Hamilton Lane Gestione
Criteri Gestione verificati 2/4
Hamilton Lane Il CEO è Erik Hirsch, nominato in Jan2024, e ha un mandato di 2.5 anni. la retribuzione annua totale è $ 80.22M, composta da 0.4% di stipendio e 99.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.24% delle azioni della società, per un valore di $ 10.68M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.5 anni e 3.9 anni.
Informazioni chiave
Erik Hirsch
Amministratore delegato
US$80.2m
Compenso totale
| Percentuale dello stipendio del CEO | 0.41% |
| Mandato del CEO | 2.5yrs |
| Proprietà del CEO | 0.2% |
| Durata media del management | 2.5yrs |
| Durata media del Consiglio di amministrazione | 3.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jun 19
HLNE: Fee Resilience And Insider Buying Will Support Future Premium P/E
The analyst price target for Hamilton Lane has been trimmed slightly from $136.00 to about $135.57, as analysts factor in a mix of Q4 earnings beats, updated fee and margin expectations, and refreshed valuation assumptions across recent research updates. Analyst Commentary Recent research on Hamilton Lane highlights a mix of optimism around fee-related execution and Q4 earnings, alongside more cautious adjustments to valuation models and price targets.Seeking Alpha • Jun 18
Hamilton Lane: The Price Rout Continues As The Dividend Is Hiked 11%
Summary Hamilton Lane trades at a deep discount, with shares at 60% of estimated fair value despite robust business performance. HLNE's non-GAAP EPS grew 23.1% year-over-year, and management hiked the dividend by 11%, signaling confidence in ongoing cash flow strength. The stock's forward P/E of 12.8 is well below its 9-year average, with a fair value estimate of $141 per share, implying an 81% potential total return by June 2027. Risks include industry-wide redemption spikes in private credit and reputational threats, but the company's $100 million buyback authorization and strong inflows support the investment thesis. Read the full article on Seeking AlphaAggiornamento della narrazione • Jun 03
HLNE: Fee Resilience And Evergreen Inflows Will Support Future Premium P/E
Analysts have adjusted their Hamilton Lane price targets in a mixed but generally supportive way, and the updated fair value estimate has edged lower from about $138.14 to $136.00 as slightly softer revenue growth assumptions are balanced by firmer profit margins and a reduced future P/E of roughly 15x, all following Q4 earnings beats and ongoing strength in fee-driven income. Analyst Commentary Recent research on Hamilton Lane reflects a split between analysts who see upside supported by execution and those who are reining in expectations as the stock and sector reset.Aggiornamento della narrazione • May 16
HLNE: Interval Fund Platform And Tokenization Will Support Future Premium P/E
Hamilton Lane's analyst price target has been revised lower, with several firms cutting their targets by between $18 and $59 as analysts point to updated assumptions on growth, margins and valuation, while still highlighting what some see as an overdone share reaction. Analyst Commentary Recent research shows a split view on Hamilton Lane, with several firms cutting price targets by between US$18 and US$59 while at least one major bank has moved to a more positive stance.Aggiornamento della narrazione • Apr 25
HLNE: Tokenized Credit Platform And Interval Funds Will Support Future Premium P/E
The analyst price target for Hamilton Lane has been cut by about $17 to $138, as analysts factor in slightly lower fair value estimates, a modestly higher discount rate, and more conservative assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Hamilton Lane has centered on valuation resets, with multiple firms reducing price targets and one key upgrade signaling support for the long term investment case.Aggiornamento della narrazione • Apr 10
HLNE: Tokenized Credit Partnership And Higher Margins Will Support Future Premium P/E
Hamilton Lane's updated analyst price target has been reduced by about $13 per share, as analysts factor in slightly lower revenue growth expectations, a modestly lower future P/E multiple, and a somewhat higher projected profit margin. Analyst Commentary Recent research updates on Hamilton Lane show a mix of optimism and caution, with several price target changes in both directions over the past few months.Aggiornamento della narrazione • Mar 26
HLNE: Tokenized Credit Partnerships Will Support Future Premium Earnings Multiple
Hamilton Lane's updated analyst price target has been trimmed by about $4 to reflect a slightly lower fair value estimate and P/E assumption, even as analysts broadly incorporate mixed recent target revisions across the Street. Analyst Commentary Street research on Hamilton Lane over recent weeks has been active, with several analysts adjusting price targets in both directions.Aggiornamento della narrazione • Mar 07
HLNE: Tokenized Private Credit Partnerships Will Support Future Premium Earnings Power
Hamilton Lane's updated analyst price target reflects a mixed reset around $150, as some analysts trimmed expectations while others lifted their targets, citing differing views on valuation and earnings power assumptions. Analyst Commentary Recent research on Hamilton Lane clusters around the updated price targets, giving you a sense of where analysts see risk and opportunity concentrating around the $150 level.Aggiornamento della narrazione • Feb 21
HLNE: Tokenized Private Credit Partnerships Will Support Premium Future Earnings Multiple
Narrative Update: Hamilton Lane The analyst fair value estimate for Hamilton Lane has been adjusted from about $181.14 to $172.86, reflecting recent Street research that includes a lower $150 price target from UBS alongside higher targets from other firms, with analysts citing updated expectations for valuation multiples and risk assumptions. Analyst Commentary Recent Street research on Hamilton Lane shows a mix of optimism about the company’s growth outlook and some caution around how much investors are willing to pay for that growth.
