Hamilton Lane Incorporated Class A Common Stock (HLNE)
Common Stock · Currency in USD · XNAS
Hamilton Lane Inc is a private markets investment firm globally, providing solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs approximately 750 professionals operating in offices throughout North America, Europe, Asia Pacific, and the Middle East. It has approximately $986 billion in assets under management and supervision, composed of nearly $141 billion in discretionary assets and more than $845 billion in non-discretionary assets. The group specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors, and geographies.
The chart shows the growth of an initial investment of $10,000 in Hamilton Lane Incorporated Class A Common Stock, comparing it to the performance of the S&P 500 index. All prices have been adjusted for splits and dividends.
Returns By Period
Hamilton Lane Incorporated Class A Common Stock (HLNE) has returned -30.23% so far this year and -26.28% over the past 12 months. Looking at the last ten years, HLNE has achieved an annualized return of 18.10%, outperforming the Benchmark (SPY), which averaged 12.23% per year.
HLNE
1M-11.54%
6M-26.37%
YTD-30.23%
1Y-26.28%
5Y0.29%
10Y18.10%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Hamilton Lane Incorporated Class A Common Stock (HLNE) with color gradation from worst to best to easily spot seasonal factors.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
4.62%
-25.40%
-2.29%
-6.65%
2025
6.90%
1.54%
-5.11%
3.87%
-4.01%
-4.62%
8.01%
4.28%
-11.07%
-14.94%
9.86%
9.73%
2024
3.06%
-1.26%
-2.04%
-1.23%
12.09%
-1.97%
16.62%
5.81%
11.33%
6.48%
6.76%
-23.12%
2023
20.34%
0.40%
-4.86%
0.12%
-7.79%
17.53%
10.47%
8.17%
-3.19%
-6.82%
15.95%
16.35%
2022
-13.08%
-12.89%
-1.09%
-12.16%
1.62%
-3.63%
13.25%
-6.75%
-13.13%
-0.55%
16.57%
-14.12%
2021
-4.21%
18.55%
-1.88%
2.13%
-0.65%
-0.11%
1.44%
-7.90%
-1.60%
22.32%
1.22%
-3.82%
2020
8.05%
-5.19%
-11.83%
23.41%
15.59%
-7.90%
7.45%
0.25%
-11.36%
7.00%
-0.71%
10.95%
2019
-0.58%
28.31%
-7.14%
11.10%
0.49%
16.31%
1.70%
5.68%
-8.32%
3.92%
-3.61%
2.72%
2018
5.10%
-5.80%
4.43%
13.38%
11.33%
2.26%
1.85%
-0.43%
-9.04%
-13.75%
5.03%
-3.75%
2017
4.59%
-0.27%
7.95%
8.33%
1.49%
3.76%
14.89%
1.66%
24.17%
2.46%
Performance Indicators
The charts below present risk-adjusted performance metrics for Hamilton Lane Incorporated Class A Common Stock (HLNE) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of HLNE compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Hamilton Lane Incorporated Class A Common Stock volatility is 2.69%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses. Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
2025
2024
2023
2022
2021
2020
2019
2018
Liabilities And Equity (USD)
1.69B
1.27B
1.14B
1.29B
1.14B
473.53M
360.59M
293.80M
Temporary Equity (USD)
-
-
-
276.00M
276.00M
-
-
-
Equity Attributable To Parent (USD)
717.28M
525.15M
415.44M
346.88M
238.13M
154.79M
110.23M
78.43M
Equity Attributable To Noncontrolling Interest (USD)
Hamilton Lane (NASDAQ:HLNE), a leading private markets asset management firm, reported third quarter fiscal 2026 results for the period ended December 31, 2025. The company declared a quarterly dividend of $0.54 per share with a target full-year dividend of $2.16, representing a 10% increase from the prior fiscal year. As of December 31, 2025, Hamilton Lane manages $1.0 trillion in assets under management and supervision, comprising $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets.
Benzinga•Prnewswire
AI Insight
The company reported strong financial metrics with $1.0 trillion in total AUM, a 10% increase in target full-year dividend, and continued growth in discretionary assets. The dividend increase signals management confidence in the company's financial performance and ability to return capital to shareholders.
Guardian Life Insurance Company announced a record $1.7 billion dividend allocation for participating policyholders in 2026, representing a 9% increase from 2025, driven by strong financial performance and strategic investments.
Benzinga•Prnewswire
AI Insight
Mentioned as a strategic partnership, with no specific performance details provided in the article
Hamilton Lane reported mixed Q1 FY2026 financial results, with non-GAAP EPS of $1.31 missing estimates, and GAAP revenue of $175.958 million falling short of projections. Despite challenges, the company saw growth in Fee Related Earnings and assets under management.
The Motley Fool•Jesterai
AI Insight
While the company missed earnings and revenue estimates, it demonstrated positive aspects like 31% growth in Fee Related Earnings, 9% increase in assets under management, and a 10% dividend increase. The mixed performance and management's optimistic outlook suggest a balanced sentiment.
Hamilton Lane, a leading private markets asset management firm, reported strong financial results for the fourth quarter and full fiscal year 2025, with management and advisory fees growing by 14% and assets under management increasing by 11% year-over-year.
Benzinga•Prnewswire
AI Insight
The article highlights Hamilton Lane's strong financial performance, with growth in management and advisory fees and assets under management, indicating a positive outlook for the company.
Hamilton Lane, a financial services provider, saw its stock price rise over 4% after being added to the S&P MidCap 400 index, which often leads to increased investor attention and legitimacy for the company.
The Motley Fool•Eric Volkman
AI Insight
The article states that Hamilton Lane's stock price jumped over 4% after being added to the S&P MidCap 400 index, which is seen as a positive development for the company as it can lead to increased investor attention and legitimacy.
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