Is Hamilton Lane Incorporated (HLNE) Overvalued?
We dive into why Hamilton Lane Incorporated (HLNE) could be considered overvalued on 2026-07-30, based on AAII’s Value Score and Grade.Michael Rose
A+ Stock Grade Summary:
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COMPANY SUMMARY
Hamilton Lane Incorporated is a private equity and venture capital firm specializing in early venture, emerging growth, turnaround, middle market, mature, mid-venture, bridge, buyout, distressed/vulture, loan, mezzanine in growth capital companies. The firm manages alternative investment strategies like direct credit, direct, fund of fund, evergreen and real assets. For primary and secondary fund of fund investments, the firm focuses to invest in private equity, buyout, special situations, credit, growth equity, middle market, mature, turnarounds, mezzanine and venture capital funds. The firm prefers to invest in disruptive technologies and innovative companies. It prefers to invest in space, engine, alternative energy resources, environmental & facilities services, households durables, leisure products, textiles, manufacturing services, water purification, online training service, healthcare services & technology, energy, industrials, commercial services, internet software & services, consumer discretionary, health care, real estate, information technology, tech-enabled businesses, financials, utilities, and consumer services. The firm prefers to invest in Africa/Middle East, Asia/Pacific, Europe, Southeast Asia, Korea, China, India, Latin America and Caribbean, United States of America, New York, Florida, Arizona, Nevada, New Mexico, Oregon, Washington, California and surrounding states, Australia, Japan, Brazil, United Kingdom, and Canada. The firm prefers to invest between $0.25 million and $100 million in companies with small- to mid-sized enterprise values. It prefers to take majority stake. Hamilton Lane Incorporated was founded in 1991 and is based in Philadelphia, Pennsylvania with additional offices across Europe, North America, Asia Pacific and the Middle East.
Commentary & Analysis
Why Hamilton Lane Incorporated’s (HLNE) Stock Is Down 5.08%
As of Wednesday, July 22, Hamilton Lane Incorporated’s HLNE share price has dipped by 5.08%, which has investors questioning if this is right time to buy.Rosalio Madrigal
Why Hamilton Lane Incorporated’s (HLNE) Stock Is Up 5.51%
As of Wednesday, July 15, Hamilton Lane Incorporated’s HLNE share price has surged by 5.51%, which has investors questioning if this is right time to sell.Cynthia McLaughlin
Why Hamilton Lane Incorporated’s (HLNE) Stock Is Down 5.06%
As of Monday, June 29, Hamilton Lane Incorporated’s HLNE share price has dipped by 5.06%, which has investors questioning if this is right time to buy.Rosalio Madrigal
Why Hamilton Lane Incorporated’s (HLNE) Stock Is Up 5.14%
As of Tuesday, June 16, Hamilton Lane Incorporated’s HLNE share price has surged by 5.14%, which has investors questioning if this is right time to sell.Cynthia McLaughlin
Financial Summary
| Share Statistics | HLNE | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $3,854.2 | $2,836.7 | 63% |
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| Shares Out (Mil) | 54.4 | 74.1 | 50% |
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| Institutional Ownership | 95.2% | 79.1% | 67% |
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| Float (Mil) | 40.4 | 69.7 | 43% |
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| Beta | 1.19 | 0.94 | 70% |
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| Avg Daily Volume (000s) | 723 | 445 | 65% |
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| Price Change (52-week) |
(42.8%) | 72.7% | 18% |
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| Growth | HLNE | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 17.3% | 7.7% | 77% |
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| Net Income (5yr) | 20.5% | 8.9% | 74% |
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| EPS (5yr) | 16.1% | 9.6% | 59 |
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| Dividends (5yr) | 11.6% | 1.3% | 91% |
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| Cash Flow (5yr) | 13.6% | 0.9% | 71% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 7 | 7 | 5 | |
| Current EPS | $1.587 | $6.263 | $7.365 | |
| Month Ago EPS | $1.493 | $6.125 | $7.370 | |
| # Rev Up | 0 | 0 | 0 | |
| # Rev Down | 2 | 2 | 1 | |
| Three Months Ago EPS | $1.377 | $6.006 | $7.439 | |
| Year/Year Chg | 0.8% | 5.8% | 39.2% | |
| Financials | HLNE | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $759 | $871 | 47% |
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| Net Income (TTM) (Mil) | $249 | $85 | 71% |
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| EPS (TTM) | $5.989 | $1.000 | 89% |
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| Operating Cash Flow (TTM) (Mil) | $425 | $64 | 69% |
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| Net Cash Flow (TTM) (Mil) | $88 | $25 | 76% |
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| Long-Term Debt (Q1) (Mil) | $325 | $209 | 55% |
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| Enterprise Value (Q1) (Mil) | $4,494 | $1,297 | 61% |
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| Valuation | HLNE | Industry Median |
Percentile (All Stocks) |
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| P/B | 4.25 | 2.69 | 75% |
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| P/E | 15.0 | 19.1 | 36% |
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| Dividend Yield | 2.7% | 0.9% | 82% |
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| PEG (5yr hist) | 0.9 | 1.4 | 42% |
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| Ratios | HLNE | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 60.5% | 75.0% | 73% |
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| Net Margin | 32.8% | 15.8% | 91% |
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| ROA | 12.5% | 2.1% | 91% |
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| ROE | 30.5% | 13.4% | 88% |
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| Liabilities to Assets | 36.4% | 59.1% | 27% |
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| F-Score | 4 | 5 | 34% |
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Passing Stock Screens
As of 7/31/2026, from a list of 60 stock screening strategies,
GURU STRATEGY
Weiss Blue Chip Div Yield Screen
Factors: Yield, Value, Quality
A conservative, blue-chip investment style with a value approach that emphasizes selecting stocks with favorable dividend yields.
| Performance Since Inception: | 9.0% |
| +/- S&P 500: | +1.5 |
GURU STRATEGY
Buffettology: EPS Growth
Factors: Quality, Growth
Buffett approach seeking consumer monopolies selling at a reasonable price.
| Performance Since Inception: | 12.5% |
| +/- S&P 500: | +5.0 |
GURU STRATEGY
Muhlenkamp Screen
Factors: Value, Quality, Growth
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment.
| Performance Since Inception: | 6.2% |
| +/- S&P 500: | -1.3 |
GURU STRATEGY
Buffettology: Sustainable Growth Screen
Factors: Quality, Growth
Buffett approach seeking consumer monopolies selling at a reasonable price.
| Performance Since Inception: | 13.3% |
| +/- S&P 500: | +5.8 |
FACTOR STRATEGY
Dividend (High Relative Yield) Screen
Factors: Yield, Value, Growth
Using the dividend-yield approach to invest during volatile markets.
| Performance Since Inception: | 9.1% |
| +/- S&P 500: | +1.6 |
