HLI YTD ReturnHoulihan Lokey YTD Return




The HLI YTD return is -18.93% with dividends reinvested through 07/17/2026. Investors often use YTD return to compare year-to-date performance across securities because current calendar year return information is important for tax planning.

This page shows HLI YTD return, annualized return, start and end dates, and the growth of a hypothetical $10,000 investment with dividends reinvested.

Quick links: YTD Return Table  |  Performance Chart  |  Peers
Start date: 12/31/2025
End date: 07/17/2026
Start price/share: $174.19
End price/share: $140.01
Starting shares: 57.41
Ending shares: 57.91
Dividends reinvested/share: $1.30
HLI YTD return: -18.93%
Annualized Gain: -35.06%
Starting investment: $10,000.00
Ending investment: $8,107.00


HLI YTD return is presented with the assumption of reinvestments of any dividends on ex-date.
Use our YTD Return Calculator to compare HLI YTD return versus benchmarks:

YTD Return for S&P
YTD Return for Dow
YTD Return for Nasdaq 100
YTD Return for Russell 2000
YTD Return for Gold
YTD Return for 10 Year Treasury
YTD Return on $10,000.00
With Dividends Reinvested Into HLI


Also see: HLI Average Annual Return
Houlihan Lokey, Inc. is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Co.'s segments include Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA). The CF segment provides general financial advisory services in addition to advice on mergers and acquisitions and capital markets offerings. The HLI YTD return is shown above.

The YTD Return on the HLI YTD return page and across the coverage universe of our site, is a measure of the total return for a given investment year-to-date for the current calendar year (up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely useful in the context of our country's tax system which taxes gains and income on a calendar year basis.

Thus, researching Year-To-Date Returns is good practice for investors — whether HLI YTD return or other benchmarks/peers — and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the HLI YTD return calculation (with any dividends reinvested as applicable), and to provide a coverage universe of many stocks and ETFs to be able to compare YTD returns.
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Video: Don't Forget Dividends in YTD Return!
Houlihan Lokey (HLI) is categorized under the Financials sector; to help you further research YTD return performance across stocks, below are some other companies in the same sector:

HLNE YTD Return
HMN YTD Return
HMNF YTD Return
HMPT YTD Return
HMST YTD Return
HMTA YTD Return
HNNA YTD Return
HNVR YTD Return
HOMB YTD Return
HONE YTD Return
More Financials companies »
 

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