Hamilton Lane Incorporated (NASDAQ: HLNE) is a Financial Services company in the Asset Management industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 17.19 | EPS (ttm) | 5.91 | Insider Own | - | Shs Outstand | 55.53M | Perf Week | 13.51% |
| Market Cap | 5.64B | Forward P/E | 14.01 | EPS next Y | 7.25 | Insider Trans | 0.40% | Shs Float | 41.15M | Perf Month | 23.22% |
| Enterprise Value | 5.63B | PEG | 1.36 | EPS next Q | - | Inst Own | - | Short Float | 10.55% | Perf Quarter | 11.51% |
| Income | 249.00M | P/S | 7.42 | EPS this Y | 7.23% | Inst Trans | - | Short Ratio | 4.43 | Perf Half Y | -28.13% |
| Sales | 760.00M | P/B | 3.85 | EPS next Y | 14.44% | ROA | 10.81% | Short Interest | 4.34M | Perf YTD | -24.35% |
| Book/sh | 26.42 | P/C | 15.50 | EPS next 5Y | 12.66% | ROE | 29.51% | 52W High | 161.13 -36.94% | Perf Year | -31.25% |
| Cash/sh | 6.55 | P/FCF | 11.72 | EPS past 3/5Y | 25.29% 16.07% | ROIC | 13.89% | 52W Low | 71.88 41.36% | Perf 3Y | 17.18% |
| Dividend Est. | 2.40 (2.36%) | EV/EBITDA | 11.55 | Sales past 3/5Y | 12.79% 17.29% | Gross Margin | 69.88% | Volatility | 4.35% 3.89% | Perf 5Y | 11.84% |
| Dividend TTM | 2.22 (2.18%) | EV/Sales | 7.41 | EPS Y/Y TTM | 9.24% | Oper. Margin | 42.81% | ATR (14) | 4.05 | Perf 10Y | - |
| Dividend Ex-Date | Jun 18, 2026 | Quick Ratio | 1.62 | Sales Y/Y TTM | 6.59% | Profit Margin | 32.83% | RSI (14) | 77.24 | Recom | 2.40 |
| Dividend Gr. 3/5Y | 10.83% 11.72% | Current Ratio | 1.62 | EPS Q/Q | 19.20% | SMA20 | 18.41% | Beta | 1.19 | Target Price | 134.80 |
| Payout | 56.92% | Debt/Eq | 0.24 | Sales Q/Q | -2.02% | SMA50 | 21.95% | Rel Volume | 1.45 | Prev Close | 94.91 |
| Employees | 785 | LT Debt/Eq | 0.24 | Earnings | Nov 03 | SMA200 | -6.49% | Avg Volume | 928.85K | Price | 101.61 |
| IPO Date | Mar 01, 2017 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 4.47% -4.68% | Net Debt/EBITDA | -0.02 | Volume | 1,346,430 | Change | 7.06% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Jul-21-26 | Reiterated | Morgan Stanley | Equal Weight | $141 → $123 |
| Jul-13-26 | Reiterated | BMO Capital | Outperform | $102 → $94 |
| Jun-30-26 | Reiterated | Goldman Sachs | Buy | $148 → $128 |
| May-22-26 | Reiterated | Goldman Sachs | Neutral | $143 → $148 |
| May-22-26 | Reiterated | BMO Capital | Outperform | $102 |
| May-22-26 | Reiterated | Oppenheimer | Outperform | $230 → $179 |
| Apr-21-26 | Reiterated | Morgan Stanley | Equal Weight | $159 → $141 |
| Apr-16-26 | Upgrade | JP Morgan | Neutral → Overweight | |
| Feb-20-26 | Reiterated | UBS | Buy | $184 → $150 |
| Feb-04-26 | Reiterated | Oppenheimer | Outperform | $220 → $230 |
