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Update shared on05 Sep 2025

AnalystConsensusTarget's Fair Value
US$160.25
7.2% undervalued intrinsic discount
10 Sep
US$148.79
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1Y
-2.7%
7D
1.8%

Despite a sharp decline in Hamilton Lane’s future P/E multiple, the consensus analyst price target remained unchanged at $160.25.


What's in the News


  • Hamilton Lane launched the Global Private Secondary Fund, an evergreen secondary investment vehicle targeting high-net-worth and institutional investors, surpassing its initial asset target with $365 million at inception.
  • The firm completed and filed a follow-on equity offering, raising approximately $77.5 million through the sale of 528,705 shares of Class A common stock.
  • Significant lock-up agreements were announced, affecting approximately 26.8% of common stock, covering over 12 million Class B and 43 million Class A shares, with a lock-up period ending in October.
  • Formed a $500 million joint venture, PennantPark Senior Secured Loan Fund II, with PennantPark, to invest in middle market loans, with Hamilton Lane contributing $50 million.
  • Hamilton Lane was added to several major Russell indices, including Russell 1000, Russell Midcap, and Russell 3000 Value, while being dropped from certain Russell 2000 benchmarks.

Valuation Changes


Summary of Valuation Changes for Hamilton Lane

  • The Consensus Analyst Price Target remained effectively unchanged, at $160.25.
  • The Future P/E for Hamilton Lane has significantly fallen from 29.87x to 23.23x.
  • The Discount Rate for Hamilton Lane remained effectively unchanged, moving only marginally from 8.09% to 8.08%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.