Hamilton Lane Incorporated (HLNE)
Company Info
| ISIN | US4074971064 |
|---|---|
| CUSIP | 407497106 |
| Sector | Financial Services |
| Industry | Asset Management |
| IPO Date | Mar 1, 2017 |
Highlights
| Market Cap | $10.91B |
|---|---|
| EPS (TTM) | $4.63 |
| PE Ratio | 42.53 |
| PEG Ratio | 1.39 |
| Total Revenue (TTM) | $648.66M |
| Gross Profit (TTM) | $439.48M |
| EBITDA (TTM) | $324.82M |
| Year Range | $90.50 - $203.72 |
| Target Price | $186.67 |
| Short % | 3.07% |
| Short Ratio | 4.26 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: HLNE vs. STEP, HLNE vs. ARES, HLNE vs. PWP, HLNE vs. NVDA, HLNE vs. JXN, HLNE vs. PGR, HLNE vs. VCTR, HLNE vs. AVGO, HLNE vs. FRHC, HLNE vs. FICO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Hamilton Lane Incorporated, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Hamilton Lane Incorporated had a return of 69.77% year-to-date (YTD) and 110.03% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 69.77% | 25.48% |
| 1 month | 7.47% | 2.14% |
| 6 months | 62.55% | 12.76% |
| 1 year | 110.03% | 33.14% |
| 5 years (annualized) | 30.21% | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of HLNE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.20% | -0.94% | -1.41% | -0.92% | 12.33% | -1.11% | 16.82% | 5.87% | 10.53% | 6.68% | 69.77% | ||
| 2023 | 21.88% | -0.08% | -4.32% | -0.41% | -7.83% | 18.46% | 10.57% | 4.93% | -2.06% | -6.99% | 16.32% | 16.41% | 81.36% |
| 2022 | -12.70% | -13.66% | -0.58% | -11.27% | 1.41% | -2.80% | 12.49% | -7.93% | -13.84% | 0.35% | 23.50% | -13.06% | -36.98% |
| 2021 | -3.43% | 18.61% | -0.59% | 2.13% | -0.09% | 1.22% | 2.06% | -7.45% | -1.06% | 23.21% | 1.21% | -1.70% | 34.74% |
| 2020 | 8.98% | -4.33% | -10.52% | 17.25% | 12.83% | -7.47% | 7.23% | 1.20% | -11.20% | 7.91% | 0.26% | 12.17% | 33.55% |
| 2019 | -1.97% | 28.70% | -6.18% | 12.12% | 0.61% | 16.68% | 2.87% | 5.86% | -7.91% | 4.67% | -2.72% | 3.24% | 64.25% |
| 2018 | 5.34% | -6.28% | 7.05% | 12.41% | 11.73% | 3.05% | 2.08% | -0.39% | -8.84% | -13.32% | -1.46% | -1.57% | 6.61% |
| 2017 | 3.61% | 0.27% | 8.07% | 9.58% | 2.14% | 4.36% | 15.43% | 2.38% | 25.39% | 3.21% | 100.55% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of HLNE is 98, placing it in the top 2% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Hamilton Lane Incorporated (HLNE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Hamilton Lane Incorporated provided a 0.98% dividend yield over the last twelve months, with an annual payout of $1.87 per share. The company has been increasing its dividends for 6 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $1.87 | $1.74 | $1.55 | $1.36 | $1.21 | $1.04 | $0.81 | $0.53 |
Dividend yield | 0.98% | 1.53% | 2.43% | 1.32% | 1.56% | 1.74% | 2.20% | 1.48% |
Monthly Dividends
The table displays the monthly dividend distributions for Hamilton Lane Incorporated. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $1.43 | |
| 2023 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $1.74 |
| 2022 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $1.55 |
| 2021 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $1.36 |
| 2020 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $1.21 |
| 2019 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $1.04 |
| 2018 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.81 |
| 2017 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.53 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Hamilton Lane Incorporated. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Hamilton Lane Incorporated was 48.47%, occurring on Oct 20, 2022. Recovery took 289 trading sessions.
The current Hamilton Lane Incorporated drawdown is 5.57%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.47% | Nov 22, 2021 | 230 | Oct 20, 2022 | 289 | Dec 14, 2023 | 519 |
| -43.3% | Feb 14, 2020 | 23 | Mar 18, 2020 | 50 | May 29, 2020 | 73 |
| -36.31% | Jul 19, 2018 | 75 | Nov 1, 2018 | 124 | May 3, 2019 | 199 |
| -19.44% | Sep 2, 2020 | 16 | Sep 24, 2020 | 34 | Nov 11, 2020 | 50 |
| -16.13% | Jun 2, 2020 | 8 | Jun 11, 2020 | 57 | Sep 1, 2020 | 65 |
Volatility
Volatility Chart
The current Hamilton Lane Incorporated volatility is 10.24%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Hamilton Lane Incorporated compared to its peers in the Asset Management industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for HLNE in comparison to other companies of the Asset Management industry. Currently, HLNE has a PE value of 42.5. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for HLNE in comparison to other companies of the Asset Management industry. Currently, HLNE has a PEG value of 1.4. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Hamilton Lane Incorporated.
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Income Statement
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