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Upturn AI SWOT - About
HLNE 
Hamilton Lane Inc (HLNE)
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Upturn Advisory Summary
08/28/2025: HLNE (3-star) is a REGULAR-BUY. BUY since 12 days. Profits (-3.74%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $160.25
1 Year Target Price $160.25
| 0 | Strong Buy |
| 0 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 66.74% | Avg. Invested days 55 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.62B USD | Price to earnings Ratio 29.67 | 1Y Target Price 160.25 |
Price to earnings Ratio 29.67 | 1Y Target Price 160.25 | ||
Volume (30-day avg) 6 | Beta 1.24 | 52 Weeks Range 123.61 - 201.61 | Updated Date 08/29/2025 |
52 Weeks Range 123.61 - 201.61 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 1.30% | 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 2025-08-04 | When Before Market | Estimate 0.97 | Actual 1.31 |
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 29.67 | Forward PE 34.6 | Enterprise Value 6786093080 | Price to Sales(TTM) 12.46 |
Enterprise Value 6786093080 | Price to Sales(TTM) 12.46 | ||
Enterprise Value to Revenue 9.8 | Enterprise Value to EBITDA 18.11 | Shares Outstanding 43500500 | Shares Floating 37158092 |
Shares Outstanding 43500500 | Shares Floating 37158092 | ||
Percent Insiders 10.82 | Percent Institutions 98.3 |
Upturn AI SWOT
Hamilton Lane Inc
Company Overview
History and Background
Hamilton Lane was founded in 1991, initially focusing on managing separate accounts for institutional investors. It has grown to become a global private markets investment management firm, expanding its product offerings and geographic reach.
Core Business Areas
- Investment Management: Manages discretionary client accounts, constructing and overseeing diversified private markets portfolios. This includes fund-of-funds investments, co-investments, and direct investments.
- Advisory Services: Provides advisory services to institutional investors, including portfolio construction, due diligence, and market research.
- Fund Investments: Invests in private equity, private credit, real estate, and infrastructure funds on behalf of clients.
Leadership and Structure
Mario Giannini serves as the Chief Executive Officer. The organizational structure is based on functional and geographic divisions, with teams dedicated to investment management, advisory services, and operations.
Top Products and Market Share
Key Offerings
- Discretionary Accounts: Manages customized private market portfolios for large institutional clients. Market share data is difficult to pinpoint precisely, but Hamilton Lane is a significant player in this segment, managing tens of billions in assets. Competitors include Pantheon, StepStone, and AlpInvest.
- Revenue: Unavailable specific dollar amount.
- Commingled Funds: Offers various commingled funds, providing access to private market investments for a broader range of investors. Competitors include Ares, Apollo and Blackstone.
- Market Share (%): Unavailable specific dollar amount.
- Advisory Solutions: Offers due diligence and investment strategies. Competitors include Albourne and Aksia.
- Market Share (%): Unavailable specific dollar amount.
Market Dynamics
Industry Overview
The private markets industry is characterized by strong growth, driven by institutional investors seeking higher returns and diversification. It's also facing increased regulatory scrutiny and competition.
Positioning
Hamilton Lane is a leading player in the private markets investment management industry, known for its established track record, extensive network, and comprehensive service offerings. Its competitive advantage lies in its global presence, experienced team, and data-driven investment approach.
Total Addressable Market (TAM)
The global private capital AUM is estimated to be around $10 Trillion. Hamilton Lane is well positioned to capture a portion of this TAM with its various strategies.
Upturn SWOT Analysis
Strengths
- Established track record
- Extensive network of relationships
- Global presence
- Data-driven investment approach
- Experienced investment team
Weaknesses
- Dependence on key personnel
- Illiquidity of private market investments
- Potential for conflicts of interest
- High management fees
Opportunities
- Growing demand for private market investments
- Expansion into new geographies
- Development of new investment products
- Technological advancements in data analytics
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Geopolitical risks
Competitors and Market Share
Key Competitors
- KKR & Co. Inc (KKR)
- Blackstone Inc (BX)
- Ares Management Corporation (ARES)
Competitive Landscape
Hamilton Lane competes with larger and more diversified asset managers but differentiates itself through its focus on private markets and its data-driven approach. KKR, Blackstone, and Ares, manage significant AUMs across the private markets.
Major Acquisitions
Penmore Management Limited
- Year: 2023
- Acquisition Price (USD millions): Unavailable
- Strategic Rationale: Expanded presence in the secondary market.
Growth Trajectory and Initiatives
Historical Growth: Hamilton Lane has experienced significant growth in assets under management (AUM) and revenue over the past decade, driven by strong investment performance and increased demand for private market investments.
Future Projections: Analysts project continued growth for Hamilton Lane, driven by the ongoing trends in the private markets industry. Growth will be related to AUM.
Recent Initiatives: Recent initiatives may include expansion into new investment strategies, acquisitions, and partnerships.
Summary
Hamilton Lane is a strong player in the growing private markets investment management industry, with a long track record and global presence. They have an experienced team with strong financial performance and growth. Increased competition and economic cycles are primary concerns, but the firm is well positioned to deliver long-term value to its investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Market research reports
- Analyst estimates
- Publicly available information
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is estimated based on available information and may not be precise. Financial data may be outdated.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 | Website https://www.hamiltonlane.com |
Full time employees 760 | Website https://www.hamiltonlane.com | ||
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.
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