Hamilton Lane Incorporated (HLNE) Stock: Price, Forecast & Analyst Target
Hamilton Lane Incorporated (HLNE) — MoonshotScore 85/100 (Exceptional band), calculated Oct 5, 2026. Price $87.33 (+0.33%), as of the Oct 5, 2026 trading session; market cap $4.85B. Expected results Nov 3, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 14.39× (market value Oct 5, 2026; cash Jun 30, 2026) · expected results Nov 3, 2026
Hamilton Lane Incorporated · HLNE · NASDAQ · Financial Services · Asset Management
Research dated 2026-09-13: Hamilton Lane channels capital into private equity deals for institutional clients seeking customized exposure to mid-market buyouts, venture capital, and secondary transactions. The company earns management fees on assets under administration, plus incentive fees when portfolio values rise—a structure that creates earnings volatility tied directly to market valuations.
Price as of Oct 5, 2026
Key Statistics
MoonshotScore v2 · Hamilton Lane (HLNE)
ExceptionalWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Elite quality and elite growth, at a cheap price, but a strained balance sheet, and the price trend has turned against it. Business Quality: Elite; Financial Safety: Strained; Valuation: Fair; Growth Durability: Compounding; Momentum: Falling.
- quarterly revenue $275M (Q1 FY2027, quarter ended Jun 2026)
- EPS beat 7 of 8
- Altman Z 5.03 · Piotroski F 7
Holding back: balance-sheet strain, weak price trend
Helping: business quality, an attractive price, durable growth
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 84 | Exceptional | |
| 87 | Exceptional | |
| 87 | Exceptional | |
| 85 | Exceptional | |
| 85 | Exceptional | |
| 85 | Exceptional |
The score was 85 in the stored Oct 4, 2026 snapshot and remains 85 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Growth Durability +3 and Momentum -1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $87.33 | |
| Change on the day | +0.33% | |
| 52-week range | $71.88 – $155.66 | |
| Market capitalisation | $4.85B | |
| Price / earnings (trailing) | 13.13 | |
| Shares traded on the day | 618.7K | |
| Beta (volatility vs the S&P 500) | 1.2 | |
| Dividends per share (last 12 months) | $2.28 | |
| Dividend yield (last 12 months) | 2.62% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Chronological order, not a duration scale. The provider's estimated date can change.
What to watch nextCouncil Score · weighted blend of 2 available disciplines
Council score for Hamilton Lane (HLNE): Strongly Bullish
79/100 · ACouncil is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
4 lenses, 4 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 5, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 9, 2026, the Munger lens read the price at that time as undervalued against its own estimate of value.
Readings on this page are from Oct 6, 2026, except a card that shows its own read date.
Watch the HLNE film — every key number, told as a short cinematic story
~2 min · open the film
What is Hamilton Lane (HLNE), and what does it report?
Short answer · as of
Hamilton Lane generates revenue from management fees on assets under administration and incentive fees contingent on portfolio appreciation.
Research dated 2026-09-13.
Hamilton Lane generates revenue from management fees on assets under administration and incentive fees contingent on portfolio appreciation. Management fees fund the base business; incentive fees arrive when holdings grow in value. Earnings are therefore sensitive to market conditions and deal performance. Incentive fee sources dominate the total—split between specialized fund vehicles serving institutional capital pools and customized separate accounts for large clients. Advisory services and reimbursements form secondary sources. When portfolio companies perform well, incentive fees expand earnings; when valuations stagnate, reported income contracts. This structure makes earnings a trailing signal of deal quality.
What do the latest results show for Hamilton Lane (HLNE)?
Short answer · as of
The most recent reported quarter, Q1 FY2027, carried revenue of $275M.
Research dated 2026-09-13.
