Stock Fundamentals

Company Information

Company Name
Hamilton Lane Inc
Sector
Financial Services
Industry
Asset Management
Exchange
NASDAQ
ISIN: US4074971064
CIK: 0001433642
CUSIP: 407497106
Currency: USD
Full Time Employees: 785
Phone: 610 934 2222
Fiscal Year End: March
IPO Date: Mar 01, 2017
Description:

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.

Address:

110 Washington Street, Philadelphia, PA, United States, 19428

Directors & Officers

Name Title Year Born
Mr. Erik R. Hirsch Co-CEO & Member of the Board 1973
Dr. Juan M. Delgado-Moreira C.F.A., Ph.D. Co-CEO & Director 1971
Ms. Andrea F. Kramer Chief Operating Officer NA
Mr. Jeffrey B. Armbrister Chief Financial Officer 1974
Mr. Drew Thomas Carl CPA MD & Chief Accounting Officer 1982
Ms. Lydia Ann Gavalis J.D. General Counsel 1964
Mr. Mario Lucio Giannini Executive Co-Chairman 1954
Mr. Hartley Raymond Rogers Executive Co-Chairman 1961
Mr. Robert D. Shin Chief Compliance Officer & Chief Risk Officer NA
Ms. Lucy MacNichol Principal & Head of Corporate Communications NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Nov 07, 2025 Juan Delgado-Moreira N/A Purchase 8.00K $130.35 $1.04M
Sep 04, 2025 River 5 Ltd French N/A Sale 150.00K $146.51 $21.98M

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 4.08M Mar 31, 2026 9.33% $0.01 -0.05%
Vanguard Group Inc 3.70M Dec 31, 2025 8.46% $0.01 -0.57%
Kayne Anderson Rudnick Investment Management LLC 3.42M Mar 31, 2026 7.82% $1.00 25.19%
Vanguard Portfolio Management, LLC 1.83M Mar 31, 2026 4.18% $0.01 0.00%
Vanguard Capital Management, LLC 1.78M Mar 31, 2026 4.08% $0.00 0.00%
Wasatch Advisors LP 1.75M Mar 31, 2026 4.01% $1.16 15.83%
Van Berkom and Associates Inc 1.67M Mar 31, 2026 3.81% $2.71 119.40%
State Street Corp 1.32M Mar 31, 2026 3.02% $0.00 1.95%
Millennium Management LLC 1.22M Mar 31, 2026 2.80% $0.05 4,485.39%
Principal Financial Group Inc 1.10M Mar 31, 2026 2.53% $0.06 1.66%
Champlain Investment Partners, LLC 1.09M Mar 31, 2026 2.49% $1.37 2.45%
Geode Capital Management, LLC 1.05M Mar 31, 2026 2.40% $0.01 -1.75%
T. Rowe Price Investment Management,Inc. 989.79K Mar 31, 2026 2.27% $0.07 -29.66%
HHG PLC 905.66K Mar 31, 2026 2.07% $0.04 12.93%
Morgan Stanley - Brokerage Accounts 725.27K Mar 31, 2026 1.66% $0.00 25.21%
Neuberger Berman Group LLC 710.75K Mar 31, 2026 1.63% $0.05 17.61%
Dimensional Fund Advisors, Inc. 678.58K Mar 31, 2026 1.55% $0.01 1.82%
Los Angeles Capital Management LLC 678.49K Mar 31, 2026 1.55% $0.27 15,737.79%
ClearBridge Advisors, LLC 668.69K Mar 31, 2026 1.53% $0.06 0.87%
Balyasny Asset Management LLC 654.58K Mar 31, 2026 1.50% $0.08 -13.43%

Shares Statistics

Shares Outstanding: 43.70M
Shares Float: 41.17M
% Insiders: 718.60%
% Institutions: 10,043.50%
Short % Float: 12.11%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Mid-Cap ETF 1.39M 3.17% ▲ 0.02% May 29, 2026
2 Vanguard Total Stock Mkt Idx Inv 1.26M 2.89% ▲ 0.28% Apr 30, 2026
3 Vanguard Small Cap Index 910.48K 2.08% ▼ 0.33% Apr 30, 2026
4 Van Berkom Sm-Cap Eq 806.15K 1.84% ▲ 9.67% Mar 31, 2026
5 Virtus KAR Mid-Cap Core I 567.68K 1.30% ▼ 13.93% Mar 31, 2026
6 American Funds SMALLCAP World A 534.20K 1.22% ▲ 0.00% Mar 31, 2026
7 Wasatch Core Growth 513.08K 1.17% ▲ 11.56% Mar 31, 2026
8 Vanguard Small Cap Growth Index Inv 511.31K 1.17% ▼ 0.14% Apr 30, 2026
9 Vanguard Institutional Extnd Mkt Idx Tr 460.79K 1.05% ▲ 0.89% Apr 30, 2026
10 Neuberger Genesis Inv 409.51K 0.94% ▲ 10.09% Mar 31, 2026

Valuation Metrics

Enterprise Value: $3.53B
Trailing P/E: 13.70
Forward P/E: 12.38

Financial Highlights

Market Cap: $4.50B
EBITDA: $334.82M
P/E Ratio: $13.70
PEG Ratio: $1.39
Book Value: $20.95
Dividend/Share: $2.16
Dividend Yield: 2.68%
Earnings/Share: $5.92
Profit Margin: 32.83%
Operating Margin: 42.49%
ROA (TTM): 10.17%
ROE (TTM): 32.44%
Revenue (TTM): $758.99M
Revenue/Share (TTM): $18.24
Earnings Growth (YOY): 4.10%
Revenue Growth (YOY): -2.20%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2026-03-31 1.62x 0.30x 0.36x 21.73x 0.57x
2025-03-31 1.68x 0.43x 0.45x 23.74x 0.81x
2024-03-31 1.00x 0.40x 0.47x 22.00x 0.69x
2023-03-31 0.87x 0.57x 0.50x 27.86x 0.92x
2022-03-31 1.85x 0.52x 0.43x 36.59x 0.56x
2021-03-31 1.80x 0.78x 0.48x 62.22x 1.16x
2020-03-31 0.81x 0.33x 0.50x 41.35x 0.53x
2019-03-31 0.83x 0.44x 0.53x 34.30x 0.55x
2018-03-31 1.35x 0.66x 0.54x 20.53x 0.61x
2017-03-31 3.60x 1.49x 0.64x 5.23x 1.42x
2016-03-31 8.64x -4.35x 1.57x 4.89x 6.82x
2015-03-31 9.82x 2.92x 0.63x 11.62x 2.70x
2014-03-31 N/A N/A N/A 6.95x 0.00x

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