Hamilton Lane (HLNE) Ownership

HLNE$97.18+0.80 +0.83%
Asset ManagementValue StockGrowth StockHigh Quality
Compare
Market cap$5.40BEnterprise value$5.03BRevenue (TTM)$871.92MMarket position—

Score

74
Bullish
Value
76
Quality
78
Growth
69

Institutions holding: 391. Ownership 112.64%.

HolderSharesChange %
BLACKROCK, INC.4.28M+5.04%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC3.05M-10.60%
VANGUARD PORTFOLIO MANAGEMENT LLC1.80M-1.59%
VANGUARD CAPITAL MANAGEMENT LLC1.79M+0.55%
STATE STREET CORP1.36M+2.78%
LOS ANGELES CAPITAL MANAGEMENT LLC1.22M+79.10%
CITADEL ADVISORS LLC1.20M—
WASATCH ADVISORS LP1.15M-34.26%
GEODE CAPITAL MANAGEMENT, LLC1.05M-0.15%
PRINCIPAL FINANCIAL GROUP INC1.03M-6.50%
JUPITER TOPCO LLC932.23K—
VAN BERKOM & ASSOCIATES INC.884.89K+6.19%
MORGAN STANLEY857.07K+18.17%
QUBE RESEARCH & TECHNOLOGIES LTD756.22K—
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.709.73K-28.30%
DIMENSIONAL FUND ADVISORS LP675.52K-0.45%
RAYMOND JAMES FINANCIAL INC620.36K+2.45%
ADAGE CAPITAL PARTNERS GP, L.L.C.613.93K+228.59%
MILLENNIUM MANAGEMENT LLC605.73K-50.49%
CLEARBRIDGE INVESTMENTS, LLC598.23K-10.54%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP597.91K—
MARSHALL WACE, LLP590.88K—
BANK OF AMERICA CORP /DE/586.53K+59.46%
INVESCO LTD.580.34K+10.17%
WELLS FARGO & COMPANY/MN572.99K-11.32%

Hamilton Lane (HLNE) Ownership

HLNE price $97.18 +0.80 +0.83%

Ticker
HLNE
Price
$97.18
Change
+0.80 +0.83%
Market cap
$5.40B
Forward P/E
11.70
Dividend yield
2.53%
Beta
1.17
Sector
Financial Services
Industry
Asset Management
Stocklytics score
74
Value
76
Quality
78
Growth
69

Stocklytics score rationale: value 76, quality 78, growth 69.

Fair value

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 →

Compare HLNE

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2027-02-02—1.77—229.87M
2026-11-031.981.65204.43M215.23M
2026-08-041.941.53275.33M221.94M
2026-05-211.491.43193.56M203.05M
2026-02-031.551.35198.59M195.52M
2025-11-041.541.08190.88M169.44M
2025-08-051.310.98175.96M162.38M
2025-05-291.211.17197.97M170.69M
2025-02-041.251.13168.26M155.14M
2024-11-061.071.09150.00M151.55M
2024-08-061.511.10196.73M147.33M
2024-05-231.381.01176.66M136.08M
2024-02-060.710.92125.26M130.47M
2023-11-070.890.94126.90M123.41M
2023-08-010.940.86125.04M114.58M
2023-05-250.960.79112.79M115.22M
2023-02-070.430.81127.07M120.66M
2022-11-011.020.59153.38M102.59M
2022-08-020.920.79135.51M112.30M
2022-05-260.890.78100.90M98.52M
2022-02-011.270.9191.70M97.41M
2021-11-021.381.0596.32M87.51M
2021-08-030.840.6879.00M79.00M
2021-05-270.950.76102.88M87.51M
2021-02-020.870.5784.58M75.20M
2020-11-040.780.6084.43M11.30M
2020-08-040.130.2669.74M139.49M
2020-05-280.590.4976.93M63.89M
2020-02-040.470.4868.14M69.59M
2019-11-050.500.5264.29M66.86M
2019-08-060.450.4964.69M70.44M
2019-05-290.360.4066.99M74.43M
2019-02-050.620.3966.00M41.51M
2018-11-060.550.4755.83M47.71M
2018-08-070.380.4063.36M66.69M
2018-06-070.580.4177.61M54.86M
2018-02-060.460.2865.01M57.47M
2017-11-070.270.2548.71M45.10M
2017-08-080.330.2752.70M43.12M
2017-06-120.250.2446.68M—

