Hamilton Lane Incorporated (HLNE) Stock Analysis
Recovery setup
Financial Services · Asset Management
Hold if already holding. Not a fresh buy at $87.22, but acceptable to hold if already in. Reason: Below 200-MA, MA slope -7.9%/30d (confirmed downtrend).
Hamilton Lane manages $142 billion in discretionary private markets AUM and advises on approximately $905 billion in non-discretionary assets across private equity, private credit, real estate, infrastructure, and venture capital strategies. Revenue comes from management and... Read more
Hold if already holding. Not a fresh buy at $87.22, but acceptable to hold if already in. Reason: Below 200-MA, MA slope -7.9%/30d (confirmed downtrend). Chart setup: Death cross but MACD improving, RSI 45. Maintain position. Not compelling to add more. Score 6.2/10, moderate confidence.
Passes 9/10 gates (positive momentum, favorable risk/reward ratio, clean insider activity, positive momentum, no SEC red flags, news events none recent, earnings proximity 48d clear, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.
About Hamilton Lane Incorporated
About Hamilton Lane Incorporated
Hamilton Lane reported approximately $142 billion in discretionary AUM and $905 billion in non-discretionary AUA as of March 31, 2026, reflecting a 7% compound annual growth rate in AUM from March 31, 2022. The firm serves institutional clients across the United States, Canada, Europe, the Middle East, Asia, Australia, and Latin America through 23 global offices staffed by 785 employees including 265 investment professionals. Investment solutions span private equity, private credit, real estate, infrastructure, venture capital, and impact through both drawdown and evergreen fund formats.
Hamilton Lane earns management fees as a percentage of AUM from customized separate accounts ($92 billion) and specialized funds ($50 billion), plus advisory fees from non-discretionary accounts, and incentive fees including carried interest when fund performance clears stated hurdles. Revenue visibility is supported by long-duration vehicles — primary fund commitments run 10 to 15 years — though the 10-K notes predictability remains subject to the mix of fee bases, variability of incentive fees, and the pace of fundraising and deployment. The top 10 clients generated approximately 11% of management and advisory fee revenues and the top 20 generated approximately 16%, with no single client exceeding 2%. A customized separate account or advisory account client may terminate on 30 to 90 days' notice, exposing the company to revenue risk if multiple clients exit simultaneously. The company has been expanding its private wealth channel through evergreen funds offered to high-net-worth individuals via wirehouses, independent wealth managers, and private banks globally, and has initiated tokenized access to certain funds on digital securities exchanges.
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Hamilton Lane's expansion into registered investment company structures and retail distribution subjects the company to heightened SEC oversight, including potential Section 17 affiliate-transaction issues under the Investment Company Act as the firm launches more registered funds. The 10-K discloses exposure to reputational damage and regulatory enforcement risk if third-party distributors improperly sell products, and the firm cannot fully monitor those distribution channels as their number grows. The August 2025 Executive Order on Democratizing Access to Alternative Assets for 401(k) Investors may expand the addressable market but also subjects the company to significant competitive pressure in a new distribution channel that will require substantial investment to access.
See also: Financial Services · Asset Management
From Hamilton Lane Incorporated's most recent 10-K filing, extracted June 10, 2026.
Recent developments
updated 2026-06-17Recent Developments — Hamilton Lane Incorporated
Latest news
- NEWS Will Hamilton Lane (HLNE) beat estimates again in its next earnings report? - MSN — MSN positive
- NEWS Universal Beteiligungs und Servicegesellschaft mbH Acquires 20,506 Shares of Hamilton Lane Inc. $HLNE - MarketBeat — MarketBeat neutral
- NEWS Hamilton Lane Inc (HLNE) Stock Price, Trades & News - GuruFocus — GuruFocus neutral
- NEWS Hamilton Lane (HLNE) Q1 Earnings Report Preview: What To Look For - StockStory — StockStory neutral
- NEWS Hamilton Lane (HLNE) Q1 Earnings Report Preview: What To Look For - TradingView — TradingView neutral
Generated 2026-06-17T09:12:24Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- LOWCustomertop 10 clients11%10-K Item 1: 'our top 10 clients generated approximately 11% of management and advisory fee revenues'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker·1 ceiling hit
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Analyst Consensus
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $87.22, but acceptable to hold if already in. Reason: Below 200-MA, MA slope -7.9%/30d (confirmed downtrend). Chart setup: Death cross but MACD improving, RSI 45. Maintain position. Not compelling to add more. Target $118.32 (+35.7%), stop $81.11 (−7.5%), A.R:R 2.8:1. Score 6.2/10, moderate confidence.
Take-profit target: $118.32 (+35.7% upside). Target $118.32 (+35.7%), stop $81.11 (−7.5%), A.R:R 2.8:1. Stop-loss: $81.11.
Below 200-MA, MA slope -7.9%/30d (confirmed downtrend).
Hamilton Lane Incorporated trades at a P/E of 13.8 (forward 11.1). TrendMatrix value score: 8.1/10. Verdict: Hold.
13 analysts cover HLNE with a consensus score of 4.1/5. Average price target: $136.
What does Hamilton Lane Incorporated do?Hamilton Lane manages $142 billion in discretionary private markets AUM and advises on approximately $905 billion in...
Hamilton Lane manages $142 billion in discretionary private markets AUM and advises on approximately $905 billion in non-discretionary assets across private equity, private credit, real estate, infrastructure, and venture capital strategies. Revenue comes from management and advisory fees plus carried interest from institutional clients worldwide, with no single client above 2% of fee revenues. The company operates 23 global offices with 785 employees including 265 investment professionals.