Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 29.37% is 15% below its 5-year average of 34.46%, near the low end of its 5-year range (23.28%–50.72%).
As of the fiscal period ended Tuesday, June 30, 2026. 5.81% above its 12-month average of 27.76%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q1 FY2027 (2026-06-30): 29.37%.
RETURN ON EQUITY (ROE)
29.37%
RETURN ON EQUITY (ROE) AVG TTM
27.76%
RETURN ON EQUITY (ROE) AVG 3Y
31.35%
RETURN ON EQUITY (ROE) AVG 5Y
34.46%
RETURN ON EQUITY (ROE) AVG 10Y
33.51%
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
+5.81%
CURRENT VS 3Y AVG
-6.30%
CURRENT VS 5Y AVG
-14.77%
CURRENT VS 10Y AVG
-12.34%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
9.41%
median of 451 covered companies
CURRENT VS SECTOR MEDIAN
+212.15%
vs the sector median at left
Hamilton Lane Incorporated
Market Cap
$4.86B
Return on Equity (ROE)
29.37%
TTM Avg
27.76%
3Y Avg
31.35%
5Y Avg
34.46%
Market Cap
$4.85B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$4.94B
Return on Equity (ROE)
8.78%
TTM Avg
2.67%
3Y Avg
5.30%
5Y Avg
4.40%
Market Cap
$5.10B
Return on Equity (ROE)
15.49%
TTM Avg
15.82%
3Y Avg
16.83%
5Y Avg
16.23%
Market Cap
$4.62B
Return on Equity (ROE)
13.47%
TTM Avg
13.57%
3Y Avg
14.73%
5Y Avg
13.98%
Market Cap
$5.11B
Return on Equity (ROE)
14.25%
TTM Avg
17.32%
3Y Avg
15.85%
5Y Avg
13.97%
Market Cap
$5.15B
Return on Equity (ROE)
16.78%
TTM Avg
7.87%
3Y Avg
-2.11%
5Y Avg
-2.11%
Market Cap
$4.56B
Return on Equity (ROE)
10.39%
TTM Avg
10.13%
3Y Avg
10.42%
5Y Avg
9.77%
Market Cap
$5.19B
Return on Equity (ROE)
25.04%
TTM Avg
22.70%
3Y Avg
29.13%
5Y Avg
25.51%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Hamilton Lane Incorporated (HLNE) | $4.86B | 29.37% | 27.76% | 31.35% | 34.46% |
| JPMorgan U.S. Tech Leaders ETF (JTEK)vs › | $4.85B | N/A | N/A | N/A | N/A |
| Eastern Bankshares, Inc. (EBC)vs › | $4.94B | 8.78% | 2.67% | 5.30% | 4.40% |
| Axos Financial, Inc. (AX)vs › | $5.10B | 15.49% | 15.82% | 16.83% | 16.23% |
| First Financial Bankshares, Inc. (FFIN)vs › | $4.62B | 13.47% | 13.57% | 14.73% | 13.98% |
| Main Street Capital Corporation (MAIN)vs › | $5.11B | 14.25% | 17.32% | 15.85% | 13.97% |
| Figure Technology Solutions, Inc. Class A Common Stock (FIGR)vs › | $5.15B | 16.78% | 7.87% | -2.11% | -2.11% |
| Fulton Financial Corporation (FULTP)vs › | $4.56B | 10.39% | 10.13% | 10.42% | 9.77% |
| RLI Corp. (RLI)vs › | $5.19B | 25.04% | 22.70% | 29.13% | 25.51% |
| Fulton Financial Corporation (FULT)vs › | $4.36B | 10.39% | 10.13% | 10.42% | 9.77% |
ROE
29.4%
ROA
10.9%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 29.37% |
| 2026-03-31 | 27.23% |
| 2025-12-31 | 26.61% |
| 2025-09-30 | 27.62% |
| 2025-06-30 | 27.96% |
| 2025-03-31 | 30.31% |
| 2024-12-31 | 33.87% |
| 2024-09-30 | 36.58% |
| 2024-06-30 | 39.88% |
| 2024-03-31 | 37.69% |
| 2023-12-31 | 37.62% |
| 2023-09-30 | 28.26% |
| 2023-06-30 | 24.53% |
| 2023-03-31 | 26.27% |
| 2022-12-31 | 23.28% |
| 2022-09-30 | 34.30% |
| 2022-06-30 | 41.06% |
| 2022-03-31 | 42.09% |
| 2021-12-31 | 50.01% |
| 2021-09-30 | 50.72% |
| 2021-06-30 | 48.50% |
| 2021-03-31 | 41.16% |
| 2020-12-31 | 36.48% |
| 2020-09-30 | 30.78% |
| 2020-06-30 | 31.59% |
| 2020-03-31 | 39.29% |
| 2019-12-31 | 33.59% |
| 2019-09-30 | 29.38% |
| 2019-06-30 | 31.31% |
| 2019-03-31 | 30.46% |
| 2018-12-31 | 37.66% |
| 2018-09-30 | 26.90% |
| 2018-06-30 | 24.81% |
| 2018-03-31 | 22.11% |
| 2017-12-31 | -90.47% |
| 2017-09-30 | -70.11% |
| 2017-06-30 | -80.65% |
| 2017-03-31 | -66.26% |
