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Hamilton Lane Inc (HLNE) stock

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NASDAQ: HLNE Nasdaq Asset Management & Custody Banks Next results ~November 3, 2026

B Fundamentals grade

Hamilton Lane Inc is a US-listed company in the asset management & custody banks industry. Its financial year ends in March.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$96

Valuation models combined (4)

Base case. Range ~$67–$120. Weighted average of 4 models (forward price-to-earnings vs peers, residual income, justified price-to-book, dividend discount (two-stage)), the forward price-to-earnings vs peers counting double.

Price vs value

Modestly undervalued

The price is inside our value range, 7% below our base value.

Price used: $88.82, November 3, 2026

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders6 buying, 0 selling16 purchases and 0 sales by directors and officers, last 12 monthsInsider trades
  • Funds223 adding, 190 cuttingOf 69 active managers that changed their stake, 42 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Hamilton Lane files

Where Hamilton Lane stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $858m, up 24.0% on a year earlier, faster than 6.5% a quarter earlier.

Source: 10-Q filed August 4, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 3, 2026 (estimated)

Hamilton Lane Inc's trailing-twelve-month revenue grew 24.0% year on year, with a free-cash-flow margin of 42.7%. Where it stands out: net margin of 32.1% ranks 4 of 43 asset management & custody banks companies we cover.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 8.5% while net income grew 30.0%: a 21pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Strengths

  • Fast growth. Revenue grew 24.0% over the last 12 months, against a median of 17.2% for asset management & custody banks companies we cover.
  • Growth speeding up. The growth rate is 17.6 points higher than a quarter earlier.
  • Strong cash generation. 42.7% of revenue turned into free cash flow.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Heavily shorted. 11.3% of the shares available to trade are sold short (5.9 days of average volume to cover).
  • Earnings expected to fall. The consensus expects earnings per share to fall 0% next year.

Latest results: FY2027 Q1

Filed August 4, 2026
Earnings per share
$1.94 against an average estimate of $1.59: beat by 22.2%
Revenue
$275m, up 56.5% on a year earlier
Share reaction
+6.2% in the first session after the results on August 4, 2026, against +1.6% for the S&P 500
Next report
November 3, 2026; average EPS estimate $1.65

Hamilton Lane's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+1.1%
  • 1 week+9.2%
  • 1 month+2.0%
  • This year-33.3%
  • 1 year-20.9%
  • 5 years-13.4%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$858M
Net margin
32.1%

Growth

Revenue growth
+24.0%
Change in growth rate
+17.6 pts

Earnings

Last results
November 3, 2026
Next results (est.)
February 2, 2027

News & updates

Updated November 3, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Leadership
  3. Shareholder vote
  4. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Fundamentalytics rating

model v1.6 · 2026-11-03
Hold12-month view
12-month price target
~$96
Price used
$88.66close November 3, 2026
Implied change
▲ +8%
Uncertainty
Medium

How we got here: the combined value of 4 valuation models built for a business like Hamilton Lane Inc (see the models table below and how they are combined) , with a 9.26% cost of equity. The models span ~$67–~$120; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Valuation models

We value Hamilton Lane Inc as an asset manager, broker or exchange, with every model that fits that kind of business. Cost of equity 9.3%: the 10-year Treasury yield (4.9%) plus a beta of 0.96 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$67 ~$56–$84 Primary model, counts double
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$110 ~$86–$150 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$110 ~$95–$130 Included
Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. ~$32 ~$33–$91 Left out: far from the other models (more than 3x away from their median)
Dividend discount (two-stage) Dividends for five years at the growth the business can fund, then a steady payout and growth. ~$120 ~$100–$150 Included
Combined value Weighted average of the models that apply: the primary model (forward price-to-earnings vs peers) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$96 ~$67–$120 4 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Hamilton Lane Inc with asset managers in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 3, 2026, before the open. Analysts expect revenue of $215m and EPS of $1.65 (range $1.46 to $1.93) for the quarter.

Analysts' consensus

Hamilton Lane Inc: consensus estimates
Fiscal yearEPSGrowthRevenueGrowth
Current $7.41 +26% $957m +26%
Next $7.40 −0% $1.1bn +11%

Next year's EPS estimate has moved +0.5% in 90 days, across 7 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +18.3% on 90 days ago. In the last 30 days, 2 analysts raised Hamilton Lane Inc's forecast and 0 cut it.

