HLNE
Hamilton Lane Incorporated
Financial Services · Asset Management · NMS
$86.75
Close 2026-05-19
✓ ETHICAL PASS
STRONG MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$4.8B
Trailing P/E
15.46
Forward P/E
14.28
Rev Growth
+18.0%
Profit Margin
30.6%
ROE
31.7%
Analyst Target
$136.00
Recommendation
BUY
Ethical Screen
| Business Activity | PASS |
| Debt Ratio (0.08%) | PASS |
| Cash Ratio (0.07%) | PASS |
| Receivables Ratio (0.00%) | PASS |
| Revenue Ratio (0.00%) | PASS |
| Overall | PASS |
Score Valuation: 77.5
Score Quality: 88.2
Score Combined: 61.9
Fair Value Est: $91.10 · Margin of Safety: +5.0% · Tier: AVOID
Opportunity Scores
Valuation100.0
Quality100.0
Cash Flow50.0
Moat100.0
Balance Sheet96.5
Debt Purity76.8
Liquid Purity78.8
Rev Purity100.0
Compliance84.2
Tier: GOLD · Score: 76.8 · Rank: #122
Earnings History (Last 8 Quarters)
| Date | EPS Est. | Reported EPS | Surprise % |
|---|---|---|---|
| 2026-08-04 | 1.45 | Pending | -- |
| 2026-05-21 | 1.43 | 1.57 | +9.8% |
| 2026-02-03 | 1.33 | 1.55 | +16.9% |
| 2025-11-04 | 1.10 | 1.54 | +39.8% |
| 2025-08-05 | 0.99 | 1.31 | +32.6% |
| 2025-05-29 | 1.17 | 1.21 | +3.1% |
| 2025-02-04 | 1.10 | 1.25 | +13.8% |
| 2024-11-06 | 1.09 | 1.07 | -1.7% |
Quarterly Financials
| Period | Revenue | Net Income | EBITDA | Gross Profit | Op. Income | EPS |
|---|---|---|---|---|---|---|
| 2026-03-31 | $193.6M | $66.2M | $135.8M | $135.1M | $82.2M | — |
| 2025-12-31 | $198.6M | $58.4M | $126.2M | $137.7M | $86.0M | 1.40 |
| 2025-09-30 | $190.9M | $70.9M | $123.9M | $135.1M | $79.7M | 1.71 |
| 2025-06-30 | $176.0M | $53.7M | $101.8M | $122.4M | $77.0M | 1.30 |
| 2025-03-31 | $198.0M | $50.5M | $94.3M | $133.2M | $84.0M | 1.24 |
| 2024-12-31 | — | — | — | — | — | 1.33 |
Insider Transactions
| Date | Name | Role | Shares | Value |
|---|---|---|---|---|
| 2026-02-24 | BERKMAN DAVID J | Director | 10,000 | $1.0M |
| 2026-02-20 | DELGADO-MOREIRA JUAN | Chief Executive Officer | 9,225 | $989.3K |
| 2026-02-20 | HIRSCH ERIK R | Chief Executive Officer | 9,225 | $988.3K |
| 2026-02-20 | KRAMER ANDREA ANIGATI | Chief Operating Officer | 2,325 | $250.0K |
| 2026-02-06 | DELGADO-MOREIRA JUAN | Chief Executive Officer | 14,375 | -- |
| 2025-12-31 | KRAMER ANDREA ANIGATI | Chief Operating Officer | 92 | $10.5K |
| 2025-12-31 | CARL DREW THOMAS | Officer | 46 | $5.3K |
| 2025-11-07 | DELGADO-MOREIRA JUAN | Chief Executive Officer | 8,000 | $1.0M |
| 2025-09-16 | VARON LESLIE F. | Director | 666 | -- |
| 2025-09-16 | SEXTON O GRIFFITH | Director and Beneficial Owner of more than 10% of a Class of Security | 1,331 | -- |
Top Institutional Holders
| Holder | Shares | Value | % Held |
|---|---|---|---|
| Blackrock Inc. | 4.1M | $368.1M | 0.1% |
| Kayne Anderson Rudnick Investment Management LLC | 3.4M | $308.5M | 0.1% |
| Vanguard Portfolio Management LLC | 1.8M | $164.9M | 0.0% |
| Vanguard Capital Management LLC | 1.8M | $161.2M | 0.0% |
| Wasatch Advisors LP | 1.8M | $158.2M | 0.0% |
| State Street Corporation | 1.3M | $119.1M | 0.0% |
| Millennium Management Llc | 1.2M | $110.5M | 0.0% |
| Principal Financial Group, Inc. | 1.1M | $99.7M | 0.0% |
| Champlain Investment Partners, LLC | 1.1M | $98.2M | 0.0% |
| Geode Capital Management, LLC | 1.1M | $94.8M | 0.0% |
Analyst Recommendations
3 Months Ago
7 analysts
2 Months Ago
7 analysts
Last Month
7 analysts
Current
7 analysts
Strong Buy
Buy
Hold
Sell
Strong Sell
Additional Fundamentals
Enterprise Value
$4.5B
$4.5B
Price/Book
4.52
4.52
Beta
1.192
1.192
Analysts
7
7
Total Revenue (TTM)
$759.0M
$759.0M
Total Debt
$356.5M
$356.5M
Dividend Yield
249.0%
249.0%
Rec. Mean
1.57
1.57
Trade Consideration
The Opportunity
Score 61.9 (P97 — top 2.9% of scored tickers). Strong Moat. Ethical PASS. 7 analysts at Buy.
