Rep. Josh Gottheimer Sells Houlihan Lokey, Inc. (NYSE:HLI) Stock

Representative Josh Gottheimer (D-New Jersey) recently sold shares of Houlihan Lokey, Inc. (NYSE:HLI). In a filing disclosed on May 14th, the Representative disclosed that they had sold between $1,001 and $15,000 in Houlihan Lokey stock on April 9th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of RTX (NYSE:RTX) on 4/23/2025.
• Purchased $1,001 – $15,000 in shares of Cheniere Energy (NYSE:LNG) on 4/22/2025.
• Purchased $1,001 – $15,000 in shares of Techtronic Industries (OTCMKTS:TTNDY) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of D.R. Horton (NYSE:DHI) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of Hillman Solutions (NASDAQ:HLMN) on 4/17/2025.
• Sold $1,001 – $15,000 in shares of AbbVie (NYSE:ABBV) on 4/17/2025.

Houlihan Lokey Price Performance

Shares of NYSE:HLI opened at $179.93 on Friday. The company has a market cap of $12.62 billion, a price-to-earnings ratio of 34.34 and a beta of 0.82. The firm has a 50 day simple moving average of $160.22 and a 200 day simple moving average of $171.75. Houlihan Lokey, Inc. has a one year low of $127.14 and a one year high of $192.10.

Houlihan Lokey (NYSE:HLI) last announced its quarterly earnings results on Wednesday, May 7th. The financial services provider reported $1.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.61 by $0.35. Houlihan Lokey had a net margin of 16.00% and a return on equity of 20.04%. The firm had revenue of $666.42 million during the quarter, compared to analysts’ expectations of $628.25 million. During the same period in the prior year, the company posted $1.27 EPS. The company’s revenue was up 28.0% on a year-over-year basis. As a group, analysts expect that Houlihan Lokey, Inc. will post 5.98 EPS for the current year.

Houlihan Lokey Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Sunday, June 15th. Investors of record on Monday, June 2nd will be paid a $0.60 dividend. This is an increase from Houlihan Lokey’s previous quarterly dividend of $0.57. The ex-dividend date of this dividend is Monday, June 2nd. This represents a $2.40 annualized dividend and a yield of 1.33%. Houlihan Lokey’s dividend payout ratio is presently 41.24%.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in HLI. Raymond James Financial Inc. bought a new position in shares of Houlihan Lokey in the fourth quarter valued at $143,559,000. GAMMA Investing LLC lifted its position in shares of Houlihan Lokey by 39,574.9% during the first quarter. GAMMA Investing LLC now owns 686,375 shares of the financial services provider’s stock valued at $1,108,500,000 after purchasing an additional 684,645 shares in the last quarter. Norges Bank bought a new position in shares of Houlihan Lokey during the fourth quarter valued at about $114,047,000. Invesco Ltd. lifted its position in shares of Houlihan Lokey by 122.7% during the fourth quarter. Invesco Ltd. now owns 1,041,201 shares of the financial services provider’s stock valued at $180,815,000 after purchasing an additional 573,745 shares in the last quarter. Finally, Congress Asset Management Co. bought a new position in shares of Houlihan Lokey during the first quarter valued at about $81,420,000. 78.07% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several equities analysts have issued reports on HLI shares. JMP Securities restated a “market perform” rating on shares of Houlihan Lokey in a research report on Wednesday, January 29th. Wells Fargo & Company upped their price target on shares of Houlihan Lokey from $170.00 to $185.00 and gave the company an “overweight” rating in a research report on Thursday, May 8th. StockNews.com cut shares of Houlihan Lokey from a “buy” rating to a “hold” rating in a research report on Tuesday, February 25th. JPMorgan Chase & Co. decreased their price objective on shares of Houlihan Lokey from $172.00 to $169.00 and set a “neutral” rating for the company in a research report on Wednesday, January 29th. Finally, Morgan Stanley decreased their price objective on shares of Houlihan Lokey from $190.00 to $156.00 and set an “overweight” rating for the company in a research report on Monday, April 7th. Four analysts have rated the stock with a hold rating and three have given a buy rating to the company’s stock. According to data from MarketBeat, Houlihan Lokey has a consensus rating of “Hold” and an average price target of $185.00.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

Houlihan Lokey Company Profile

Houlihan Lokey, Inc, an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services worldwide. It operates in three segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory.