Houlihan Lokey Ownership
| HLI Stock | USD 189.09 1.66 0.89% |
Shares in Circulation | First Issued 2014-06-30 | Previous Quarter 68.5 M | Current Value 68.4 M | Avarage Shares Outstanding 66.5 M | Quarterly Volatility 2.5 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Houlihan |
Houlihan Stock Ownership Analysis
About 100.0% of the company shares are owned by institutional investors. The company last dividend was issued on the 2nd of December 2024. Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition , capital market, financial restructuring, and financial and valuation advisory services worldwide. The company was incorporated in 1972 and is headquartered in Los Angeles, California with offices in the United States, Europe, the Middle East, and the Asia-Pacific region. Houlihan Lokey operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 2257 people. To learn more about Houlihan Lokey call Scott Beiser at 310 553 8871 or check out https://hl.com.Besides selling stocks to institutional investors, Houlihan Lokey also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Houlihan Lokey's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Houlihan Lokey's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Houlihan Lokey Quarterly Liabilities And Stockholders Equity |
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Houlihan Lokey Insider Trades History
Less than 1% of Houlihan Lokey are currently held by insiders. Unlike Houlihan Lokey's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Houlihan Lokey's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Houlihan Lokey's insider trades
Houlihan Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Houlihan Lokey is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Houlihan Lokey backward and forwards among themselves. Houlihan Lokey's institutional investor refers to the entity that pools money to purchase Houlihan Lokey's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 1.1 M | Bank Of America Corp | 2024-06-30 | 1.1 M | Geode Capital Management, Llc | 2024-09-30 | 970.6 K | Neuberger Berman Group Llc | 2024-06-30 | 930.5 K | Ameriprise Financial Inc | 2024-06-30 | 873.9 K | Clearbridge Advisors, Llc | 2024-09-30 | 840.4 K | Capital Research & Mgmt Co - Division 3 | 2024-09-30 | 793 K | Sei Investments Co | 2024-06-30 | 776.3 K | Norges Bank | 2024-06-30 | 717.6 K | Vanguard Group Inc | 2024-09-30 | 5.2 M | Blackrock Inc | 2024-06-30 | 5 M |
Houlihan Lokey Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Houlihan Lokey insiders, such as employees or executives, is commonly permitted as long as it does not rely on Houlihan Lokey's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Houlihan Lokey insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Houlihan Lokey's latest congressional trading
Congressional trading in companies like Houlihan Lokey, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Houlihan Lokey by those in governmental positions are based on the same information available to the general public.
| 2024-09-18 | Representative Michael McCaul | Acquired Under $15K | Verify |
Houlihan Lokey Outstanding Bonds
Houlihan Lokey issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Houlihan Lokey uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Houlihan bonds can be classified according to their maturity, which is the date when Houlihan Lokey has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
Houlihan Lokey Corporate Filings
F4 | 26th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 12th of November 2024 Other Reports | ViewVerify | |
10Q | 5th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 31st of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Currently Active Assets on Macroaxis
When determining whether Houlihan Lokey offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Houlihan Lokey's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Houlihan Lokey Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Houlihan Lokey Stock:Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Houlihan Lokey. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. For more detail on how to invest in Houlihan Stock please use our How to Invest in Houlihan Lokey guide.You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
Is Investment Banking & Brokerage space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Houlihan Lokey. If investors know Houlihan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Houlihan Lokey listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.384 | Dividend Share 2.24 | Earnings Share 4.89 | Revenue Per Share 32.632 | Quarterly Revenue Growth 0.231 |
The market value of Houlihan Lokey is measured differently than its book value, which is the value of Houlihan that is recorded on the company's balance sheet. Investors also form their own opinion of Houlihan Lokey's value that differs from its market value or its book value, called intrinsic value, which is Houlihan Lokey's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Houlihan Lokey's market value can be influenced by many factors that don't directly affect Houlihan Lokey's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Houlihan Lokey's value and its price as these two are different measures arrived at by different means. Investors typically determine if Houlihan Lokey is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Houlihan Lokey's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.