Hamilton Lane Incorporated (HLNE) carries a Roarable Rating of C+ (Hold) with 66/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
As of 2026-11-03, Hamilton Lane Incorporated (NASDAQ: HLNE) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 66/100 at a spot price of $87.84 (+4.68% 1D, market cap $4.62B). Pillar breakdown: Fundamental Cash Engine 19/20, Institutional 13F & Options Flow 6/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 9/20, and Executive Insider Alignment 17/20. Across 1097 tracked Financials issuers, HLNE ranks #200 in composite RQD confidence.
Within the Financials sector (Investment Managers), HLNE carries a Roarable C+ (66/100 RQD), trailing P/E of 18.9x, gross margin of —, and ROIC of 24.7%. By comparison, MC (Moelis & Company) holds a C grade (64/100 RQD, P/E 18.1x, ROIC 42.8%, cap $4.59B) and FHI (Federated Hermes Inc.) posts a B grade (74/100 RQD, P/E 10.7x, ROIC 39.8%, cap $4.37B). Among the 5-stock peer group, FHI leads on earnings multiple (10.7x) while MC leads on capital efficiency (42.8% ROIC).
Per HLNE's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-03-31, CIK 0001433642), Hamilton Lane Incorporated generated $759.0M in revenue (+6.5% YoY), $249.2M in net income, and $419.1M in free cash flow against $2.17B in total assets and $380.1M in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC XBRL FY 2025 (10-K): 55.2% FCF Margin ($419.1M FCF) & 52% Gross Margin
SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)
Put hedging (50% put share) caps near-term gamma upside (-14 pts vs max)
Even with a 66/100 (C+) score, HLNE faces multiple-compression risk if 18.9x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Sensitive to high interest rates and tighter Federal Reserve market liquidity.
Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($89.74) or 200D SMA ($96.53) invalidates the momentum regime and cuts Target Base ($91.00) toward Bear Floor ($70.98).
Hamilton Lane Incorporated (HLNE) surged +4.68% to $87.84, trading at 19% of its 52-week range ($71.88 – $155.66). Solid steady margins (25% return on capital), mixed timing at 19x P/E—hold if owned, no rush to chase.
Yahoo! Finance Canada report covering Hamilton Lane Incorporated (HLNE) market action, institutional positioning, and fundamental catalysts.
AlphaStreet report covering Hamilton Lane Incorporated (HLNE) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Hamilton Lane Incorporated (HLNE) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Hamilton Lane Incorporated (HLNE) market action, institutional positioning, and fundamental catalysts.
Moomoo report covering Hamilton Lane Incorporated (HLNE) market action, institutional positioning, and fundamental catalysts.
The Globe and Mail report covering Hamilton Lane Incorporated (HLNE) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Hamilton Lane Incorporated (HLNE) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Hamilton Lane Incorporated (HLNE) market action, institutional positioning, and fundamental catalysts.
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Strategic partnership will make Hamilton Lane's institutional-grade private markets data, covering more than 70,000 funds, 240,000 assets and proprietary fund- and deal-level benchmarks built on decades of expertise
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +6.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on HLNE today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for HLNE. Explore sector supply chains on /butterfly.
Across 1097 tracked Financials securities in the Roarable RQD universe, Hamilton Lane Incorporated (HLNE) ranks #200 by composite RQD confidence (66/100, grade C+) and #283 by equity capitalization ($4.62B). Within this direct 5-issuer industry benchmark cohort, FHI leads on earnings valuation at 10.7x trailing P/E, while MC leads on capital efficiency and profitability with 42.8% ROIC and — gross margin. FHI currently holds the highest overall quantitative score in the immediate peer group at 74/100 (B) compared with HLNE at 66/100 (C+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| HLNE
ACTIVE
Hamilton Lane Incorporated | C+ | 66/100 | 18.9x | — | 24.7% | +4.68% | $4.62B | Benchmark Subject |
| MC Moelis & Company | C | 64/100 | 18.1x | — | 42.8% | +4.08% | $4.59B | /mc-vs-hlne → |
| FHI Federated Hermes Inc. | B | 74/100 | 10.7x | — | 39.8% | +6.98% | $4.37B | /fhi-vs-hlne → |
| STEP StepStone Group Inc. | D | 46/100 | — | — | -35.0% | +3.73% | $5.22B | /step-vs-hlne → |
| MAAS Maase Inc. (Class A) | D | 49/100 | — | — | — | +1.39% | $5.42B | /maas-vs-hlne → |
In its most recent audited fiscal period (FY2025, filed 2026-03-31), Hamilton Lane Incorporated (HLNE) reported GAAP revenue of $759.0M (+6.5% vs. FY2024 revenue of $713.0M , and +37.0% cumulative change since FY2023) , GAAP net income of $249.2M, operating cash flow of $424.9M, and free cash flow of $419.1M (+45.2% YoY). On the balance sheet, HLNE closed FY2025 with $2.17B in total assets against $380.1M in total debt (Altman Z-Score: N/A, Piotroski F-Score: 9/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2026-03-31 | $759.0M | $249.2M | $424.9M | $419.1M | $2.17B | $380.1M |
| FY2024 (FY) | 2025-03-31 | $713.0M | $217.4M | $300.8M | $288.7M | $1.59B | $328.1M |
| FY2023 (FY) | 2024-03-31 | $553.8M | $140.9M | $120.9M | $95.9M | $2.60B | $607.6M |
As of 2026-11-03, Hamilton Lane Incorporated (NASDAQ: HLNE) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 66/100 at a spot price of $87.84 (+4.68% 1D, market cap $4.62B). Pillar breakdown: Fundamental Cash Engine 19/20, Institutional 13F & Options Flow 6/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 9/20, and Executive Insider Alignment 17/20. Across 1097 tracked Financials issuers, HLNE ranks #200 in composite RQD confidence.
