Horizon Kinetics Holding (HKHC) Return on Assets [ROA] (2011 - 2026)
Horizon Kinetics Holding (HKHC) recorded Return on Assets [ROA] of -8.11% in Q3 2026, down 35.06 percentage points from 26.95% a year earlier and down 10.16 percentage points from the prior quarter.
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Analysis
Horizon Kinetics Holding (HKHC) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2025, Horizon Kinetics Holding reported Return on Assets [ROA] of 0.30%, down 50.26 percentage points from FY2024.
- Annual Return on Assets [ROA] has a five-year change of +5.50 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Assets [ROA] came in at 50.55% in FY2024 (+34.72 pp), 15.84% in FY2023 (+71.85 pp), -56.02% in FY2022 (-15.26 pp) and -40.76% in FY2021 (-35.56 pp).
- The Q3 2026 figure is the lowest quarterly Return on Assets [ROA] since Q2 2023.
- On a year-over-year basis, Return on Assets [ROA] has declined for seven consecutive quarters, with an average year-over-year change of -1284.67 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Assets [ROA] in the last five years was a gain of 10132.46 percentage points in Q2 2024, against a drop of 10056.64 percentage points in Q2 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at 2.05% (Q2 2026), 6.26% (Q1 2026) and 0.29% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 189.07 Bn | 145.60 Bn | - | 4.25% |
| 2 | Spdr Gold Trust | 125.11 Bn | -432.90 Bn | - | 16.25% |
| 3 | Brookfield | 101.47 Bn | -96.66 Bn | - | 0.99% |
| 4 | Blackstone | 91.35 Bn | 85.56 Bn | - | 13.79% |
| 5 | Kkr | 87.89 Bn | 54.59 Bn | 1.76 Bn | 1.18% |
| 6 | Brookfield Asset Management | 82.34 Bn | 77.22 Bn | - | 22.62% |
| 7 | Apollo Global Management | 72.94 Bn | 89.74 Bn | 4.14 Bn | 0.14% |
| 8 | Wheaton Precious Metals | 59.70 Bn | 59.70 Bn | 538.50 Mn | 20.09% |
| 9 | Ares Management | 48.49 Bn | 47.07 Bn | 376.28 Mn | 3.24% |
| 10 | Horizon Kinetics Holding | 361.53 Mn | 1.54 Bn | - | -8.11% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | -8.11% |
| Jun 30, 2026 | 2.05% |
| Mar 31, 2026 | 6.26% |
| Dec 31, 2025 | 0.29% |
| Sep 30, 2025 | 26.95% |
| Jun 30, 2025 | 25.51% |
| Mar 31, 2025 | 28.86% |
| Dec 31, 2024 | 43.48% |
| Sep 30, 2024 | 64.31% |
| Jun 30, 2024 | 10,082.15% |
| Mar 31, 2024 | 91.03% |
| Dec 31, 2023 | 40.33% |
| Sep 30, 2023 | 1,350.75% |
| Jun 30, 2023 | -50.32% |
| Mar 31, 2023 | -84.01% |
| Dec 31, 2022 | -70.48% |
| Sep 30, 2022 | -89.37% |
| Jun 30, 2022 | -86.57% |
| Mar 31, 2022 | -56.08% |
| Dec 31, 2021 | -40.65% |
API Access
Horizon Kinetics Holding Return on Assets [ROA] 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-assets-%5Broa%5D&ticker=HKHC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "HKHC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=HKHC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();