Houlihan Lokey Inc (HLI) Return on Investment ROI from the first quarter of 2026 to first quarter of 2026 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
CSIMarket
 


Houlihan Lokey Inc   (NYSE: HLI)
    Sector  Financial    Industry Investment Services
   Industry Investment Services
   Sector  Financial


Houlihan Lokey Inc's ROI from its first quarter of 2026 to the first quarter of 2026 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Houlihan Lokey Inc's ROI in the first quarter of 2026?
Houlihan Lokey Inc achieved a return on average invested assets (ROI) of 10.7 % in its first quarter of 2026, which is below Houlihan Lokey Inc's average return on investment, which stands at 11.79%.

ROI decreased relative to the period ending Mar 31 2026, due to the decline in net income.

Within the Financial sector 40 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Jun 30 2026 quarter, so far to 799, from total ROI ranking in the fourth quarter of 2026 at 810.

Definition and Formula of Return on Investment



Return On Investment (Jun 30 2026)
I. Quarter
(Mar 31 2026)
IV. Quarter
(Dec 31 2025)
III. Quarter
(Sep 30 2025)
II. Quarter
(Jun 30 2025)
I. Quarter
Y / Y Investment Change TTM 12.3 % 14.95 % 15.62 % 13.41 % 13.55 %
Y / Y Net Income Change TTM -0.9 % 6.12 % 61.19 % 133.73 % 359.08 %
Investment (TTM) in Millions 3,595 4,173 3,676 3,685 3,412
Return On Investment (TTM) 10.7 % 11.35 % 12.4 % 12.24 % 12.12 %
HLI's Overall Ranking # 799 # 810 # 660 # 661 # 670
Seq. Investment Change TTM 1.22 % 3.44 % 3.62 % 3.5 % 3.61 %
Seq. Net Income Change TTM -4.6 % -5.27 % 4.98 % 4.47 % 2.15 %
Net Income (TTM) in Millions 405 424 448 427 408




Return On Investment HLI's Ranking
Within: No.
Industry # 12
Sector # 41
Overall # 799

Return On Investment Statistics
High Average Low
17.58 %
11.79 %
7.93 %
(Sep 30 2022)   (Dec 31 2023)



  News about Houlihan Lokey Inc Return on Investment ROI

Houlihan Lokey Bolsters Healthcare Capital Markets Division with Key Hire, Expanding Expertise and Capitalizing on Growing Opportunities

March 11, 2024

Houlihan Lokey Expands Healthcare Capital Markets Capabilities With Experienced Hire
Houlihan Lokey, Inc. (NYSE:HLI), the esteemed global investment bank, has made a significant move to boost its healthcare capital markets division with the recent appointment of industry veteran Brent Shepherd as Managing Director. With Mr. Shepherd on board, the firm is set to further enhance its offerings in the healthcare sector, bolstering its position as a leading player in the global investment market.
Based in Chicago, Brent Shepherd brings a wealth of expertise from his impressive 24-year tenure at Capital Ones Healthcare Banking and Lending unit. With extensive experience and deep industry knowledge, Shepherd has established himself as a trusted advisor in the field. His track record includes numerous successful deals and strategic transactions, shaping the landscape of healthcare financing.

Houlihan Lokey's Leadership Transition and Solid ROI Performance: Navigating Growth for the Future

March 4, 2024



Houlihan Lokey, a leading global investment bank, recently announced significant management changes with Scott Beiser stepping down as Chief Executive Officer (CEO) after 21 years at the helm. Scott Adelson, currently Co-President and Global Co-Head of Corporate Finance, will succeed Beiser as the new CEO. This transition marks a pivotal moment for the company as it looks towards the future.
Under Beiser s leadership, Houlihan Lokey has experienced a period of remarkable growth and success. Beiser played a crucial role in transforming the investment bank into a global powerhouse, known for its expertise in financial restructuring, mergers and acquisitions, and corporate finance. As a Co-Chairman of Houlihan Lokey, he will continue to lend his strategic insights and guidance to the company in an executive role.

