Hamilton Lane (HLNE)
NASDAQFinancialsAsset ManagementSnapshot 2026-11-05
$90.13-5.12%
Close 2026-11-05 · 1-day change
NASDAQFinancialsAsset ManagementSnapshot 2026-11-05
QuarterlyIQ Insights · HLNE
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -14.0% |
| Our one-year growth estimate | diamond | 14.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and long-term interest rates.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 28.4 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 25 industry peers · Company calendar date is not available
HLNE — CEO transition
Dated 2026-10-15
Co-CEO — Hartley R. Rogers: The filing discloses an internal leadership transition where an existing Chairman was promoted to Co-CEO and another executive shifted roles, rather than a loss of a senior executive.
Why it matters: Rogers now leads alongside Juan Delgado-Moreira. The November 3 report can show how the team sets its growth plans and speaks about client demand.
Watch forOn the November 3 call, both Co-CEOs state clear client-growth goals and report rising fee-earning assets.
Also watch forThe call shows unclear roles for leaders, lower client demand, or fewer fee-earning assets.
Why it matters: Fee-earning assets help drive management fees. They grew 12% year over year in Q1 FY2027.
Supportive ifQ2 FY2027 fee-earning assets rise at least 12% year over year from the $84 billion reported in Q1.
Worry ifQ2 FY2027 fee-earning assets grow less than 12% year over year or fall from Q1's $84 billion.
Why it matters: The company set a $2.40 full-year dividend target for fiscal 2027. The next report can show whether the quarterly payment continues.
Supportive ifThe next quarterly dividend is declared at $0.60 per share, keeping the stated $2.40 annual pace.
Worry ifThe next quarterly dividend is below $0.60 per share. Or, the company cuts its fiscal 2027 dividend target below $2.40.
Why it matters: Fee-related earnings rose 49% in Q1 FY2027. A second quarter of growth would support the firm's earnings trend.
Supportive ifQ2 FY2027 fee-related earnings exceed the prior-year quarter by at least 10%.
Worry ifQ2 FY2027 fee-related earnings are flat or lower year over year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$151 on $10,000 · ±1.5% | How much price usually moves either way. |
| Bad day | $478 loss on $10,000 · 4.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,177 loss on $10,000 · 51.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.