HLNE
BULLISH
$92.28
Live
Hamilton Lane Incorporated · NASDAQ
Target $155.14
(+68.1%)
$90.47
52W Range
$179.19
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 11, 2026
Market cap
$5.15B
P/E
16.9
ROE
31.7%
Profit margin
30.6%
Debt/Equity
0.28
Dividend yield
2.28%
AI Analysis
AI-powered fundamental assessment
Confidence
85%
HLNE exhibits exceptional fundamental health with a Piotroski F-Score of 8/9 and a very low Debt/Equity ratio of 0.28. While the current price of $92.28 trades at a premium to its Graham Number ($49.52) and Intrinsic Value ($71.80), it remains significantly undervalued relative to its analyst target of $155.14 and sector average P/E. The stock is currently experiencing a severe technical correction, trading near its 52-week low, which creates a compelling entry point for a company with 31.7% ROE and consistent earnings beats. The divergence between deteriorating price action and strengthening financial health suggests a high-probability reversal.
Key Strengths
Strong financial health evidenced by a Piotroski F-Score of 8/9
Exceptional profitability with ROE at 31.7% and Operating Margin at 43.31%
Robust liquidity position with a Current Ratio of 3.64
Consistent earnings outperformance with a 29.75% average surprise over the last 4 quarters
Low leverage (Debt/Equity 0.28) compared to the financial services sector average
Key Risks
Severe bearish technical trend (0/100) with price near 52-week lows
Significant 1-year price decline of 32%
Current price exceeds deterministic fair value models (Graham/Intrinsic)
Earnings growth (YoY 4.1%) lags behind revenue growth (YoY 18%)
Lack of recent insider buying activity to signal a price floor
AI Fair Value Estimate
Based on comprehensive analysis
$112.5
+21.9% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
72
Strong
60
82
55
95
70
AI Verdict
Strong Fundamental Value Play
Key drivers: Piotroski F-Score, ROE, Analyst Target Gap, Low Debt
Confidence
90%
Value
60/100
Trades at a premium to defensive value but a discount to growth peers.
Positives
- P/E of 16.9 is very low compared to sector average of 53.27
Watchpoints
- Price is 86% above Graham Number
- Price is 28% above Intrinsic Value formula
Future
82/100
Growth is steady, though earnings conversion is slightly lagging revenue.
Positives
- 18% YoY Revenue growth
- Strong track record of beating EPS estimates
Watchpoints
- Slowing YoY earnings growth (4.1%)
Past
55/100
Fundamental performance is decoupled from stock price performance.
Positives
- Consistent quarterly beats over 25 quarters
Watchpoints
- Poor 1-year price performance (-32%)
Health
95/100
Near-perfect balance sheet health and operational efficiency.
Positives
- Piotroski F-Score 8/9
- Current Ratio 3.64
- Debt/Equity 0.28
Watchpoints
No urgent risks highlighted.
Dividend
70/100
Safe and sustainable dividend with room for growth.
Positives
- Sustainable payout ratio of 37.61%
Watchpoints
- Modest yield of 2.28%
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$92.28
Analyst Target
$155.14
Upside/Downside
+68.1%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for HLNE and closest competitors.
Updated 2026-04-10
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
HLNE
Hamilton Lane Incorporated
Primary
|
+7.1% | +35.3% | -32.0% | -21.2% | -5.5% | -2.0% |
|
AX
Axos Financial, Inc.
Peer
|
+123.1% | +117.6% | +29.3% | +8.3% | +3.2% | -2.9% |
|
CACC
Credit Acceptance Corporation
Peer
|
+22.5% | +2.6% | -4.4% | -9.8% | -11.3% | +5.0% |
|
HWC
Hancock Whitney Corporation
Peer
|
+80.6% | +103.9% | +48.6% | +15.6% | +7.5% | +4.6% |
|
ABCB
Ameris Bancorp
Peer
|
+96.5% | +75.1% | +26.8% | +21.8% | +5.3% | +0.6% |
HLN
Hamilton Lane Incorporated
Primary
5Y
+7.1%
3Y
+35.3%
1Y
-32.0%
6M
-21.2%
1M
-5.5%
1W
-2.0%
AX
Axos Financial, Inc.
