Highest-materiality recent filing
Houlihan Lokey registers resale of 365,078 Class A shares for Waller Helms and 7MA sellers
Prospectus supplement filed Aug 13, 2026 covers resale of 255,422 shares from Waller Helms acquisition (Dec 2024) and 109,656 from 7MA acquisition (Dec 2023).
Houlihan Lokey Q1 revenues $511M, down 15.5% YoY; EPS $1.15 vs $1.42; adjusted EPS $1.35 vs $2.14
Q1 revenues $511M, down 15.5% YoY from $605M; diluted EPS $1.15 vs $1.42; adjusted diluted EPS $1.35 vs $2.14.
Houlihan Lokey reports record FY revenue $2.62B; Q4 revenue down, dividend raised 16.7%
FY2026 revenue $2.62B (record), up 9.5% from $2.39B; diluted EPS $6.22, adjusted $7.56.
Houlihan Lokey registers ~32,421 shares for resale from former Waller Helms and 7MA sellers
Resale registration covers up to 4,009 shares from former Waller Helms members issued on Jan 20, 2026 upon performance targets.
Director Robert A. Schriesheim will not stand for reelection at Houlihan Lokey's 2027 Annual Meeting
Schriesheim informed Houlihan Lokey on Jan 24, 2026 that he will not stand for reelection when his term expires at the 2027 Annual Meeting.
Houlihan Lokey Q3 revenues $717M (+13% YoY); adj diluted EPS $1.94 vs $1.64
GAAP diluted EPS $1.70 vs $1.39 prior year; net income $117M.
Houlihan Lokey amends voting trust agreement; revises termination and excess share voting
Termination provisions revised: trust ends 10 years after all Class B converts or when trust holds <5% of outstanding shares.
Houlihan Lokey reports Q2 FY2026 revenue $659M, diluted EPS $1.63 (adjusted $1.84), dividend $0.60
Revenue $659M, up 15% YoY from $575M; net income $112M vs $94M.
Houlihan Lokey appoints R. Scott Mund as independent director; board expands to 11
Board increased from 10 to 11 members; R. Scott Mund appointed as independent Class II director effective Oct 1, 2025.
Houlihan Lokey shareholders re-elect directors, approve executive compensation and auditor
Scott L. Beiser re-elected with 190.1M for, 19.7M withheld, 2.1M broker non-votes.
Houlihan Lokey expands revolving credit facility to $150M, extends maturity to 2030
Revolving commitments increased from $100M to $150M; maturity extended to August 19, 2030.
Houlihan Lokey Q1 FY2026 revenue $605M, adj. EPS $2.14; dividend $0.60
Revenue $605M (+18% YoY); GAAP diluted EPS $1.42 vs $1.30; adjusted diluted EPS $2.14 vs $1.22.
Houlihan Lokey reports record FY2025 revenue of $2.39B; Q4 EPS $1.76; dividend raised 5%
FY2025 revenue $2.39B (+25% YoY); net income $400M; diluted EPS $5.82 (adj. $6.29).
Houlihan Lokey Q3 FY2025 revenue $634M (+24% YoY), EPS $1.39, adj. EPS $1.64; dividend $0.57
Revenue $634M vs $511M YoY; GAAP diluted EPS $1.39 vs $1.04.
Closed acquisition of Waller Helms Advisors LLC on Dec 5, 2024; stock issued as partial consideration.
Houlihan Lokey registers 5,406 shares for resale from Prytania Solutions acquisition
Filed prospectus supplement for resale of up to 5,406 Class A shares issuable on conversion of Class B stock.
Houlihan Lokey Q2 revenues $575M (+23% YoY); EPS $1.37; dividend $0.57
Revenue of $575M, up 23% from $467M in prior-year quarter; net income $94M ($1.37 diluted EPS).
Houlihan Lokey amends incentive plan, reduces share reserve to 8M shares
Board approved second amendment to 2016 Incentive Award Plan; available shares reduced to 8,000,000.
Houlihan Lokey to hold annual Say on Pay votes after shareholder advisory vote
Shareholders voted 212,485,253 for annual Say on Pay votes; 590,063 for triennial.
Houlihan Lokey annual meeting: all director nominees elected, say-on-pay passes
Four Class III directors elected with large majorities (Adelson: 198.0M for, 15.1M withheld).
Houlihan Lokey to acquire Waller Helms for up to $183.3M in cash or stock
Acquisition adds nearly 50 financial professionals including 13 managing directors.
Houlihan Lokey Q1 revenues up 24% to $514M; EPS $1.30 vs $0.90; declares $0.57 dividend
Revenue $514M, up 24% YoY; diluted EPS $1.30 vs $0.90; adjusted EPS $1.22 vs $0.89.