Nuova narrazione • Feb 19
Evergreen Platform And Specialized Funds Will Reshape Long Term Private Markets Fee Power
Catalysts About Hamilton Lane Hamilton Lane is a global private markets investment manager that runs customized accounts and specialized funds for institutional and wealth clients. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Feb 06
HLNE: Higher-Income Fee Streams Will Support Premium Future Earnings Multiple
Narrative Update: Hamilton Lane Analyst Price Target Shift The analyst price target for Hamilton Lane has been revised higher by about $4. Analysts broadly point to updated assumptions around growth, profitability, and P/E, along with a recent series of target increases from firms such as Oppenheimer, Morgan Stanley, UBS, and Keefe Bruyette, as support for the change.
Nuova narrazione • Feb 05
Evergreen And Technology Risks Will Challenge Private Markets Expansion Yet Ultimately Support Long-Term Upside
Catalysts About Hamilton Lane Hamilton Lane is a global private markets investment manager providing customized separate accounts, specialized funds and technology-enabled solutions for institutional and wealth clients. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Jan 23
HLNE: Guardian Partnership And Evergreen Platform Will Support Durable Future Fee Streams
Analysts have raised their price target on Hamilton Lane by about $20, reflecting higher fair value estimates and updated assumptions for revenue growth, profit margins, and future P/E multiples that are consistent with a series of recent target increases and an upgrade cited in Street research. Analyst Commentary Recent Street research on Hamilton Lane has clustered around higher price targets and one high profile upgrade, with analysts refining their views on how the business can execute on growth opportunities in alternatives while managing valuation risk.Aggiornamento della narrazione • Nov 03
HLNE: Expansion In Wealth Channel Will Drive Long-Term Asset Growth
Hamilton Lane’s consensus analyst price target has been revised downward by $2.50 to $157.17. Analysts cite ongoing credit concerns affecting near-term valuations, despite continued growth prospects, particularly in wealth and private markets channels.Aggiornamento della narrazione • Oct 20
Global Distribution And Diversified Funds Will Secure Future Success
Analysts have raised Hamilton Lane's price target slightly from $159.00 to $159.67, citing improved positioning in the Wealth channel and anticipated steady growth in its private market products as key drivers for the positive outlook. Analyst Commentary Recent research and updates reflect a dynamic outlook for Hamilton Lane, highlighting both opportunities and areas of caution as the firm navigates growth within the Wealth channel and private markets.Aggiornamento della narrazione • Oct 05
Global Distribution And Diversified Funds Will Secure Future Success
Analysts have modestly reduced their price target for Hamilton Lane from $163.50 to $159.00. They cite steady yet slightly adjusted expectations for profit margins and discount rates, along with ongoing confidence in the company's wealth channel growth and net asset value outlook.Aggiornamento della narrazione • Sep 20
Global Distribution And Diversified Funds Will Secure Future Success
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.Aggiornamento della narrazione • Sep 05
Global Distribution And Diversified Funds Will Secure Future Success
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.Articolo di analisi • Aug 08
Earnings Beat: Hamilton Lane Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
NasdaqGS:HLNE 1 Year Share Price vs Fair Value Explore Hamilton Lane's Fair Values from the Community and select yours...Articolo di analisi • Jun 01
Hamilton Lane Incorporated Just Beat EPS By 8.2%: Here's What Analysts Think Will Happen Next
Hamilton Lane Incorporated ( NASDAQ:HLNE ) defied analyst predictions to release its yearly results, which were ahead...Articolo di analisi • May 30
Hamilton Lane Dividend Hike Raises New Questions About Earnings Trajectory And The Investment Case
Hamilton Lane declared a quarterly dividend of US$0.54 per share, marking a 10% increase in its target full-year payout, and released mixed earnings, reporting strong annual revenue and net income growth but relatively flat quarterly earnings per share.Articolo di analisi • May 08
There's Reason For Concern Over Hamilton Lane Incorporated's (NASDAQ:HLNE) Price
