Hamilton Lane Incorporated HLNE R3KFINANCIAL
Company 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.
Why Investors Should Care
Generates a return on equity of 32.4%, reflecting efficient use of shareholder capital.
Net profit has compounded at 20.5% per year over the last five years.
Revenue has grown at a 17.3% CAGR over the past five years.
Trades at an undemanding P/E of 15.4.
Maintains a net profit margin of 32.1%.
Carries low leverage with a debt-to-equity ratio of 0.22.
Recent Developments
- Mar 2026 Revenue of $758.99M (+6.5% YoY); net profit $249.18M.
- Trailing 12 Months Year-on-year growth — revenue +56.5%, earnings +50.5%.
- 5-Year Trend Long-term compounding — revenue CAGR 17.3%, profit CAGR 20.5%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 17.35% |
| 1 Year: | 56.50% |
Compounded Profit Growth
| 5 Years: | 20.51% |
| 1 Year: | 50.50% |
Stock Price Performance
| 1 Year: | -35.82% |
| 6 Months: | -2.94% |
| 3 Months: | +27.45% |
| 1 Month: | +0.14% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMABelow
- RSI (14)50.34 · Neutral
P/E of 15.40 is above the sector median of 12.89 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Strong return on equity of 32.4%.
- Excellent profit margin of 32.1%.
- Compounding revenue at 17.3% over 5 years.
- Profit CAGR of 20.5% over 5 years.
- Attractive dividend yield of 2.72%.
- Generates positive free cash flow.
CONS
- Trading 35.8% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HLNE Hamilton Lane Incorporated R3KFINANCIAL | 101.17 | 15.40 | $4.39B | 2.72% | - | 32.42% | 17.35% | 20.51% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Dec 2021 | Jun 2022 | Sep 2022 | Dec 2022 | Jun 2023 | Sep 2023 | Dec 2023 | Jun 2024 | Sep 2024 | Dec 2024 | Jun 2025 | Sep 2025 | Dec 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | 52.70M | 48.71M | 65.01M | 77.61M | 63.36M | 55.83M | 66.00M | 66.99M | 64.69M | 64.29M | 68.14M | 76.93M | 69.74M | 84.43M | 84.58M | 102.88M | 79.00M | 96.32M | 91.70M | 135.51M | 153.38M | 127.07M | 125.04M | 126.88M | 125.26M | 196.73M | 150.00M | 168.26M | 175.96M | 190.88M | 198.59M | 275.33M |
| Net Income | 0 | 0 | 0 | 612.00K | 5.46M | 4.69M | -6.31M | 13.50M | 8.85M | 11.22M | 5.46M | 8.05M | 11.38M | 15.30M | 13.50M | 20.65M | 3.25M | 21.81M | 33.20M | 39.76M | 28.17M | 52.15M | 51.85M | 33.48M | 34.88M | 9.67M | 31.00M | 41.99M | 19.51M | 58.96M | 54.98M | 52.97M | 53.74M | 70.89M | 58.37M | 80.46M |
Profit & Loss (Annual)
Figures in USD.
| Metric | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | 179.82M | 244.03M | 252.18M | 274.05M | 341.63M | 367.92M | 528.75M | 553.84M | 712.96M | 758.99M |
| Net Income | 0 | 612.00K | 17.34M | 33.57M | 60.83M | 98.02M | 145.99M | 109.12M | 140.86M | 217.42M | 249.18M |
| Diluted EPS | - | - | - | 1.40 | 2.15 | 2.81 | 3.98 | - | - | - | - |
Balance Sheet (Annual)
Figures in USD.
| Metric | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | 240.62M | 293.80M | 360.59M | 473.53M | 1.14B | 1.29B | 1.14B | 1.27B | 1.69B | 2.30B |
| Total Equity | 60.04M | 78.43M | 110.23M | 154.79M | 238.13M | 346.88M | 415.44M | 525.15M | 717.28M | 915.23M |
| Cash & Equivalents | 32.29M | 47.60M | 49.36M | 50.12M | 87.03M | - | - | - | - | - |
| Long Term Debt | - | - | - | 74.75M | 163.18M | 171.33M | 213.53M | 196.16M | 290.30M | 278.42M |
| Total Liabilities | 153.99M | 157.72M | 190.87M | 236.13M | 546.32M | 557.46M | 566.35M | 595.24M | 766.46M | 838.36M |
Cash Flows (Annual)
Figures in USD.