Consensus EPS forecast Hamilton Lane Inc, last 90 days
$6.00 $6.50 $7.00 $7.50 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $6.26 Current fiscal year, 60 days ago: $7.44 Current fiscal year, 30 days ago: $7.47 Current fiscal year, 7 days ago: $7.43 Current fiscal year, Now: $7.41 $7.41 Next fiscal year, 90 days ago: $7.36 Next fiscal year, 60 days ago: $7.41 Next fiscal year, 30 days ago: $7.38 Next fiscal year, 7 days ago: $7.35 Next fiscal year, Now: $7.40 $7.40

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $6.26$7.36
60 days ago $7.44$7.41
30 days ago $7.47$7.38
7 days ago $7.43$7.35
Now $7.41$7.40

Earnings against estimates

Hamilton Lane Inc: reported EPS against the consensus estimate
Quarter toEstimateActualSurprise
Jun 2026 $1.59 $1.94 +22.2%
Mar 2026 $1.43 $1.49 +4.5%
Dec 2025 $1.33 $1.55 +16.9%
Sept 2025 $1.10 $1.54 +39.8%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 4, 2026

No numeric guidance in Hamilton Lane Inc's latest earnings release (filed August 4, 2026). Some companies give their outlook only on the earnings call.

Analyst recommendations

8 analysts, Oct 2026
Buy788%
Hold113%
Sell00%

Monthly trend

  1. Oct 20262518
  2. Sep 20262417
  3. Aug 20262417
  4. Jul 20262417

Counts of recommendations published by analysts covering Hamilton Lane Inc, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
11.3%
of tradable shares
Days to cover
5.89
at average volume
Short interest, 1 month
+11%
to October 15, 2026
Held by institutions
—
of shares
Held by insiders
11.5%
of shares
Employees
800
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Return and risk by year

Hamilton Lane Inc: yearly return, monthly win rate and worst fall against the S&P 500
Calendar year 202120222023202420252026 to date
Return
HLNE+35%−37%+81%+32%−8%−33%
Industry peers (median)+33%−17%+19%+15%−4%−6%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
HLNE50%33%50%58%50%36%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
HLNE−16%−44%−20%−27%−35%−51%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since March 1, 2017: 62% from November 11, 2024 to June 24, 2026. Getting back needed a 165% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$73.29 – $150.85
From 52-week high
−41.8%
vs 50-day average
−2.8%
vs 200-day average
−8.6%
Volatility (1 year)
42%
Beta vs S&P 500
1.14

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
8 up, 3 down
typical move ±6.1%
After a week
7 up, 4 down
typical move ±7.5%
After a month
4 up, 7 down
typical move ±9.5%
Hamilton Lane Inc: share-price change after each results release
Results releasedNext dayS&P 500 next day5 days21 days
August 4, 2026 +6.2% +1.6% +10.5% +8.7%
May 21, 2026 +6.1% +0.6% +2.4% −10.5%
February 3, 2026 −0.2% −1.3% −5.9% −22.2%
November 4, 2025 +7.9% −0.8% +15.1% +7.3%
August 5, 2025 +3.8% +0.3% +5.1% −2.6%
May 29, 2025 −15.1% +0.3% −14.2% −18.7%
February 4, 2025 +7.7% +1.1% −0.9% −6.6%
November 6, 2024 +5.1% +3.3% +5.6% +0.7%
August 6, 2024 +4.3% +0.2% +10.3% +17.5%
May 23, 2024 +6.5% −0.1% +5.3% −0.6%
February 6, 2024 −4.1% +1.1% −6.9% −8.6%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How Hamilton Lane Inc’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 3, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: fundamentals grade B (needs B+ or better).

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: the shares trade below our fair value: a collar caps upside the model expects.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Hamilton Lane Inc in five measures

Fundamentals grade B
Growth Profitability Cash Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Hamilton Lane Inc
$400M $500M $600M $700M $800M $900M FY24 Q2 FY25 Q1 FY25 Q4 FY27 Q1 Revenue (TTM), FY24 Q2: $491.8M Revenue (TTM), FY24 Q3: $490M Revenue (TTM), FY24 Q4: $553.8M Revenue (TTM), FY25 Q1: $625.5M Revenue (TTM), FY25 Q2: $648.7M Revenue (TTM), FY25 Q3: $691.7M Revenue (TTM), FY25 Q4: $713M Revenue (TTM), FY26 Q1: $692.2M Revenue (TTM), FY26 Q2: $733.1M Revenue (TTM), FY26 Q3: $763.4M Revenue (TTM), FY26 Q4: $759M Revenue (TTM), FY27 Q1: $858.4M $858.4M