Dividends

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-dateDividendRecordPaymentFrequency
2026-12-21$0.602026-12-212027-01-07Quarterly
2026-09-21$0.602026-09-212026-10-06Quarterly
2026-06-18$0.602026-06-182026-07-07Quarterly
2026-03-20$0.542026-03-202026-04-06Quarterly
2025-12-19$0.542025-12-192026-01-07Quarterly
2025-09-19$0.542025-09-192025-10-06Quarterly
2025-06-20$0.542025-06-202025-07-07Quarterly
2025-03-14$0.492025-03-142025-04-04Quarterly
2024-12-16$0.492024-12-162025-01-07Quarterly
2024-09-16$0.492024-09-162024-10-04Quarterly
2024-06-14$0.492024-06-142024-07-05Quarterly
2024-03-14$0.452024-03-152024-04-04Quarterly
2023-12-14$0.452023-12-152024-01-05Quarterly
2023-09-14$0.452023-09-152023-10-05Quarterly
2023-06-14$0.452023-06-152023-07-07Quarterly
2023-03-14$0.402023-03-152023-04-06Quarterly
2022-12-14$0.402022-12-152023-01-06Quarterly
2022-09-14$0.402022-09-152022-10-06Quarterly
2022-06-14$0.402022-06-152022-07-07Quarterly
2022-03-14$0.352022-03-152022-04-06Quarterly
2021-12-14$0.352021-12-152022-01-06Quarterly
2021-09-14$0.352021-09-152021-10-06Quarterly
2021-06-14$0.352021-06-152021-07-07Quarterly
2021-03-12$0.312021-03-152021-04-06Quarterly
2020-12-14$0.312020-12-152021-01-07Quarterly
2020-09-14$0.312020-09-152020-10-06Quarterly
2020-06-12$0.312020-06-152020-07-07Quarterly
2020-03-13$0.282020-03-162020-04-06Quarterly
2019-12-13$0.282019-12-162020-01-07Quarterly
2019-09-13$0.282019-09-162019-10-04Quarterly
2019-06-13$0.282019-06-142019-07-05Quarterly
2019-03-14$0.212019-03-152019-04-04Quarterly
2018-12-13$0.212018-12-142019-01-07Quarterly
2018-09-13$0.212018-09-142018-10-04Quarterly
2018-06-15$0.212018-06-182018-07-06Quarterly
2018-03-14$0.172018-03-152018-04-05Quarterly
2017-12-14$0.172017-12-152018-01-05Quarterly
2017-09-14$0.172017-09-152017-10-02Quarterly
2017-06-22$0.172017-06-262017-07-10Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-09-16Kramer Andrea AnigatiSell736$93.0368.47K
2026-09-16Kramer Andrea AnigatiBuy22.25K——
2026-09-16Armbrister Jeffrey BrianBuy22.25K——
2026-09-16Armbrister Jeffrey BrianSell393$93.0336.56K
2026-09-16Carl Drew ThomasBuy2.23K——
2026-09-16VARON LESLIE FBuy977——
2026-09-16SEXTON O GRIFFITHBuy1.95K——
2026-09-16SCHMERTZLER MICHAELBuy977——
2026-09-10Delgado-Moreira JuanSell50.00K——
2026-09-10Delgado-Moreira JuanBuy50.00K——
2026-06-30Kramer Andrea AnigatiBuy27$67.011.81K
2026-06-30Carl Drew ThomasBuy78$67.015.23K
2026-06-11Rogers Hartley R.Buy27.68K$78.732.18M
2026-06-11Rogers Hartley R.Buy10.61K$77.86826.25K
2026-06-11Kramer Andrea AnigatiBuy1.28K$77.4699.38K
2026-06-11BERKMAN DAVID JBuy15.00K$76.271.14M
2026-05-29Kramer Andrea AnigatiBuy3.54K——
2026-05-29Carl Drew ThomasBuy675——
2026-05-29Armbrister Jeffrey BrianBuy2.11K——
2026-05-29Gavalis LydiaBuy1.14K——
2026-05-29Delgado-Moreira JuanBuy38.09K——
2026-05-29Hirsch Erik R.Buy42.15K——
2026-05-27Rogers Hartley R.Buy466$92.7643.23K
2026-05-27Rogers Hartley R.Buy466$92.6943.19K
2026-05-26Rogers Hartley R.Buy7.97K$90.43721.18K
2026-05-26Rogers Hartley R.Buy47.02K$89.994.23M
2026-03-31Kramer Andrea AnigatiBuy62$84.895.26K
2026-03-14Kramer Andrea AnigatiSell1.21K$96.85117.38K
2026-03-14Hirsch Erik R.Sell6.91K$96.85669.43K
2026-03-14Armbrister Jeffrey BrianSell590$96.8557.14K
