Overview
Hamilton Lane Incorporated, based in the United States, is a prominent player in the private markets investment management industry. The company focuses on providing a wide array of investment solutions and services that cater to the needs of institutional and private investors globally. Its primary activities include fund of funds management, direct investment services, and customized advisory solutions. Hamilton Lane has built a robust platform characterized by extensive market knowledge, a comprehensive investment database, and advanced analytics to facilitate private equity, real estate, infrastructure, and private credit investments. Key projects typically involve strategic partnerships, development of new funds, and expansion of its global market presence, demonstrating its commitment to optimizing client assets and maximizing returns.
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Basic Stats
The share price of Hamilton Lane Incorporated as of September 5, 2025 is $146.12 / share. This is a decrease of -5.33% from the prior week. The market cap (or net worth) of Hamilton Lane Incorporated as of September 5, 2025 is $6,356.41 MM.
The Factor Analysis chart (below right) shows a view of Hamilton Lane Incorporated from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | 6,356.41 MM |
| EV | 6,629.71 MM |
| Shares Out. | 43.50 MM |
| Earnings Date | |
| EPS (TTM) | 4.88 |
| Dividend Yield | 1.48 % |
| Ex-Dividend Date | 2025-09-19 |
| Borrow Rate | 0.25 |
| Short Shares Avail. | 0.65 MM |
| Short Interest | 2.40 MM |
| Short Float | 6.40 % |
| Days to Cover | 7.21 days |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | -1.46 % |
| Volatility (1 yr) | 0.42 |
| Beta | 1.63 |
| Sharpe Ratio (1 yr) | -0.14 |
| Sortino Ratio (1 yr) | -0.22 |
| PE Ratio | 29.96 |
| Price/Book | 6.39 |
| Price/TBV | 8.38 |
| Book/Market | 0.16 |
| EBIT/EV | 0.05 |
| EBIT(3yr avg)/EV | 0.05 |
| ROA | 0.15 |
| ROE | 0.29 |
| ROIC | 0.15 |
| CROIC | 0.11 |
| OCROIC | 0.26 |
| Implied Volatility | 32.21 % |
| Put/Call OI Ratio | 0.79 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Hamilton Lane Incorporated is $166.06. The forecasts range from a low of $150.49 to a high of $183.75. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Hamilton Lane Incorporated. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2022-10-19 | UBS | Neutral | Maintains | |
| 2022-06-29 | Goldman Sachs | Neutral | Maintains | |
| 2021-02-04 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-03-30 | Keefe, Bruyette & Woods | Underperform | Market Perform | Upgrade |
| 2022-10-19 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-08-09 | UBS | Buy | Neutral | Downgrade |
| 2022-07-13 | Wells Fargo | Equal-Weight | Maintains | |
| 2022-06-01 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-06-11 | Morgan Stanley | Overweight | Maintains | |
| 2019-07-11 | Keefe Bruyette & Woods | Market Perform | Underperform | Downgrade |
| 2019-06-25 | Oppenheimer | Perform | Initiate | |
| 2019-05-31 | Morgan Stanley | Overweight | Maintains | |
| 2019-04-11 | Morgan Stanley | Equal-Weight | Overweight | Upgrade |
| 2018-11-14 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2022-08-09 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-12-16 | Wells Fargo | Equal-Weight | Initiate | |
| 2020-04-15 | Wells Fargo | Equal-Weight | Maintains | |
| 2018-11-01 | JP Morgan | Overweight | Neutral | Downgrade |
| 2018-10-09 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2018-06-11 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2018-06-11 | JP Morgan | Overweight | Overweight | Maintains |
| 2018-04-11 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2018-04-10 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2022-07-19 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-07-14 | Morgan Stanley | Overweight | Maintains | |
| 2022-04-20 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-10-15 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-05-13 | Wells Fargo | Equal-Weight | Maintains | |
| 2020-02-07 | William Blair | Outperform | Initiate | |
| 2022-04-19 | Wells Fargo | Equal-Weight | Maintains | |
| 2022-01-21 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-08-04 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-05-28 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-04-17 | Morgan Stanley | Overweight | Maintains | |
| 2021-04-16 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-10-20 | Morgan Stanley | Overweight | Maintains | |
