Hamilton Lane Incorporated

NasdaqGS:HLNE 주식 리포트

시가총액: US$4.6b

Hamilton Lane 경영진

경영진 기준 점검 4/4

Hamilton Lane CEO는 Erik Hirsch, Jan2024 에 임명되었습니다 의 임기는 2.5 년입니다. 총 연간 보상은 $3.46M, 9.4% 급여 및 90.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $11.32M 가치에 해당하는 회사 주식의 0.24% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.5 년과 3.9 년입니다.

핵심 정보

Erik Hirsch

최고경영자

US$3.5m

총 보수

CEO 급여 비율9.39%
CEO 재임 기간2.5yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간2.5yrs
이사회 평균 재임 기간3.9yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jul 17

HLNE: Fee Strength And Insider Buying Will Support Future Premium P/E

Analysts have nudged their fair value estimate for Hamilton Lane slightly lower, trimming the target by about $6 to $129.57 as they factor in reduced Street price targets along with expectations for somewhat softer revenue growth, partly offset by firmer profit margins and a lower anticipated future P/E multiple. Analyst Commentary Street research on Hamilton Lane reflects a mix of optimism about the business model and caution on the stock's valuation and near term earnings trajectory.
내러티브 업데이트 Jul 03

HLNE: Fee Strength And Buybacks Will Support Future Revaluation

Hamilton Lane's updated analyst price target reflects a shift from $227.22 to $176.00, as analysts factor in adjusted revenue growth expectations, a different P/E outlook, and higher profit margin assumptions, set against a backdrop of mixed but generally supportive recent research commentary. Analyst Commentary Recent Hamilton Lane research has mixed adjustments to price targets, but the tone from several large firms remains constructive.
내러티브 업데이트 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 Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새로운 내러티브 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?
내러티브 업데이트 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.
새로운 내러티브 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?
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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.
분석 기사 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...
분석 기사 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 Alpha

CEO 보수 분석

Erik Hirsch의 보수는 Hamilton Lane의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026US$3mUS$325k

US$249m

Dec 31 2025n/an/a

US$234m

Sep 30 2025n/an/a

US$228m

Jun 30 2025n/an/a

US$212m

Mar 31 2025US$80mUS$325k

US$217m

Dec 31 2024n/an/a

US$215m

Sep 30 2024n/an/a

US$182m

Jun 30 2024n/an/a

US$169m

Mar 31 2024US$4mUS$325k

US$141m

Dec 31 2023n/an/a

US$124m

Sep 30 2023n/an/a

US$116m

Jun 30 2023n/an/a

US$110m

Mar 31 2023US$6mUS$325k

US$113m

Dec 31 2022n/an/a

US$96m

Sep 30 2022n/an/a

US$138m

Jun 30 2022n/an/a

US$153m

Mar 31 2022US$4mUS$325k

US$147m

Dec 31 2021n/an/a

US$168m

Sep 30 2021n/an/a

US$148m

Jun 30 2021n/an/a

US$118m

Mar 31 2021US$4mUS$325k

US$93m

Dec 31 2020n/an/a

US$79m

Sep 30 2020n/an/a

US$59m

Jun 30 2020n/an/a

US$53m

Mar 31 2020US$2mUS$325k

US$61m

보상 대 시장: Erik의 총 보수(USD3.46M)는 US 시장에서 비슷한 규모 기업의 평균(USD6.92M)보다 낮습니다.

보상과 수익: Erik의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Erik Hirsch (53 yo)

2.5yrs
재임 기간
US$3,461,693
보수

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...


리더십 팀

이름직위재임 기간보수지분
Erik Hirsch
Co-CEO & Member of the Board2.5yrsUS$3.46m0.24%
$ 11.3m
Juan Delgado-Moreira
Co-CEO & Director2.5yrsUS$2.69m3.17%
$ 147.3m
Andrea Kramer
Chief Operating Officerless than a yearUS$2.86m0.20%
$ 9.3m
Jeffrey Armbrister
Chief Financial Officerno dataUS$1.77m0.030%
$ 1.4m
Drew Carl
MD & Chief Accounting Officer2.3yrsUS$860.86k0.0043%
$ 197.6k
Lydia Gavalis
General Counsel9.3yrsUS$1.05m0.079%
$ 3.6m
Mario Giannini
Executive Co-Chairman2.5yrsUS$376.30k0.24%
$ 11.3m
Hartley Rogers
Executive Co-Chairman2.5yrsUS$1.62m0.34%
$ 16.0m
Robert Shin
Chief Compliance Officer & Chief Risk Officer4.6yrs데이터 없음데이터 없음
Lucy MacNichol
Principal & Head of Corporate Communications2yrs데이터 없음데이터 없음
Sungji An
Managing Directorno data데이터 없음데이터 없음
Kristin Brandt
Chief Human Resources Officer3.8yrs데이터 없음데이터 없음
2.5yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: HLNE의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.5 년).


이사회 구성원

이름직위재임 기간보수지분
Erik Hirsch
Co-CEO & Member of the Board2.5yrsUS$3.46m0.24%
$ 11.3m
Juan Delgado-Moreira
Co-CEO & Director2.5yrsUS$2.69m3.17%
$ 147.3m
Mario Giannini
Executive Co-Chairman2.5yrsUS$376.30k0.24%
$ 11.3m
Hartley Rogers
Executive Co-Chairman2.5yrsUS$1.62m0.34%
$ 16.0m
David Berkman
Independent Director9.2yrsUS$200.00k0.12%
$ 5.4m
Leslie Varon
Independent Director9.2yrsUS$235.00k0.022%
$ 1.0m
Ormond Sexton
Independent Director9.3yrsUS$200.00k0.051%
$ 2.4m
Reynoldo Graves
Independent Director5.3yrsUS$200.00k0.0039%
$ 180.9k
3.9yrs
평균 재임 기간
65yo
평균 나이

경험이 풍부한 이사회: HLNE의 이사회경험이 있음으로 간주됩니다(평균 재임 3.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/26 04:15
종가2026/07/24 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Hamilton Lane Incorporated는 9명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Brennan HawkenBMO Capital Markets Equity Research
Alexander BlosteinGoldman Sachs
Kenneth WorthingtonJ.P. Morgan