2026-03-14Carl Drew ThomasSell85$96.858.23K
2026-03-14Gavalis LydiaSell549$96.8553.17K
2026-02-24BERKMAN DAVID JBuy10.00K$101.001.01M
2026-02-20Hirsch Erik R.Buy9.22K$107.13988.26K
2026-02-20Delgado-Moreira JuanBuy2.71K$107.58291.00K
2026-02-20Delgado-Moreira JuanBuy6.52K$107.10698.31K
2026-02-20Kramer Andrea AnigatiBuy2.33K$107.53250.01K
2026-02-20Giannini Mario LBuy9.22K$107.32990.01K
2026-02-06Delgado-Moreira JuanBuy14.38K——
2026-02-06Delgado-Moreira JuanSell14.38K——
2025-12-31Carl Drew ThomasBuy46$114.165.25K
2025-12-31Kramer Andrea AnigatiBuy46$114.165.25K
2025-11-07Delgado-Moreira JuanBuy3.99K$130.87522.43K
2025-11-07Delgado-Moreira JuanBuy4.01K$129.84520.40K
2025-09-30Kramer Andrea AnigatiBuy46$114.575.27K
2025-09-16SEXTON O GRIFFITHBuy1.33K——
2025-09-16VARON LESLIE FBuy666——
2025-09-16Graves Reynoldo VannBuy333——
2025-09-16Gavalis LydiaBuy1.36K——
2025-09-16Kramer Andrea AnigatiSell736$146.53107.85K
2025-09-16Kramer Andrea AnigatiBuy2.03K——
2025-09-16Armbrister Jeffrey BrianSell393$146.5357.59K
2025-09-16Armbrister Jeffrey BrianBuy2.03K——
2025-09-16Carl Drew ThomasBuy1.36K——
2025-09-04French River 5 LtdSell150.00K$146.5121.98M
2025-09-04Rogers Hartley R.Sell149.88K$0.00150
2025-09-04Rogers Hartley R.Sell149.88K——
2025-09-04HLA INVESTMENTS LLCSell320.00K$0.00320
2025-09-04HLA INVESTMENTS LLCSell320.00K——
2025-09-04HLA INVESTMENTS LLCSell149.88K$0.00150
2025-09-04HLA INVESTMENTS LLCSell149.88K——
2025-09-04SCHMERTZLER MICHAELSell25.00K——
2025-09-04SCHMERTZLER MICHAELSell25.00K$0.0025
2025-09-04Whittemore LaurenceSell35.00K$0.0035
2025-09-04Whittemore LaurenceSell35.00K——
2025-09-04Whittemore Edward B.Sell10.00K$0.0010
2025-09-04Whittemore Edward B.Sell10.00K——
2025-09-02McAllister Margaret AnneOther0——
2025-09-02McAllister Margaret AnneOther0——
2025-09-02McAllister Margaret AnneOther300.00K——
2025-08-31Rogers Hartley R.Sell100.12K——
2025-08-31Rogers Hartley R.Sell100.12K——
2025-08-28Delgado-Moreira JuanBuy7.60K——
2025-08-28Delgado-Moreira JuanSell7.60K——
2025-03-31Kramer Andrea AnigatiBuy42$126.375.31K
2025-03-31French River 5 LtdOther0——
2025-03-31French River 5 LtdOther0——
2025-03-31French River 5 LtdOther7——
2025-03-14Delgado-Moreira JuanBuy34.03K——
2025-03-14Hirsch Erik R.Buy36.00K——
2025-03-14Hirsch Erik R.Sell3.39K$139.01470.69K
2025-03-14Armbrister Jeffrey BrianBuy2.00K——
2025-03-14Armbrister Jeffrey BrianSell545$139.0175.76K
2025-03-14Carl Drew ThomasBuy441——
2025-03-14Carl Drew ThomasSell62$139.018.62K
2025-03-14Gavalis LydiaBuy1.21K——
2025-03-14Gavalis LydiaSell613$139.0185.21K
2025-03-14Kramer Andrea AnigatiBuy3.00K——
2025-03-14Kramer Andrea AnigatiSell1.12K$139.01155.14K
2025-02-12Rogers Hartley R.Sell139.75K$0.00140
2025-02-12Rogers Hartley R.Sell139.75K——
2025-02-12Rogers Hartley R.Sell10.26K$159.001.63M
2025-02-12Giannini Mario LSell1.00M——
2025-02-12Giannini Mario LSell1.00M$0.001.00K
2024-12-31Carl Drew ThomasBuy24$125.843.02K
2024-12-31Kramer Andrea AnigatiBuy42$125.845.29K
2024-09-30Carl Drew ThomasBuy20$143.132.86K
2024-09-30Kramer Andrea AnigatiBuy26$143.133.72K
2024-06-28Carl Drew ThomasBuy25$105.042.63K
2024-03-29Carl Drew ThomasBuy21$95.852.01K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 391, holders -5 vs prior quarter. Ownership 112.64%.

