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Hamilton Lane Inc (HLNE)

Upturn stock ratingUpturn stock rating
$124.92
Last Close (24-hour delay)
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PASS
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Upturn Stock infoUpturn Stock info Stock price based on last close
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Time period over
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Upturn Advisory Summary

10/14/2025: HLNE (2-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

rating

6 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $155.4

1 Year Target Price $155.4

Analysts Price Target For last 52 week
$155.4 Target price
52w Low $114.63
Current$124.92
52w High $200.89

Analysis of Past Performance

Type Stock
Historic Profit 54.84%
Avg. Invested days 55
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 10/14/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 6.89B USD
Price to earnings Ratio 23.53
1Y Target Price 155.4
Price to earnings Ratio 23.53
1Y Target Price 155.4
Volume (30-day avg) 6
Beta 1.21
52 Weeks Range 114.63 - 200.89
Updated Date 10/14/2025
52 Weeks Range 114.63 - 200.89
Updated Date 10/14/2025
Dividends yield (FY) 1.70%
Basic EPS (TTM) 5.22

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 30.66%
Operating Margin (TTM) 43.75%

Management Effectiveness

Return on Assets (TTM) 11.97%
Return on Equity (TTM) 35.08%

Valuation

Trailing PE 23.53
Forward PE 28.33
Enterprise Value 5602520204
Price to Sales(TTM) 9.95
Enterprise Value 5602520204
Price to Sales(TTM) 9.95
Enterprise Value to Revenue 8.09
Enterprise Value to EBITDA 14.95
Shares Outstanding 43879164
Shares Floating 37308169
Shares Outstanding 43879164
Shares Floating 37308169
Percent Insiders 10.54
Percent Institutions 97.19

ai summary icon Upturn AI SWOT

Hamilton Lane Inc

stock logo

Company Overview

overview logo History and Background

Hamilton Lane was founded in 1991. It has grown from a small investment consulting firm to a global private markets investment management firm. Significant milestones include expanding internationally, launching various investment strategies, and becoming a publicly traded company in 2017.

business area logo Core Business Areas

  • Investment Management: Offers customized separate accounts, co-investment programs, and specialized funds-of-funds across private equity, private credit, real assets, and secondary investments.
  • Advisory Services: Provides investment consulting services to institutional investors, including asset allocation, portfolio construction, due diligence, and performance monitoring.

leadership logo Leadership and Structure

Mario Giannini serves as CEO. The company operates with a partnership structure, with various managing directors overseeing different investment teams and functions.

Top Products and Market Share

overview logo Key Offerings

  • Customized Separate Accounts: Tailored private markets portfolios designed to meet specific client needs. Market share data is difficult to pinpoint, as it is highly customized. Competitors include Aksia, StepStone Group, and Albourne Partners.
  • Fund Investments: Investments in primary funds, secondary transactions, and co-investments across various private markets strategies. No exact market share data available. Competitors include Pantheon, HarbourVest Partners, and Partners Group.
  • Co-Investments: Investing alongside general partners in specific portfolio companies. Difficult to pinpoint exact market share. Competitors include Pantheon, HarbourVest Partners, and Partners Group.

Market Dynamics

industry overview logo Industry Overview

The private markets industry is characterized by increasing allocations from institutional investors seeking higher returns and diversification. Growth is driven by demand for alternative investments, but competition is intense.

Positioning

Hamilton Lane is a leading independent firm in private markets investment management, known for its extensive data, analytical capabilities, and long-standing relationships with general partners. They have a strong global presence and offer a broad range of solutions.

Total Addressable Market (TAM)

The global private markets AUM is estimated to be in the trillions of dollars. Hamilton Lane is well-positioned to capture a significant portion of this TAM due to its established brand, global reach, and diverse product offerings.

Upturn SWOT Analysis

Strengths

  • Strong brand reputation
  • Extensive data and analytics capabilities
  • Global presence and network
  • Experienced investment team
  • Diverse product offerings

Weaknesses

  • Reliance on key personnel
  • Potential for performance variability
  • High management fees relative to public markets
  • Complexity of private markets investments

Opportunities

  • Increasing institutional allocations to private markets
  • Expansion into new geographies and asset classes
  • Development of innovative investment products
  • Technological advancements in data analytics and reporting

Threats

  • Economic downturns and market volatility
  • Increased competition from larger asset managers
  • Regulatory changes and compliance costs
  • Geopolitical risks and uncertainties

Competitors and Market Share

competitor logo Key Competitors

  • KKR (KKR)
  • Blackstone (BX)
  • Ares Management (ARES)

Competitive Landscape

Hamilton Lane's advantages include its independence, specialized focus on private markets, and extensive data and analytics capabilities. Disadvantages include its smaller size compared to larger asset managers like Blackstone.

Major Acquisitions

Strategic Value Partners (SVP)

  • Year: 2023
  • Acquisition Price (USD millions): 775
  • Strategic Rationale: Expands secondary transaction capabilities and product offerings.

Growth Trajectory and Initiatives

Historical Growth: Hamilton Lane has demonstrated strong historical growth, driven by increasing AUM and strategic acquisitions.

Future Projections: Future growth projections are based on analyst estimates and depend on market conditions and the company's ability to execute its strategy.

Recent Initiatives: Recent initiatives include expanding its global presence, launching new investment strategies, and investing in technology.

Summary

Hamilton Lane is a reputable player in the private markets space, benefiting from a strong brand and specialized expertise. Its growth trajectory depends on capitalizing on increasing institutional allocations and navigating competitive pressures. Key strengths lie in its data capabilities, while managing performance variability remains crucial. Continued expansion and innovation are vital for sustained success.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company reports, financial news sources, industry analysis reports.

Disclaimers:

The information provided is for informational purposes only and does not constitute investment advice. Market share data is based on estimates and may vary. Financial data should be verified with official company filings.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Hamilton Lane Inc

Exchange NASDAQ
Headquaters Philadelphia, PA, United States
IPO Launch date 2017-03-01
Co-CEO & Member of the Board Mr. Erik R. Hirsch
Sector Financial Services
Industry Asset Management
Full time employees 760
Full time employees 760

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 Conshohocken, Pennsylvania with additional offices across Europe, North America, Asia Pacific and the Middle East.