Every material Form 8-K Hamilton Lane has filed with the SEC since June 26, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Hamilton Lane reported fiscal second-quarter results for the period ended September 30, 2026, with net income attributable to the company up 9% to $77.5 million and total revenues up 7% to $204.4 million. Management and advisory fees rose 15%, while incentive fees fell 9% to $40.4 million. The company also declared a quarterly dividend of $0.60 per share and set a target full-year dividend of $2.40, an 11% increase.
Diluted GAAP earnings per share were $1.87, up 11% from $1.69 a year earlier.
Non-GAAP earnings per share were $1.98, up 29%, and Fee Related Earnings rose 18% to $90.8 million.
Management and advisory fees rose 15% to $164.0 million, while incentive fees fell 9% to $40.4 million.
Quarterly dividend of $0.60 per share is payable January 7, 2027, to holders of record on December 21, 2026.
Hamilton Lane's board appointed Hartley Rogers as Co-Chief Executive Officer alongside Juan Delgado-Moreira, effective with the October 12, 2026 board action, and Erik Hirsch moved from Co-CEO to Executive Co-Chair while staying on the board. The filing also describes new compensation terms for Hirsch, including accelerated vesting on certain terminations and a new cash incentive award whose value the board has yet to set, which matters to shareholders because it could add future costs tied to his role.
October 12, 2026: board appointed Hartley R. Rogers Co-CEO alongside Juan Delgado-Moreira; Rogers remains Chairman and is no longer Executive Co-Chair
Erik R. Hirsch moved from Co-CEO to Executive Co-Chair, focused on strategic initiatives, and remains a Board member
Hirsch's terms include accelerated vesting or payment of certain awards on termination without cause or for good reason, plus a new cash incentive award with value to be determined by the Board, subject to a release of claims
The company expects to file a side letter with Hirsch as an exhibit to its Form 10-Q for the quarter ending September 30, 2026
Hamilton Lane reported first-quarter fiscal 2027 results for the period ended June 30, 2026, with total revenues of $275.3 million, up 56% from a year earlier, and GAAP net income attributable to the company of $80.5 million, up 50%. Incentive fees of $114.0 million drove most of the increase, while management and advisory fees rose 21%. The company also declared a quarterly dividend of $0.60 per share and set a target full-year dividend of $2.40, an 11% increase from the prior fiscal year.
Total revenues were $275.3 million, up 56% from $176.0 million in the year-earlier quarter.
Incentive fees were $114.0 million, up 170% from $42.3 million a year earlier.
Diluted EPS was $1.93, compared with $1.28 a year earlier; net income attributable to the company was $80.5 million.
Quarterly dividend of $0.60 per share has a record date of September 21, 2026 and a payment date of October 6, 2026.
Hamilton Lane reported fourth-quarter fiscal 2026 GAAP net income attributable to the company of $66.2 million, up 31% from a year earlier, and diluted EPS of $1.57, up 28%. Quarterly total revenues fell 2% to $193.6 million because incentive fees dropped 45%, while full-year revenues rose 6% to $759.0 million and full-year net income attributable rose 15% to $249.2 million. The board also raised the stock repurchase authorization to $100 million and the company declared a $0.60 quarterly dividend.
Q4 net income attributable to Hamilton Lane: $66.2 million, up 31%; diluted EPS $1.57, up 28%
Q4 total revenues $193.6 million, down 2%; incentive fees $38.4 million, down 45%
FY2026 total revenues $759.0 million, up 6%; management and advisory fees $584.2 million, up 14%
Board increased stock repurchase authorization to $100 million; quarterly dividend $0.60 payable July 7, 2026
Hamilton Lane reported results for the third fiscal quarter ended December 31, 2025, with total revenues of $198.6 million, up 18% from a year earlier, and net income attributable to the company of $58.4 million, up 10%. The company also declared a quarterly dividend of $0.54 per share and a target full-year dividend of $2.16, a 10% increase from the prior fiscal year.
Total revenues were $198.6 million for the quarter, up 18% from $168.3 million a year earlier.
Diluted EPS was $1.37 versus $1.32 a year earlier, up 4%; non-GAAP EPS was $1.55 versus $1.25, up 24%.
Fee Related Earnings rose 42% to $93.8 million for the quarter.