Within the Financials sector (Investment Managers), HLNE carries a Roarable C+ (66/100 RQD), trailing P/E of 18.9x, gross margin of —, and ROIC of 24.7%. By comparison, MC (Moelis & Company) holds a C grade (64/100 RQD, P/E 18.1x, ROIC 42.8%, cap $4.59B) and FHI (Federated Hermes Inc.) posts a B grade (74/100 RQD, P/E 10.7x, ROIC 39.8%, cap $4.37B). Among the 5-stock peer group, FHI leads on earnings multiple (10.7x) while MC leads on capital efficiency (42.8% ROIC).
Per HLNE's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-03-31, CIK 0001433642), Hamilton Lane Incorporated generated $759.0M in revenue (+6.5% YoY), $249.2M in net income, and $419.1M in free cash flow against $2.17B in total assets and $380.1M in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.
HLNE last traded at $87.84 (+4.68% on volume of 819,989 shares), positioning the stock -2.12% below its 50-day simple moving average ($89.74) and -9.00% below its 200-day simple moving average ($96.53). Across its 52-week range of $71.88 to $155.66, HLNE sits at the 19.0% percentile with a 14-day RSI of 46.2 (NEUTRAL RANGE) and an implied next-earnings move of ±8.4% ($80.46 to $95.22).
Hamilton Lane Incorporated (HLNE) earns a live Roarable RQD composite score of 66/100, corresponding to a C+ letter grade (Roarable Hold) at a spot price of $87.84 (+4.68% 1D, market capitalization $4.62B).
. FY 2025 revenue was $759.0M, with operating margin of 40.1% and net margin of 32.8% per market data.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2026-03-31), Hamilton Lane Incorporated (HLNE) reported $759.0M in annual revenue (up from $713.0M in FY2024, +6.5% YoY) and $249.2M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($553.8M revenue, $140.9M net income) through FY2025, HLNE scaled operating cash flow to $424.9M and free cash flow to $419.1M, backed by $2.17B in total assets against $380.1M in total debt.
Upstream and downstream dependencies cannot be mapped from the source data.
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Yahoo! Finance Canada report covering Hamilton Lane Incorporated (HLNE) market action, institutional positioning, and fundamental catalysts.
AlphaStreet report covering Hamilton Lane Incorporated (HLNE) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Hamilton Lane Incorporated (HLNE) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Hamilton Lane Incorporated (HLNE) market action, institutional positioning, and fundamental catalysts.
Moomoo report covering Hamilton Lane Incorporated (HLNE) market action, institutional positioning, and fundamental catalysts.
The Globe and Mail report covering Hamilton Lane Incorporated (HLNE) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Hamilton Lane Incorporated (HLNE) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Hamilton Lane Incorporated (HLNE) market action, institutional positioning, and fundamental catalysts.
Here is why I am bullish on HLNE here at $83.91: Cash generation is strong, with ROIC of 24.7% and an FCF yield of 8.88%, and insiders added US$19.5m of stock.. Compare HLNE's 40.1% operating margin and 24.7% ROIC against the rest of Investment Managers. As long as cash conversion holds up, dips toward $79.71 are getting bought.
@RiskArb_Desk Shorting a 6/20 institutional whale-flow stock at $83.91 is dangerous when funds are rotating into Financials.
Sitting on the sidelines or leaning short HLNE above $83.91. Institutional flow scores only 6/20 and beta is 1.07, leaving the stock exposed to broad market swings.. Until Fundamental Cash Engine (19/20) and FCF yield (8.88%) inflect higher, upside is capped near $155.66.
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