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

Hennessy Advisors (HNNA) posted Accumulated Expenses of $1.6 million for Q1 2026, up 79.17% on a QoQ basis from $917000.0 in Q4 2025, and up 73.31% year-over-year from $948000.0 in Q1 2025.

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

Hennessy Advisors' Accumulated Expenses history runs 13 years deep, the most recent figure standing at $1.6 million for Q1 2026.

  • Quarterly Accumulated Expenses rose 73.31% year-over-year to $1.6 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.6 million (up 73.31% YoY) and the FY2025 annual result came in at $3.7 million, up 230.75% from the prior year.
  • Accumulated Expenses was $1.6 million for Q1 2026 at Hennessy Advisors, up from $917000.0 in the prior quarter.
  • Across five years, Accumulated Expenses topped out at $3.7 million in Q3 2025 and bottomed at $649000.0 in Q2 2024.
  • A 5-year average of $1.6 million and a median of $1.3 million in 2022 frame the typical range for Accumulated Expenses.
  • Annual changes were most pronounced in 2024 — Accumulated Expenses slumped 62.44% — and 2025, when it surged 230.75%.
  • Hennessy Advisors' Accumulated Expenses stood at $1.3 million in 2022, then tumbled by 44.03% to $745000.0 in 2023, then surged by 74.36% to $1.3 million in 2024, then retreated by 29.41% to $917000.0 in 2025, then soared by 79.17% to $1.6 million in 2026.
  • Business Quant data shows HNNA's Accumulated Expenses at $1.6 million in Q1 2026, $917000.0 in Q4 2025, and $3.7 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Brookfield 1,261.80 Bn 1,217.21 Bn 18.56 Bn
2 BlackRock 165.12 Bn 151.98 Bn -
3 Blackstone 103.58 Bn 101.13 Bn -
4 Brookfield Asset Management 76.31 Bn 75.26 Bn -
5 Apollo Global Management 73.95 Bn 73.95 Bn -409.00 Mn
6 State Street 51.18 Bn 51.18 Bn -
7 Ameriprise Financial 50.08 Bn 40.82 Bn 4.57 Bn
8 Raymond James Financial 34.03 Bn 19.06 Bn -
9 Northern Trust 33.84 Bn 33.84 Bn -
10 Hennessy Advisors 78.02 Mn 4.95 Mn -

Historic Data

Download Data
DateValue
Mar 31, 2026 1.64 Mn
Dec 31, 2025 917,000.00
Sep 30, 2025 3.71 Mn
Jun 30, 2025 910,000.00
Mar 31, 2025 948,000.00
Dec 31, 2024 1.30 Mn
Sep 30, 2024 1.12 Mn
Jun 30, 2024 649,000.00
Mar 31, 2024 1.28 Mn
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 2.21 Mn
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