For the quarter ended September 2025, Hamilton Lane (HLNE) reported revenue of $190.88 million, up 27.3% over the same period last year. EPS came in at $1.54, compared to $1.07 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $166.82 million, representing a surprise of +14.43%. The company delivered an EPS surprise of +42.59%, with the consensus EPS estimate being $1.08.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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): $40.8 billion compared to the $41.29 billion average estimate based on three analysts.
- Fee Earning AUM - Total: $76.42 billion versus $76.99 billion estimated by three analysts on average.
- Fee Earning AUM - Specialized Funds (SF): $35.62 billion compared to the $35.7 billion average estimate based on three analysts.
- Total AUM & AUA: $1005.2 billion compared to the $1008.53 billion average estimate based on two analysts.
- Assets Under Management (AUM): $145.36 billion versus $144.22 billion estimated by two analysts on average.
- Assets Under Advisement (AUA): $859.84 billion compared to the $864.31 billion average estimate based on two analysts.
- Revenues- Incentive fees: $44.55 million compared to the $26.55 million average estimate based on three analysts. The reported number represents a change of +47.4% year over year.
- Revenues- Management and advisory fees- Customized separate accounts: $35.77 million versus $34.82 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +2.9% change.
- Revenues- Management and advisory fees: $142.13 million versus $139.9 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +18.7% change.
- Revenues- Management and advisory fees- Specialized funds: $89.86 million compared to the $87.97 million average estimate based on three analysts. The reported number represents a change of +27.8% year over year.
- Revenues- Management and advisory fees- Fund reimbursement revenue: $1.97 million versus $2.25 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +36.8% change.
- Revenues- Management and advisory fees- Distribution management: $0.45 million compared to the $1.18 million average estimate based on two analysts. The reported number represents a change of +8.7% year over year.
View all Key Company Metrics for Hamilton Lane here>>>
Shares of Hamilton Lane have returned -8.1% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Hamilton Lane Inc. (HLNE): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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