Growth Metrics

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

Hennessy Advisors posted quarterly Accumulated Expenses of $1.6 million for Q1 2026, up 73.31% year-on-year from $948000.0 in Q1 2025, and up 81.55% on a QoQ basis from $905000.0 in Q4 2025.

Hennessy Advisors (HNNA) has 13 years of Accumulated Expenses data on file, last reported 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.
  • Across five years, Accumulated Expenses topped out at $2.9 million in Q3 2024 and bottomed at $672000.0 in Q1 2024.
  • The 5-year median for Accumulated Expenses is $1.6 million (2026), against an average of $1.6 million.
  • The widest annual swing landed in 2022, when Accumulated Expenses sank 81.28%; it then surged 190.86% in 2023.
  • A 5-year view of Accumulated Expenses shows it stood at $1.3 million in 2022, then plunged by 44.03% to $745000.0 in 2023, then climbed by 1.48% to $756000.0 in 2024, then increased by 19.71% to $905000.0 in 2025, then surged 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 158.51 Bn 148.89 Bn -
2 Blackstone 92.68 Bn 91.63 Bn -
3 Kkr 84.94 Bn 132.45 Bn -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn
6 State Street 44.42 Bn 18.75 Bn -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn
8 Northern Trust 31.21 Bn 31.21 Bn -
9 Ares Management 28.85 Bn 32.22 Bn -
10 Hennessy Advisors 78.18 Mn 7.14 Mn -

Historic Data

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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
Mar 31, 2021 2.64 Mn
Dec 31, 2020 2.08 Mn
Sep 30, 2020 3.81 Mn
Jun 30, 2020 3.21 Mn
Mar 31, 2020 3.10 Mn
Dec 31, 2019 2.74 Mn
Sep 30, 2019 5.54 Mn
Jun 30, 2019 4.62 Mn
Mar 31, 2019 3.79 Mn
Dec 31, 2018 3.07 Mn
Sep 30, 2018 7.08 Mn
Jun 30, 2018 5.84 Mn
Mar 31, 2018 4.52 Mn
Dec 31, 2017 3.13 Mn
Sep 30, 2017 7.35 Mn
Jun 30, 2017 5.70 Mn
Mar 31, 2017 4.56 Mn
Dec 31, 2016 3.18 Mn
Sep 30, 2016 6.58 Mn
Jun 30, 2016 5.38 Mn
Mar 31, 2016 4.18 Mn
Dec 31, 2015 3.22 Mn
Sep 30, 2015 4.70 Mn
Jun 30, 2015 4.37 Mn
Sep 30, 2014 3.54 Mn