Hamilton Lane reported strong revenue growth and expanding margins in recent quarters, driven by portfolio appreciation across its holdings and rising assets under management. The latest quarter saw both revenue and net income climbing materially versus the prior period, with earnings per share advancing correspondingly. This expansion stems from higher management fees on growing asset bases and a surge in incentive fee collections as portfolio company valuations recovered from prior softness. The company's operating margin expanded notably, signaling that pricing power and operating leverage are materializing as the scale of managed capital increases. Insiders perceive momentum: recent activity shows accumulation of shares, suggesting confidence in forward earnings.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $275.33M Jun 30, 2026
- Latest quarter · SG&A
- $65.53M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $126.47M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $275.33M | Not available | $65.53M | $126.47M |
| Mar 31, 2026 | $193.57M | Not available | $52.82M | $82.25M |
| Dec 31, 2025 | $198.59M | Not available | $51.70M | $86.01M |
| Sep 30, 2025 | $190.88M | Not available | $55.43M | $79.72M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $275.33M Aug 4, 2026
- Latest report · revenue estimate
- $221.94M Aug 4, 2026
- Latest report · revenue vs estimate
- Above estimate Aug 4, 2026
- Latest report · EPS vs estimate
- Above estimate Aug 4, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 4, 2026 | $275.33M | $221.94M | $1.9400 | $1.5300 |
| May 21, 2026 | $193.56M | $203.05M | $1.4900 | $1.4300 |
| Feb 3, 2026 | $198.59M | $195.52M | $1.5500 | $1.3500 |
| Nov 4, 2025 | $190.88M | $169.44M | $1.5400 | $1.0800 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q1 FY2027 | $275M | $80M | $1.93 (diluted) |
| Q4 FY2026 | $194M | $66M | $1.57 (diluted) |
| Q3 FY2026 | $199M | $58M | $1.37 (diluted) |
| Q2 FY2026 | $191M | $71M | $1.69 (diluted) |
What are the financial strengths and risks for Hamilton Lane (HLNE)?
Short answer
Cash and short-term investments were $337.02M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $100.74M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
The company maintains a strong balance sheet: substantial cash relative to debt, with a quick ratio well above sustainable levels, supporting survival through market downturns or redemption waves. Operating margins are robust, and cash generation from operations is consistent. Debt is modest relative to market cap, providing flexibility for opportunistic deployment or strategic investments. The central risk is earnings dependence on portfolio valuations: the vast majority of revenue flows from incentive fees tied to appreciation. If underlying deals underperform or markets deteriorate, incentive fee collections can evaporate, compressing reported earnings sharply. Client concentration—institutional investors hold large fund positions—adds redemption risk, particularly during market stress when capital withdrawals accelerate.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $100.74M Jun 30, 2026
- Previous quarter · operating cash flow
- $102.97M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $100.74M | −$1.80M |
| Mar 31, 2026 | $102.97M | −$1.75M |
| Dec 31, 2025 | $74.11M | −$1.67M |
| Sep 30, 2025 | $121.17M | −$1.09M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Hamilton Lane (HLNE)?
Short answer · as of
The next earnings report is expected on Nov 3, 2026.
Research dated 2026-09-13.
Investors should monitor upcoming earnings for signals of fund performance and asset growth, which drive incentive fee collections. Watch for commentary on portfolio valuations and client redemptions—early indicators of market stress. Reported assets under management and deployment activity each quarter matter; robust deployment combined with stable assets suggests confidence in deal quality. Forward analyst estimates suggest earnings growth ahead. Dividend sustainability warrants attention: the company has raised payouts recently, so any pressure to cut distributions during market downturns would signal deterioration. Regulatory scrutiny of private equity fee disclosures could eventually impact model transparency.
How does Hamilton Lane compare with its peers?
