Hamilton Lane (HLNE)
Financials · alternative asset management · NASDAQ
A leading global private markets investment firm providing comprehensive portfolio management, advisory services, and proprietary analytical data to institutional and private wealth investors.
What Hamilton Lane does
Hamilton Lane is a global private markets investment solutions provider that partners with institutional and private wealth clients to design, implement, and oversee portfolios across private equity, private credit, real estate, infrastructure, and impact strategies. The company provides a comprehensive suite of services, including customized separate accounts, commingled specialized funds, and advisory services, supported by proprietary data and technology solutions like Cobalt LP.
Themes: private markets investing, alternative investments, asset management, private wealth solutions, investment analytics software, institutional capital management
Fundamentals
- Price$85.66 as of 2026-10-08 close
- Market cap$5.8B date unknown (no dated share count)
- 1-year return-28.5% 2025-10-08 close $119.80 → 2026-10-08 close $85.66
- P/E16.87 as of 2026-10-08
- Net margin+32.8% FY2026, SEC XBRL
- ROE+27.2% FY2026, SEC XBRL
- Debt / equity0.29 as of 2026-09-03
- Revenue growth (YoY)+24.0% as of 2026-09-03
- Revenue CAGR (3y)+12.8% SEC XBRL
- Beta1.42 as of 2026-09-03
- Last reported earnings2026-08-04 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +2.7%; pays a dividend.
How HLNE compares in its sector
- price-to-earnings ratiomiddle range 513 covered Financials peers, as of 2026-10-08
- net profit margintop 25% 344 covered Financials peers, as of 2026-09-03
- return on equitytop 10% 559 covered Financials peers, as of 2026-09-03
- 3-year revenue CAGRmiddle range 347 covered Financials peers
- indicated dividend yieldmiddle range 468 covered Financials peers, as of 2026-09-03
- free cash flow (absolute dollars, latest fiscal year)top 25% 430 covered Financials peers, as of FY2026
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
HLNE is not currently in any published Top 10 list. Its scores are below.
Top 10 score
57.1 #355 of 1,379 scored · #117 of 220 in Financials
Profitability 84th (return on equity 27.2%) and financial health 83rd (free cash flow margin 55.2%, debt to equity 0.3); weakest is trend (12th, a "death cross" — its 50-day average is below its 200-day). Scored on 5 of 6 pillars — it pays a dividend, but its filings carry no per-share series to count increases from; no annual share count in its filings.
Scores as of 8 Oct 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 4.
Dividend coverage (FY2026)
Covered by reported results. In FY2026, HLNE's dividend was covered by reported results (earnings payout 35%, free-cash-flow payout 21%). This describes past coverage, not a forecast.
- Earnings payout35% dividends / net income
- Free-cash-flow payout21% dividends / (operating cash flow − capex)
Coverage derived from reported SEC EDGAR XBRL figures for FY2026 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How Hamilton Lane looks technically
Hamilton Lane (HLNE) is trading 17.1% below its 200-day average, the long-term trend line — a long-term downtrend. Its 50-day average crossed below its 200-day average about 396 trading days ago — a "death cross", a bearish long-term signal. A strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 30, with sellers in control. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 36, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bullish about 4 trading days ago (its momentum flipped positive). It made a new 20-day low about 9 trading days ago. It is 45.0% below its highest point of the past year.
Trend
7
| Distance from the 200-day | it is trading 17.1% below its 200-day average, the long-term trend line — a long-term downtrend | -17.1% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $96.41 | $96.41 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $103.37 | $103.37 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing low 14 calendar days ago — the swings before that are what the structure reading is measured on | 14 sessions |
| Since the 50/200 cross | its 50-day average crossed below its 200-day average about 396 trading days ago — a "death cross", a bearish long-term signal | 396 sessions |
| Trend strength (14-day ADX) | a strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 30, with sellers in control | 30.2 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 36, neither overbought (above 70) nor oversold (below 30) | 35.9 |
|---|---|---|
| Position in its 14-day range | it is trading in the lower half of its 14-day range ($82.65 to $91.61) — its "stochastic" reading is 34 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions. | 33.6 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bullish about 4 trading days ago (its momentum flipped positive) | 4 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $155.66 | $155.66 |
|---|---|---|
| From the 52-week high | it is 45.0% below its 52-week high (its highest price of the past year) | -45.0% |
| Above the 52-week low | it is 19.2% above its 52-week low (its lowest price of the past year) | +19.2% |
| Below the 52-week high | it is 45.0% below its highest point of the past year | 45.0% |
| Since a 20-day breakout | it made a new 20-day low about 9 trading days ago | 9 sessions |
| Since a 55-day breakout | it made a new 55-day high about 28 trading days ago | 28 sessions |
| All-time high | its highest closing price on record is $203.72 (set on 2024-11-12) | $203.72 |
| Given back of the 52-week move | over the past year its closes ranged ($73.79 to $153.84), and it has recovered only a small part of its fall from last year’s high — 15% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $123.26 to $125.82. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 14.8% |
| From the all-time high | it is 58.0% below its all-time high | -58.0% |
| Nearest price level | it is trading 2.7% below a resistance level at $87.97 — a price it turned at twice since 2026-06-16, most recently on 2026-07-15. Since 2024-10-08 it has 0 such levels below the current price and 15 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +2.7% |