Hamilton Lane Incorporated's ( NASDAQ:HLNE ) price-to-earnings (or "P/E") ratio of 30.8x might make it look like a...Articolo di analisi • Apr 12
Do Hamilton Lane's (NASDAQ:HLNE) Earnings Warrant Your Attention?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Seeking Alpha • Feb 11
Hamilton Lane Q3 Earnings: Slowing Momentum, But Shares Remain Expensive
Summary Q3 results showed revenue up 34% year over year, coupled with strong overall profitability, both benefiting from higher incentive fees. Underlying growth in assets under management/advisement was muted, up just 6% year over year. While growth is expected to slowdown in the coming quarters, shares remain richly valued at 34.6 times earnings. The high valuation, coupled with the risks I see, lead me to maintain a Hold rating. Read the full article on Seeking AlphaArticolo di analisi • Jan 17
What Hamilton Lane Incorporated's (NASDAQ:HLNE) P/E Is Not Telling You
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$249m |
| Dec 31 2025 | n/a | n/a | US$234m |
| Sep 30 2025 | n/a | n/a | US$228m |
| Jun 30 2025 | n/a | n/a | US$212m |
| Mar 31 2025 | US$80m | US$325k | US$217m |
| Dec 31 2024 | n/a | n/a | US$215m |
| Sep 30 2024 | n/a | n/a | US$182m |
| Jun 30 2024 | n/a | n/a | US$169m |
| Mar 31 2024 | US$4m | US$325k | US$141m |
| Dec 31 2023 | n/a | n/a | US$124m |
| Sep 30 2023 | n/a | n/a | US$116m |
| Jun 30 2023 | n/a | n/a | US$110m |
| Mar 31 2023 | US$6m | US$325k | US$113m |
| Dec 31 2022 | n/a | n/a | US$96m |
| Sep 30 2022 | n/a | n/a | US$138m |
| Jun 30 2022 | n/a | n/a | US$153m |
| Mar 31 2022 | US$4m | US$325k | US$147m |
| Dec 31 2021 | n/a | n/a | US$168m |
| Sep 30 2021 | n/a | n/a | US$148m |
| Jun 30 2021 | n/a | n/a | US$118m |
| Mar 31 2021 | US$4m | US$325k | US$93m |
| Dec 31 2020 | n/a | n/a | US$79m |
| Sep 30 2020 | n/a | n/a | US$59m |
| Jun 30 2020 | n/a | n/a | US$53m |
| Mar 31 2020 | US$2m | US$325k | US$61m |
Compensazione vs Mercato: La retribuzione totale di Erik ($USD 80.22M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 6.92M ).
Compensazione vs guadagni: La retribuzione di Erik è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Erik Hirsch (53 yo)
2.5yrs
Mandato
US$80,221,476
Compensazione
Mr. Erik R. Hirsch is Director of iLevel Solutions LLC. He is Chairman of Cobalt Software, Inc. He joined the Cobalt Software, Inc. in October 2016. He is Co-CEO & Member of the Board of Hamilton Lane Inco...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-CEO & Member of the Board | 2.5yrs | US$80.22m | 0.24% $ 10.7m | |
| Co-CEO & Director | 2.5yrs | US$79.03m | 3.15% $ 139.1m | |
| Chief Operating Officer | less than a year | US$4.84m | 0.20% $ 8.8m | |
| Chief Financial Officer | no data | US$2.68m | 0.030% $ 1.3m | |
| MD & Chief Accounting Officer | 2.3yrs | US$658.48k | 0.0042% $ 186.4k | |
| General Counsel | 9.3yrs | US$1.01m | 0.078% $ 3.4m | |
| Executive Co-Chairman | 2.5yrs | US$376.30k | 0.24% $ 10.7m | |
| Executive Co-Chairman | 2.5yrs | US$1.62m | 0.34% $ 15.1m | |
| Chief Compliance Officer & Chief Risk Officer | 4.6yrs | Nessun dato | Nessun dato | |
| Principal & Head of Corporate Communications | 2yrs | Nessun dato | Nessun dato | |
| Managing Director | no data | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | 3.8yrs | Nessun dato | Nessun dato |
2.5yrs
Durata media
55yo
Età media
Gestione esperta: Il team dirigenziale di HLNE è considerato esperto (durata media dell'incarico 2.5 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-CEO & Member of the Board | 2.5yrs | US$80.22m | 0.24% $ 10.7m | |
| Co-CEO & Director | 2.5yrs | US$79.03m | 3.15% $ 139.1m | |
| Executive Co-Chairman | 2.5yrs | US$376.30k | 0.24% $ 10.7m | |
| Executive Co-Chairman | 2.5yrs | US$1.62m | 0.34% $ 15.1m | |
| Independent Director | 9.2yrs | US$200.00k | 0.11% $ 5.1m | |
| Independent Director | 9.2yrs | US$219.89k | 0.022% $ 975.9k | |
| Independent Director | 9.3yrs | US$201.71k | 0.051% $ 2.3m | |
| Independent Director | 5.3yrs | US$154.17k | 0.0039% $ 170.9k |
3.9yrs
Durata media
65yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di HLNE sono considerati esperti (durata media dell'incarico 3.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/02 21:47 |
| Prezzo dell'azione a fine giornata | 2026/07/02 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Hamilton Lane Incorporated è coperta da 9 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Brennan Hawken | BMO Capital Markets Equity Research |
| Alexander Blostein | Goldman Sachs |
| Kenneth Worthington | J.P. Morgan |