Hamilton Lane Incorporated operates as an investment management firm, specializing in both direct investments and fund-of-funds strategies. The firm offers a comprehensive range of services, including: Tailored Separate Accounts: Structured as single-client vehicles, these are customized to meet specific client requirements. Specialized Investment Strategies: This category encompasses offerings such as fund-of-funds, secondary market transactions, co-investments, Taft-Hartley plans, and distribution management. Advisory Services: Hamilton Lane provides expert guidance, covering thorough due diligence, strategic portfolio planning, continuous monitoring, and performance reporting. Reporting and Analytics: The company also delivers advanced solutions for data reporting and analysis. For its direct investments, Hamilton Lane targets a diverse array of companies, participating across various stages of their lifecycle. This includes early, mid, and late-stage venture capital, mature businesses, and growth equity opportunities. The firm's interests also extend to emerging growth companies, distressed debt scenarios, later-stage financing, corporate turnarounds, bridge financing, mezzanine capital, and leveraged buyouts, primarily within the middle market segment. When pursuing a fund-of-funds approach, Hamilton Lane allocates capital to a variety of specialized funds. These include those focused on mezzanine, venture capital, private equity, turnaround, secondary investments, real estate, and special situations. Beyond specific asset classes, the firm's investment scope spans multiple sectors, including real estate, technology, healthcare, education, natural resources, energy, essential consumer goods, cleantech, environmental initiatives, community development, and financial empowerment projects. Geographically, Hamilton Lane's private equity investments demonstrate a wide global footprint, with its presence extending across North America (including the United States), Latin America, Western Europe (including the United Kingdom), the Middle East, Africa, Asia (including Japan), and Australia. The firm typically aims to commit between $1 million and $100 million per company, often prioritizing the acquisition of a majority ownership stake in its portfolio companies. Established in 1991, Hamilton Lane Incorporated maintains its headquarters in Conshohocken, Pennsylvania, complemented by a network of additional offices across Europe, North America, and Asia.
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| Line Item (USD, M) | TTM — | FY 2026 3/31/2026 | FY 2025 3/31/2025 | FY 2024 3/31/2024 | FY 2023 3/31/2023 | FY 2022 3/31/2022 | FY 2021 3/31/2021 | FY 2020 3/31/2020 | FY 2019 3/31/2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 760 | 759 | 713 | 554 | 529 | 368 | 342 | 274 | 252 | |
| Cost of Goods Sold Incl. D&A | 229 | 229 | 208 | 166 | 149 | 108 | 136 | 86 | 99 | |
| Gross Profit | 530 | 530 | 505 | 387 | 379 | 260 | 205 | 188 | 153 | |
| Selling, General and Administrative Excl. Other | 205 | 205 | 188 | 142 | 139 | 90 | 50 | 72 | 49 | |
| Research and Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Other Operating Expense | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Operating Income | 325 | 325 | 317 | 246 | 240 | 170 | 156 | 116 | 104 | |
| Interest Expense | 16 | 15 | 13 | 11 | 9 | 5 | 3 | 3 | 3 | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 153 | 153 | 59 | 47 | 11 | 149 | 40 | 27 | 28 | |
