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Upturn AI SWOT - About
HLNE 
Hamilton Lane Inc (HLNE)
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Upturn Advisory Summary
09/12/2025: HLNE (3-star) is currently NOT-A-BUY. Pass it for now.
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 54.81% | 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 09/12/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.34B USD | Price to earnings Ratio 28.5 | 1Y Target Price 160.25 |
Price to earnings Ratio 28.5 | 1Y Target Price 160.25 | ||
Volume (30-day avg) 6 | Beta 1.28 | 52 Weeks Range 123.61 - 201.61 | Updated Date 09/14/2025 |
52 Weeks Range 123.61 - 201.61 | Updated Date 09/14/2025 | ||
Dividends yield (FY) 1.31% | 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 28.5 | Forward PE 33.33 | Enterprise Value 6578392811 | Price to Sales(TTM) 12.05 |
Enterprise Value 6578392811 | Price to Sales(TTM) 12.05 | ||
Enterprise Value to Revenue 9.5 | Enterprise Value to EBITDA 17.56 | Shares Outstanding 43879200 | Shares Floating 37361239 |
Shares Outstanding 43879200 | Shares Floating 37361239 | ||
Percent Insiders 10.4 | Percent Institutions 97.41 |
Upturn AI SWOT
Hamilton Lane Inc
Company Overview
History and Background
Hamilton Lane was founded in 1991. Initially focused on private equity fund-of-funds, it has grown into a global private markets investment management firm offering a range of services including separate accounts, co-investments, and direct investments.
Core Business Areas
- Investment Management: Provides discretionary and non-discretionary investment management services, including fund-of-funds, separate accounts, and customized advisory solutions.
- Advisory Services: Offers consulting services to investors, including portfolio construction, due diligence, and performance monitoring.
- Direct Investments: Makes direct investments in private companies, often alongside other private equity firms.
Leadership and Structure
Mario Giannini is the CEO. The company has a partnership structure, with managing directors overseeing different business units and functions.
Top Products and Market Share
Key Offerings
- Fund-of-Funds: Hamilton Lane's fund-of-funds offerings provide investors with diversified exposure to private equity. While exact market share is difficult to pinpoint, Hamilton Lane is a significant player in this segment. Competitors include Pantheon, Adams Street Partners, and AlpInvest Partners. Revenue generated by this product is a significant portion of their investment management revenue.
- Separate Accounts: Hamilton Lane manages customized separate accounts for institutional investors, allowing them to tailor their private markets exposure. Competitors include StepStone Group, Aksia and other major placement agents and fund of funds. Revenue generated by this product is a significant portion of their investment management revenue.
- Co-Investments: Hamilton Lane invests alongside other private equity firms in direct investments. Competitors include direct investment groups within large asset managers and other fund of funds. Revenue from co-investments contributes to their performance fees and investment income.
Market Dynamics
Industry Overview
The private markets industry is growing rapidly, driven by institutional investors seeking higher returns and diversification. Increased regulatory scrutiny and complexity are also key trends.
Positioning
Hamilton Lane is a leading player in the private markets, with a strong reputation for expertise and a global network. Its competitive advantages include its long track record, established relationships, and diversified platform.
Total Addressable Market (TAM)
The global private capital AUM is over $8 trillion. Hamilton Lane is positioned to capture a share of this TAM through its diverse product offerings and global reach.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Extensive network of relationships
- Diversified platform
- Experienced investment team
- Global presence
Weaknesses
- Reliance on performance fees
- Illiquidity of private markets investments
- Potential for conflicts of interest
- Complexity of products and services
Opportunities
- Growth in private markets
- Expansion into new geographies
- Development of new products
- Increased demand for ESG investing
- Technological advancements
Threats
- Economic downturn
- Increased competition
- Regulatory changes
- Geopolitical risks
- Rising interest rates
Competitors and Market Share
Key Competitors
- BLK
- APO
- KKR
Competitive Landscape
Hamilton Lane differentiates itself through its focus on private markets, its extensive network, and its diversified product offering. Competitors such as Blackstone, Apollo, and KKR have broader asset management platforms but may not have the same level of expertise in private markets.
Major Acquisitions
Solidarity Advisors
- Year: 2022
- Acquisition Price (USD millions): 47
- Strategic Rationale: Expanded customized wealth management solutions offered to the high net worth marketplace.
Growth Trajectory and Initiatives
Historical Growth: Hamilton Lane has experienced significant growth in AUM and revenue over the past decade, driven by the increasing popularity of private markets and its successful fundraising efforts.
Future Projections: Analysts project continued growth for Hamilton Lane, driven by its strong market position and the ongoing expansion of the private markets industry.
Recent Initiatives: Recent initiatives include expanding its direct investment capabilities, launching new ESG-focused products, and investing in technology to improve its operations.
Summary
Hamilton Lane is a strong player in the growing private markets sector, leveraging its established reputation and diverse product offerings. Their dependence on performance fees and exposure to illiquid assets present risks. Strategic initiatives to enhance tech and expand direct investments are key to continued growth. Keeping an eye on market competition and rate hikes is critical for long-term stability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice.
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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