Hamilton Lane Incorporated (NASDAQ: HLNE) Q4 2025 Earnings Call | 5/29/2025
AI Summary
Hamilton Lane's Fiscal Q4 and Full Year 2025 Earnings Call on May 29, 2025, highlighted robust growth despite market volatility. The total asset footprint reached $958 billion, up 4%, with AUM at $138 billion (up 11%) and AUA at $819 billion (up 3%). Management and advisory fees grew 14% to $514 million, fee-related earnings rose 34% to $276 million, and GAAP EPS was $5.41. The annual dividend increased 10% to $2.16 per share. Strong performance was driven by specialized funds, particularly evergreen funds, with fee-earning AUM up 10% to $72 billion. Evergreen AUM hit $10.7 billion, with $1 billion in Q1 net inflows. The company launched new evergreen products and invested in AI-powered platform 73strings. Reporting changes included a high-watermark methodology for evergreen performance fees and excluding stock-based compensation from fee-related earnings. Hamilton Lane is capitalizing on market opportunities through deal flow, talent acquisition, and technology, with a stable margin outlook in the high 40% range.
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Hamilton Lane Incorporated (NASDAQ: HLNE) reported robust results for Q4 and fiscal year 2025 on May 29, 2025, highlighting record growth across all key financial metrics. Assets under management (AUM) reached $138 billion, up 11% year-over-year, while fee-earning AUM climbed 10% to $72 billion. Management and advisory fees grew 14% to $513.9 million, and incentive fees nearly doubled, surging 95% to $199 million. Total revenue for the year rose 29% to $713 million, reflecting Hamilton Lane’s continued expansion and market leadership in private markets investing. GAAP earnings per share for fiscal 2025 were $5.41, a 47% increase, with adjusted non-GAAP EPS at $5.04. Net income attributable to Hamilton Lane surged 54% to $217 million, and fee-related earnings jumped 34% to $276 million. The company also declared a quarterly dividend of $0.54 per share, marking a 10% increase in the annual dividend to $2.16—its eighth consecutive year of double-digit percentage growth. Despite a challenging fundraising environment and elevated expenses, Hamilton Lane’s diversified business model, strong client retention, and growing unrealized carried interest ($1.3 billion) position it well for future growth. Management remains focused on innovation, disciplined cost control, and capitalizing on opportunities in a volatile market. About Inside Ticker: For more expert analysis and real-time updates on Hamilton Lane Incorporated (NASDAQ: HLNE) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #HamiltonLane #HLNE #EarningsCall #Q42025 #PrivateEquity #AssetManagement #Dividend #StockMarket #Investing #InsideTicker
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