Hamilton Lane: Dip In Price, Not In Value

Treading SoftlyInvesting GroupFollow5ShareSavePlay(10min)CommentsSummaryHamilton Lane remains fundamentally strong, with Q3 2026 revenue up 18% and non-GAAP EPS up 24% year-over-year.HLNE trades at a forward P/E of 15.8, a 31% discount to its estimated fair value of $145 per share.Dividend yield stands at 2.2% with a high-30% payout ratio, supporting continued 10%+ annual dividend growth.Despite short-term sentiment-driven declines, HLNE offers attractive long-term total return potential for patient investors.Looking for a portfolio of ideas like this one? Members of The Dividend Kings get exclusive access to our subscriber-only portfolios. Learn More » z1b/iStock via Getty Images Co-authored by Kody's Dividends There have been a few well-known trends during 2026. At the beginning of the year, growth investments sold off over fear that the AI trade had gotten ahead of itself. We've also seenThis article was written byTreading Softly4.45K FollowersFollowScott Kaufman, aka Treading Softly, learned about investing firsthand from over a decade of financial sector experience. He is the lead analyst for Dividend Kings providing actionable insight into high quality dividend growing and undervalued opportunities. His focus is to see a bountiful harvest of cash dividends and strong capital gains, providing a robust total return.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Kody's Dividends, Justin Law, and Rachel Kaufman are part of the Dividend Kings teamSeeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.