Quarterly dividend of $0.54 per share is payable April 6, 2026, to holders of record on March 20, 2026.
Hamilton Lane reported fiscal second-quarter 2026 results for the quarter ended September 30, 2025, with total revenues up 27% to $190.9 million and net income attributable to Hamilton Lane Incorporated up 29% to $70.9 million. The company also declared a quarterly dividend of $0.54 per share and set a target full-year dividend of $2.16, a 10% increase from the prior fiscal year.
Total revenues rose 27% to $190.9 million for the quarter, versus $150.0 million a year earlier.
Diluted GAAP earnings per share were $1.69, up 23% from $1.37; non-GAAP earnings per share were $1.54, up 44%.
Fee Related Earnings increased 37% to $77.0 million for the quarter.
Quarterly dividend of $0.54 per share is payable January 7, 2026 to holders of record on December 19, 2025.
On October 1, 2025, operating subsidiary Hamilton Lane Advisors, L.L.C. signed a Second Amendment to its Multi-Draw Term Loan and Security Agreement with JPMorgan Chase Bank, N.A. The amendment reduces the term loan amount from $75 million to $50 million, remains subject to a $325 million aggregate cap, and lowers the interest rate margin below Prime to 1.35% from 1.50%, with a 3.00% floor. The filing describes these changes as the amendment's terms, and it does not state the reasons for them.
Term loan principal reduced from $75 million to $50 million, subject to the $325 million aggregate loan cap with JPMorgan
Interest rate changed to the greater of Prime Rate minus 1.35% (previously minus 1.50%) and 3.00%
Amendment also changes certain dates related to interest payments and loan repayments
Agreement filed as Exhibit 10.1, with some confidential information omitted
Hamilton Lane reported fiscal first-quarter 2026 results for the quarter ended June 30, 2025, with total revenues of $176.0 million, down 11% from a year earlier, and diluted EPS of $1.28, down 13%. Fee Related Earnings rose 31% to $83.7 million, but lower incentive fees weighed on reported profit, and the company declared a $0.54 quarterly dividend.
Net income attributable to Hamilton Lane Incorporated was $53.7 million, down 9% year over year.
Incentive fees fell 26% to $42.3 million, while Fee Related Earnings increased 31% to $83.7 million.
Board declared a $0.54 quarterly dividend, payable October 6, 2025 to holders of record on September 19, 2025; the target full-year dividend of $2.16 is a 10% increase.
Hamilton Lane said co-founder Mario Giannini, its Executive Co-Chairman, told the Board on June 18, 2025 that he will not stand for re-election at the 2025 Annual Meeting of Stockholders. The company said the decision does not stem from any dispute or disagreement, and Giannini will remain Executive Co-Chairman, so the change affects board composition rather than day-to-day leadership.
Notice to the Board given June 18, 2025
Giannini will not stand for re-election at the 2025 Annual Meeting of Stockholders
Company states the decision is not due to any dispute or disagreement on operations, policies or practices
Hamilton Lane reported fourth-quarter and full fiscal 2025 results for the year ended March 31, 2025. Full-year management and advisory fees rose 14% to $513.9 million and GAAP net income rose 54% to $217.4 million, while fourth-quarter GAAP EPS slipped 2% year over year. The company also declared a quarterly dividend of $0.54 per share and set a full-year dividend target of $2.16, up 10%.
Full-year GAAP diluted EPS was $5.41, up 47% from $3.69 in fiscal 2024
Fourth-quarter GAAP diluted EPS was $1.23 versus $1.26 a year earlier; non-GAAP EPS was $1.21 versus $1.38
Assets under management reached $138 billion at March 31, 2025, up 11% year over year
Quarterly dividend of $0.54 per share is payable July 7, 2025 to holders of record on June 20, 2025
Hamilton Lane reported results for the fiscal third quarter ended December 31, 2024, with management and advisory fees up 11% to $126.3 million and GAAP diluted EPS of $1.32, compared with $0.51 a year earlier. The company declared a quarterly dividend of $0.49 per share and set a target full-year dividend of $1.96, a 10% increase from the prior fiscal year. Headline profit and fee measures both rose, which is the main point for shareholders.
Management and advisory fees of $126.3 million, up 11% from the prior-year quarter.
GAAP diluted EPS of $1.32 versus $0.51 a year earlier; GAAP net income of $53.0 million.
