Update shared on20 Sep 2025
Fair value Increased 2.03%The upward revision in Hamilton Lane’s price target reflects improved revenue growth expectations alongside a notable decline in future P/E multiples, raising fair value from $160.25 to $163.50.
What's in the News
- Hamilton Lane launched the Global Private Secondary Fund, an evergreen secondary vehicle targeting accredited and institutional investors across several regions, reaching over $365 million AUM at inception and nearly doubling its launch target.
- The firm completed and filed a follow-on equity offering of 528,705 Class A Common Stock, raising approximately $77.5 million at $146.51 per share.
- Significant tranches of Class A (43.5 million shares) and Class B (12.2 million shares) Common Stock are under lock-up agreements, expiring in mid-October and covering around 26.8% of common stock.
- Hamilton Lane formed a $500 million middle market loan joint venture (PSSL II) with PennantPark Floating Rate Capital Ltd, contributing $50 million in notes and equity.
- The company launched the Asia Private Assets Fund, a semi-liquid, diversified vehicle for exposure to Asian private markets, further expanding its $11 billion evergreen platform; Hamilton Lane was also added to numerous Russell indices, including the 1000, 3000, Midcap, and Value/Growth benchmarks, while being dropped from some Russell 2000 indices.
Valuation Changes
Summary of Valuation Changes for Hamilton Lane
- The Consensus Analyst Price Target has risen slightly from $160.25 to $163.50.
- The Future P/E for Hamilton Lane has significantly fallen from 29.92x to 23.77x.
- The Consensus Revenue Growth forecasts for Hamilton Lane has risen from 13.2% per annum to 14.2% per annum.
Disclaimer
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