Short answer
Hamilton Lane's score ranks tied for 6th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Hamilton Lane differs from larger alternatives platforms in its focus on separate accounts and fund-of-funds for institutional allocators. Larger competitors manage more assets but operate with lower fees; Hamilton Lane's separate account model allows premium pricing for customized solutions. Unlike listed asset managers, Hamilton Lane's earnings are less sensitive to public equity market moves—they correlate instead with private company valuations and deployment cycles, which move with longer rhythms. Unlike mega-platforms with venture or credit franchises, Hamilton Lane has concentrated expertise in middle-market private equity and secondaries. This focus creates both advantage—deep relationships and industry knowledge—and risk: the absence of diversified sources limits earnings resilience during sector downturns.
| Company | Price | Market value | Score |
|---|---|---|---|
| $115.28 Oct 5, 2026 | $7.22B | 98 5-pillar Oct 5, 2026 | |
| $380.70 Oct 5, 2026 | $10.1B | 97 5-pillar Oct 5, 2026 | |
| $56.50 Oct 5, 2026 | $4.29B | 95 5-pillar Oct 5, 2026 | |
| $12.38 Oct 5, 2026 | $3.24B | 90 5-pillar Oct 5, 2026 | |
| $35.04 Oct 5, 2026 | $3.26B | 88 5-pillar Oct 5, 2026 | |
| Hamilton Lane (HLNE) — this page | $87.33 | $4.85B | 85 |
| $96.16 Oct 5, 2026 | $3.43B | 85 5-pillar Oct 5, 2026 | |
| $211.33 Oct 5, 2026 | $9.17B | 81 5-pillar Oct 5, 2026 | |
| $9.44 Oct 5, 2026 | $4.37B | 80 5-pillar Oct 5, 2026 | |
| $54.99 Oct 5, 2026 | $5.10B | 74 5-pillar Oct 5, 2026 | |
| $73.02 Oct 5, 2026 | $3.75B | 67 5-pillar Oct 5, 2026 | |
| $96.02 Oct 5, 2026 | $14.6B | 65 5-pillar Oct 5, 2026 | |
| $13.02 Oct 5, 2026 | $5.67B | 56 5-pillar Oct 5, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $94.00 – $182.00
- Consensus target
- $125.00
- Median target
- $120.00
Consensus record · Captured .
Measured against a quoted price of $87.33 (as of Oct 5, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 16, 2026
- Transactions
- 26
- Identified insiders
- 11
- Purchases
- 8
- Sales
- 0
- Other transactions
- 18
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 390 Period end Jun 30, 2026
- Previous quarter · holders
- 395 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 4,281,385 |
| Kayne Anderson Rudnick Investment Management LLC | 3,053,076 |
| Vanguard Portfolio Management LLC | 1,796,500 |
| Vanguard Capital Management LLC | 1,794,120 |
| State Street Corp | 1,355,756 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Hamilton Lane (HLNE)?
What Investors Ask About Hamilton Lane (HLNE) — Financial Services
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
Does Hamilton Lane depend on clients not withdrawing their capital?
Redemptions are a standing risk during market stress, but the company's separate account model minimizes forced redemptions—large clients commit for set periods. Fund structures do allow redemptions, so extended market weakness could trigger capital withdrawals and compress fee base, particularly if returns disappoint.
What happens to Hamilton Lane's earnings if public markets crash?
Earnings are largely insulated from public equity moves but sensitive to private company valuations, which typically lag public markets but eventually converge downward during prolonged downturns. If portfolio companies deteriorate, incentive fees collapse, and reported earnings contract sharply. Management fees remain stable, providing a floor.
Is Hamilton Lane better positioned than competitors during market dislocations?
The company's cash position and low leverage give it room to continue deploying capital when valuations are depressed—an advantage if it identifies compelling opportunities. However, strong relative positioning depends on client capital remaining stable. Large institutional allocators may reduce private equity commitments during stress, constraining deployments.
How sensitive is Hamilton Lane to private equity fundraising success?
New fund raises determine future asset levels and fee streams. Hamilton Lane's track record drives investor confidence in new funds. Poor returns on recent funds could slow capital commitments, reducing future management fees and deployment-driven incentive fees.
What is the HLNE stock price today?
The last price recorded on this page for Hamilton Lane Incorporated (HLNE) is $87.33, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the HLNE price target?
The analyst consensus price target for Hamilton Lane Incorporated (HLNE) is $125.00 (range $94.00 to $182.00, median $120.00), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Does HLNE pay a dividend?
