Houlihan Lokey (HLI)
NYSEFinancialsInvestment - Banking & Investment ServicesSnapshot 2026-11-05
$147.22-4.44%
Close 2026-11-05 · 1-day change
NYSEFinancialsInvestment - Banking & Investment ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · HLI
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 26.7% |
| Our one-year growth estimate | diamond | 15.5% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and long-term interest rates.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 11.2 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 4 industry peers · Company calendar date is not available
HLI — director transition
Dated 2026-10-05
Director — Todd J. Carter: The filing discloses the immediate resignation of a director, which is a genuine departure from the board but is explicitly noted as not being due to any disagreement with the company.
Why it matters: Fiscal Q2 revenue rose 5%, but non-compensation costs rose 13%. Another gap could weigh on profit growth.
Worry ifFiscal Q3 non-compensation costs rise faster year over year than revenue.
Less concerning ifFiscal Q3 non-compensation costs rise at the same pace as, or slower than, revenue.
Why it matters: The company declared a $0.70 dividend for fiscal Q3. Payment on the stated date would carry out its latest capital return action.
Supportive ifHLI pays $0.70 per share on December 15, 2026, as stated in the release.
Worry ifHLI changes or cancels the $0.70 dividend before the December 15, 2026 payment date.
Why it matters: Corporate Finance revenue rose 10% in fiscal Q2. The rise came despite fewer closed deals.
Supportive ifFiscal Q3 Corporate Finance revenue grows year over year, with closed deals at or above 142.
Worry ifFiscal Q3 Corporate Finance revenue falls year over year, and closed deals stay below 142.
Why it matters: Restructuring revenue fell 12% as fewer deals closed. A rise in closed deals would test management's timing view.
Supportive ifIn Fiscal Q3, Financial Restructuring closes more than 27 deals. Revenue rises year over year.
Worry ifFiscal Q3 closes 27 or fewer deals and revenue falls year over year again.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$150 on $10,000 · ±1.5% | How much price usually moves either way. |
| Bad day | $333 loss on $10,000 · 3.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,552 loss on $10,000 · 35.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.