| All-time low | its lowest closing price on record is $17.32 (set on 2017-04-05) | $17.32 |
| Above the all-time low | it is 394.6% above its all-time low | +394.6% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are narrower than usual versus its own recent 6-month history (tighter than about 75% of it) | 25th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $3.35 between its high and its low — about 3.9% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $3.35 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $81.65 and $94.58 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $81.65 – $88.12 – $94.58 |
| Typical daily range (% of price) | its price moves about 3.9% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 3.9% |
| Stretch from the 200-day average | it is trading 5.3 daily ranges below its 200-day average price (17.1% below it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 5.3 daily ranges below its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 1.03× |
|---|
Analyst
2
| Change in the average price target | analysts have raised their average price target by 1.2% since the prior reading | +1.2% |
|---|---|---|
| Change in the consensus rating | not available for this company yet | n/a |
Candlestick patterns
2
| Since a doji | 9 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 9 sessions ago |
|---|---|---|
| Since a bullish engulfing | today it opened below the previous session's close and finished above that session's open — a "bullish engulfing" pair, where one up day more than undid the down day before it | today |
Price gaps
3
| Gap at the open | it opened on 2026-10-08 0.8% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | -0.8% |
|---|---|---|
| Open gap | it gapped 2.3% below the previous close 26 sessions ago and has not traded back through the level it left behind at 108.82 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | -2.3% |
| Gap filled | a 2.4% gap up opened on 2026-09-17 has been "filled" 15 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it | 15 sessions ago |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 16.4 percentage points (the stock lost 15.3% while the market gained 1.0%) | -16.4% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 4.7 percentage points (the stock gained 8.5% while the market gained 3.8%) | +4.7% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 27.6 percentage points (the stock lost 10.2% while the market gained 17.5%) | -27.6% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 43.5 percentage points (the stock lost 28.5% while the market gained 15.0%) | -43.5% |
Signal agreement
2
| Bullish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bullish state: MACD momentum is positive — these describe past price behaviour, not a forecast | 1 of 9 |
|---|---|---|
| Bearish technical signals | 5 of the 9 technical signals we can compute for it are currently in a bearish state: a "death cross" — its 50-day average is below its 200-day, trading below its 200-day average, a strong downtrend, with sellers in control, lagging the market over 6 months, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast | 5 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 5.7% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-01 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is thick, spanning 13.0% of the share price, which is taken to mean a barrier that has held for a while and takes effort to cross. | -5.7% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 12% below the average price paid so far this year, so the typical buyer over that stretch is under water. That average is $97.88 — a volume-weighted average of daily closes over 188 sessions, not a true tick-by-tick VWAP. | -12.5% |
|---|---|---|
| Vs the average paid since it last reported | the price is 11% below the average price paid since it last reported on 2026-08-04 (its 10-Q), so the typical buyer over that stretch is under water. That average is $96.16 — a volume-weighted average of daily closes over 47 sessions, not a true tick-by-tick VWAP. | -10.9% |
Price levels it has turned at before
HLNE last closed at $85.66 on 2026-10-08. Since 2024-10-08 it has turned at 0 prices below its last close and 15 above; the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $87.97 | Resistance | 2.7% above the last close | turned there twice · 2026-06-16 to 2026-07-15 |
| $93.14 | Resistance | 8.7% above the last close | turned there twice · 2026-03-12 to 2026-05-27 |
| $98.37 | Resistance | 14.8% above the last close | turned there twice · 2026-02-23 to 2026-08-18 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
No Elliott-wave labelling currently fits its swings: the recent highs and lows do not satisfy the three rules a five-wave count has to obey, so there is no count to show rather than a count we are unsure about.
Read from daily closes as of 2026-10-08.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading below the 200-day moving average · Pulled back from the 12-month high · MACD just crossed bullish (12/26/9) · Analyst price target recently RAISED · lagging the market · Printed a bullish engulfing pair | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low
Based on daily closing prices as of 2026-10-08. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingStrong Buy (1.50 mean, 1=Strong Buy…5=Strong Sell) — 8 analysts
- Mean price target$129.38 range $103.00 – $181.00; median $120.00
Analyst estimates, as of 2026-10-09. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for HLNE
- Consensus EPS estimate$1.71 next reporting period, as of 2026-10-09
- Estimate change, 30 days-$0.0497 (-2.8%) from $1.76, on 2026-09-04, 35-day window
- Readings revised upward13% of 8 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Dependence on continued growth in private markets and client assets under management (AUM)","Exposure to market volatility and economic downturns which can impact investment performance and fee revenue","Operational and reputational risk related to investment management decisions and proprietary data integrity"]
What changed in the latest 10-Q
AI-assisted comparison of HLNE's 10-Q filed 2026-02-03 against the prior one filed 2025-11-04.
Management's Discussion & Analysis (MD&A)
- Added:
- Newer filing (2026-02-03) adds reference to December 31, 2025 as the measurement date for AUM and AUA figures throughout Business Overview section
- Newer filing (2026-02-03) specifies in Strategic Partnership section that Guardian was granted the Warrant 'at closing' on December 31, 2025, and includes details on Warrant settlement options and anti-dilution adjustments
- Removed:
- Older filing (2025-11-04) contains 'September 2025 Offering' section describing a registered offering of 528,705 shares at $146.51 per share and related unit exchanges; this section is removed in newer filing
- Older filing (2025-11-04) references September 30, 2025 as the measurement date for AUM and AUA figures; replaced with December 31, 2025 in newer filing
- Older filing (2025-11-04) states Guardian 'will be granted' the Warrant 'at closing' with additional language about seed capital for evergreen initiatives and Guardian's contribution goals; newer filing removes mention of $250 million seed capital and general account target allocation language
- Reworded:
- Customized Separate Accounts AUM changed from '$101.0 billion...as of September 30, 2025' to '$98.1 billion...as of December 31, 2025'
- Specialized Funds AUM changed from '$44.4 billion...as of September 30, 2025' to '$48.0 billion...as of December 31, 2025'
- Advisory Services AUA changed from '$859.8 billion...as of September 30, 2025' to '$871.5 billion...as of December 31, 2025'
- Strategic Partnership section changed from 'we will manage Guardian's existing nearly $5 billion private equity portfolio' to 'we will oversee Guardian's existing nearly $5 billion private equity portfolio'
- Strategic Partnership section changed from 'Guardian will also commit to invest' to 'Guardian has also committed to invest'
- Credit Facility Amendment description changed from 'a decrease in the aggregate principal amount available to be borrowed' to 'a decrease in the aggregate principal amount available to be borrowed from $75 million to $50 million'
- Newer filing changes 'into into' (doubled word in older filing) to 'into' in Strategic Partnership opening
- Notes:
- Newer filing text appears truncated at end of Revenues section; comparison limited to complete text available
- Older filing text also appears truncated at end of Strategic Partnership section; full Guardian Warrant details not visible in older filing
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
No open-market insider purchases or sales recorded in the last 90 days, of which we have read Form 4 filings through 2026-10-04. The 5 days since 2026-10-04 have not been checked yet.
- Last 180 days · read to 2026-10-0410 buys ($14M) · 0 sells — 3 buying insiders
Cluster buying: 3 different insiders reported open-market purchases (SEC code P) of HLNE within a 30-day window between 2026-05-26 and 2026-06-11. Disclosed Form 4 activity, not a prediction of performance or a buy signal.
Most recent open-market transaction: 2026-06-11. Based on Form 4 filings read through 2026-10-04; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about HLNE's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
5 institutional 13F filers reported holding HLNE as of 2026-06-30 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 8,493,025
- Reported value $670,291,355
reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 5 increased, 0 decreased, 1 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Ask about HLNE's institutional holders → See what each manager we track holds →
Short interest (FINRA)
HLNE had 3,676,291 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).
Short interest as a percent of shares outstanding is not shown for HLNE because we do not hold a verified share count to divide it by. The reported figures above are unaffected.
- Reported short interest (shares) 3,676,291
- Prior settlement (shares) 3,857,879
- Reported change -4.71%
- Days to cover (reported) 6.95
Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Blackstone (BX)
- KKR & Co. (KKR)
- Apollo Global Management (APO)
- Carlyle Group (CG)
- Ares Management (ARES)
- Franklin Templeton (BEN)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does Hamilton Lane (HLNE) do?
Hamilton Lane is a global private markets investment solutions provider that partners with institutional and private wealth clients to design, implement, and oversee portfolios across private equity, private credit, real estate, infrastructure, and impact strategies. The company provides a comprehensive suite of services, including customized separate accounts, commingled specialized funds, and advisory services, supported by proprietary data and technology solutions like Cobalt LP.
What sector is Hamilton Lane (HLNE) in?
Hamilton Lane (HLNE) is classified in the Financials sector. Its industry is alternative asset management. It trades on NASDAQ.
Does HLNE pay a dividend?
Yes — Hamilton Lane (HLNE) pays a dividend, with an indicated yield of about 2.74% (market data, as of 2026-09-03). Informational only — not financial advice.
Who are Hamilton Lane's (HLNE) competitors?
Notable peers of Hamilton Lane (HLNE) include Blackstone, KKR & Co., Apollo Global Management, Carlyle Group and Ares Management. This peer set is informational only — not financial advice.
Is Hamilton Lane (HLNE) overbought or oversold right now?
Hamilton Lane (HLNE) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 36, in the neutral middle (as of 2026-10-08). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on HLNE come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest; prices are market data, as of 2026-09-03; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.