Hamilton Lane reads as an income name — Stocklytics 74/100, with a 2.5% dividend yield in the thesis. Under the hood: P/E 13.3, about 51% below its own multi-year median, plus revenue compounding ~13% annually over recent years.
HLNE price $97.18 +0.80 +0.83%
Stocklytics score rationale: value 76, quality 78, growth 69.
HLNE fair value $140.27. Price $97.18. Price is 31% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 72% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price.
Fair value blends a 10-year DCF and an earnings multiple: the average of the DCF value and an earnings value from next-twelve-months EPS times 22.8, a blend of the Asset Management median (18.4) and the stock's own 10-year median (27.3). How we calculate it →
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2027-02-02 | — | 1.77 | — | 229.87M |
| 2026-11-03 | 1.98 | 1.65 | 204.43M | 215.23M |
| 2026-08-04 | 1.94 | 1.53 | 275.33M | 221.94M |
| 2026-05-21 | 1.49 | 1.43 | 193.56M | 203.05M |
| 2026-02-03 | 1.55 | 1.35 | 198.59M | 195.52M |
| 2025-11-04 | 1.54 | 1.08 | 190.88M | 169.44M |
| 2025-08-05 | 1.31 | 0.98 | 175.96M | 162.38M |
| 2025-05-29 | 1.21 | 1.17 | 197.97M | 170.69M |
| 2025-02-04 | 1.25 | 1.13 | 168.26M | 155.14M |
| 2024-11-06 | 1.07 | 1.09 | 150.00M | 151.55M |
| 2024-08-06 | 1.51 | 1.10 | 196.73M | 147.33M |
| 2024-05-23 | 1.38 | 1.01 | 176.66M | 136.08M |
| 2024-02-06 | 0.71 | 0.92 | 125.26M | 130.47M |
| 2023-11-07 | 0.89 | 0.94 | 126.90M | 123.41M |
| 2023-08-01 | 0.94 | 0.86 | 125.04M | 114.58M |
| 2023-05-25 | 0.96 | 0.79 | 112.79M | 115.22M |
| 2023-02-07 | 0.43 | 0.81 | 127.07M | 120.66M |
| 2022-11-01 | 1.02 | 0.59 | 153.38M | 102.59M |
| 2022-08-02 | 0.92 | 0.79 | 135.51M | 112.30M |
| 2022-05-26 | 0.89 | 0.78 | 100.90M | 98.52M |
| 2022-02-01 | 1.27 | 0.91 | 91.70M | 97.41M |
| 2021-11-02 | 1.38 | 1.05 | 96.32M | 87.51M |
| 2021-08-03 | 0.84 | 0.68 | 79.00M | 79.00M |
| 2021-05-27 | 0.95 | 0.76 | 102.88M | 87.51M |
| 2021-02-02 | 0.87 | 0.57 | 84.58M | 75.20M |
| 2020-11-04 | 0.78 | 0.60 | 84.43M | 11.30M |
| 2020-08-04 | 0.13 | 0.26 | 69.74M | 139.49M |
| 2020-05-28 | 0.59 | 0.49 | 76.93M | 63.89M |
| 2020-02-04 | 0.47 | 0.48 | 68.14M | 69.59M |
| 2019-11-05 | 0.50 | 0.52 | 64.29M | 66.86M |
| 2019-08-06 | 0.45 | 0.49 | 64.69M | 70.44M |
| 2019-05-29 | 0.36 | 0.40 | 66.99M | 74.43M |
| 2019-02-05 | 0.62 | 0.39 | 66.00M | 41.51M |
| 2018-11-06 | 0.55 | 0.47 | 55.83M | 47.71M |
| 2018-08-07 | 0.38 | 0.40 | 63.36M | 66.69M |
| 2018-06-07 | 0.58 | 0.41 | 77.61M | 54.86M |
| 2018-02-06 | 0.46 | 0.28 | 65.01M | 57.47M |
| 2017-11-07 | 0.27 | 0.25 | 48.71M | 45.10M |
| 2017-08-08 | 0.33 | 0.27 | 52.70M | 43.12M |
| 2017-06-12 | 0.25 | 0.24 | 46.68M | — |
Yield 2.35%. Payout ratio 45.58%. Frequency Quarterly.
