Estimates

Source: S&P Capital IQ consensus via Xpressfeed · Generated 2026-07-25.

Hamilton Lane's consensus tape shows a near-term upgrade cycle: FY2027 revenue and normalized EPS have both been raised over the past quarter, even as FY2028 estimates were trimmed. The company has beaten normalized-EPS consensus six quarters running, several times by more than 30%, though its most recent quarter saw revenue fall just short. Forward growth stays strong, with revenue compounding in the high teens, but coverage thins sharply beyond FY2028. All figures are in USD.

FY2027 estimates raised ~3-4% in 90 days while FY2028 is trimmed ~3%

The bifurcation is modest but directional: strength is being pulled into FY2027 rather than added to FY2028.

Currency: USD · Scale: money in millions, absolute · Point-in-time consensus; Δ90d is Now versus 90d.

Metric	FY	180d	90d	30d	Now	Δ90d
EPS (normalized)	FY2027	$6.28	$6.01	$6.10	$6.26	+4.3%
EPS (normalized)	FY2028	$7.61	$7.44	$7.40	$7.36	-1.0%
Revenue	FY2027	$909.65m	$878.44m	$886.39m	$904.23m	+2.9%
Revenue	FY2028	$1.08bn	$1.06bn	$1.05bn	$1.05bn	-0.4%

Beat / miss record

The scale and persistence of the EPS surprises is consistent with conservative guidance; the FY2026 Q4 revenue miss is the first crack in an otherwise strong top-line record.

Current sequences by metric: Revenue: 1 consecutive miss; EPS (normalized): 6 consecutive beats.

Currency: USD · Scale: money in millions, absolute · Consensus is captured before each actual first became effective.

Quarter	Metric	Consensus	Actual	Surprise	Outcome
Q4 FY2026	Revenue	$203.05m	$193.57m	-4.7%	Miss
Q4 FY2026	EPS (normalized)	$1.43	$1.49	+4.5%	Beat
Q3 FY2026	Revenue	$195.52m	$198.59m	+1.6%	Beat
Q3 FY2026	EPS (normalized)	$1.33	$1.55	+16.9%	Beat
Q2 FY2026	Revenue	$169.44m	$190.88m	+12.7%	Beat
Q2 FY2026	EPS (normalized)	$1.10	$1.54	+39.8%	Beat
Q1 FY2026	Revenue	$162.38m	$175.96m	+8.4%	Beat
Q1 FY2026	EPS (normalized)	$0.99	$1.31	+32.6%	Beat
Q4 FY2025	Revenue	$170.69m	$197.97m	+16.0%	Beat
Q4 FY2025	EPS (normalized)	$1.17	$1.21	+3.1%	Beat
Q3 FY2025	Revenue	$157.95m	$168.26m	+6.5%	Beat
Q3 FY2025	EPS (normalized)	$1.10	$1.25	+13.7%	Beat
Q2 FY2025	Revenue	$154.17m	$150.00m	-2.7%	Miss
Q2 FY2025	EPS (normalized)	$1.09	$1.07	-1.7%	Miss
Q1 FY2025	Revenue	$152.52m	$196.73m	+29.0%	Beat
Q1 FY2025	EPS (normalized)	$1.13	$1.51	+33.9%	Beat

Revenue compounds in the high teens then decelerates; EPS growth reaccelerates in FY2028

FY2029 rests on just two analysts, so read the outer year as indicative rather than settled.

Currency: USD · Scale: money in millions, absolute · YoY uses the prior fiscal year from the feed; analyst count and range use the first displayed period.

Metric	FY2026A	FY2027E	FY2028E	FY2029E	YoY	Analysts	Low / high
Revenue	$767.03m	$904.23m	$1.05bn	$1.15bn	+7.6%	5	$760.59m / $771.41m
EPS (normalized)	$5.74	$6.26	$7.36	$8.24	+13.9%	6	$5.35 / $5.85

Analysts span $5.30-$6.61 on FY2027 EPS, a ~21% spread across 7 estimates

FY2028 revenue is similarly unsettled, ranging from roughly $989M to $1.11B across five analysts.

Currency: USD · Scale: money in millions, absolute · Spread/mean is absolute high-low divided by absolute mean.

Metric	Period	Mean	Low–high	Spread/mean	Analysts
EPS (normalized)	FY2027E	$6.26	$5.30–$6.61	20.9%	7
Revenue	FY2028E	$1.05bn	$988.50m–$1.11bn	11.5%	5

Street snapshot

Currency: USD · Scale: money in millions, absolute · Analyst counts shown explicitly.

Street view	Reading	Analysts
Recommendation mix	Buy 4, Outperform 2, Hold 1, Underperform 0, Sell 0	7
Consensus score	1.57	7
Target price	mean $126.9; median $123.0; high $174.0; low $94.00	7