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 |
| Vol | 784.90K |
| As of | 25 Sep 2026 |
The Verdict
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/E | 13.12x |
| Forward P/E | 11.76x |
| EV / EBITDA | 11.64x |
| P / S (ttm) | 6.73x |
| Profit margin | 32.1% |
| Return on equity | 32.4% |
| Revenue growth | +56.5% |
| Earnings growth | +50.5% |
| Debt / equity | 21.56 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| 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.
Risk Metrics
| Beta vs SPX | 1.46 |
|---|---|
| Corr SPX | 0.56 |
| Annual vol | 41.8% |
| Annual ret | -23.2% |
| Sharpe | -0.55 |
| Max DD | -63.4% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-04 | Earnings Release, Exhibits | read |
| 2026-05-21 | Earnings Release, Exhibits | read |
| 2026-02-20 | Other Material Event | read |
| 2026-02-03 | Earnings Release, Exhibits | read |
| 2025-11-04 | Earnings Release, Exhibits | read |
| 2025-10-06 | Material Agreement, Material Obligation… | read |
| 2025-09-05 | Shareholder Vote | read |
| 2025-09-04 | Other Material Event, Exhibits | read |
| 2025-08-05 | Earnings Release, Exhibits | read |
| 2025-06-24 | Officer / Director Change | read |
| 2025-05-29 | Earnings Release, Exhibits | read |
| 2025-02-12 | Other Material Event, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-11 | Rogers Hartley R. | Executive Co-Chairman | Buy | 10.61K | $826.25K |
| 2026-06-11 | Rogers Hartley R. | Executive Co-Chairman | Buy | 27.68K | $2.18M |
| 2026-06-11 | Kramer Andrea Anigati | Chief Operating Officer | Buy | 1.28K | $99.38K |
| 2026-06-11 | BERKMAN DAVID J | Buy | 15.00K | $1.14M | |
| 2026-05-29 | Armbrister Jeffrey Brian | Chief Financial Officer | Grant | 2.11K | — |
| 2026-05-29 | Kramer Andrea Anigati | Chief Operating Officer | Grant | 3.54K | — |
| 2026-05-29 | Carl Drew Thomas | Chief Accounting Officer | Grant | 675 | — |
| 2026-05-29 | Gavalis Lydia | General Counsel & Secreta | Grant | 1.14K | — |
| 2026-05-29 | Delgado-Moreira Juan | Co-Chief Executive Office | Grant | 38.09K | — |
| 2026-05-29 | Hirsch Erik R. | Co-Chief Executive Office | Grant | 42.15K | — |
Flow & Concentration
| Insider 180d net | $9.24M |
|---|---|
| Insider buys / sells | 7 / 0 |
| Insider bias | Buyers |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
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
The Long Run
FY 2018–2025 · 8 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $553.84M | +20.6% | |
| Net income | $217.42M | +84.8% | |
| Cash from ops | $226.59M | +15.7% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $86.11 | $87.09 | $85.43 | $86.21 | 784.90K |
| Sep 24 | $85.49 | $85.60 | $82.65 | $85.34 | 776.20K |
| Sep 23 | $86.57 | $87.57 | $83.29 | $85.70 | 684.60K |
| Sep 22 | $89.93 | $90.25 | $83.29 | $87.60 | 990.60K |
| Sep 21 | $88.92 | $89.10 | $87.12 | $88.34 | 620.60K |
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