Hamilton Lane HLNE
NASDAQ HLNE
$95.18 +5.72 (+6.39%)
As of: Nov 9, 2026 · 2:31 PM EST

Hamilton Lane (HLNE) Return on Invested Capital [ROIC] (2017 - 2026)

Updated

Hamilton Lane (HLNE) recorded Return on Invested Capital [ROIC] of 23.67% in fiscal Q2 2027 (quarter ended Sep 30, 2026), down 1.59 percentage points from 25.26% a year earlier and down 0.47 percentage points from the prior quarter.

Analysis

Hamilton Lane (HLNE) Return on Invested Capital [ROIC] (2017 - 2026) Analysis & Trends

For FY2026 (ended Mar 31, 2026), Hamilton Lane reported Return on Invested Capital [ROIC] of 27.05%, down 4.13 percentage points from FY2025.

  • Annual Return on Invested Capital [ROIC] has a five-year change of -16.17 percentage points (FY2021 to FY2026).
  • Across earlier fiscal years, Return on Invested Capital [ROIC] came in at 31.19% in FY2025 (+2.72 pp), 28.46% in FY2024 (+1.96 pp), 26.50% in FY2023 (-17.04 pp) and 43.55% in FY2022 (+0.32 pp).
  • Quarterly Return on Invested Capital [ROIC] has ranged from 21.74% in fiscal Q2 2024 to 47.86% in fiscal Q3 2022 over the past five years.
  • On a year-over-year basis, Return on Invested Capital [ROIC] has declined for seven consecutive quarters, with an average year-over-year change of -1.95 percentage points over the last eight quarters.
  • Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 7.66 percentage points in fiscal Q2 2025, against a drop of 23.21 percentage points in fiscal Q3 2023 at the low end.
  • Per Business Quant, the preceding three fiscal quarters came in at 24.13% (Q1 2027), 23.89% (Q4 2026) and 23.57% (Q3 2026).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROIC (Qtr)
1 BlackRock 188.40 Bn 130.92 Bn - 9.65%
2 Spdr Gold Trust 136.15 Bn -421.86 Bn - -
3 Blackstone 99.62 Bn 89.60 Bn - 21.55%
4 Brookfield 96.76 Bn -86.55 Bn - -
5 Kkr 87.95 Bn 8.10 Bn - 5.98%
6 Brookfield Asset Management 86.43 Bn 81.24 Bn - 26.84%
7 Apollo Global Management 73.87 Bn -12.29 Bn 4.14 Bn 0.86%
8 Wheaton Precious Metals 65.14 Bn 60.56 Bn 687.86 Mn 18.69%
9 Franco Nevada 50.78 Bn 48.15 Bn 451.00 Mn -
10 Hamilton Lane 3.93 Bn 2.54 Bn - 23.67%
Historic Data

Historic Data

Download Data
DateValue
Sep 30, 2026 23.67%
Jun 30, 2026 24.13%
Mar 31, 2026 23.89%
Dec 31, 2025 23.57%
Sep 30, 2025 25.26%
Jun 30, 2025 25.31%
Mar 31, 2025 27.47%
Dec 31, 2024 30.48%
Sep 30, 2024 29.40%
Jun 30, 2024 30.16%
Mar 31, 2024 27.91%
Dec 31, 2023 23.40%
Sep 30, 2023 21.74%
Jun 30, 2023 23.34%
Mar 31, 2023 25.56%
Dec 31, 2022 24.65%
Sep 30, 2022 33.01%
Jun 30, 2022 37.88%
Mar 31, 2022 39.06%
Dec 31, 2021 47.86%
API Access

Hamilton Lane Return on Invested Capital [ROIC] API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=HLNE&period=max&api_key=YOUR_API_KEY