Recent 8-K filings for HLI

• May 7, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  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.

• February 25, 2026, 6:59 PM ET other material materiality 0.25 neutral item 8.01item 9.01

  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.

• January 29, 2026, 6:59 PM ET leadership materiality 0.25 neutral item 5.02

  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.

• January 29, 2026, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  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.

• December 30, 2025, 6:59 PM ET other material materiality 0.40 neutral item 1.01item 9.01 ◈ Material Agreements

  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.

• October 31, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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.

• October 6, 2025, 7:59 PM ET leadership materiality 0.15 neutral item 5.02

  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.

• September 19, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  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.

• August 21, 2025, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  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.

• July 30, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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.

• May 8, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  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).

• January 29, 2025, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  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.

• December 9, 2024, 6:59 PM ET M&A materiality 0.50 neutral item 3.02item 8.01item 9.01

  Houlihan Lokey closes acquisition of Waller Helms Advisors; issues 635,834 Class B shares with potential $60M earn-out

  Closed acquisition of Waller Helms Advisors LLC on Dec 5, 2024; stock issued as partial consideration.

• November 12, 2024, 6:59 PM ET other material materiality 0.15 neutral item 8.01item 9.01

  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.

• October 31, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  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).

• October 28, 2024, 7:59 PM ET other material materiality 0.50 neutral item 5.02item 9.01

  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.

• October 25, 2024, 7:59 PM ET other materiality 0.10 neutral item 5.07

  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.

• September 23, 2024, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  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).

• August 9, 2024, 7:59 PM ET M&A materiality 0.70 positive item 3.02

  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.

• July 31, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  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.

• May 9, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  Houlihan Lokey reports FY2024 revenues $1.91B (+6%), Q4 revenues $520M (+17%), raises dividend to $0.57

  FY2024 revenues $1.91B (+6% YoY); net income $280M, diluted EPS $4.11 (vs $3.76). Adjusted EPS $4.49.

• April 30, 2024, 7:59 PM ET other material materiality 0.35 neutral item 8.01item 9.01

  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.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.53 · Most common event earnings

10 positive 0 negative 12 neutral

source · HLI on sec.gov