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Upturn AI Summary - About
Hamilton Lane Inc(HLNE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for HLNE
09/25/2026: HLNE (1-star) is currently NOT-A-BUY. Pass it for now.
Hamilton Lane is a specialized global investment firm focused on private markets, offering institutional-grade advisory and asset management services. The company's main strength lies in its proprietary data platform and reputation for deep research, which differentiate it from larger, more generalist competitors. Its primary investment story centers on the sustained growth of private assets and the firm's successful expansion into the high-net-worth wealth channel. Key risks include intense competition from mega-managers and sensitivity to broader private equity market cycles. The stock may suit growth-oriented investors looking for exposure to alternative assets, though monitoring market deal activity and fee-margin trends remains essential for long-term holders.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company operates in the high-growth alternative asset class and is successfully scaling its private wealth distribution. |
| Momentum investor | Strong fit while signal remains positive | The stock often benefits from positive trends in private markets and institutional adoption of alternative investments. |
| Value investor | Mixed fit | The premium valuation relative to traditional asset managers may deter classic value investors. |
| Dividend investor | Mixed fit | The company provides a consistent dividend, though it is not primarily viewed as a high-yield income play. |
| Low-risk investor | Weak fit | As an asset manager, the stock is subject to market cycles and inherent volatility in the private markets space. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock price is sensitive to general market sentiment regarding the private equity industry. |
| Valuation risk | Medium | Investors pay a growth premium, which requires the company to consistently deliver on asset gathering targets. |
| Competition risk (Mega-manager dominance) | Medium / high | Large scale competitors like Blackstone can leverage their balance sheets to dominate the retail distribution market. |
| Business quality | Strong | The recurring nature of management fees and data platform subscriptions provides a high-quality revenue foundation. |
| Dividend income | Medium | Dividends are reliable but not the primary driver of total return for the stock. |
| Execution risk | Medium | Successfully managing the transition to retail and private wealth markets requires significant operational discipline. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 49.74% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.72B USD | Price to earnings Ratio 12.99 | 1Y Target Price 133.43 |
Price to earnings Ratio 12.99 | 1Y Target Price 133.43 | ||
Volume (30-day avg) 587.0K shares | Beta 1.2 | 52 Weeks Range 71.39 - 152.64 | Updated Date 09/25/2026 |
52 Weeks Range 71.39 - 152.64 | Updated Date 09/25/2026 | ||
Dividends yield (FY) 2.59% | Basic EPS (TTM) 6.57 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Management and Advisory Fees | Recurring fees from managing investment funds and providing long-term consulting for institutional clients. | This is the 'bread and butter' revenue that provides a stable, predictable foundation for the company. |
| Data and Analytics | Subscription revenue from proprietary platforms like COBALT used by industry professionals. | This is a high-margin, scalable tech-style revenue stream that benefits from industry-wide demand for data. |
| Performance Fees (Carried Interest) | Profit sharing from investment funds that outperform certain benchmarks. | This can cause quarterly earnings volatility but represents high-upside income during bull markets. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 12.99 | Forward PE 12.02 | Enterprise Value 4.75B | Price to Sales(TTM) 6.66 |
Enterprise Value 4.75B | Price to Sales(TTM) 6.66 | ||
Enterprise Value to Revenue 5.54 | Enterprise Value to EBITDA 8.77 | Shares Outstanding 43.35M | Shares Floating 39.86M |
Shares Outstanding 43.35M | Shares Floating 39.86M | ||
Percent Insiders 11.45 | Percent Institutions 110.2 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Hamilton Lane Inc
Exchange NASDAQ | Headquarters 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 800 | Website https://www.hamiltonlane.com |
Full time employees 800 | 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 Philadelphia, Pennsylvania with additional offices across Europe, North America, Asia Pacific and the Middle East.
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