Price: $86.75 | Target: $136.00 (+57%) | Fair Value: $91.10 (+5%)
Score
62
Moat
STRONG
Conviction
Standard
Upside
+57%
The Fundamentals
Revenue Growth+18.0%
Profit Margin30.6%
ROE31.7%
Forward P/E14.3
Market Cap$4.8B
Earnings Track Record
| Date | Estimate | Reported | Surprise |
|---|---|---|---|
| 2026-08-04 | $1.45 | Pending | — |
| 2026-05-21 | $1.43 | $1.57 | +9.8% |
| 2026-02-03 | $1.33 | $1.55 | +16.9% |
| 2025-11-04 | $1.10 | $1.54 | +39.8% |
| 2025-08-05 | $0.99 | $1.31 | +32.6% |
| 2025-05-29 | $1.17 | $1.21 | +3.1% |
Position Sizing Scenarios
Stop: $73.74 (-15%) | Entry: $86.75
| Shares | Cost | Profit to Target | R:R |
|---|---|---|---|
| To Consensus ($136.00, 7 analysts) | |||
| 10 | $867.50 | +$492.50 (57%) | 3.8R |
| 50 | $4,337.50 | +$2,462.50 (57%) | 3.8R |
| 100 | $8,675.00 | +$4,925.00 (57%) | 3.8R |
| To Fair Value ($91.10) | |||
| 10 | $867.50 | +$43.50 (5%) | 0.3R |
| 50 | $4,337.50 | +$217.50 (5%) | 0.3R |
| 100 | $8,675.00 | +$435.00 (5%) | 0.3R |
Risk Factors
- No elevated risk flags in current data
The Verdict
Hamilton Lane Incorporated passes all ethical screens and holds a strong competitive moat.
Quantitative Grade
A single score combining all analytical layers below. A is strongest, D is weakest.
C
Quant Score
42.6
Risk Grade
LOW_RISK
Layers
8
Quality: CONSISTENT_BEATER
Risk Profile
How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.
VaR 95%
-4.6%
worst expected daily loss, 19 in 20 days
CVaR 95%
-6.2%
avg loss on the worst 5% of days
Annual Volatility
—
Sortino Ratio
-0.57
above 1.0 is good
Max Drawdown
-57.3%
Worst Day
—
Forward Outlook
Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.
30d Prob Up
—
90d Prob Up
—
Median Return 30d
—
Liquidity Score
67
Liquidity Grade
LIQUID
Trend & Momentum
What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?
Kalman Trend
—
Trend Strength
—
Momentum Signal
—
HMM Regime
—
RSI Signal
—
Technical Signals
Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.
MA Crossover
BELOW_200
Bollinger Position
UPPER_HALF
Beta
—
Relative Volume
1.6x
Short Interest
—
Financial Health
Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.
Altman Z-Score
—
—
below 1.81 = distress zone
Piotroski F-Score
—
Earnings Beat Rate
87.5%
Earnings Consistency
—
Correlations
These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.
Most Correlated
| Ticker | Correlation |
|---|---|
| STEP | 0.763 |
| BX | 0.719 |
| KKR | 0.703 |
| APO | 0.675 |
| ARES | 0.673 |
Inverse Correlated
| Ticker | Correlation |
|---|---|
| SUKOON.AE | -0.255 |
| BAES.L | -0.154 |
| NESN.SW | -0.150 |
| 4325.SR | -0.136 |
| AWK | -0.128 |
Seasonality
Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.
Best Day
Tuesday
Worst Day
Thursday
Best Month
Jul
Worst Month
Feb
Fri-Mon Effect
-0.32201383872992706
Earnings Drift
After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.
Avg Drift After Beat
-4.9%
Beat Drift Positive %
33.3%
Consistency
—
Momentum Rankings
How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.
1M Return
-4.7%
3M Return
-10.7%
6M Return
-24.5%
12M Return
-43.9%
Momentum Rank
#4000
Momentum Signal
DOWN