NASDAQ$HLNE

Hamilton Lane Incorporated · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Hamilton Lane reported strong Q4 and fiscal year 2022 results, driven by growth in management and advisory fees and assets under management.

Hamilton Lane reported a solid Q4 and fiscal year 2022, demonstrating growth in key areas such as assets under management and management and advisory fees. The company remains focused on delivering results for clients and shareholders amidst economic uncertainty, concluding the fiscal year on a strong foundation.

  • Assets under management reached $106.4 billion, a 21% increase year-over-year.
  • Management and advisory fees grew by 9% for fiscal year 2022.
  • Unrealized carried interest balance increased by 84% year-over-year, reaching $1.2 billion.
  • Declared a quarterly dividend of $0.40 per share of Class A common stock.

Headline financials

Total Revenue

$101M

Previous: $103M-1.9%
EPS (adj)

$0.89

Previous: $0.95-6.3%
Net Income

$37.6M

Previous: $64.6M-41.8%
Operating Income

$66.5M

Previous: $68.5M-2.9%

Revenue & EPS history

Hamilton Lane · Revenue · Quarterly

$101M

Q4 2022-1.9%vs Q4 2021
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Hamilton Lane · $98.5M total across 2 segments · Q4 2022

  • Management and Advisory Fees
    $84.6M+5.0%
  • Incentive Fees
    $13.9M-25.3%

Forward guidance

While the report does not contain explicit forward guidance, it expresses confidence in delivering results for clients and shareholders amidst economic uncertainty.

Tailwinds

  • Strong growth in assets under management.
  • Increase in management and advisory fees.
  • Significant rise in unrealized carried interest balance.
  • Recurring management and advisory fees represented an average of 85% of total revenues over the past five fiscal years.
  • Strong balance sheet with investments in own products and modest leverage.

Headwinds

  • Economic uncertainty may impact future performance.
  • Timing of realizations unpredictable.
  • SPAC related compensation
  • SPAC related general, administrative and other expenses
  • Non-operating income related compensation

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 Q4 2022

Historical avgQ4 2022

+1.2%

Avg return

Earnings day

+1.8%

Avg return

5 days after

+1.4%

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+3.1%
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