Safety score 88/100 · Safe. Payout ratio is 46% of earnings. Dividends use a moderate share of free cash flow. Dividends were paid in 10 separate years. Yield is 2.3%, in a range that is usually sustainable.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-12-21 | $0.60 | 2026-12-21 | 2027-01-07 | Quarterly |
| 2026-09-21 | $0.60 | 2026-09-21 | 2026-10-06 | Quarterly |
| 2026-06-18 | $0.60 | 2026-06-18 | 2026-07-07 | Quarterly |
| 2026-03-20 | $0.54 | 2026-03-20 | 2026-04-06 | Quarterly |
| 2025-12-19 | $0.54 | 2025-12-19 | 2026-01-07 | Quarterly |
| 2025-09-19 | $0.54 | 2025-09-19 | 2025-10-06 | Quarterly |
| 2025-06-20 | $0.54 | 2025-06-20 | 2025-07-07 | Quarterly |
| 2025-03-14 | $0.49 | 2025-03-14 | 2025-04-04 | Quarterly |
| 2024-12-16 | $0.49 | 2024-12-16 | 2025-01-07 | Quarterly |
| 2024-09-16 | $0.49 | 2024-09-16 | 2024-10-04 | Quarterly |
| 2024-06-14 | $0.49 | 2024-06-14 | 2024-07-05 | Quarterly |
| 2024-03-14 | $0.45 | 2024-03-15 | 2024-04-04 | Quarterly |
| 2023-12-14 | $0.45 | 2023-12-15 | 2024-01-05 | Quarterly |
| 2023-09-14 | $0.45 | 2023-09-15 | 2023-10-05 | Quarterly |
| 2023-06-14 | $0.45 | 2023-06-15 | 2023-07-07 | Quarterly |
| 2023-03-14 | $0.40 | 2023-03-15 | 2023-04-06 | Quarterly |
| 2022-12-14 | $0.40 | 2022-12-15 | 2023-01-06 | Quarterly |
| 2022-09-14 | $0.40 | 2022-09-15 | 2022-10-06 | Quarterly |
| 2022-06-14 | $0.40 | 2022-06-15 | 2022-07-07 | Quarterly |
| 2022-03-14 | $0.35 | 2022-03-15 | 2022-04-06 | Quarterly |
| 2021-12-14 | $0.35 | 2021-12-15 | 2022-01-06 | Quarterly |
| 2021-09-14 | $0.35 | 2021-09-15 | 2021-10-06 | Quarterly |
| 2021-06-14 | $0.35 | 2021-06-15 | 2021-07-07 | Quarterly |
| 2021-03-12 | $0.31 | 2021-03-15 | 2021-04-06 | Quarterly |
| 2020-12-14 | $0.31 | 2020-12-15 | 2021-01-07 | Quarterly |
| 2020-09-14 | $0.31 | 2020-09-15 | 2020-10-06 | Quarterly |
| 2020-06-12 | $0.31 | 2020-06-15 | 2020-07-07 | Quarterly |
| 2020-03-13 | $0.28 | 2020-03-16 | 2020-04-06 | Quarterly |
| 2019-12-13 | $0.28 | 2019-12-16 | 2020-01-07 | Quarterly |
| 2019-09-13 | $0.28 | 2019-09-16 | 2019-10-04 | Quarterly |
| 2019-06-13 | $0.28 | 2019-06-14 | 2019-07-05 | Quarterly |
| 2019-03-14 | $0.21 | 2019-03-15 | 2019-04-04 | Quarterly |
| 2018-12-13 | $0.21 | 2018-12-14 | 2019-01-07 | Quarterly |
| 2018-09-13 | $0.21 | 2018-09-14 | 2018-10-04 | Quarterly |
| 2018-06-15 | $0.21 | 2018-06-18 | 2018-07-06 | Quarterly |
| 2018-03-14 | $0.17 | 2018-03-15 | 2018-04-05 | Quarterly |
| 2017-12-14 | $0.17 | 2017-12-15 | 2018-01-05 | Quarterly |
| 2017-09-14 | $0.17 | 2017-09-15 | 2017-10-02 | Quarterly |
| 2017-06-22 | $0.17 | 2017-06-26 | 2017-07-10 | Quarterly |
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-16 | Kramer Andrea Anigati | Sell | 736 | $93.03 | 68.47K |
| 2026-09-16 | Kramer Andrea Anigati | Buy | 22.25K | — | — |
| 2026-09-16 | Armbrister Jeffrey Brian | Buy | 22.25K | — | — |
| 2026-09-16 | Armbrister Jeffrey Brian | Sell | 393 | $93.03 | 36.56K |
| 2026-09-16 | Carl Drew Thomas | Buy | 2.23K | — | — |
| 2026-09-16 | VARON LESLIE F | Buy | 977 | — | — |
| 2026-09-16 | SEXTON O GRIFFITH | Buy | 1.95K | — | — |
| 2026-09-16 | SCHMERTZLER MICHAEL | Buy | 977 | — | — |
| 2026-09-10 | Delgado-Moreira Juan | Sell | 50.00K | — | — |
| 2026-09-10 | Delgado-Moreira Juan | Buy | 50.00K | — | — |
| 2026-06-30 | Kramer Andrea Anigati | Buy | 27 | $67.01 | 1.81K |
| 2026-06-30 | Carl Drew Thomas | Buy | 78 | $67.01 | 5.23K |
| 2026-06-11 | Rogers Hartley R. | Buy | 27.68K | $78.73 | 2.18M |
| 2026-06-11 | Rogers Hartley R. | Buy | 10.61K | $77.86 | 826.25K |
| 2026-06-11 | Kramer Andrea Anigati | Buy | 1.28K | $77.46 | 99.38K |
| 2026-06-11 | BERKMAN DAVID J | Buy | 15.00K | $76.27 | 1.14M |
| 2026-05-29 | Kramer Andrea Anigati | Buy | 3.54K | — | — |
| 2026-05-29 | Carl Drew Thomas | Buy | 675 | — | — |
| 2026-05-29 | Armbrister Jeffrey Brian | Buy | 2.11K | — | — |
| 2026-05-29 | Gavalis Lydia | Buy | 1.14K | — | — |
| 2026-05-29 | Delgado-Moreira Juan | Buy | 38.09K | — | — |
| 2026-05-29 | Hirsch Erik R. | Buy | 42.15K | — | — |
| 2026-05-27 | Rogers Hartley R. | Buy | 466 | $92.76 | 43.23K |
| 2026-05-27 | Rogers Hartley R. | Buy | 466 | $92.69 | 43.19K |
| 2026-05-26 | Rogers Hartley R. | Buy | 7.97K | $90.43 | 721.18K |
| 2026-05-26 | Rogers Hartley R. | Buy | 47.02K | $89.99 | 4.23M |
| 2026-03-31 | Kramer Andrea Anigati | Buy | 62 | $84.89 | 5.26K |
| 2026-03-14 | Kramer Andrea Anigati | Sell | 1.21K | $96.85 | 117.38K |
| 2026-03-14 | Hirsch Erik R. | Sell | 6.91K | $96.85 | 669.43K |
| 2026-03-14 | Armbrister Jeffrey Brian | Sell | 590 | $96.85 | 57.14K |
| 2026-03-14 | Carl Drew Thomas | Sell | 85 | $96.85 | 8.23K |
| 2026-03-14 | Gavalis Lydia | Sell | 549 | $96.85 | 53.17K |
| 2026-02-24 | BERKMAN DAVID J | Buy | 10.00K | $101.00 | 1.01M |
| 2026-02-20 | Hirsch Erik R. | Buy | 9.22K | $107.13 | 988.26K |
| 2026-02-20 | Delgado-Moreira Juan | Buy | 2.71K | $107.58 | 291.00K |
| 2026-02-20 | Delgado-Moreira Juan | Buy | 6.52K | $107.10 | 698.31K |
| 2026-02-20 | Kramer Andrea Anigati | Buy | 2.33K | $107.53 | 250.01K |
| 2026-02-20 | Giannini Mario L | Buy | 9.22K | $107.32 | 990.01K |
| 2026-02-06 | Delgado-Moreira Juan | Buy | 14.38K | — | — |
| 2026-02-06 | Delgado-Moreira Juan | Sell | 14.38K | — | — |
| 2025-12-31 | Carl Drew Thomas | Buy | 46 | $114.16 | 5.25K |
| 2025-12-31 | Kramer Andrea Anigati | Buy | 46 | $114.16 | 5.25K |
| 2025-11-07 | Delgado-Moreira Juan | Buy | 3.99K | $130.87 | 522.43K |
| 2025-11-07 | Delgado-Moreira Juan | Buy | 4.01K | $129.84 | 520.40K |
