Hamilton Lane Incorporated

NasdaqGS:HLNE Stok Raporu

Piyasa değeri: US$5.7b

Hamilton Lane Yönetim

Yönetim kriter kontrolleri 3/4

Hamilton Lane CEO'su Erik Hirsch, Jan2024 tarihinde atandı, in görev süresi 2.58 yıldır. in toplam yıllık tazminatı $ 3.46M olup, şirket hissesi ve opsiyonları dahil olmak üzere 9.4% maaş ve 90.6% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.25% ine doğrudan sahiptir ve bu hisseler $ 14.15M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.6 yıl ve 2.6 yıldır.

Anahtar bilgiler

Erik Hirsch

İcra Kurulu Başkanı

US$3.5m

Toplam tazminat

CEO maaş yüzdesi9.39%
CEO görev süresi2.6yrs
CEO sahipliği0.2%
Yönetim ortalama görev süresi2.6yrs
Yönetim Kurulu ortalama görev süresi2.6yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi Aug 14

HLNE: Fair Outlook Weighs Wealth Channel Expansion Against Fundraising And Earnings Risks

The analyst fair value estimate for Hamilton Lane has increased from $94.00 to $105.00. This change reflects a series of updated price targets across the Street as analysts incorporate recent sector momentum, fundraising trends, deployment activity, and the company's earnings delivery.
Analiz Makalesi Aug 07

Hamilton Lane Incorporated (NASDAQ:HLNE) Beat Earnings, And Analysts Have Been Reviewing Their Forecasts

A week ago, Hamilton Lane Incorporated ( NASDAQ:HLNE ) came out with a strong set of first-quarter numbers that could...
Anlatı Güncellemesi Jul 31

HLNE: Fair Outlook Balances Fundraising Challenges With New Private Markets Partnerships

Hamilton Lane's updated analyst price target shifts to $94 from $159, reflecting a broad reset across alternative asset managers as analysts factor in slightly lower revenue growth assumptions, a higher profit margin outlook, and a reduced future P/E multiple. Analyst Commentary Recent research on Hamilton Lane points to a more cautious mood around the stock, even as many firms maintain positive ratings.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.

CEO Tazminat Analizi

Erik Hirsch'un ücretlendirmesi Hamilton Lane'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jun 30 2026n/an/a

US$276m

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

Tazminat ve Piyasa: Erik 'nin toplam tazminatı ($USD 3.46M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 8.40M ).

Tazminat ve Kazançlar: Erik 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Erik Hirsch (53 yo)

2.6yrs
Görev süresi
US$3,461,693
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Erik Hirsch
Co-CEO & Member of the Board2.6yrsUS$3.46m0.25%
$ 14.2m
Juan Delgado-Moreira
Co-CEO & Director2.6yrsUS$2.69m3.21%
$ 184.2m
Andrea Kramer
Chief Operating Officerless than a yearUS$2.86m0.20%
$ 11.7m
Jeffrey Armbrister
CFO & Treasurerno dataUS$1.77m0.030%
$ 1.7m
Drew Carl
MD & Chief Accounting Officer2.3yrsUS$860.86k0.0043%
$ 247.1k
Lydia Gavalis
General Counsel & Secretary9.4yrsUS$1.05m0.079%
$ 4.6m
Mario Giannini
Executive Co-Chairman2.6yrsUS$376.30k0.25%
$ 14.2m
Hartley Rogers
Executive Co-Chairman2.6yrsUS$1.62m0.35%
$ 20.0m
Robert Shin
Chief Compliance Officer & Chief Risk Officer4.7yrsVeri yokVeri yok
Lucy MacNichol
Principal & Head of Corporate Communications2.1yrsVeri yokVeri yok
Sungji An
Managing Directorno dataVeri yokVeri yok
Kristin Brandt
Chief Human Resources Officer3.9yrsVeri yokVeri yok
2.6yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim: HLNE 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.6 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Erik Hirsch
Co-CEO & Member of the Board2.6yrsUS$3.46m0.25%
$ 14.2m
Juan Delgado-Moreira
Co-CEO & Director2.6yrsUS$2.69m3.21%
$ 184.2m
Mario Giannini
Executive Co-Chairman2.6yrsUS$376.30k0.25%
$ 14.2m
Hartley Rogers
Executive Co-Chairman2.6yrsUS$1.62m0.35%
$ 20.0m
Michael Schmertzler
Independent Directorless than a yearVeri yokVeri yok
David Berkman
Independent Director9.3yrsUS$200.00k0.12%
$ 6.7m
Leslie Varon
Independent Director9.3yrsUS$235.00k0.023%
$ 1.3m
Ormond Sexton
Independent Director9.4yrsUS$200.00k0.052%
$ 3.0m
Reynoldo Graves
Independent Director5.4yrsUS$200.00k0.0039%
$ 224.7k
2.6yrs
Ortalama Görev Süresi
65yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: HLNE 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 2.6 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/21 06:42
Gün Sonu Hisse Fiyatı2026/08/21 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2026/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Hamilton Lane Incorporated 9 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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