FY2024 revenues $1.91B (+6% YoY); net income $280M, diluted EPS $4.11 (vs $3.76). Adjusted EPS $4.49.
Houlihan Lokey files resale registration for 100,960 shares tied to Triago acquisition
Prospectus supplement covers up to 100,960 Class A shares from April 2024 Triago acquisition.
Houlihan Lokey appoints Scott Adelson as CEO; Scott Beiser transitions to Co-Chairman
Scott Adelson named CEO effective June 10, 2024, succeeding Scott Beiser who becomes Co-Chairman.
HLI Q3 FY2024 revenue $511M (+12% YoY); EPS $1.04; adj EPS $1.22; dividend $0.55
Revenues $511M, +12% YoY from $456M; net income $71M vs $63M; diluted EPS $1.04 vs $0.90.
Houlihan Lokey files resale registration for 174,335 shares issued in 7 Mile Advisors acquisition
Prospectus supplement filed Dec 20, 2023 covers up to 174,335 Class A shares for resale by former 7 Mile Advisors members.
Houlihan Lokey Q2 revenue $467M (-5% YoY), adjusted EPS $1.11 vs $1.19
Revenue $466.99M vs $489.54M in Q2 FY23; net income $67.03M vs $60.73M.
Houlihan Lokey shareholders approve charter amendment for officer exculpation, elect directors
Approved Second Amended and Restated Certificate of Incorporation with officer exculpation provision; effective Sept 21, 2023.
Houlihan Lokey adopts amended bylaws with universal proxy rule compliance, federal forum provision
Bylaws updated to align with Delaware law on meeting adjournment notices and stockholder voting list availability.
Houlihan Lokey Q1 FY24 revenues $416M (-1% YoY), EPS $0.90 down 13%
Revenue $416M vs $419M YoY; diluted EPS $0.90 vs $1.03; adjusted EPS $0.89 vs $1.10.
Houlihan Lokey records $15M SEC settlement accrual; revises Q4/FY2023 GAAP EPS down
SEC investigation for off-channel communications; $15M civil penalty intended
Houlihan Lokey FY2023 revenue down 20% to $1.81B; EPS $3.98; raises dividend to $0.55
FY2023 revenues $1.81B (-20% YoY); diluted EPS $3.98 vs $6.41; adjusted EPS $4.54 vs $7.10.
Houlihan Lokey Q3 FY2023 revenue $456M, down 49% YoY; diluted EPS $0.90, adjusted $1.14
Revenues $456M vs $889M YoY (-49%); GAAP diluted EPS $0.90 vs $2.54.
Houlihan Lokey Q2 rev $490M (-9% YoY); adj EPS $1.19; Corp Fin -19%; $0.53 dividend
Revenue $490M, down 9% YoY from $537M; GAAP diluted EPS $0.87 vs $1.65.
Houlihan Lokey annual meeting elects four Class I directors, approves exec pay and KPMG ratification
All four Class I director nominees elected with strong support; Zuber received 92.6% of votes cast.
Houlihan Lokey Q1 revenues up 12% to $419M, diluted EPS down to $1.03 from $1.25
Revenue $419M (+12% YoY); net income $71M vs $86M; diluted EPS $1.03 vs $1.25.
FY2022 revenue $2.27B (record, +49% YoY); GAAP diluted EPS $6.41; adjusted diluted EPS $7.10.
Houlihan Lokey Q3 FY2022 revenue $889M, EPS $2.54; declares $0.43 dividend
Revenue $889M, up 65% YoY; diluted EPS $2.54 vs $1.71; adjusted EPS $2.90 vs $1.77.
Houlihan Lokey Q2 FY2022 revenue $537M, diluted EPS $1.65, declares $0.43 dividend
Revenue $537M ($276M YoY, +95%); net income $113M ($49M YoY).
Houlihan Lokey shareholders approve all three proposals at 2021 annual meeting
Elected four Class III directors: Adelson, Bassey, Preiser, Schriesheim with >195M votes for each.
Houlihan Lokey to acquire GCA Corp for ~$591M; tender offer at ¥1,380/share, 31% premium
Total purchase price ~¥65B (~$591M) in cash; ¥1,380/share, a 31.3% premium to GCA's Aug 2 close of ¥1,051.
Houlihan Lokey Q1 FY2022 revenue $373M, EPS $1.25, up 81% YoY; Q2 dividend $0.43
Revenue $372.7M (+77% YoY); net income $86.0M ($1.25 diluted EPS) vs $46.1M ($0.69).
Mr. David Preiser will step down from his current role as Co-President and will continue to serve as Vice Chairman.
Mr. Scott Adelson will become the Chief Executive Officer of the Company.
Mr. Scott Beiser, the current Chief Executive Officer, will remain an executive officer of the Company as Co-Chairman.
Max materiality 0.85 · Median 0.65 · Most common event earnings