What Happened?
Shares of alternative investment management firm Hamilton Lane (NASDAQ: HLNE) jumped 6.7% in the morning session after the company reported third-quarter 2025 results that significantly surpassed analyst expectations. The alternative investment management firm posted revenue of $190.9 million, a 27.3% increase from the same period in the previous year and 12.8% above Wall Street's estimates. Earnings per share also showed significant strength, with adjusted EPS of $1.54, which was nearly 40% higher than the analyst consensus of $1.10. The strong performance was supported by management fees that also beat expectations, growing 18.7% year-on-year. The positive results led the stock to trade up following the announcement.
Is now the time to buy Hamilton Lane? Access our full analysis report here.
What Is The Market Telling Us
Hamilton Lane’s shares are somewhat volatile and have had 14 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 21 days ago when the stock gained 2.8% on the news that Oppenheimer upgraded the company's stock to 'Outperform' from 'Perform' and established a new price target of $181.00. The upgrade from the analyst, Chris Kotowski, suggested increased confidence in the company's market position and potential for future growth. According to the report, a prior price target was not available, making the new $181 target a significant update. This action provided investors with a clearer positive outlook on the stock's valuation from the firm.
Hamilton Lane is down 18.2% since the beginning of the year, and at $121.94 per share, it is trading 39.5% below its 52-week high of $201.62 from November 2024. Investors who bought $1,000 worth of Hamilton Lane’s shares 5 years ago would now be looking at an investment worth $1,657.
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