Hamilton Lane Beats Q4 EPS, Misses Revenue, AUM Grows to $1T, Approves $100M Buyback
HLNE•Hamilton Lane posted Q4 EPS of $1.49, beating estimates of $1.46 for a fourth straight quarter, while revenue missed at $193.6 million versus $202.3 million. For fiscal 2026, AUM rose 9% to $1 trillion, fee-related earnings gained 25% to $345 million, and it approved an 11% dividend hike to $0.60 plus a $100 million buyback.
1. Fourth-Quarter Earnings Results
Hamilton Lane reported Q4 EPS of $1.49 versus consensus of $1.46, marking the fourth consecutive quarter of EPS outperformance. Quarterly revenue came in at $193.56 million, below the $202.32 million forecast and down from $198 million a year earlier.
2. Fiscal 2026 Growth Metrics
Over the full fiscal year 2026, assets under management climbed 9% to $1 trillion. Management and advisory fees rose 14% to $584 million, driving a 25% increase in fee-related earnings to $345 million.
3. Shareholder Return Initiatives
The board declared a quarterly dividend of $0.60 per share, an 11% increase in the targeted full-year payout, and authorized a $100 million stock repurchase program to support share value.