| 2025-09-30 | Kramer Andrea Anigati | Buy | 46 | $114.57 | 5.27K |
| 2025-09-16 | SEXTON O GRIFFITH | Buy | 1.33K | — | — |
| 2025-09-16 | VARON LESLIE F | Buy | 666 | — | — |
| 2025-09-16 | Graves Reynoldo Vann | Buy | 333 | — | — |
| 2025-09-16 | Gavalis Lydia | Buy | 1.36K | — | — |
| 2025-09-16 | Kramer Andrea Anigati | Sell | 736 | $146.53 | 107.85K |
| 2025-09-16 | Kramer Andrea Anigati | Buy | 2.03K | — | — |
| 2025-09-16 | Armbrister Jeffrey Brian | Sell | 393 | $146.53 | 57.59K |
| 2025-09-16 | Armbrister Jeffrey Brian | Buy | 2.03K | — | — |
| 2025-09-16 | Carl Drew Thomas | Buy | 1.36K | — | — |
| 2025-09-04 | French River 5 Ltd | Sell | 150.00K | $146.51 | 21.98M |
| 2025-09-04 | Rogers Hartley R. | Sell | 149.88K | $0.00 | 150 |
| 2025-09-04 | Rogers Hartley R. | Sell | 149.88K | — | — |
| 2025-09-04 | HLA INVESTMENTS LLC | Sell | 320.00K | $0.00 | 320 |
| 2025-09-04 | HLA INVESTMENTS LLC | Sell | 320.00K | — | — |
| 2025-09-04 | HLA INVESTMENTS LLC | Sell | 149.88K | $0.00 | 150 |
| 2025-09-04 | HLA INVESTMENTS LLC | Sell | 149.88K | — | — |
| 2025-09-04 | SCHMERTZLER MICHAEL | Sell | 25.00K | — | — |
| 2025-09-04 | SCHMERTZLER MICHAEL | Sell | 25.00K | $0.00 | 25 |
| 2025-09-04 | Whittemore Laurence | Sell | 35.00K | $0.00 | 35 |
| 2025-09-04 | Whittemore Laurence | Sell | 35.00K | — | — |
| 2025-09-04 | Whittemore Edward B. | Sell | 10.00K | $0.00 | 10 |
| 2025-09-04 | Whittemore Edward B. | Sell | 10.00K | — | — |
| 2025-09-02 | McAllister Margaret Anne | Other | 0 | — | — |
| 2025-09-02 | McAllister Margaret Anne | Other | 0 | — | — |
| 2025-09-02 | McAllister Margaret Anne | Other | 300.00K | — | — |
| 2025-08-31 | Rogers Hartley R. | Sell | 100.12K | — | — |
| 2025-08-31 | Rogers Hartley R. | Sell | 100.12K | — | — |
| 2025-08-28 | Delgado-Moreira Juan | Buy | 7.60K | — | — |
| 2025-08-28 | Delgado-Moreira Juan | Sell | 7.60K | — | — |
| 2025-03-31 | Kramer Andrea Anigati | Buy | 42 | $126.37 | 5.31K |
| 2025-03-31 | French River 5 Ltd | Other | 0 | — | — |
| 2025-03-31 | French River 5 Ltd | Other | 0 | — | — |
| 2025-03-31 | French River 5 Ltd | Other | 7 | — | — |
| 2025-03-14 | Delgado-Moreira Juan | Buy | 34.03K | — | — |
| 2025-03-14 | Hirsch Erik R. | Buy | 36.00K | — | — |
| 2025-03-14 | Hirsch Erik R. | Sell | 3.39K | $139.01 | 470.69K |
| 2025-03-14 | Armbrister Jeffrey Brian | Buy | 2.00K | — | — |
| 2025-03-14 | Armbrister Jeffrey Brian | Sell | 545 | $139.01 | 75.76K |
| 2025-03-14 | Carl Drew Thomas | Buy | 441 | — | — |
| 2025-03-14 | Carl Drew Thomas | Sell | 62 | $139.01 | 8.62K |
| 2025-03-14 | Gavalis Lydia | Buy | 1.21K | — | — |
| 2025-03-14 | Gavalis Lydia | Sell | 613 | $139.01 | 85.21K |
| 2025-03-14 | Kramer Andrea Anigati | Buy | 3.00K | — | — |