| Metric | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 109.17M | 81.68M | 96.69M | 111.62M | 116.37M | 188.16M | - | 226.59M | 120.85M | 300.82M | 424.92M |
| Investing Cash Flow | 2.50M | -16.71M | -21.77M | -19.21M | -49.90M | -421.78M | - | 177.91M | -122.18M | -117.58M | -494.82M |
| Financing Cash Flow | -110.10M | -101.21M | -59.67M | -90.21M | -64.71M | 270.66M | - | -364.15M | 4.40M | -19.16M | 155.78M |
| Capital Expenditure | -921.00K | -1.27M | -2.25M | -5.37M | -1.98M | -18.64M | - | -4.75M | -11.07M | -12.16M | -5.84M |
| Free Cash Flow | 108.25M | 80.40M | 94.44M | 106.26M | 114.39M | 169.52M | - | 221.84M | 109.78M | 288.66M | 419.07M |
| Net Change in Cash | - | - | - | - | - | - | - | 40.35M | 3.07M | 164.09M | 85.87M |
| Share Buybacks | - | - | 2.00K | 2.00K | 2.00K | 5.00K | 1.00K | 0 | 2.00K | 2.00K | - |
| Dividends Paid | 0 | 0 | 9.51M | 18.68M | 29.07M | 39.68M | 49.63M | 72.41M | 65.41M | 76.00M | 87.71M |
Ratios (Annual)
Figures in %.
| Metric | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - | - | - | - | - | - | - |
| Net Margin % | - | 0.3% | 7.1% | 13.3% | 22.2% | 28.7% | 39.7% | 20.6% | 25.4% | 30.5% | 32.8% |
| ROE % | - | 1.0% | 22.1% | 30.5% | 39.3% | 41.2% | 42.1% | 26.3% | 26.8% | 30.3% | 27.2% |
| ROCE % | - | - | - | - | - | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 9.88% | 4.28M | $375.65M |
| 2 | Kayne Anderson Rudnick Investment Management LLC | 7.04% | 3.05M | $267.88M |
| 3 | Vanguard Portfolio Management LLC | 4.14% | 1.80M | $157.62M |
| 4 | Vanguard Capital Management LLC | 4.14% | 1.79M | $157.42M |
| 5 | State Street Corporation | 3.13% | 1.36M | $118.95M |
| 6 | Los Angeles Capital Management, LLC | 2.80% | 1.22M | $106.62M |
| 7 | Citadel Advisors Llc | 2.78% | 1.20M | $105.57M |
| 8 | Wasatch Advisors LP | 2.66% | 1.15M | $101.04M |
| 9 | Geode Capital Management, LLC | 2.42% | 1.05M | $91.99M |
| 10 | Principal Financial Group, Inc. | 2.38% | 1.03M | $90.56M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for HLNE
Hamilton Lane’s (HLNE) Record Scale Meets Choppy Client Flows - finance.yahoo.com
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Hamilton Lane: Record Revenue At Half The Multiple of Peers (NASDAQ:HLNE) - Seeking Alpha
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Hamilton Lane Inc. (NASDAQ:HLNE) Receives Consensus Recommendation of "Moderate Buy" from Analysts - marketbeat.com
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Why Hamilton Lane (HLNE) Stock Is Trading Up Today - StockStory
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HLNE — Frequently Asked Questions
What is the current share price of Hamilton Lane Incorporated (HLNE)?
As of 2026-09-19 21:16 PDT, Hamilton Lane Incorporated (HLNE) trades at $101.17 on NasdaqGS. Its 52-week range is $73.79 to $157.63.
What is the market capitalisation of HLNE?
Hamilton Lane Incorporated (HLNE) has a market capitalisation of $4.39B on NasdaqGS.
What is the P/E ratio of HLNE?
HLNE trades at a trailing price-to-earnings (P/E) ratio of 15.40. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 4.00.
Does HLNE pay a dividend?
Hamilton Lane Incorporated (HLNE) currently offers a dividend yield of 2.72%.
What is the return on equity (ROE) of HLNE?
HLNE has a return on equity (ROE) of 32.42%.
Is HLNE a good stock to buy?
This page provides a data-driven analysis of Hamilton Lane Incorporated (HLNE), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.