Yes. Hamilton Lane Incorporated (HLNE) shows a trailing 12-month dividend yield of 2.62%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Claude (claude-haiku-4-5) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (78 figures)
The 78 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
id.hq | SEC filing business address | 110 Washington Street, Suite 1300, Conshohocken, PA, 19428 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "110 Washington Street, Philadelphia, PA, 19428, US". |
FMP — 67 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 3, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $87.33 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-06T06:34:32.661Z. | |
px.change | Change on the day | +0.33% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $4.85B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T20:00:01.000Z. Captured from FMP at 2026-10-06T06:34:31.549Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$0.29 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q1 FY2027 | $275M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 13.13 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 618.7K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.2 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Erik R. Hirsch | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 785 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2022 through FY2026: FY2022 revenue $367.92M, net result $145.99M; FY2023 revenue $528.75M, net result $109.12M; FY2024 revenue $553.84M, net result $140.86M; FY2025 revenue $712.96M, net result $217.42M; FY2026 revenue $758.99M, net result $249.18M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Incentive Fee Revenue, Specialized Funds $520.70M · Management And Advisory Fee Revenue, Advisory $20.47M · Incentive Fee Revenue, Customized Separate Accounts $165.82M · Management And Advisory Fee Revenue, Reporting And Other $35.77M · Management And Advisory Fee Revenue, Fund Reimbursement Revenue $9.87M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 69.9% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $275.33M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $65.53M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $126.47M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $193.57M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $52.82M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $82.25M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $198.59M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $51.70M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $86.01M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $190.88M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $55.43M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $79.72M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-04.revenue_actual | Revenue · reported — report date 2026-08-04 | $275.33M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-04.revenue_estimated | Revenue · estimate — report date 2026-08-04 | $221.94M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-04.eps_actual | EPS · reported — report date 2026-08-04 | $1.9400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-04.eps_estimated | EPS · estimate — report date 2026-08-04 | $1.5300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-21.revenue_actual | Revenue · reported — report date 2026-05-21 | $193.56M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-21.revenue_estimated | Revenue · estimate — report date 2026-05-21 | $203.05M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-21.eps_actual | EPS · reported — report date 2026-05-21 | $1.4900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-21.eps_estimated | EPS · estimate — report date 2026-05-21 | $1.4300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-03.revenue_actual | Revenue · reported — report date 2026-02-03 | $198.59M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-03.revenue_estimated | Revenue · estimate — report date 2026-02-03 | $195.52M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-03.eps_actual | EPS · reported — report date 2026-02-03 | $1.5500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-03.eps_estimated | EPS · estimate — report date 2026-02-03 | $1.3500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-04.revenue_actual | Revenue · reported — report date 2025-11-04 | $190.88M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-04.revenue_estimated | Revenue · estimate — report date 2025-11-04 | $169.44M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-04.eps_actual | EPS · reported — report date 2025-11-04 | $1.5400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-04.eps_estimated | EPS · estimate — report date 2025-11-04 | $1.0800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q1 FY2027 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $337.02M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $100.74M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $776.49M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $364.79M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 3.87× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $100.74M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $102.97M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$1.80M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$1.75M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $74.11M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$1.67M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $121.17M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$1.09M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $94.00 – $182.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $125.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $120.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 26 transactions · 8 purchases, 0 sales, 18 other transactions · 11 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 16, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 390 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 395 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 4,281,385 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Kayne Anderson Rudnick Investment Management LLC — shares in provider snapshot | 3,053,076 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 1,796,500 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Capital Management LLC — shares in provider snapshot | 1,794,120 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | State Street Corp — shares in provider snapshot | 1,355,756 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 3 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 7 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-04 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 5.03 · Piotroski F 7 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 · Expired observation | |