Houlihan Lokey Boosts Capital Markets Team with Michael Hommeyer and Aims for Private Credit Growth

January 22, 2024


In a recent announcement, global investment bank Houlihan Lokey, Inc. revealed its latest addition to the Capital Markets Group. Joining as a Managing Director, Michael Hommeyer brings with him 25 years of experience from Morgan Stanley. Based in New York, Hommeyer will spearhead a new syndicate function aimed at expanding the firm s investor coverage, distribution capabilities, and market insights in relation to U.S. private credit placements.
This move by Houlihan Lokey signifies a strategic effort to capitalize on the growing demand for private credit in the United States. Hommeyer s expertise and network acquired over his extensive career at Morgan Stanley will undoubtedly serve as a valuable asset in achieving the firm s goals.






Financial Statements
Houlihan Lokey Inc's I. Quarter Investments $ 3,595 Millions HLI's Balance sheet
Houlihan Lokey Inc's I. Quarter Income $ 78 Millions Quarterly HLI's Income Statement
HLI's Income by Division See HLI's Income by Division


HLI Annual Return On Investment (Mar 31 2026)
2026
(Mar 31 2025)
2025
(Mar 31 2024)
2024
(Mar 31 2023)
2023
(Mar 31 2022)
2022
Total Investments in Millions 4,309 3,820 3,171 2,969 2,671
Y / Y Investment Growth 12.81 % 20.47 % 6.8 % 11.17 % 18.09 %
Net Income in Millions 424 400 280 254 438
Y / Y Net Income Growth 6.12 % 42.6 % 10.26 % -42 % 40.14 %
Annual Return On Investment 9.84 % 10.46 % 8.84 % 8.56 % 16.41 %


Annual Roi Comment
In the fiscal year 2026 ROI deteriorated to 9.84 %, despite net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
HLI's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for HLI's Competitors
Subscribers only: Roi for Houlihan Lokey Inc's Suppliers
Subscribers only: Return On Investment for HLI's Customers

Other Ratios
HLI's Roa HLI's Inventory Turnover Ratio HLI's Growth Rates HLI's Dividend Statistics
HLI's Profitability Ratios HLI's Asset Turnover Ratio HLI's Dividend Growth
HLI's Roe HLI's Valuation Ratios HLI's Financial Strength Ratios HLI's Dividend Payout Ratio



Companies with similar Return On Investment at Jun 30 2026, within Financial Sector ROI
Oscar Health Inc   27.79 %
Sei Investments Company  27.57 %
Artisan Partners Asset Management Inc   23.45 %
Moody s Corporation  21.89 %
Invesco Db Oil Fund  21.16 %
Cohen and Steers Inc   21.03 %
Gcm Grosvenor Inc   21.03 %
Brookfield Asset Management Ltd   20.99 %
Oppfi Inc   20.81 %
Goosehead Insurance Inc   20.16 %
Hamilton Lane Incorporated  19.50 %
Hamilton Insurance Group Ltd   18.36 %
Mntn Inc   18.13 %
Cboe Global Markets Inc   18.06 %
Spdr Gold Trust  17.35 %
Abrdn Precious Metals Basket Etf Trust  16.58 %
Abrdn Gold Etf Trust  16.57 %
Dynex Capital Inc   16.13 %
Marketaxess Holdings Inc   16.11 %
Morningstar inc   15.21 %
Affirm Holdings Inc   14.78 %
Greenlight Capital Re Ltd   14.32 %
Goldman Sachs Physical Gold Etf  13.83 %
Bimini Capital Management Inc   13.62 %
Blackstone Inc   13.45 %
Gsr Iv Acquisition Corp   13.11 %
Heritage Insurance Holdings Inc   12.70 %
Alliancebernstein Holding L p   12.69 %
Miami International Holdings Inc   12.62 %
Investors Title Co  12.26 %


Date modified: 2026-08-30T20:13:32+00:00



Help

About us

Products

Data downloads

API

CSIMarket Company, Sector, Industry, Market Analysis, Stock Quotes, Earnings, Economy, News and Research.

Intraday data delayed per exchange requirements. All quotes are in local exchange time. Intraday data delayed 15 minutes for Nasdaq, and other exchanges. Fundamental and financial data for Stocks, Sector, Industry, and Economic Indicators provided by CSIMarket.com

Disclaimer: Information provided by CSIMarket.com is for informational purposes only and does not constitute investment advice, recommendation, or solicitation to buy or sell any security.

© 2026 CSIMarket.com — Proprietary financial dataset. All rights reserved. Redistribution or automated extraction prohibited.