HolderSharesChangeChange %Value
BLACKROCK, INC.4.28M205.44K+5.04%337.50M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC3.05M-362.07K-10.60%240.67M
VANGUARD PORTFOLIO MANAGEMENT LLC1.80M-28.97K-1.59%141.62M
VANGUARD CAPITAL MANAGEMENT LLC1.79M9.87K+0.55%141.43M
STATE STREET CORP1.36M36.63K+2.78%107.66M
LOS ANGELES CAPITAL MANAGEMENT LLC1.22M536.67K+79.10%95.79M
CITADEL ADVISORS LLC1.20M1.20MNew94.84M
WASATCH ADVISORS LP1.15M-600.04K-34.26%90.78M
GEODE CAPITAL MANAGEMENT, LLC1.05M-1.61K-0.15%82.66M
PRINCIPAL FINANCIAL GROUP INC1.03M-71.80K-6.50%81.36M
JUPITER TOPCO LLC932.23K932.23KNew73.49M
VAN BERKOM & ASSOCIATES INC.884.89K51.58K+6.19%69.76M
MORGAN STANLEY857.07K131.80K+18.17%67.56M
QUBE RESEARCH & TECHNOLOGIES LTD756.22K756.22KNew59.61M
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.709.73K-280.06K-28.30%55.95M
DIMENSIONAL FUND ADVISORS LP675.52K-3.06K-0.45%53.24M
RAYMOND JAMES FINANCIAL INC620.36K14.83K+2.45%48.90M
ADAGE CAPITAL PARTNERS GP, L.L.C.613.93K427.10K+228.59%48.40M
MILLENNIUM MANAGEMENT LLC605.73K-617.66K-50.49%47.75M
CLEARBRIDGE INVESTMENTS, LLC598.23K-70.46K-10.54%47.16M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP597.91K597.91KNew47.13M
MARSHALL WACE, LLP590.88K590.88KNew46.58M
BANK OF AMERICA CORP /DE/586.53K218.71K+59.46%46.24M
INVESCO LTD.580.34K53.56K+10.17%45.75M
WELLS FARGO & COMPANY/MN572.99K-73.11K-11.32%45.17M

Insights · Dividends · Forecast · Financials · Learn

Stocklytics home · Screener