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Revenue (TTM)
FY24 Q2 $491.8M
FY24 Q3 $490M
FY24 Q4 $553.8M
FY25 Q1 $625.5M
FY25 Q2 $648.7M
FY25 Q3 $691.7M
FY25 Q4 $713M
FY26 Q1 $692.2M
FY26 Q2 $733.1M
FY26 Q3 $763.4M
FY26 Q4 $759M
FY27 Q1 $858.4M
Revenue growth, TTM YoY Hamilton Lane Inc
-20% 0% 20% 40% 60% FY24 Q2 FY25 Q1 FY25 Q4 FY27 Q1 Revenue growth, TTM YoY, FY24 Q2: 2.1% Revenue growth, TTM YoY, FY24 Q3: -5.2% Revenue growth, TTM YoY, FY24 Q4: 4.7% Revenue growth, TTM YoY, FY25 Q1: 20.7% Revenue growth, TTM YoY, FY25 Q2: 31.9% Revenue growth, TTM YoY, FY25 Q3: 41.2% Revenue growth, TTM YoY, FY25 Q4: 28.7% Revenue growth, TTM YoY, FY26 Q1: 10.7% Revenue growth, TTM YoY, FY26 Q2: 13.0% Revenue growth, TTM YoY, FY26 Q3: 10.4% Revenue growth, TTM YoY, FY26 Q4: 6.5% Revenue growth, TTM YoY, FY27 Q1: 24.0% 24.0%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Revenue growth, TTM YoY
FY24 Q2 2.1%
FY24 Q3 -5.2%
FY24 Q4 4.7%
FY25 Q1 20.7%
FY25 Q2 31.9%
FY25 Q3 41.2%
FY25 Q4 28.7%
FY26 Q1 10.7%
FY26 Q2 13.0%
FY26 Q3 10.4%
FY26 Q4 6.5%
FY27 Q1 24.0%
FCF margin (TTM) Hamilton Lane Inc
10% 20% 30% 40% 50% 60% FY24 Q2 FY25 Q1 FY25 Q4 FY27 Q1 FCF margin (TTM), FY24 Q2: 40.2% FCF margin (TTM), FY24 Q3: 20.7% FCF margin (TTM), FY24 Q4: 19.8% FCF margin (TTM), FY25 Q1: 21.3% FCF margin (TTM), FY25 Q2: 26.9% FCF margin (TTM), FY25 Q3: 39.5% FCF margin (TTM), FY25 Q4: 40.5% FCF margin (TTM), FY26 Q1: 48.8% FCF margin (TTM), FY26 Q2: 46.4% FCF margin (TTM), FY26 Q3: 46.3% FCF margin (TTM), FY26 Q4: 55.2% FCF margin (TTM), FY27 Q1: 42.7% 42.7%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period FCF margin (TTM)
FY24 Q2 40.2%
FY24 Q3 20.7%
FY24 Q4 19.8%
FY25 Q1 21.3%
FY25 Q2 26.9%
FY25 Q3 39.5%
FY25 Q4 40.5%
FY26 Q1 48.8%
FY26 Q2 46.4%
FY26 Q3 46.3%
FY26 Q4 55.2%
FY27 Q1 42.7%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Hamilton Lane Inc: annual financial statements
Fiscal year 2017 Mar 2017 2018 Mar 2018 2019 Mar 2019 2020 Mar 2020 2021 Mar 2021 2022 Mar 2022 2023 Mar 2023 2024 Mar 2024 2025 Mar 2025 2026 Mar 2026 LTM Jun 2026
Income
Revenue 180 244 252 274 342 368 529 554 713 759 858
Net income — 17 34 61 98 146 109 141 217 249 276
Diluted EPS — — $1.40 $2.15 $2.81 $3.98 — — — — —
Growth (year on year)
Revenue — +35.7% +3.3% +8.7% +24.7% +7.7% +43.7% +4.7% +28.7% +6.5% +24.0%
Net income — — +93.6% +81.2% +61.2% +48.9% −25.3% +29.1% +54.4% +14.6% +30.0%
Diluted EPS — — — +53.6% +30.7% +41.6% — — — — —
Margins
Net margin — 7.1% 13.3% 22.2% 28.7% 39.7% 20.6% 25.4% 30.5% 32.8% 32.1%
Free-cash-flow margin 44.7% 38.7% 42.1% 41.7% 49.6% 43.8% 42.0% 19.8% 40.5% 55.2% 42.7%
Cash flow
Cash from operations 82 97 112 116 188 170 227 121 301 425 373
Capital spending 1 2 5 2 19 9 5 11 12 6 6
Free cash flow 80 94 106 114 170 161 222 110 289 419 367
Stock-based pay 5 6 6 7 7 7 10 12 31 51 51
Free cash flow after stock pay 76 89 100 107 162 154 212 98 257 368 316
Balance sheet
Cash 32 48 49 50 87 76 117 120 284 372 350
Total debt 84 84 71 75 163 214 214 196 290 278 274
Net debt (negative = net cash) 52 37 22 25 76 137 97 77 7 −93 −76
Returned to shareholders
Dividends 0 10 19 29 40 50 72 65 76 88 90
Buybacks — 0 0 0 0 0 0 0 0 — —
Total returned 0 10 19 29 40 50 72 65 76 88 90

