Insider Buy ·Filed Aug 5, 2026

HLI

HOULIHAN LOKEY, INC.
BULLISH
Impact 4/10
Horizonweeks Processed1mo ago SEC0001302215-26-000069
Insider cluster: 1 insiders, $501K total
Actionable Insight ▲ Bullish

The CFO's open-market purchase signals internal confidence, but the small size relative to market cap limits its standalone impact. Monitor for any subsequent insider buying or company announcements (e.g., earnings, guidance, or M&A) that could validate this signal. The stock's recent underperformance (prior report T+20 -16.23%) may present a contrarian opportunity if fundamentals remain intact.

DirectionBullish
Confidencemedium
Horizonweeks
Latest settled — T+20d ⚠ clustered
HLI ▲ +7.27% at T+20d
LONG call ✓ call won +7.27% · α vs SPY +6.67% · entry $127.58 → $136.86
Next anchor: T+60d in 27d
Latest observation: T+39 +22.18% FF3 residual α
Entry anchored
Aug 5, 05:15 PM ET
via 1-min bar
T+1d
+1.11%
call +1.11% · α +0.50%
$129.00
settled 8w ago
T+5d
+3.63%
call +3.63% · α +2.42%
$132.21
settled 7w ago
T+20d
+7.27%
call +7.27% · α +6.67%
$136.86
settled 4w ago
T+60d
—
call — · α —
—
in 27d

Price Chart

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Executive Summary

Houlihan Lokey CFO J. Lindsey purchased $501K worth of HLI shares on the open market at $124.52, a standalone conviction buy from the company's top financial officer. This insider purchase, representing ~0.006% of the $9.0B market cap, is a modest but notable signal of management's confidence in the company's valuation and prospects, particularly given the CFO's direct insight into financial performance.

Key Financial Metrics

Direction
buying
Total Value
$500.6K
Insiders
1

Key Facts

  • CFO J. Lindsey bought 4,020 shares of HLI on the open market for $501K at $124.52 per share on August 3, 2026.
  • The purchase is a single, open-market transaction (code P) by the Chief Financial Officer, a C-suite insider.
  • Total purchase value of $501K represents approximately 0.006% of HLI's $9.0B market cap.
  • No other insider trades were reported in the same 7-day window, making this a solitary conviction buy.

Financial Impact

CFO invested $501K of personal capital into HLI stock at $124.52/share, representing a modest but material insider commitment.

insider ownership

Risk Factors

  • The purchase is small relative to market cap (0.006%), limiting its signaling power.
  • Historical performance on HLI reports shows poor T+20 outcomes (-16.23% on the last neutral report), suggesting the stock may face headwinds.
  • No other insiders joined the purchase, reducing the cluster-effect amplification.

Market Snapshot

Exchange
NYSE
Sector
Investment Advice
Analyst Consensus
50% bullish (14 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
INSIDER-BUY Data (Synthetic)0001302215-26-000069
2 reports for HLI
Performance horizon
Filters
Rows
Reports for HLI — sortable, filterable
TypeNow
Sep 8, 2026
23d ago
8-K
NEUTRAL ★ 3/10
$135.27 $133.81▼ −1.08%▼ −0.75%$127.89 (−5.45%)
Aug 5, 2026
8w ago
Insider Buy
BULLISH ★ 4/10
$127.58 $132.21▲ +3.63%▲ +2.42%$127.89 (+0.25%)
Showing 2 of 2

US Market Status

Market Open — Closes in 2h 18m

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