| 2025-03-14 | Kramer Andrea Anigati | Sell | 1.12K | $139.01 | 155.14K |
| 2025-02-12 | Rogers Hartley R. | Sell | 139.75K | $0.00 | 140 |
| 2025-02-12 | Rogers Hartley R. | Sell | 139.75K | — | — |
| 2025-02-12 | Rogers Hartley R. | Sell | 10.26K | $159.00 | 1.63M |
| 2025-02-12 | Giannini Mario L | Sell | 1.00M | — | — |
| 2025-02-12 | Giannini Mario L | Sell | 1.00M | $0.00 | 1.00K |
| 2024-12-31 | Carl Drew Thomas | Buy | 24 | $125.84 | 3.02K |
| 2024-12-31 | Kramer Andrea Anigati | Buy | 42 | $125.84 | 5.29K |
| 2024-09-30 | Carl Drew Thomas | Buy | 20 | $143.13 | 2.86K |
| 2024-09-30 | Kramer Andrea Anigati | Buy | 26 | $143.13 | 3.72K |
| 2024-06-28 | Carl Drew Thomas | Buy | 25 | $105.04 | 2.63K |
| 2024-03-29 | Carl Drew Thomas | Buy | 21 | $95.85 | 2.01K |
Latest filed quarter: Q2 2026.
Institutions holding: 391, holders -5 vs prior quarter. Ownership 112.64%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 4.28M | 205.44K | +5.04% | 337.50M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.05M | -362.07K | -10.60% | 240.67M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.80M | -28.97K | -1.59% | 141.62M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.79M | 9.87K | +0.55% | 141.43M |
| STATE STREET CORP | 1.36M | 36.63K | +2.78% | 107.66M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1.22M | 536.67K | +79.10% | 95.79M |
| CITADEL ADVISORS LLC | 1.20M | 1.20M | New | 94.84M |
| WASATCH ADVISORS LP | 1.15M | -600.04K | -34.26% | 90.78M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.05M | -1.61K | -0.15% | 82.66M |
| PRINCIPAL FINANCIAL GROUP INC | 1.03M | -71.80K | -6.50% | 81.36M |
| JUPITER TOPCO LLC | 932.23K | 932.23K | New | 73.49M |
| VAN BERKOM & ASSOCIATES INC. | 884.89K | 51.58K | +6.19% | 69.76M |
| MORGAN STANLEY | 857.07K | 131.80K | +18.17% | 67.56M |
| QUBE RESEARCH & TECHNOLOGIES LTD | 756.22K | 756.22K | New | 59.61M |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 709.73K | -280.06K | -28.30% | 55.95M |
| DIMENSIONAL FUND ADVISORS LP | 675.52K | -3.06K | -0.45% | 53.24M |
| RAYMOND JAMES FINANCIAL INC | 620.36K | 14.83K | +2.45% | 48.90M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 613.93K | 427.10K | +228.59% | 48.40M |
| MILLENNIUM MANAGEMENT LLC | 605.73K | -617.66K | -50.49% | 47.75M |
| CLEARBRIDGE INVESTMENTS, LLC | 598.23K | -70.46K | -10.54% | 47.16M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 597.91K | 597.91K | New | 47.13M |
| MARSHALL WACE, LLP | 590.88K | 590.88K | New | 46.58M |
| BANK OF AMERICA CORP /DE/ | 586.53K | 218.71K | +59.46% | 46.24M |
| INVESCO LTD. | 580.34K | 53.56K | +10.17% | 45.75M |
| WELLS FARGO & COMPANY/MN | 572.99K | -73.11K | -11.32% | 45.17M |
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