Hamilton Lane INC — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
For the six months ended September 30, 2026, Hamilton Lane reported net income attributable to the company of $157.9M (up 27% YoY) on total revenues of $479.8M (up 31% YoY). Management and advisory fees grew 18% to $325.4M; incentive fees surged 70% to $154.4M, driven by strong performance from evergreen funds ($100.2M, +102% YoY). The company declared a quarterly dividend of $0.60/share (target full-year $2.40, representing an 11% increase). AUM reached $150.8B (+4% YoY) and fee-earning AUM $86B (+12% YoY). Unrealized carried interest stands at $1.59B across 127 vehicles.
Why this rating
Strong organic earnings growth (27% net income) and revenue diversification (31% total revenue growth) meaningful for a $5.5B company. Dividend increase signals confidence. However, 70% incentive fee surge is timing-dependent and non-recurring; core fees growth solid but modest at 18%. AUM growth 4% reflects normal market conditions. Material but not transformational.
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