Peer
5Y
+123.1%
3Y
+117.6%
1Y
+29.3%
6M
+8.3%
1M
+3.2%
1W
-2.9%
CAC
Credit Acceptance Corporation
Peer
5Y
+22.5%
3Y
+2.6%
1Y
-4.4%
6M
-9.8%
1M
-11.3%
1W
+5.0%
HWC
Hancock Whitney Corporation
Peer
5Y
+80.6%
3Y
+103.9%
1Y
+48.6%
6M
+15.6%
1M
+7.5%
1W
+4.6%
ABC
Ameris Bancorp
Peer
5Y
+96.5%
3Y
+75.1%
1Y
+26.8%
6M
+21.8%
1M
+5.3%
1W
+0.6%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
16.9
Forward P/E
15.02
PEG Ratio
N/A
P/B Ratio
4.62
P/S Ratio
6.75
EV/Revenue
5.94
EV/EBITDA
13.48
Market Cap
$5.15B
Profitability
Profit margins and return metrics
Profit Margin
30.59%
Operating Margin
43.31%
Gross Margin
60.23%
ROE
31.7%
ROA
10.86%
Growth
Revenue and earnings growth rates
Revenue Growth
+18.0%
Earnings Growth
+4.1%
Q/Q Revenue Growth
+18.02%
Q/Q Earnings Growth
+10.2%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.28
Low debt
Current Ratio
3.64
Strong
Quick Ratio
3.51
Excellent
Cash/Share
$7.7
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$0.2B
Gross Margin
69.3%
Op. Margin
43.3%
Net Margin
29.4%
Total Assets
$2.2B
Liabilities
$0.8B
Equity
$0.9B
Debt/Equity
0.96x
Operating CF
$0.1B
CapEx
$-0.0B
Free Cash Flow
$0.1B
FCF Yield
98%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-05-28
$N/A
2026-02-03
$1.55
+16.9% surprise
2025-11-04
$1.54
+39.8% surprise
2025-08-05
$1.31
+32.6% surprise
Financial Services Sector Comparison
Comparing HLNE against 341 companies in the Financial Services sector
(60 bullish, 147 neutral, 134 bearish)
P/E Ratio
16.9
This Stock
vs
54.09
Sector Avg
-68.8%
(Discount)
Return on Equity (ROE)
31.7%
This Stock
vs
-0.66%
Sector Avg
-4892.6%
(Below Avg)
Profit Margin
30.59%
This Stock
vs
63.27%
Sector Avg
-51.7%
(Weaker)
Debt to Equity
0.28
This Stock
vs
1.36
Sector Avg
-79.4%
(Less Debt)
Revenue Growth
18.0%
This Stock
vs
44.9%
Sector Avg
-59.9%
(Slower)
Current Ratio
3.64
This Stock
vs
3.26
Sector Avg
+11.7%
(Better)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
HLNE
Hamilton Lane Incorporated
|
BULLISH | $5.15B | 16.9 | 31.7% | 30.6% | $92.28 | |
|
AX
Axos Financial, Inc.
|
NEUTRAL | $5.2B | 12.94 | 16.7% | 36.0% | $91.75 | Compare |
|
CACC
Credit Acceptance Corporation
|
NEUTRAL | $4.91B | 12.22 | 25.9% | 34.2% | $444.72 | Compare |
|
HWC
Hancock Whitney Corporation
|
BULLISH | $5.49B | 11.86 | 11.3% | 33.3% | $67.23 | Compare |
|
ABCB
Ameris Bancorp
|
NEUTRAL | $5.52B | 14.34 | 10.3% | 35.2% | $80.44 | Compare |
HLNE
Hamilton Lane...
BULLISH
Mkt Cap
$5.1B
P/E
16.9
ROE
31.7%
Price
$92.28
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-02-24 | BERKMAN DAVID J | Director | Purchase | 10,000 | $1,010,000 |
| 2026-02-20 | HIRSCH ERIK R | Chief Executive Officer | Purchase | 9,225 | $988,260 |
| 2026-02-20 | KRAMER ANDREA ANIGATI | Chief Operating Officer | Purchase | 2,325 | $250,011 |
| 2026-02-20 | DELGADO-MOREIRA JUAN | Chief Executive Officer | Purchase | 9,225 | $989,311 |
| 2026-02-06 | DELGADO-MOREIRA JUAN | Chief Executive Officer | Gift | 14,375 | - |
| 2025-12-31 | KRAMER ANDREA ANIGATI | Chief Operating Officer | Stock Award | 92 | $10,522 |
| 2025-12-31 | CARL DREW THOMAS | Officer | Stock Award | 46 | $5,251 |
| 2025-11-07 | DELGADO-MOREIRA JUAN | Chief Executive Officer | Purchase | 8,000 | $1,042,832 |
BERKMAN DAVID J
Director
2026-02-24
10,000 shares
·
$1,010,000
HIRSCH ERIK R
Chief Executive Officer
2026-02-20
9,225 shares
·
$988,260
KRAMER ANDREA ANIGATI
Chief Operating Officer
2026-02-20
2,325 shares
·
$250,011
DELGADO-MOREIRA JUAN
Chief Executive Officer
2026-02-20
9,225 shares
·
$989,311
DELGADO-MOREIRA JUAN
Chief Executive Officer
2026-02-06
14,375 shares
KRAMER ANDREA ANIGATI
Chief Operating Officer
2025-12-31
92 shares
·
$10,522
CARL DREW THOMAS
Officer
2025-12-31
46 shares
·
$5,251
DELGADO-MOREIRA JUAN
Chief Executive Officer
2025-11-07
8,000 shares
·
$1,042,832
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
7 analysts
BMO Capital
2026-03-24
Outperform
Outperform
UBS
2026-02-20
Buy
Buy
JP Morgan
2026-02-04
Neutral
Neutral
Oppenheimer
2026-02-04
Outperform
Outperform
UBS
2026-01-13
Buy
Buy
Keefe, Bruyette & Woods
2026-01-08
Outperform
Outperform
Keefe, Bruyette & Woods
2025-12-17
Outperform
Outperform
Keefe, Bruyette & Woods
2025-11-06
Outperform
Outperform
Morgan Stanley
2025-10-21
Equal-Weight
Equal-Weight
Oppenheimer
2025-10-14
Perform
Outperform
Past News Coverage
Recent headlines mentioning HLNE from our newsroom.
Newest → oldest
No matching news yet.