Hennessy Advisors (HNNA) Accumulated Expenses (2014 - 2026)
Hennessy Advisors (HNNA) recorded Accumulated Expenses of $1.08 million in fiscal Q3 2026 (quarter ended Jun 30, 2026), up 18.6% from $910,000 a year earlier and up 10.6% from the prior quarter.
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Analysis
Hennessy Advisors (HNNA) Accumulated Expenses (2014 - 2026) Analysis & Trends
At the end of FY2025 (ended Sep 30, 2025), Hennessy Advisors reported Accumulated Expenses of $815,000, down 27.4% from FY2024.
- Annual Accumulated Expenses has a five-year compound annual growth rate of -26.6% (FY2020 to FY2025).
- Across earlier fiscal years, Accumulated Expenses came in at $1.12 million in FY2024 (+88.6%), $595,000 in FY2023 (-23.4%), $777,000 in FY2022 (-81.3%) and $4.15 million in FY2021 (+8.9%).
- The fiscal Q3 2026 figure is the highest quarterly Accumulated Expenses since fiscal Q4 2024.
- On a year-over-year basis, Accumulated Expenses has increased for three consecutive quarters, with growth averaging 23.2% over the last eight quarters.
- Peak year-over-year performance for Accumulated Expenses in the last five years was growth of 88.6% in fiscal Q4 2024, against a decline of 81.3% in fiscal Q4 2022 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at $976,000 (Q2 2026), $905,000 (Q1 2026) and $815,000 (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn |
| 10 | Hennessy Advisors | 82.44 Mn | -170.41 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.08 Mn |
| Mar 31, 2026 | 976,000.00 |
| Dec 31, 2025 | 905,000.00 |
| Sep 30, 2025 | 815,000.00 |
| Jun 30, 2025 | 910,000.00 |
| Mar 31, 2025 | 948,000.00 |
| Dec 31, 2024 | 756,000.00 |
| Sep 30, 2024 | 1.12 Mn |
| Jun 30, 2024 | 649,000.00 |
| Mar 31, 2024 | 672,000.00 |
| Dec 31, 2023 | 745,000.00 |
| Sep 30, 2023 | 595,000.00 |
| Jun 30, 2023 | 534,000.00 |
| 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 |
API Access
Hennessy Advisors Accumulated Expenses 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=accumulated-expenses&ticker=HNNA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "accumulated-expenses", "ticker": "HNNA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=accumulated-expenses&ticker=HNNA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();