HLNE

Hamilton Lane Inc

HLNE.US hamiltonlane.com + Research + Basket
CIK 0001433642
Employees 800
Phone 610 934 2222
Fiscal year end March
IPO Mar 01, 2017
Address 110 Washington Street, Philadelphia, PA, United States, 19428
90.13
-4.86 (-5.12%)
USD · NASDAQ
52-week range
71.39
152.64
Trading at 23% of the 52-week range
Market Cap
6.37B
P/E Ratio
14.09
Forward P/E
12.53
Book Value
23.05
Div. Yield
2.57%
% Institutions
110.57%
% Insiders
11.29%

1 Year

-25.6%

3 Year

+6.4%

10 Year

+579.0%
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.

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People

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Directors & Officers

Name Title Year Born
Dr. Juan M. Delgado-Moreira C.F.A., Ph.D. Co-CEO & Director 1971
Mr. Erik R. Hirsch Executive Co-Chairman & Member of the Board 1973
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. Hartley Raymond Rogers Co-CEO & Chairman of the Board 1961
Mr. Mario Lucio Giannini Executive Co-Chairman 1954
Mr. Robert D. Shin Chief Compliance Officer & Chief Risk Officer NA
Ms. Lucy MacNichol Principal & Head of Corporate Communications NA

Insider Trading

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

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 4.28M Jun 30, 2026 7.76% $0.01 5.04%
Kayne Anderson Rudnick Investment Management LLC 3.05M Jun 30, 2026 5.53% $0.75 -10.60%
Vanguard Portfolio Management, LLC 1.80M Jun 30, 2026 3.26% $0.01 -1.59%
Vanguard Capital Management, LLC 1.79M Jun 30, 2026 3.25% $0.00 0.55%
State Street Corp 1.36M Jun 30, 2026 2.46% $0.00 2.78%
Citadel Advisors Llc 1.20M Jun 30, 2026 2.18% $0.01 4,719.38%
Wasatch Advisors LP 1.15M Jun 30, 2026 2.09% $0.59 -34.26%
Geode Capital Management, LLC 1.05M Jun 30, 2026 1.90% $0.00 -0.15%
Principal Financial Group Inc 1.03M Jun 30, 2026 1.87% $0.04 -6.50%
Jupiter Topco LLC 932.23K Jun 30, 2026 1.69% $0.03 0.00%
Van Berkom and Associates Inc 884.89K Jun 30, 2026 1.60% $2.25 -46.91%
Morgan Stanley - Brokerage Accounts 857.07K Jun 30, 2026 1.55% $0.00 18.17%
Qube Research & Technologies 756.22K Jun 30, 2026 1.37% $0.06 3,200.53%
Copeland Capital Management, LLC 741.68K Sep 30, 2026 1.34% $1.48 52.47%
T. Rowe Price Investment Management,Inc. 709.73K Jun 30, 2026 1.29% $0.04 -28.30%
Dimensional Fund Advisors, Inc. 675.52K Jun 30, 2026 1.22% $0.01 -0.45%
Adage Capital Partners Gp LLC 613.94K Jun 30, 2026 1.11% $0.07 228.59%
Millennium Management LLC 605.73K Jun 30, 2026 1.10% $0.02 -50.49%
ClearBridge Advisors, LLC 598.23K Jun 30, 2026 1.08% $0.04 -10.54%
Arrowstreet Capital Limited Partnership 597.91K Jun 30, 2026 1.08% $0.02 1,152.82%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Mid-Cap ETF 1.43M 2.59% ▲ 0.10% Oct 29, 2026
2 Vanguard MStar Total Stk Mkt Idx Invest 1.25M 2.27% ▼ 0.23% Sep 30, 2026
3 Vanguard Small Cap Index 876.85K 1.59% ▼ 3.19% Sep 30, 2026
4 Vanguard MStar Small Cap Growth Indx Inv 489.06K 0.89% ▼ 5.63% Sep 30, 2026
5 Virtus KAR Mid-Cap Core I 485.09K 0.88% ▼ 14.55% Jun 30, 2026
6 Strategic Advisers Fidelity US TtlStk 424.99K 0.77% ▲ 110.60% Aug 31, 2026
7 Invesco S&P MidCap Quality ETF 396.72K 0.72% ▲ 0.14% Oct 30, 2026
8 T. Rowe Price Small-Cap Value 374.40K 0.68% ▲ 6.30% Sep 30, 2026
9 American Century Small Cap Growth Inv 363.17K 0.66% ▲ 28.38% Sep 30, 2026
10 Nationwide Large Cap Equity Portfolio 327.32K 0.59% ▲ 63.34% Sep 30, 2026

Financial Highlights

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Market Cap: $6.37B
EBITDA: $390.82M
P/E Ratio: $14.09
PEG Ratio: $1.39
Book Value: $23.05
Dividend/Share: $2.28
Dividend Yield: 2.57%
Earnings/Share: $6.74
Profit Margin: 32.40%
Operating Margin: 42.22%
ROA (TTM): 10.10%
ROE (TTM): 31.16%
Revenue (TTM): $871.92M
Revenue/Share (TTM): $20.98
Earnings Growth (YOY): 10.60%
Revenue Growth (YOY): 7.10%

Valuation Metrics

Enterprise Value: $4.92B
Trailing P/E: 14.09
Forward P/E: 12.53

Shares Statistics

Shares Outstanding: 43.35M
Shares Float: 40.47M
% Insiders: 11.29%
% Institutions: 110.57%
Shares Short: 4.08M
Shares Short (Prior Month): 4.26M
Short Ratio: 5.89
Short % Float: 11.09%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
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

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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