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HLNE 
Hamilton Lane Inc (HLNE)
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Upturn Advisory Summary
11/05/2025: HLNE (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $161.5
1 Year Target Price $161.5
| 0 | Strong Buy |
| 0 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 54.84% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.96B USD | Price to earnings Ratio 22.38 | 1Y Target Price 161.5 |
Price to earnings Ratio 22.38 | 1Y Target Price 161.5 | ||
Volume (30-day avg) 6 | Beta 1.35 | 52 Weeks Range 111.98 - 200.89 | Updated Date 11/6/2025 |
52 Weeks Range 111.98 - 200.89 | Updated Date 11/6/2025 | ||
Dividends yield (FY) 1.68% | Basic EPS (TTM) 5.54 |
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 2025-11-04 | When - | Estimate 1.14 | Actual 1.54 |
Profitability
Profit Margin 31.12% | Operating Margin (TTM) 41.76% |
Management Effectiveness
Return on Assets (TTM) 11.62% | Return on Equity (TTM) 33.82% |
Valuation
Trailing PE 22.38 | Forward PE 28.33 | Enterprise Value 5602520204 | Price to Sales(TTM) 9.5 |
Enterprise Value 5602520204 | Price to Sales(TTM) 9.5 | ||
Enterprise Value to Revenue 8.09 | Enterprise Value to EBITDA 14.95 | Shares Outstanding 43967288 | Shares Floating 37708545 |
Shares Outstanding 43967288 | Shares Floating 37708545 | ||
Percent Insiders 10.54 | Percent Institutions 96.78 |
Upturn AI SWOT
Hamilton Lane Inc
Company Overview
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.
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 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
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
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
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.
Similar Stocks
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.
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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