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Hamilton Lane

HLNE Financial Services Unknown Updated July 31, 2026
$88.91
52W $71.88 – $161.13
53/100
$4.94B
14.8
1.17
AI Committee Verdict
Watch
Conviction: Moderate · 71% agreement · 7 analysts
+5.8%
-4.0%
1.45:1
Moderate

Is HLNE Bullish or Bearish?

Mixed. Innellis AI committee rates Hamilton Lane (HLNE) Watch with a composite score of 53/100 , based on 7 analysts with 71% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +7.11 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -12.89 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.20 across 16 articles, 14d). Risk Analyst remains cautious — bollinger bandwidth of 15.7% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 29.5% shows genuine earnings power backing the valuation — Value
  • Dividend yield of 2.7% pays you to wait — Value
  • 4 consecutive earnings beats -- consistent execution — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.20 across 16 articles, 14d) — News
Bear Case
  • Price-to-book of 6.1x prices in significant intangible value — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Bollinger bandwidth of 15.7% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
53/100
Agreement
71%
Analysts
7
Conviction
Moderate
Sector Rank
Top 80%
of 141 Financial Services peers
Value Analyst neutral
59 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 29.5% shows genuine earnings power backing the valuation
− Price-to-book of 6.1x prices in significant intangible value
Growth Analyst neutral
52 / 100 · High confidence
Moderate growth -- present but not remarkable
+ 4 consecutive earnings beats -- consistent execution
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 15.7% signals elevated volatility
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 16 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 54.3 to 52.9.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst: +1 bearish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
69.0
Neutral
MACD Histogram
0.766
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Lh Ll
Support
$85.32
Resistance
$94.11
Bollinger %B
0.86
Inside Bands
Price vs Moving Averages
EMA 9
$86.86 Above
EMA 21
$84.72 Above
EMA 50
$85.23 Above
EMA 200
$105.25 Below

Fundamental Analysis

Valuation
54
Growth
78
Profitability
1
Financial Health
84
Cash Flow
37
Valuation
P/E Ratio 14.8×
P/B Ratio 4.06×
PEG Ratio 29.49
Dividend Yield 0.03%
52W High $161.13
52W Low $71.88
Quality & Growth
ROE 27.2%
ROA 10.8%
Gross Margin 69.9%
Operating Margin 42.8%
Revenue Growth YoY
Debt / Equity 0.39
AI Fundamental Assessment
P/E ratio of 14.8 (inexpensive relative to a 15-40x range); Price-to-book of 4.1x; PEG ratio of 29.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.3%; Return on assets of 0.1%; Net margin of 0.3%; Gross margin of 0.7%; Current ratio of 1.62 (healthy short-term liquidity); Debt-to-equity of 0.39; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (10.09); Most recent quarter beat estimates by 2.2%; 4 consecutive earnings beats; EPS growth decelerating (+0.6% -> -3.9% QoQ); Analyst estimates rising over recent quarters
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Explore HLNE Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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