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Hamilton Lane (HLNE) Reports Q1 Earnings: What Key Metrics Have to Say

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For the quarter ended June 2026, Hamilton Lane (HLNE - Free Report) reported revenue of $275.33 million, up 56.5% over the same period last year. EPS came in at $1.94, compared to $1.31 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $218.72 million, representing a surprise of +25.88%. The company delivered an EPS surprise of +27.63%, with the consensus EPS estimate being $1.52.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Hamilton Lane performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Fee Earning AUM - Customized Separate Accounts (CSA): $41.1 billion compared to the $41.74 billion average estimate based on three analysts.
  • Fee Earning AUM - Total: $83.69 billion versus the three-analyst average estimate of $83.84 billion.
  • Fee Earning AUM - Specialized Funds (SF): $42.59 billion compared to the $42.1 billion average estimate based on three analysts.
  • Total AUM & AUA: $1060.45 billion versus the two-analyst average estimate of $1077.9 billion.
  • Assets Under Management (AUM): $146.35 billion versus the two-analyst average estimate of $147.72 billion.
  • Assets Under Advisement (AUA): $914.11 billion versus $930.19 billion estimated by two analysts on average.
  • Revenues- Incentive fees: $113.96 million versus the three-analyst average estimate of $54.71 million. The reported number represents a year-over-year change of +169.7%.
  • Revenues- Management and advisory fees- Customized separate accounts: $34.69 million versus the three-analyst average estimate of $35.77 million. The reported number represents a year-over-year change of +0.3%.
  • Revenues- Management and advisory fees: $161.37 million versus the three-analyst average estimate of $161.81 million. The reported number represents a year-over-year change of +18.1%.
  • Revenues- Management and advisory fees- Specialized funds: $108.82 million compared to the $108.17 million average estimate based on three analysts. The reported number represents a change of +31.5% year over year.
  • Revenues- Management and advisory fees- Fund reimbursement revenue: $3.14 million compared to the $1.5 million average estimate based on two analysts. The reported number represents a change of +106.3% year over year.
  • Revenues- Management and advisory fees- Distribution management: $0.26 million versus $1.18 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -73.6% change.

View all Key Company Metrics for Hamilton Lane here>>>

Shares of Hamilton Lane have returned +15.1% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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