px.range52 | 52-week range | $71.88 – $155.66 | UNRECORDED | Stored company-profile observation — Captured 2026-10-04 |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 14.39× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $337.02M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-05. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $2.28 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 2.62% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-08-04.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($275.33M) with the recorded estimate ($221.94M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-04.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.9400) with the recorded estimate ($1.5300) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 85 of 100 · Exceptional · pillars 99 / 30 / 75 / 91 / 14 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 85 (stored snapshot Oct 4, 2026) → 85 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-08-04. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-04.revenue_actual,earn.history.depth.2026-08-04.revenue_estimated,earn.history.depth.2026-08-04.revenue_actual.comparison,earn.history.depth.2026-08-04.eps_actual.comparison,earn.history.depth.2026-08-04.eps_actual,earn.history.depth.2026-08-04.eps_estimated,earn.history.depth.2026-05-21.revenue_actual,earn.history.depth.2026-05-21.revenue_estimated,earn.history.depth.2026-05-21.eps_actual,earn.history.depth.2026-05-21.eps_estimated,earn.history.depth.2026-02-03.revenue_actual,earn.history.depth.2026-02-03.revenue_estimated,earn.history.depth.2026-02-03.eps_actual,earn.history.depth.2026-02-03.eps_estimated,earn.history.depth.2025-11-04.revenue_actual,earn.history.depth.2025-11-04.revenue_estimated,earn.history.depth.2025-11-04.eps_actual,earn.history.depth.2025-11-04.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | 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. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Financial Services / Asset Management The company's SEC filings classify it under SIC 6282 — Investment Advice. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Incentive Fee Revenue, Specialized Funds: $520.70M; Management And Advisory Fee Revenue, Advisory: $20.47M; Incentive Fee Revenue, Customized Separate Accounts: $165.82M; Management And Advisory Fee Revenue, Reporting And Other: $35.77M; Management And Advisory Fee Revenue, Fund Reimbursement Revenue: $9.87M | 2026-03-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2026-03-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Trailing twelve-month ratio set | Quick ratio: 4.05; Current ratio: 4.05; Debt to equity: 0.39; Net margin: 32.1%; Gross margin: 69.9%; Operating margin: 43.6%; Return on assets: 10.9%; Return on equity: 31% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Insider transactions, last 180 days | Net shares: 198,265; Window days: 180; Price low: $76.27; Clustered days: 2026-05-29; 2026-06-11; Price high: $92.76; Buy transactions: 8; Distinct insiders: 8; Sell transactions: 0; Other transactions: 7; Total transactions: 15; Other transaction types: A-Award: 7; Unknown direction transactions: 0 Purchase and sale counts require explicit provider transaction types, without a conflicting acquisition/disposition direction. Other transactions retain their provider type; awards, exercises, gifts and in-kind transactions are not counted as purchases or sales. Net shares sums acquired minus disposed shares across direction-known records, including other transaction types; unknown directions are excluded. It is not net purchases or a verified change in beneficial ownership. Named-insider counts, same-day clusters and positive reported prices cover all retained records. Filing dates are used only when transaction dates are absent. Neither timing nor price establishes motive or whether a transaction was on the open market. | 2026-06-11 | FMP | Financial Modeling Prep (FMP) insider transactions, from Form 4 filings |
| Cash, investments and debt | Total debt: $364.79M; Liquidity basis: cash and short-term investments; Total liabilities: $846.63M; Cash and short-term investments: $337.02M; Cash and investments: $1.11B; Long-term investments: $776.49M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Distress and quality screens | Altman Z-score: 5.38; Piotroski F-score: 7 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-11-03; EPS estimate: $1.76 per share; Revenue estimate: $223.70M The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Analyst actions, most recent per firm | Captured record · 10 entries
One row per firm — the firm's most recent action in our feed. Other data vendors may carry firms ours does not. | 2026-08-27 | FMP | Financial Modeling Prep (FMP) analyst grades |
| Recent dividends paid | Captured record · 4 entries
Declared amounts per share on their ex-dates. A single payment does not establish an annual rate, and a special dividend is not separated here. | 2026-06-18 | FMP | Financial Modeling Prep (FMP) dividend history |
| Institutional ownership (13F) | Holders: 389; Quarter: 2026-06-30; Holders previous quarter: 394 13F filings are quarterly and lag the quarter end by up to 45 days. | 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings |
Data provided for informational purposes only.