分组1 - Hamilton Lane reported quarterly earnings of $1.55 per share, exceeding the Zacks Consensus Estimate of $1.28 per share, and showing an increase from $1.25 per share a year ago, resulting in an earnings surprise of +21.41% [1] - The company achieved revenues of $198.59 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.92%, and up from $168.26 million in the same quarter last year [2] - Hamilton Lane has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has gained approximately 5.3% since the beginning of the year, outperforming the S&P 500, which has gained 1.9% [3] - The current consensus EPS estimate for the upcoming quarter is $1.36 on revenues of $197.42 million, and for the current fiscal year, it is $5.46 on revenues of $771.44 million [7] - The Zacks Industry Rank for Financial - Investment Management is currently in the bottom 33% of over 250 Zacks industries, indicating potential challenges for stocks in this sector [8]

Financial Performance - Hamilton Lane reported GAAP net income of $92.8 million for Q3 FY2026, with year-to-date net income of $273.5 million[20]. - Net income attributable to Hamilton Lane Incorporated for Q3 FY2026 was $58.4 million, a 10% increase from the same quarter last year[20]. - Net income for the nine months ended December 31, 2025, was $273.471 million, up from $240.463 million in the previous year[87]. - Adjusted net income increased by 24% to $84.5 million for the quarter and by 16% to $240.1 million year-to-date[28]. - Non-GAAP earnings per share for the three months ended December 31, 2025, was $1.55, up from $1.25 in 2024[89]. Revenue Growth - Total revenues for Q3 FY2026 reached $198.6 million, an 18% increase compared to the same quarter last year, with year-to-date revenues of $565.4 million, up 10%[21]. - Total fee-related revenues increased by 47% to $185.4 million for the quarter and by 31% to $507.0 million year-to-date[23]. - The company expects continued growth in revenues and net income for the upcoming fiscal year[22]. - The company anticipates continued growth in management fees and performance revenues, driven by strategic market expansions and new product offerings[102]. Expenses and Costs - Compensation and benefits expenses rose by 26% to $77.9 million for the quarter, and 15% to $224.5 million year-to-date[21]. - Total expenses increased by 22% to $92,539 from $112,583 year-over-year[22]. - Compensation and benefits for the three months ended December 31, 2025, were $77,944,000, reflecting a 26% increase from $61,905,000 in 2024[92]. Dividends - The company declared a quarterly dividend of $0.54 per share, representing a 10% increase from the prior fiscal year, targeting a full-year dividend of $2.16[3]. - The company declared a quarterly dividend of $0.54 per share of Class A common stock[29]. Assets Under Management - Hamilton Lane manages approximately $1.0 trillion in assets, with $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets as of December 31, 2025[6]. - Assets under management (AUM) reached $146 billion, an 8% increase year-over-year, while fee-earning assets under management (FEAUM) grew by 11% to $79 billion[30]. - Total assets under management (AUM) and fee-earning AUM are critical metrics for the company, reflecting its growth and market position[97]. Investment Performance - The company experienced a significant increase in net gain on investments, which rose by 539% to $19.7 million for the quarter[21]. - Interest income increased by 2,716% to $1.0 million for the quarter, reflecting strong performance in investment income[21]. - The company experienced a significant increase in incentive fees from Evergreen funds, which rose by 2,671% to $38.130 million for the three months ended December 31, 2025[81]. Financial Position - As of December 31, 2025, the company reported $280 million in debt, indicating modest leverage[73]. - Cash and cash equivalents increased to $338.504 million as of December 31, 2025, up from $229.161 million at the end of March 2025[85]. - The company reported a net cash provided by operating activities of $321.944 million for the nine months ended December 31, 2025[87]. - The company’s total assets increased to $2.171 billion as of December 31, 2025, compared to $1.690 billion at the end of March 2025[85]. Strategic Outlook - As of February 3, 2026, the company positions itself as a global leader in the private markets, highlighting its strategic market presence[105]. - The company emphasizes the importance of reviewing the "Risk Factors" detailed in the Annual Report on Form 10-K for the fiscal year ended March 31, 2025, and subsequent reports filed with the SEC[103]. - Values in the presentation are rounded approximations, indicating a focus on clarity in financial reporting[104].

