Inside the research

Hamilton Lane Incorporated

HLNE Research profile · latest available data

Price overview

$86.21

▲ +0.87 (+1.0%)

52w hi$150.85
52w lo$73.29
Vol784.90K
As of25 Sep 2026

The Verdict

Hold

Our score +0.27

Short+0.15
Medium+0.22
Long+0.61

computed 2026-09-27

Key fundamentals

Hamilton Lane Incorporated

Financial Services · Asset Management

Market cap$5.78B
Enterprise value$4.47B
Trailing P/E13.12x
Forward P/E11.76x
EV / EBITDA11.64x
P / S (ttm)6.73x
Profit margin32.1%
Return on equity32.4%
Revenue growth+56.5%
Earnings growth+50.5%
Debt / equity21.56

Layer Breakdown

LayerRawContribution
Fundamental+0.47
Sector+0.02
Technical-0.11
Earnings+0.00
Sentiment+0.40

macro × 1.00 · 2026-09-27

Business overview

Hamilton Lane Incorporated is a private equity and venture capital firm specializing in early venture, emerging growth, turnaround, middle market, mature, mid-venture, bridge, buyout, distressed/vulture, loan, mezzanine in growth capital companies. The firm manages alternative investment strategies like direct credit, direct, fund of fund, evergreen and real assets. For primary and secondary fund of fund investments, the firm focuses to invest in private equity, buyout, special situations, credit, growth equity, middle market, mature, turnarounds, mezzanine and venture capital funds. The firm prefers to invest in disruptive technologies and innovative companies. It prefers to invest in space, engine, alternative energy resources, environmental & facilities services, households durables, leisure products, textiles, manufacturing services, water purification, online training service, healthcare services & technology, energy, industrials, commercial services, internet software & services, consumer discretionary, health care, real estate, information technology, tech-enabled businesses, financials, utilities, and consumer services. The firm prefers to invest in Africa/Middle East, Asia/Pacific, Europe, Southeast Asia, Korea, China, India, Latin America and Caribbean, United States of America, New York, Florida, Arizona, Nevada, New Mexico, Oregon, Washington, California and surrounding states, Australia, Japan, Brazil, United Kingdom, and Canada. The firm prefers to invest between $0.25 million and $100 million in companies with small- to mid-sized enterprise values. It prefers to take majority stake. Hamilton Lane Incorporated was founded in 1991 and is based in Philadelphia, Pennsylvania with additional offices across Europe, North America, Asia Pacific and the Middle East.

United States · www.hamiltonlane.com

Risk Metrics

Beta vs SPX1.46
Corr SPX0.56
Annual vol41.8%
Annual ret-23.2%
Sharpe-0.55
Max DD-63.4%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-08-04Earnings Release, Exhibitsread
2026-05-21Earnings Release, Exhibitsread
2026-02-20Other Material Eventread
2026-02-03Earnings Release, Exhibitsread
2025-11-04Earnings Release, Exhibitsread
2025-10-06Material Agreement, Material Obligation…read
2025-09-05Shareholder Voteread
2025-09-04Other Material Event, Exhibitsread
2025-08-05Earnings Release, Exhibitsread
2025-06-24Officer / Director Changeread
2025-05-29Earnings Release, Exhibitsread
2025-02-12Other Material Event, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-06-11Rogers Hartley R.Executive Co-ChairmanBuy10.61K$826.25K
2026-06-11Rogers Hartley R.Executive Co-ChairmanBuy27.68K$2.18M
2026-06-11Kramer Andrea AnigatiChief Operating OfficerBuy1.28K$99.38K
2026-06-11BERKMAN DAVID JBuy15.00K$1.14M
2026-05-29Armbrister Jeffrey BrianChief Financial OfficerGrant2.11K—
2026-05-29Kramer Andrea AnigatiChief Operating OfficerGrant3.54K—
2026-05-29Carl Drew ThomasChief Accounting OfficerGrant675—
2026-05-29Gavalis LydiaGeneral Counsel & SecretaGrant1.14K—
2026-05-29Delgado-Moreira JuanCo-Chief Executive OfficeGrant38.09K—
2026-05-29Hirsch Erik R.Co-Chief Executive OfficeGrant42.15K—

Flow & Concentration

Insider 180d net$9.24M
Insider buys / sells7 / 0
Insider biasBuyers
13F holders0
Top-5 share0.0%
HHI0 (—)

Dividends

Yield (TTM)1.25%
$ / share (TTM)$1.08
5y CAGR+11.7%

Annual dividend per share

2021$1.36
2022$1.55
2023$1.74
2024$1.92
2025$2.11
2026$0.54

SEC Filings

DateFormDoc
2026-08-048-Kview
2026-08-0410-Qview
2026-07-23DEF 14Aview
2026-07-23DEFA14Aview
2026-07-23ARSview
2026-06-154view
2026-06-154view
2026-06-154view
2026-06-024view
2026-06-024view
2026-06-024view
2026-06-024view
2026-06-024view
2026-06-024view
2026-05-284view

The Long Run

FY 2018–2025 · 8 years

LineLatestCAGRTrend
Revenue$553.84M+20.6%
Net income$217.42M+84.8%
Cash from ops$226.59M+15.7%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$86.11$87.09$85.43$86.21784.90K
Sep 24$85.49$85.60$82.65$85.34776.20K
Sep 23$86.57$87.57$83.29$85.70684.60K
Sep 22$89.93$90.25$83.29$87.60990.60K
Sep 21$88.92$89.10$87.12$88.34620.60K

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