initiate | |
| 2020-10-12 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-10-02 | UBS | Buy | Neutral | Downgrade |
| 2020-07-10 | JP Morgan | Overweight | Neutral | Downgrade |
| 2020-05-13 | UBS | Buy | Maintains | |
| 2020-05-13 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-04-09 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-03-25 | UBS | Buy | Maintains | |
| 2020-01-27 | Keefe, Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2020-01-13 | Buckingham | Buy | Maintains | |
| 2019-11-25 | Morgan Stanley | Equal-Weight | Initiate | |
| 2019-11-20 | Morgan Stanley | Equal-Weight | Initiate | |
| 2019-07-11 | Buckingham Research | Buy | Maintains | |
| 2019-05-23 | JMP Securities | Outperform | Market Perform | Downgrade |
| 2019-04-03 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2019-01-09 | Bank of America | Neutral | Buy | Upgrade |
| 2018-11-06 | Goldman Sachs | Neutral | Initiate | |
| 2018-10-08 | UBS | Buy | Buy | Maintains |
| 2018-07-27 | JMP Securities | Market Outperform | Market Outperform | Maintains |
| 2018-06-26 | Bank of America | Neutral | Neutral | Maintains |
| 2018-04-05 | Buckingham | Buy | Initiate | |
| 2018-01-30 | Bank of America | Neutral | Neutral | Maintains |
| 2017-10-25 | UBS | Buy | Maintains | |
| 2017-10-25 | Bank of America | Neutral | Maintains | |
| 2017-09-12 | JP Morgan | Overweight | Initiate | |
| 2017-07-26 | UBS | Buy | Maintains | |
| 2017-05-11 | Bank of America | Buy | Neutral | Downgrade |
| 2016-08-18 | Sandler O'Neill | Buy | Hold | Downgrade |
| 2015-09-08 | Sandler O'Neill | Buy | Initiate | |
| 2015-09-08 | Goldman Sachs | Neutral | Initiate | |
| 2023-05-10 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2023-05-10 | Morgan Stanley | Equal-Weight | Maintains | |
| 2023-10-03 | UBS | Buy | Buy | Maintains |
| 2023-07-12 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-02-05 | UBS | Buy | Buy | Maintains |
| 2024-01-29 | Keefe, Bruyette & Woods | Market Perform | Reiterate | |
| 2024-01-09 | UBS | Buy | Buy | Maintains |
| 2024-02-02 | UBS | Buy | Buy | Maintains |
| 2024-04-09 | JMP Securities | Market Perform | Reiterate | |
| 2024-05-14 | UBS | Buy | Buy | Maintains |
| 2024-07-12 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-07-09 | UBS | Buy | Buy | Maintains |
| 2025-03-13 | Morgan Stanley | Underweight | Overweight | Upgrade |
| 2025-01-14 | Wells Fargo | Underweight | Underweight | Maintains |
| 2024-12-12 | Wells Fargo | Underweight | Underweight | Maintains |
| 2024-09-12 | Wells Fargo | Underweight | Initiate | |
| 2025-04-07 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2024-07-31 | UBS | Buy | Buy | Maintains |
| 2024-07-31 | JP Morgan | Neutral | Neutral | Maintains |
| 2024-07-31 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Reiterate |
| 2024-07-23 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-10-08 | UBS | Buy | Buy | Maintains |
| 2025-04-08 | Wells Fargo | Overweight | Overweight | Maintains |
| 2024-12-09 | Morgan Stanley | Equal-Weight | Underweight | Downgrade |
| 2024-09-18 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2025-01-29 | Wells Fargo | Underweight | Underweight | Maintains |
| 2025-01-29 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Reiterate |
| 2025-01-29 | JMP Securities | Market Perform | Market Perform | Reiterate |
| 2025-01-29 | Morgan Stanley | Underweight | Underweight | Maintains |
| 2025-01-29 | UBS | Buy | Buy | Maintains |
| 2025-01-29 | JP Morgan | Neutral | Neutral | Maintains |
| 2024-09-23 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-12-20 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-03-11 | Wells Fargo | Underweight | Overweight | Upgrade |
| 2025-01-13 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-05-12 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-07-14 | Keefe, Bruyette & Woods | Market Perform | Outperform | Upgrade |
| 2025-05-08 | Wells Fargo | Overweight | Overweight | Maintains |
| 2025-07-11 | Wells Fargo | Overweight | Overweight | Maintains |
| 2025-06-23 | Morgan Stanley | Overweight | Overweight | Maintains |
