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Houlihan Lokey, Inc. $HLI Shares Sold by Union Bancaire Privee UBP SA

Houlihan Lokey logo with Finance background

Key Points

  • Union Bancaire Privee UBP SA reduced its stake in Houlihan Lokey, Inc. by 56.0%, ending up with 2,506 shares valued at approximately $458,000 after selling 3,192 shares in the second quarter.
  • Houlihan Lokey reported a quarterly EPS of $2.14, significantly surpassing analysts' expectations, with a revenue increase of 17.8% year-over-year, totaling $605.35 million.
  • The company announced a quarterly dividend of $0.60 per share, with a yield of 1.2% and a payout ratio of 40.40%.
  • Five stocks to consider instead of Houlihan Lokey.

Union Bancaire Privee UBP SA lessened its stake in Houlihan Lokey, Inc. (NYSE:HLI - Free Report) by 56.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,506 shares of the financial services provider's stock after selling 3,192 shares during the period. Union Bancaire Privee UBP SA's holdings in Houlihan Lokey were worth $458,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of HLI. Two Sigma Investments LP boosted its stake in Houlihan Lokey by 70.2% in the fourth quarter. Two Sigma Investments LP now owns 3,249 shares of the financial services provider's stock valued at $564,000 after acquiring an additional 1,340 shares in the last quarter. Versant Capital Management Inc boosted its stake in Houlihan Lokey by 744.2% in the first quarter. Versant Capital Management Inc now owns 363 shares of the financial services provider's stock valued at $59,000 after acquiring an additional 320 shares in the last quarter. Parallel Advisors LLC boosted its stake in Houlihan Lokey by 14.2% in the first quarter. Parallel Advisors LLC now owns 819 shares of the financial services provider's stock valued at $132,000 after acquiring an additional 102 shares in the last quarter. NBC Securities Inc. boosted its stake in Houlihan Lokey by 125,366.7% in the first quarter. NBC Securities Inc. now owns 3,764 shares of the financial services provider's stock valued at $607,000 after acquiring an additional 3,761 shares in the last quarter. Finally, Portside Wealth Group LLC boosted its stake in Houlihan Lokey by 13.7% in the first quarter. Portside Wealth Group LLC now owns 2,754 shares of the financial services provider's stock valued at $478,000 after acquiring an additional 331 shares in the last quarter. Institutional investors and hedge funds own 78.07% of the company's stock.

Houlihan Lokey Stock Performance

Shares of HLI opened at $200.91 on Thursday. The company has a market capitalization of $14.13 billion, a price-to-earnings ratio of 33.82 and a beta of 0.87. Houlihan Lokey, Inc. has a fifty-two week low of $137.99 and a fifty-two week high of $211.78. The firm has a 50-day simple moving average of $197.97 and a 200-day simple moving average of $180.26.

Houlihan Lokey (NYSE:HLI - Get Free Report) last announced its quarterly earnings data on Tuesday, July 29th. The financial services provider reported $2.14 EPS for the quarter, beating analysts' consensus estimates of $1.69 by $0.45. The firm had revenue of $605.35 million during the quarter, compared to the consensus estimate of $573.07 million. Houlihan Lokey had a net margin of 16.46% and a return on equity of 23.75%. The firm's revenue was up 17.8% compared to the same quarter last year. During the same quarter last year, the firm earned $1.22 earnings per share. Equities research analysts forecast that Houlihan Lokey, Inc. will post 5.98 EPS for the current year.

Houlihan Lokey Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, September 15th. Investors of record on Tuesday, September 2nd were given a $0.60 dividend. The ex-dividend date was Tuesday, September 2nd. This represents a $2.40 dividend on an annualized basis and a yield of 1.2%. Houlihan Lokey's dividend payout ratio (DPR) is presently 40.40%.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on HLI shares. Zacks Research downgraded shares of Houlihan Lokey from a "strong-buy" rating to a "hold" rating in a research note on Monday. Wall Street Zen downgraded shares of Houlihan Lokey from a "buy" rating to a "hold" rating in a research note on Saturday, August 2nd. Keefe, Bruyette & Woods upgraded shares of Houlihan Lokey from a "hold" rating to a "moderate buy" rating and increased their target price for the stock from $185.00 to $232.00 in a research note on Monday, July 14th. Wells Fargo & Company increased their target price on shares of Houlihan Lokey from $185.00 to $209.00 and gave the stock an "overweight" rating in a research note on Friday, July 11th. Finally, Morgan Stanley increased their target price on shares of Houlihan Lokey from $192.00 to $213.00 and gave the stock an "overweight" rating in a research note on Monday, September 8th. Three research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. According to data from MarketBeat.com, Houlihan Lokey currently has a consensus rating of "Moderate Buy" and a consensus price target of $210.60.

View Our Latest Stock Analysis on HLI

Insider Activity at Houlihan Lokey

In related news, General Counsel Christopher M. Crain sold 500 shares of the firm's stock in a transaction dated Tuesday, September 2nd. The shares were sold at an average price of $196.22, for a total value of $98,110.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Chairman Irwin Gold sold 6,811 shares of the firm's stock in a transaction dated Tuesday, September 16th. The shares were sold at an average price of $202.75, for a total transaction of $1,380,930.25. The disclosure for this sale can be found here. Insiders sold a total of 47,311 shares of company stock worth $9,477,040 over the last 90 days. Company insiders own 22.83% of the company's stock.

Houlihan Lokey Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Houlihan Lokey (NYSE:HLI)

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