Hennessy Advisors (HNNA) Accumulated Expenses (2014 - 2026)

Hennessy Advisors (HNNA) reported Accumulated Expenses of $1.6 million for Q1 2026, up 73.31% on a YoY basis from $948000.0 in Q1 2025, and up 81.55% quarter-over-quarter from $905000.0 in Q4 2025.

Hennessy Advisors (HNNA) Accumulated Expenses (2014 - 2026) Analysis & Trends

Hennessy Advisors has reported Accumulated Expenses for 13 years, with the latest figure at $1.6 million in Q1 2026.

  • For the quarter ending Q1 2026, Accumulated Expenses rose 73.31% year-over-year to $1.6 million; the trailing twelve-month figure through Mar 2026 stood at $1.6 million (up 73.31% YoY), and the FY2025 full-year result was $815000.0, down 72.31% from the prior year.
  • Accumulated Expenses for Q1 2026 stood at $1.6 million, up from $905000.0 in the prior quarter.
  • The five-year high for Accumulated Expenses was $2.9 million in Q3 2024, with the low at $672000.0 in Q1 2024.
  • Historically, Accumulated Expenses has averaged $1.6 million across 5 years, with a median of $1.6 million in 2026.
  • Annual changes were most pronounced in 2022 — Accumulated Expenses tumbled 81.28% — and 2023, when it surged 190.86%.
  • Hennessy Advisors' Accumulated Expenses stood at $1.3 million in 2022, then sank by 44.03% to $745000.0 in 2023, then advanced by 1.48% to $756000.0 in 2024, then grew by 19.71% to $905000.0 in 2025, then jumped by 81.55% to $1.6 million in 2026.
  • The last three Accumulated Expenses figures came in at $1.6 million (Q1 2026), $905000.0 (Q4 2025), and $815000.0 (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 154.03 Bn 144.41 Bn -
2 Blackstone 89.67 Bn 88.62 Bn -
3 Kkr 82.99 Bn 130.50 Bn -
4 Apollo Global Management 75.96 Bn 94.69 Bn 5.04 Bn
5 State Street 45.12 Bn 19.44 Bn -
6 Ameriprise Financial 41.87 Bn 41.74 Bn 4.57 Bn
7 Northern Trust 31.37 Bn 31.37 Bn -
8 Raymond James Financial 29.45 Bn 18.21 Bn -
9 Ares Management 28.36 Bn 31.73 Bn -
10 Hennessy Advisors 77.23 Mn 6.19 Mn -

Historic Data

Download Data
DateValue
Mar 31, 2026 1.64 Mn
Dec 31, 2025 905,000.00
Sep 30, 2025 815,000.00
Jun 30, 2025 2.93 Mn
Mar 31, 2025 948,000.00
Dec 31, 2024 756,000.00
Sep 30, 2024 2.94 Mn
Jun 30, 2024 1.99 Mn
Mar 31, 2024 672,000.00
Dec 31, 2023 745,000.00
Sep 30, 2023 2.26 Mn
Jun 30, 2023 1.73 Mn
Mar 31, 2023 1.78 Mn
Dec 31, 2022 1.33 Mn
Sep 30, 2022 777,000.00
Jun 30, 2022 2.74 Mn
Mar 31, 2022 2.47 Mn
Dec 31, 2021 2.46 Mn
Sep 30, 2021 4.15 Mn
Jun 30, 2021 3.38 Mn