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

Dividends (TTM)
$90M
Total shareholder yield
2.4%
dividends 2.4% + buybacks 0.0% of market value
Dividend payout ratio
33%
of net income paid out

Competitors: side by side with peers

Closest by revenue in asset management & custody banks
Growth, margins and cash generation against peers
Last 12 months unless stated HLNE VRTS AAMI WT CNS APAM Median
Revenue, last 12 months $858m $825m $669m $610m $600m $1.3bn $858m
Revenue growth, last 12 months 24.0% −7.2% 24.2% 37.1% 8.6% 8.7% 17.2%
Revenue growth, 3-year average 18.3% 0.2% 18.9% 24.8% 6.5% 9.8% 10.2%
Revenue growth, latest quarter 56.5% −4.4% 45.3% 57.3% 11.1% 3.7% 14.4%
Operating margin — 15.7% 23.7% 38.8% 32.4% 33.4% 25.8%
Operating margin, 3-year average — 18.4% 24.6% 33.7% 32.9% 32.4% 18.8%
Net margin 32.1% 14.5% 15.2% 13.3% 28.2% 24.5% 15.2%
Cash from operations / revenue 43.5% −5.6% −5.1% 32.2% 6.3% 26.2% 26.4%
Free-cash-flow margin 42.7% −6.3% 3.6% 32.1% 4.6% 26.0% 21.9%
Free-cash-flow margin, 3-year average 37.6% 5.2% — 28.6% 2.5% 27.0% 17.6%
Stock pay / revenue 5.9% 3.2% −11.6% 4.3% 7.2% 2.1% 3.7%
Change in share count — −3.5% −3.8% −2.7% 0.5% 1.0% −0.2%

Median of all 43 companies we cover in asset management & custody banks. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

43 asset management & custody banks companies
Measures ranked against peers
Measure Company Peer median Rank
Revenue growth Growth 24.0% 17.2% 21 of 43
Change in growth rate Growth +17.6pp +1.0pp 8 of 43
Net margin Profitability 32.1% 15.2% 4 of 43
Stock pay as % of revenue Cash generation 5.9% 4.3% 23 of 40

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to March 31, 2026
Products and services
Line of business Revenue Share YoY
Management and Advisory Fee Revenue $584M 77.4% ▲ 13.7%
Management and Advisory Fee Revenue Specialized Funds (part of Management and Advisory Fee Revenue) $374M 64.1% ▲ 18.8%
Incentive Fee Revenue Including Consolidated VI Es (part of Management and Advisory Fee Revenue) $175M 29.9% ▼ 12.2%
Management and Advisory Fee Revenue Reporting and Other (part of Management and Advisory Fee Revenue) $35.8M 6.1% ▲ 22.3%
Incentive Fee Revenue Specialized Funds $146M 19.4% ▼ 19.7%
Incentive Fee Revenue Customized Separate Accounts $24.3M 3.2% ▲ 49.9%
Geography
Region Revenue Share YoY
Outside the US $449M 59.1% ▲ 12.6%
United States $310M 40.9% ▼ 1.4%

From Hamilton Lane Inc's 10-K filed May 21, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Reported value
$3.6B
Institutions reporting
379
Shares held vs prior quarter
▲ 6.8%
Positions opened / closed
67 / 74