| Net Income Before Taxes | 463 | 463 | 362 | 282 | 243 | 314 | 193 | 141 | 130 | |
| Income Taxes | 75 | 75 | 49 | 54 | 55 | 66 | 24 | 14 | 31 | |
| Consolidated Net Income | 249 | 249 | 217 | 141 | 109 | 146 | 98 | 61 | 34 | |
| Net Income From Continuing Operations | 388 | 388 | 314 | 227 | 187 | 247 | 169 | 127 | 99 | |
| Net Income | 249 | 249 | 217 | 141 | 109 | 146 | 98 | 61 | 34 | |
| EPS (Recurring) | 5.99 | 5.99 | 5.45 | 3.72 | 3.05 | 4.02 | 2.82 | 2.17 | 1.41 | |
| EPS (Basic, Before Extraordinaries) | 5.99 | 5.99 | 5.45 | 3.72 | 3.05 | 4.02 | 2.82 | 2.17 | 1.41 | |
| EPS (Diluted) | 5.91 | 5.92 | 5.41 | 3.69 | 3.01 | 3.98 | 2.81 | 2.14 | 1.38 | |
| EBITDA | 488 | 488 | 385 | 301 | 259 | 324 | 160 | 147 | 136 | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 17.19 | 16.79 | 27.48 | 30.56 | 24.58 | 19.42 | 31.52 | 25.85 | 31.58 | |
| Price To Sales Ratio | 5.62 | 4.85 | 8.34 | 7.73 | 5.17 | 7.77 | 8.55 | 5.65 | 4.15 | |
| Gross Margin | 69.74 | 69.83 | 70.83 | 69.86 | 71.64 | 70.65 | 59.94 | 68.61 | 60.71 | |
| Operating Margin | 42.76 | 42.82 | 44.46 | 44.40 | 45.37 | 46.20 | 45.61 | 42.34 | 41.27 | |
| Net Margin | 32.76 | 32.81 | 30.43 | 25.45 | 20.60 | 39.67 | 28.65 | 22.26 | 13.49 | |
| Shares Outstanding | 42 | 37 | 40 | 38 | 37 | 37 | 33 | 28 | 24 | |
| Market Capitalization | 4,268 | 3,678 | 5,947 | 4,285 | 2,737 | 2,860 | 2,922 | 1,549 | 1,046 | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Kramer Andrea Anigati | Chief Operating Officer | Jun 11 '26 | Buy | 77.46 | 1,283 | 99,381 | 87,350 | Jun 15 |
| BERKMAN DAVID J | Director | Jun 11 '26 | Buy | 76.27 | 15,000 | 1,144,050 | 25,000 | Jun 15 |
| Rogers Hartley R. | Executive Co-Chairman | Jun 11 '26 | Buy | 78.49 | 38,290 | 3,005,339 | 93,756 | Jun 15 |
| Rogers Hartley R. | Executive Co-Chairman | May 27 '26 | Buy | 92.72 | 932 | 86,420 | 55,466 | May 28 |
| Rogers Hartley R. | Executive Co-Chairman | May 26 '26 | Buy | 90.05 | 55,000 | 4,952,959 | 55,000 | May 28 |
| BERKMAN DAVID J | Director | Feb 24 '26 | Buy | 101.00 | 10,000 | 1,010,000 | 10,000 | Feb 25 |
| Giannini Mario L | Executive Co-Chairman | Feb 20 '26 | Buy | 107.32 | 9,225 | 990,010 | 105,723 | Feb 24 |
| Hirsch Erik R. | Co-Chief Executive Officer | Feb 20 '26 | Buy | 107.13 | 9,225 | 988,260 | 70,494 | Feb 24 |
| Delgado-Moreira Juan | Co-Chief Executive Officer | Feb 20 '26 | Buy | 107.24 | 9,225 | 989,311 | 1,338,047 | Feb 24 |
| Kramer Andrea Anigati | Chief Operating Officer | Feb 20 '26 | Buy | 107.53 | 2,325 | 250,011 | 65,761 | Feb 24 |
| Delgado-Moreira Juan | Co-Chief Executive Officer | Nov 07 '25 | Buy | 130.35 | 8,000 | 1,042,832 | 1,314,447 | Nov 10 |
| French River 5 Ltd | 10% Owner | Sep 04 '25 | Sale | 146.51 | 150,000 | 21,976,500 | 330,015 | Sep 08 |
| Rogers Hartley R. | Executive Co-Chairman | Feb 12 '25 | Sale | 159.00 | 10,255 | 1,630,545 | 0 | Feb 14 |
| Delgado-Moreira Juan | Co-Chief Executive Officer | Nov 11 '24 | Buy | 201.81 | 525 | 105,950 | 21,975 | Nov 13 |
| Oakville Number 2 Trust | 10% Owner | Mar 07 '24 | Sale | 108.00 | 55,000 | 5,940,000 | 480,015 | Mar 11 |