95.79
-3.09 (-3.13%)
USD · NASDAQ
52-week range
71.88
153.69
Trading at 29% of the 52-week range
Market Cap
5.46B
P/E Ratio
15.40
Forward P/E
14.20
Book Value
21.93
Div. Yield
2.19%
% Institutions
110.31%
% Insiders
11.56%

1 Year

-34.5%

3 Year

+11.0%

10 Year

+536.3%
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.

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: 800
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

People

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 CFO & Treasurer 1973
Mr. Drew Thomas Carl CPA MD & Chief Accounting Officer 1982
Ms. Lydia Ann Gavalis J.D. General Counsel & Secretary 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

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 4.08M Mar 31, 2026 9.40% $0.01 -0.05%
Kayne Anderson Rudnick Investment Management LLC 3.42M Mar 31, 2026 7.88% $1.00 25.19%
Vanguard Portfolio Management, LLC 1.83M Mar 31, 2026 4.21% $0.01 0.00%
Vanguard Capital Management, LLC 1.78M Mar 31, 2026 4.12% $0.00 0.00%
State Street Corp 1.32M Mar 31, 2026 3.04% $0.00 1.95%
Wasatch Advisors LP 1.15M Jun 30, 2026 2.66% $0.59 -34.26%
Geode Capital Management, LLC 1.05M Mar 31, 2026 2.42% $0.01 -1.75%
Principal Financial Group Inc 1.03M Jun 30, 2026 2.38% $0.04 -6.50%
T. Rowe Price Investment Management,Inc. 989.79K Mar 31, 2026 2.28% $0.07 -29.66%
HHG PLC 905.66K Mar 31, 2026 2.09% $0.04 12.93%
Van Berkom and Associates Inc 884.89K Jun 30, 2026 2.04% $2.25 -46.91%
Morgan Stanley - Brokerage Accounts 725.27K Mar 31, 2026 1.67% $0.00 25.21%
Neuberger Berman Group LLC 710.75K Mar 31, 2026 1.64% $0.05 17.61%
Los Angeles Capital Management LLC 678.49K Mar 31, 2026 1.57% $0.27 15,737.79%
Dimensional Fund Advisors, Inc. 675.52K Jun 30, 2026 1.56% $0.01 -0.45%
ClearBridge Advisors, LLC 668.69K Mar 31, 2026 1.54% $0.06 0.87%
Balyasny Asset Management LLC 654.58K Mar 31, 2026 1.51% $0.08 -13.43%
Wells Fargo & Co 646.10K Mar 31, 2026 1.49% $0.01 45.97%
Adage Capital Partners Gp LLC 613.94K Jun 30, 2026 1.42% $0.07 228.59%
Millennium Management LLC 605.73K Jun 30, 2026 1.40% $0.02 -50.49%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Mid-Cap ETF 1.43M 3.30% ▲ 0.04% Aug 31, 2026
2 Vanguard MStar Total Stk Mkt Idx Invest 1.26M 2.90% ▲ 0.38% Jul 31, 2026
3 Vanguard Small Cap Index 903.77K 2.08% ▲ 0.56% Jul 31, 2026
4 Van Berkom Sm-Cap Eq 860.59K 1.99% ▲ 6.75% Jun 30, 2026
5 Virtus KAR Mid-Cap Core I 567.68K 1.31% ▼ 13.93% Mar 31, 2026
6 Vanguard MStar Small Cap Growth Indx Inv 525.54K 1.21% ▲ 0.80% Jul 31, 2026
7 Vanguard Institutional Extnd Mkt Idx Tr 471.15K 1.09% ▲ 0.45% Jul 31, 2026
8 Virtus KAR Small-Mid Cap Core R6 366.71K 0.85% ▲ 45.94% Mar 31, 2026
9 T. Rowe Price Small-Cap Value 355.43K 0.82% ▼ 2.01% Jul 31, 2026
10 Invesco S&P MidCap Quality ETF 353.97K 0.82% ▲ 0.00% Aug 31, 2026

Financial Highlights

Market Cap: $5.46B
EBITDA: $384.32M
P/E Ratio: $15.40
PEG Ratio: $1.39
Book Value: $21.93
Dividend/Share: $2.22
Dividend Yield: 2.19%
Earnings/Share: $6.42
Profit Margin: 32.14%
Operating Margin: 45.93%
ROA (TTM): 10.78%
ROE (TTM): 32.42%
Revenue (TTM): $858.37M
Revenue/Share (TTM): $20.62
Earnings Growth (YOY): 50.50%
Revenue Growth (YOY): 56.50%

Valuation Metrics

Enterprise Value: $4.41B
Trailing P/E: 15.40
Forward P/E: 14.20

Shares Statistics

Shares Outstanding: 43.35M
Shares Float: 39.86M
% Insiders: 11.56%
% Institutions: 110.31%
Short % Float: 10.19%

Stock Price History

1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$758.99M
Cost of Goods Sold
adjust
$-228.63M
Gross Profit
subtotal
$530.36M
SG&A
adjust
$-205.42M
Operating Income
subtotal
$324.94M
Other / Non-Operating Items
adjust
$-75.76M
Net Income
subtotal
$249.18M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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