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Hamilton Lane Incorporated (HLNE) Stock Analysis

Temp Headwind edge

HoldAI GATE: FLAGGED — 1 risk, 1 concernModerate Confidence

Financial Services · Asset Management

Hold if already holding. Not a fresh buy at $92.84, but acceptable to hold if already in. Reasons: Concentration risk — Product: asset management and advisory services; Negative momentum.

Hamilton Lane is a private markets investment solutions provider with approximately $138B discretionary AUM and approximately $819B AUA, offering customized separate accounts, specialized funds, advisory services, and data/analytics to institutional investors globally through 22... Read more

$92.84+29.6% A.UpsideScore 5.8/10#44 of 109 Asset Management
Stop $86.21Target $120.18(analyst − 13%)A.R:R 2.4:1
Analyst target$138.14+48.8%7 analysts
$120.18our TP
$92.84price
$138.14mean
$171

Hold if already holding. Not a fresh buy at $92.84, but acceptable to hold if already in. Reasons: Concentration risk — Product: asset management and advisory services; Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Score 5.8/10, moderate confidence.

Passes 5/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, earnings proximity 20d clear, semi cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA) and news legal. Suitability: aggressive.

Thesis

Rewards
Strong earnings beat streak (4/4)
High-quality business
Analyst upside: 30%
Risks
Concentration risk — Product: asset management and advisory services
Negative momentum
Below 200-MA, MA slope -5.0%/30d (confirmed downtrend)

Key Metrics

P/E (TTM)15.8
P/E (Fwd)14.6
Mkt Cap$4.9B
EV/EBITDA13.0
Profit Mgn30.6%
ROE31.7%
Rev Growth18.0%
Beta1.34
Dividend2.44%
Rating analysts13

Quality Signals

Piotroski F9/9

Options Flow

P/C0.65bullish
IV82%elevated
Max Pain$170+83.1% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHProductasset management and advisory services
    10-K Item 1A: 'We currently generate substantially all of our revenue from asset management and advisory services.'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Volume
0.9
Obv
1.0
Ma Position
1.0
Rsi
4.5
Volume distribution (falling OBV)Below 200-MA, MA slope -5.0%/30d — confirmed downtrend
GatesMomentum 1.5<4.5Death cross (50MA < 200MA)NEWS LEGALA.R:R 2.4 ≥ 1.5Insider activity: OKNo SEC red flagsEARNINGS PROXIMITY 20d clearSEMI CYCLE PEAK CLEARSuitability: Aggressive
RSI
51 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $86.47Resistance $111.01

Price Targets

$86
$120
A.Upside+29.4%
A.R:R2.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Momentum score 1.5/10 — below 4.5 minimum
! Death cross — 50-day MA below 200-day MA
! NEWS:LEGAL

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-05-21 (20d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is HLNE stock a buy right now?

Hold if already holding. Not a fresh buy at $92.84, but acceptable to hold if already in. Reasons: Concentration risk — Product: asset management and advisory services; Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Target $120.18 (+29.4%), stop $86.21 (−7.7%), A.R:R 2.4:1. Score 5.8/10, moderate confidence.

What is the HLNE stock price target?

Take-profit target: $120.18 (+29.6% upside). Target $120.18 (+29.4%), stop $86.21 (−7.7%), A.R:R 2.4:1. Stop-loss: $86.21.

What are the risks of investing in HLNE?

Concentration risk — Product: asset management and advisory services; Negative momentum; Below 200-MA, MA slope -5.0%/30d (confirmed downtrend).

Is HLNE overvalued or undervalued?

Hamilton Lane Incorporated trades at a P/E of 15.8 (forward 14.6). TrendMatrix value score: 6.5/10. Verdict: Hold.

What do analysts say about HLNE?

13 analysts cover HLNE with a consensus score of 4.0/5. Average price target: $138.

What does Hamilton Lane Incorporated do?Hamilton Lane is a private markets investment solutions provider with approximately $138B discretionary AUM and...

Hamilton Lane is a private markets investment solutions provider with approximately $138B discretionary AUM and approximately $819B AUA, offering customized separate accounts, specialized funds, advisory services, and data/analytics to institutional investors globally through 22 offices and approximately 760 employees. It earns management fees and advisory fees primarily from pension funds, sovereign wealth funds, endowments, and family offices.

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