| 2020-01-23 | Morgan Stanley | Overweight | Maintains | |
| 2020-01-17 | Wells Fargo | Equal-Weight | Maintains | |
| 2019-09-12 | Wells Fargo | Market Perform | Maintains | |
| 2021-01-26 | Morgan Stanley | Overweight | Equal-Weight | Downgrade |
| 2018-03-07 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2017-11-08 | Morgan Stanley | Equal-Weight | Maintains | |
| 2017-10-05 | Morgan Stanley | Overweight | Equal-Weight | Downgrade |
| 2017-03-27 | JP Morgan | Overweight | Initiate | |
| 2017-03-27 | Goldman Sachs | Neutral | Initiate | |
| 2023-01-11 | Wells Fargo | Equal-Weight | Maintains | |
| 2023-01-24 | Morgan Stanley | Equal-Weight | Maintains | |
| 2023-02-09 | Goldman Sachs | Neutral | Maintains | |
| 2023-02-09 | Morgan Stanley | Equal-Weight | Maintains | |
| 2023-02-08 | Wells Fargo | Equal-Weight | Maintains | |
| 2023-02-08 | JP Morgan | Neutral | Maintains | |
| 2023-03-15 | JP Morgan | Neutral | Overweight | Upgrade |
| 2023-04-18 | Keefe, Bruyette & Woods | Market Perform | Maintains | |
| 2023-05-30 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2023-05-30 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Reiterate |
| 2023-05-26 | JP Morgan | Overweight | Overweight | Maintains |
| 2023-05-26 | Oppenheimer | Perform | Outperform | Upgrade |
| 2023-05-26 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2023-05-26 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2023-08-03 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2023-08-03 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2023-07-19 | UBS | Neutral | Neutral | Maintains |
| 2024-02-07 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2023-11-08 | JP Morgan | Overweight | Overweight | Maintains |
| 2023-11-08 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2023-07-18 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2023-08-02 | JP Morgan | Overweight | Overweight | Maintains |
| 2023-08-02 | Oppenheimer | Outperform | Outperform | Maintains |
| 2023-08-02 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2023-07-11 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2023-11-21 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2023-08-02 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2023-10-18 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-01-24 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-01-11 | Oppenheimer | Outperform | Perform | Downgrade |
| 2024-01-22 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-04-11 | JP Morgan | Overweight | Neutral | Downgrade |
| 2024-05-24 | JP Morgan | Neutral | Neutral | Maintains |
| 2024-05-24 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-04-12 | UBS | Neutral | Neutral | Maintains |
| 2024-06-24 | UBS | Neutral | Neutral | Maintains |
| 2024-11-07 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-11-07 | JP Morgan | Neutral | Neutral | Maintains |
| 2025-07-23 | JP Morgan | Neutral | Neutral | Maintains |
| 2025-01-14 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-12-12 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-04-29 | JP Morgan | Neutral | Neutral | Maintains |
| 2024-09-12 | Wells Fargo | Equal-Weight | Initiate | |
| 2025-02-05 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-02-05 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-10-03 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2024-08-07 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-08-07 | JP Morgan | Neutral | Neutral | Maintains |
| 2024-10-22 | UBS | Neutral | Neutral | Maintains |
| 2025-04-08 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-10-09 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-01-06 | Goldman Sachs | Neutral | Sell | Downgrade |
| 2024-12-20 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-08-21 | UBS | Neutral | Neutral | Maintains |
| 2024-10-10 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-11-11 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2025-01-13 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-03-20 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-04-14 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2025-05-23 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-05-30 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-07-11 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-06-02 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-08-06 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