Quarterly dividend of $0.49 per share, payable April 4, 2025 to holders of record on March 14, 2025.
Total assets under management of $134.7 billion, up $14.8 billion year over year.
Hamilton Lane Incorporated reported results for the fiscal second quarter ended September 30, 2024, in a press release furnished as Exhibit 99.1. Total revenues rose 18% to $150.0 million, management and advisory fees rose 10% to $119.8 million, and GAAP diluted EPS was $1.37 versus $1.11 a year earlier. The company also declared a quarterly dividend of $0.49 per share, payable January 7, 2025.
Total revenues of $150.0 million, up 18% from $126.9 million; incentive fees of $30.2 million, up 71%
GAAP net income attributable to Hamilton Lane of $55.0 million, up 31%; diluted EPS of $1.37 versus $1.11
Non-GAAP EPS of $1.07, up 20%; Fee Related Earnings of $51.6 million, up 10%
Quarterly dividend of $0.49 per share; record date December 16, 2024; payable January 7, 2025
Hamilton Lane's operating subsidiary, Hamilton Lane Advisors, issued $100 million of 5.28% senior notes due October 15, 2029, in a private placement on October 8, 2024. The company also amended four JPMorgan Chase loan agreements with a combined loan cap of $325 million, extending maturities and loosening some covenants, which adds debt but does not report any earnings or guidance change.
Notes: $100 million principal at 5.28%, maturing October 15, 2029, with semi-annual interest from April 15, 2025
Proceeds intended for general corporate purposes, including seeding new funds and creating new products
Loan agreements, amended October 7, 2024, are subject to a combined $325 million cap and now name JPMorgan Chase as successor to First Republic Bank
Covenants include a 3.50 to 1.00 consolidated leverage ratio and a minimum annual management fees test of at least $185 million
At its September 5, 2024 annual meeting, Hamilton Lane stockholders elected three Class II directors to terms ending at the 2027 annual meeting and approved the Amended and Restated 2017 Equity Incentive Plan, which took effect the same day. Stockholders also approved named executive officer compensation on an advisory basis and ratified Ernst & Young LLP as the independent auditor for the fiscal year ending March 31, 2025. The filing describes routine governance outcomes and does not report financial results.
Equity plan approved with 125,532,615 votes for and 18,481,263 against; it became effective September 5, 2024
Three Class II directors elected: R. Vann Graves, Erik R. Hirsch and Leslie F. Varon, each for a term ending at the 2027 annual meeting
Advisory say-on-pay vote approved with 136,643,258 votes for and 7,373,593 against
Ernst & Young LLP ratified as auditor with 148,255,209 votes for and 252,863 against
Hamilton Lane reported first-quarter fiscal 2025 results for the quarter ended June 30, 2024, with management and advisory fees up 33% and GAAP net income up 90% year-over-year. The company also declared a quarterly dividend of $0.49 per share, and it reported total assets under management of $129.7 billion, up 11%.
Total revenues of $196.7 million, up 57% from $125.0 million a year earlier, driven by incentive fees and management and advisory fees
Management and advisory fees of $140.0 million, up 33%; GAAP diluted EPS of $1.47 versus $0.81 a year earlier
Quarterly dividend of $0.49 per Class A share, record date September 16, 2024, payable October 4, 2024
Hamilton Lane's board approved long-term performance-based restricted stock awards of 544,000 shares to each of its Co-Chief Executive Officers, Erik R. Hirsch and Juan Delgado-Moreira, plus a multi-year annual award program and an incentive tied to certain technology investments for Mr. Hirsch. The awards vest only if Class A share prices reach $150, $190 and $230 and the executives stay employed, which ties their pay to share price gains for shareholders.
Board approved on June 20, 2024 a grant of 544,000 long-term performance-based restricted shares to each Co-CEO, subject to stockholder approval of plan amendments at the next annual meeting
Vesting tied to Class A average closing prices of $150, $190 and $230 over 20 consecutive trading days, with a minimum five-year service requirement
Board intends to consider five annual awards of 30,000 restricted shares per Co-CEO, with the first expected in March 2025 and subject to Board discretion
Mr. Hirsch's incentive pays a percentage of future realized gains on certain historical strategic technology investments; the company says these payments are not material
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