NASDAQ$HLNE

Hamilton Lane Incorporated · Q3 2026 earnings

Q3 2026 earnings · · Before market open · Investor relations

Briefing

Hamilton Lane reported Q3 2026, revenue of $198.6M, net income of $92.8M, diluted EPS of $1.37.

For Q3 2026, Hamilton Lane reported revenue of $198.6M, net income of $92.8M, diluted EPS was $1.37. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $198.6M.
  • Net income $92.8M.
  • Diluted EPS $1.37.

Headline financials

Total Revenue

$199M

Previous: $168M+18.0%
EPS (adj)

$1.37

Previous: $1.25+9.6%
Unrealized Carried Interest

$1.49B

No prior period
Fee-Earning AUM

79.1B

No prior period
Assets Under Management

146.1B

No prior period
Capital Expenditures

-$4.1M

Previous: -$8.71M+53.0%
Free Cash Flow

$54.3M

Previous: $62.6M-13.3%
Net Income

$58.4M

Previous: $77.5M-24.6%
Operating Income

-$113M

Previous: $90.2M-224.9%
Total Assets

$2.17B

No prior period

Revenue & EPS history

Hamilton Lane · Revenue · Quarterly

$199M

Q3 2026+18%vs Q3 2025
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Hamilton Lane · $127M total across 2 segments · Q2 2024

  • Management and Advisory Fees
    $109M+17.6%
  • Incentive Fees
    $17.7M-70.1%

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

+1.2%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+1.3%

Avg return

30 days after

62%

23 / 37 earnings

Positive

+12.4%

Q2 2018

Best reaction

-11.0%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+4.0%+6.0%-3.4%
Q3 2026+0.3%-6.8%-22.2%
Q2 2026+6.5%+14.0%+7.3%
Q1 2026+3.8%+2.4%-2.6%
Q4 2025-11.0%-14.8%-17.9%
Q3 2025+2.2%+5.8%-6.6%
Q2 2025+5.1%+11.9%+0.7%
Q1 2025+4.3%+8.6%+17.5%
Q4 2024+6.5%+9.1%-1.4%
Q3 2024-4.1%-2.7%-8.6%
Q2 2024+1.1%+1.1%+13.7%
Q1 2024+2.4%+3.5%+4.9%
Q4 2023-0.7%+0.7%+13.5%
Q3 2023-0.6%-1.8%-6.8%
Q2 2023+6.8%+9.1%+21.8%
Q1 2023-2.5%-2.9%-9.5%
Q4 2022+5.1%+4.0%+5.7%
Q3 2022-1.1%-5.8%-13.2%
Q2 2022+4.6%+5.2%+0.3%
Q1 2022-7.9%-0.8%-6.5%
Q4 2021-3.7%-5.0%-3.6%
Q3 2021+0.2%+6.6%+8.2%
Q2 2021-2.5%-2.6%-2.7%
Q1 2021-0.2%-0.0%-6.1%
Q4 2020+1.1%+1.5%-12.2%
Q3 2020+2.4%+5.7%-4.5%
Q2 2020-8.9%-8.4%-4.7%
Q1 2020-3.0%-1.0%+12.3%
Q4 2019-1.6%+1.6%+15.8%
Q3 2019+12.0%+14.5%+21.8%
Q2 2019+8.1%+5.1%+0.1%
Q1 2019-2.9%-3.8%+0.6%
Q4 2018+0.4%-2.9%+1.2%
Q3 2018+3.3%-2.6%-0.2%
Q2 2018+12.4%+13.3%+24.3%
Q1 2018+1.8%+1.6%+3.2%
Q4 2017+0.9%+2.6%+6.7%
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2015
Q2 2015
Q1 2015

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro