Congress trades
Houlihan Lokey, Inc. (HLI)
About Houlihan Lokey, Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Investment - Banking & Investment Services
- Chief executive
- Scott Joseph Adelson
- Employees
- 2,800
- Listed since
- Aug 13, 2015
- Market value
- $9.5B
- Price to earnings
- 22.2
- Earnings per share
- $6.11
- Dividend yield
- 1.92%
Earnings
6 reported quarters · next on Oct 29, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q1 FY2027reported Jul 29, 2026 | $1.35 | $1.64 | $511.0M | $602.4M | EPS missRevenue miss |
| May 6, 2026 | $1.63 | $1.79 | $635.6M | $679.2M | EPS missRevenue miss |
| Q3 FY2026reported Jan 28, 2026 | $1.94 | $1.85 | $717.1M | $697.2M | EPS beatRevenue beat |
| Q2 FY2026reported Oct 30, 2025 | $1.84 | $1.68 | $659.5M | $651.8M | EPS beatRevenue in line |
| Q1 FY2026reported Jul 29, 2025 | $2.14 | $1.68 | $605.3M | $580.0M | EPS beatRevenue beat |
| Q4 FY2025reported May 7, 2025 | $1.96 | $1.62 | $666.4M | $628.3M | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2026 · proxy filed Jul 24, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| P. Eric SiegertCo-Chairman | $500K | $0 | $17.0M | $17.5M |
| Scott J. AdelsonChief Executive Officer | $500K | $0 | $12.5M | $13.0M |
| J. Lindsey AlleyChief Financial Officer | $500K | $0 | $3.8M | $4.3M |
| Christopher M. CrainGeneral Counsel and Secretary | $500K | $0 | $2.8M | $3.3M |
The summary compensation table from the 2026 proxy statement, current executives only. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $702.9M | 5,240,406 | -0.8% | 7.88% |
| Vanguard Portfolio Management LLC | $372.1M | 2,774,115 | -0.2% | 4.17% |
| Vanguard Capital Management LLC | $327.2M | 2,439,724 | +0.8% | 3.67% |
| Kayne Anderson Rudnick Investment Management LLC | $325.5M | 2,426,619 | -8.2% | 3.65% |
| Earnest Partners LLC | $291.4M | 2,172,720 | -2.5% | 3.27% |
| Royal Bank Of Canada | $267.2M | 1,992,096 | +13.7% | 3.00% |
| State Street Corp | $234.7M | 1,749,472 | +3.3% | 2.63% |
| Morgan Stanley | $226.7M | 1,690,245 | +6.2% | 2.54% |
| Geode Capital Management, LLC | $185.7M | 1,383,912 | +2.4% | 2.08% |
| Bank Of Montreal | $174.5M | 1,300,687 | +13.1% | 1.96% |
| Citadel Advisors LLC | $164.7M | 1,227,541 | +151.5% | 1.85% |
| Neuberger Berman Group LLC | $133.2M | 992,787 | +62.5% | 1.49% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Congress trades in HLI
20 disclosures of 36 on record · median 30d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Purchase | $1,001 - $15,000 | -5.6%S&P +1.6% · vs S&P 500 -7.2% | Jul 16, 2026 | Sep 4, 2026 | 50d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | -10.4%S&P +6.3% · vs S&P 500 -16.8% | May 4, 2026 | Jun 10, 2026 | 37d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -16.5%S&P +12.0% · vs S&P 500 -28.6% | Mar 3, 2026 | Apr 7, 2026 | 35d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | -18.7%S&P +12.0% · vs S&P 500 -30.7% | Feb 13, 2026 | Mar 10, 2026 | 25d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | -29.8%S&P +20.2% · vs S&P 500 -50.0% | Aug 21, 2025 | Sep 11, 2025 | 21d |
| Kelly Morrison | Stock | Sale | $1,001 - $15,000 | -22.6%S&P +28.2% · vs S&P 500 -50.7% | Jun 4, 2025 | Jun 18, 2025 | 14d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -13.2%S&P +40.4% · vs S&P 500 -53.6% | Apr 9, 2025 | May 14, 2025 | 35d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | -25.0%S&P +29.0% · vs S&P 500 -53.9% | Jan 16, 2025 | Feb 11, 2025 | 26d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | -12.8%S&P +36.2% · vs S&P 500 -49.1% | Aug 26, 2024 | Sep 16, 2024 | 21d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +15.4%S&P +61.7% · vs S&P 500 -46.3% | Jan 17, 2024 | Feb 13, 2024 | 27d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +14.2%S&P +63.0% · vs S&P 500 -48.8% | Dec 20, 2023 | Jan 7, 2024 | 18d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | +32.1%S&P +80.7% · vs S&P 500 -48.6% | Nov 1, 2023 | Dec 9, 2023 | 38d |
| Diana Harshbarger | Stock | Sale | $1,001 - $15,000 | +43.0%S&P +87.3% · vs S&P 500 -44.3% | Feb 9, 2023 | Mar 2, 2023 | 21d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +42.5%S&P +92.8% · vs S&P 500 -50.3% | Jan 11, 2023 | Feb 17, 2023 | 37d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +44.0%S&P +91.2% · vs S&P 500 -47.2% | Dec 14, 2022 | Jan 19, 2023 | 36d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +68.2%S&P +108.3% · vs S&P 500 -40.1% | Oct 17, 2022 | Nov 14, 2022 | 28d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +35.7%S&P +76.7% · vs S&P 500 -41.0% | Mar 4, 2022 | Apr 18, 2022 | 45d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +21.0%S&P +71.2% · vs S&P 500 -50.1% | Feb 15, 2022 | Mar 17, 2022 | 30d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +29.2%S&P +72.8% · vs S&P 500 -43.6% | Jan 28, 2022 | Feb 23, 2022 | 26d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +32.4%S&P +64.8% · vs S&P 500 -32.3% | Dec 14, 2021 | Jan 27, 2022 | 44d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
2 members · estimate, as of Sep 10, 20262 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $15,001 - $50,000 | 0.1% |
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded HLI?
Gilbert Ray Cisneros, Jr., Michael T. McCaul, Kelly Morrison, Josh Gottheimer, Diana Harshbarger disclosed HLI transactions in the filings shown here.
Which members of Congress hold HLI?
2 members of Congress report a position in HLI in the estimate we hold as of Sep 10, 2026. The two largest estimated positions belong to Gilbert Ray Cisneros, Jr. and Josh Gottheimer. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are HLI trades disclosed?
Congressional disclosures took a median of 30 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.