Core Viewpoint - Hamilton Lane Incorporated reported its third fiscal quarter results for the period ending December 31, 2025, highlighting its performance and future outlook [1]. Financial Performance - The company declared a quarterly dividend of $0.54 per share of Class A common stock, with a target full-year dividend of $2.16, representing a 10% increase from the previous fiscal year [2]. Company Overview - Hamilton Lane is a leading private markets investment firm with over 30 years of experience, managing approximately $1.0 trillion in assets, which includes $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets as of December 31, 2025 [5]. - The firm employs around 780 professionals across various global offices, focusing exclusively on private markets investing [5]. Conference Call - A conference call to discuss the third quarter fiscal 2026 results is scheduled for February 3, 2026, at 11:00 a.m. Eastern Time, accessible via the company's Shareholders website [3]. - A replay of the webcast will be available approximately two hours after the live broadcast for one year [4].

RT Sei (@SeiNetwork)BlackRock. Brevan Howard. Apollo. Hamilton Lane. Now Ondo.The leading tokenized assets are converging on Sei. ...

BlackRock. Brevan Howard. Apollo. Hamilton Lane. Now Ondo.The leading tokenized assets are converging on Sei.Sei (@SeiNetwork):Ondo's tokenized U.S. Treasuries are live on Sei 🇺🇸USDY by @OndoFinance is one of the most adopted tokenized Treasury products in the market, with over $1.2B in circulation.Now you can use it on the fastest L1—for lending, collateral, savings, and more. https://t.co/L6cUKzdBns ...

Core Viewpoint - Hamilton Lane Incorporated is set to release its financial results for the third fiscal quarter on February 3, 2026, before market opening [1] Group 1: Financial Results Announcement - The financial results for the third fiscal quarter ended December 31, 2025, will be available before the market opens on February 3, 2026 [1] - A conference call via webcast will be held at 11:00 a.m. ET on February 3 to discuss these results [2] - A replay of the webcast will be accessible approximately two hours after the live broadcast for one year [3] Group 2: Company Overview - Hamilton Lane is one of the largest private markets investment firms globally, with over 30 years of exclusive focus on private markets investing [4] - The firm employs around 770 professionals across North America, Europe, Asia Pacific, and the Middle East [4] - As of September 30, 2025, Hamilton Lane has $1.0 trillion in assets under management, including $145.4 billion in discretionary assets and $859.8 billion in non-discretionary assets [4] - The company specializes in creating flexible investment programs that provide clients access to a wide range of private markets strategies, sectors, and geographies [4]

Core Insights - Pluto Financial Technologies, Inc. has launched the first AI-powered lending platform specifically designed for private markets [1] - The platform is backed by notable investors including Motive Ventures, Portage, Apollo Global Management, Hamilton Lane, Tectonic Ventures, and Broadhaven Ventures [1] - Pluto has successfully raised $8.6 million in equity and has secured hundreds of millions in lending capacity [1] - The private markets are experiencing significant growth, with total assets under management (AUM) projected to increase by 1.5 times over the next five years [1]

Core Insights - The article emphasizes the perspective of retail investors in the stock market, highlighting that most individuals operate as retail investors unless affiliated with a brokerage or large financial institution [1] Group 1: Investment Insights - Scott Kaufman, known as Treading Softly, has over a decade of experience in the financial sector and serves as the lead analyst for Dividend Kings, focusing on high-quality dividend growth and undervalued investment opportunities [1] - The primary goal of the analysis is to achieve substantial cash dividends and strong capital gains, aiming for a robust total return for investors [1]

In a deal signaling growing investor confidence in the cold-chain logistics sector, Slate Asset Management and Hamilton Lane have acquired a majority equity stake in Cold-Link Logistics, positioning the company for its next chapter of expansion across North America’s rapidly evolving food supply infrastructure. Cold-Link Logistics, founded in 2016 by brothers Michael and Nick Mandich, has rapidly grown into one of the ten largest privately held cold storage platforms in North America. Headquartered in Ho ...

RT Capital Markets (@capitalmarkets)As the year draws to a close, this week reflected the continued integration of traditional financial infrastructure with onchain markets.Settlement, investment products, derivatives, and tokenized assets expanded in parallel, while access widened and institutional infrastructure continued to mature.Here's a roundup of the major happenings over the last week:- @Visa introduced Stablecoin settlement for U.S. banks on Solana- Solana ETFs have recorded 12 consecutive days of ...