Top buyers and sellers, Q2 2026: 223 institutions bought and 190 sold ; the biggest buyer was Citadel Advisors LLC (+1.2M shares) and the biggest seller Champlain Investment Partners, LLC (−1.1M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $338M 4.3M 9.2% ▲ 5.0%
Kayne Anderson Rudnick Investment Management LLC $241M 3.1M 6.6% ▼ 10.6%
Vanguard Portfolio Management LLC $142M 1.8M 3.9% ▼ 1.6%
Vanguard Capital Management LLC $141M 1.8M 3.9% ▲ 0.6%
State Street Corp $108M 1.4M 2.9% ▲ 2.8%
Los Angeles Capital Management LLC $95.8M 1.2M 2.6% ▲ 79.1%
Citadel Advisors LLC $94.8M 1.2M 2.6% ▲ 4719.4%
Wasatch Advisors LP $90.8M 1.2M 2.5% ▼ 34.3%
Geode Capital Management, LLC $82.7M 1.0M 2.3% ▼ 0.2%
Principal Financial Group Inc $81.4M 1.0M 2.2% ▼ 6.5%
Jupiter Topco LLC $73.5M 932K 2.0% —
Van Berkom & Associates Inc. $69.8M 885K 1.9% ▼ 46.9%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Hamilton Lane Inc's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Recent insider open-market transactions
Insider Date Trade Shares Price Value
Berkman David J Director June 11, 2026 Buy 15,000 $76.27 $1.1M
Kramer Andrea Anigati Chief Operating Officer June 11, 2026 Buy 1,283 $77.46 $99,381
Rogers Hartley R. Executive Co-Chairman June 11, 2026 Buy 27,678 $78.73 $2.2M
Rogers Hartley R. Executive Co-Chairman June 11, 2026 Buy 10,612 $77.86 $826,250
Rogers Hartley R. Executive Co-Chairman May 27, 2026 Buy 466 $92.76 $43,226
Rogers Hartley R. Executive Co-Chairman May 27, 2026 Buy 466 $92.69 $43,194
Rogers Hartley R. Executive Co-Chairman May 26, 2026 Buy 47,025 $89.99 $4.2M
Rogers Hartley R. Executive Co-Chairman May 26, 2026 Buy 7,975 $90.43 $721,179
Berkman David J Director February 24, 2026 Buy 10,000 $101.00 $1M
Giannini Mario L Executive Co-Chairman February 20, 2026 Buy 9,225 $107.32 $990,027
Kramer Andrea Anigati Chief Operating Officer February 20, 2026 Buy 2,325 $107.53 $250,007
Delgado-Moreira Juan Co-Chief Executive Officer February 20, 2026 Buy 2,705 $107.58 $291,004

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around February 2, 2027 estimated from the company's past filing pattern, not announced

  • November 3, 2026
  • August 4, 2026
  • May 21, 2026
  • February 3, 2026
  • November 4, 2025
  • August 5, 2025

Recent SEC filings

Data status

When each part of this page on Hamilton Lane Inc was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Hamilton Lane Inc in brief

What does Hamilton Lane Inc do?
Hamilton Lane Inc is a US-listed company in the asset management & custody banks industry. Its financial year ends in March.
What is Hamilton Lane Inc's stock ticker?
Hamilton Lane Inc trades under the ticker HLNE on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Hamilton Lane Inc's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Hamilton Lane Inc reported revenue of $858M, 24.0% higher than a year earlier, according to its SEC filings.
What is Hamilton Lane Inc's free cash flow?
Hamilton Lane Inc's free-cash-flow margin is 42.7% of revenue over the trailing twelve months.
Who are Hamilton Lane Inc's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Kayne Anderson Rudnick Investment Management LLC and Vanguard Portfolio Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Does Hamilton Lane Inc pay a dividend?
Yes: Hamilton Lane Inc paid $90M in dividends over the trailing twelve months, a dividend yield of 2.36% and a payout ratio of 32.6%.
Who are Hamilton Lane Inc's competitors?
In our Asset Management & Custody Banks peer group, the companies closest to Hamilton Lane Inc are Virtus Investment Partners, Inc., Acadian Asset Management Inc., Wisdomtree, Inc., Cohen & Steers, Inc. and Artisan Partners Asset Management Inc. The side-by-side comparison below sets their revenue, margins and growth against Hamilton Lane Inc's.
Are insiders buying or selling Hamilton Lane Inc stock?
Over the last 12 months, Hamilton Lane Inc's directors and officers reported 16 open-market purchases and 0 sales on Form 4. The insider trading page charts every trade.
When is Hamilton Lane Inc's next earnings date?
Around November 3, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Hamilton Lane Inc announces its own schedule.