Growth Metrics

Hennessy Advisors (HNNA) Assets Average (2011 - 2026)

Hennessy Advisors posted quarterly Assets Average of $160.0 million for Q1 2026, up 3.65% year-on-year from $154.4 million in Q1 2025, and little changed on a QoQ basis from $160.0 million in Q4 2025.

Hennessy Advisors (HNNA) has 16 years of Assets Average data on file, last reported at $160.0 million in Q1 2026.

  • For the quarter ending Q1 2026, Assets Average rose 3.65% year-over-year to $160.0 million; the trailing twelve-month figure through Mar 2026 stood at $160.0 million (up 3.65% YoY), and the FY2025 full-year result was $156.3 million, up 4.95% from the prior year.
  • Assets Average for Q1 2026 stood at $160.0 million, roughly flat from $160.0 million in the prior quarter.
  • Across five years, Assets Average topped out at $160.0 million in Q1 2026 and bottomed at $140.9 million in Q1 2022.
  • The 5-year median for Assets Average is $146.2 million (2024), against an average of $149.1 million.
  • The widest annual swing landed in 2022, when Assets Average soared 46.63%; it then grew 1.23% in 2023.
  • A 5-year view of Assets Average shows it stood at $142.9 million in 2022, then advanced by 1.7% to $145.4 million in 2023, then increased by 5.05% to $152.7 million in 2024, then advanced by 4.79% to $160.0 million in 2025, then gained by 0.03% to $160.0 million in 2026.
  • The last three Assets Average figures came in at $160.0 million (Q1 2026), $160.0 million (Q4 2025), and $159.2 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 170.12 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 48.02 Bn
3 Kkr 84.94 Bn 132.45 Bn - 411.11 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 17.49 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 464.24 Bn
6 State Street 44.42 Bn 18.75 Bn - 379.11 Bn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 187.68 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 175.85 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 28.51 Bn
10 Hennessy Advisors 78.18 Mn 7.14 Mn - 160.05 Mn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 160.05 Mn
Dec 31, 2025 160.01 Mn
Sep 30, 2025 159.23 Mn
Jun 30, 2025 156.77 Mn
Mar 31, 2025 154.42 Mn
Dec 31, 2024 152.70 Mn
Sep 30, 2024 150.78 Mn
Jun 30, 2024 148.40 Mn
Mar 31, 2024 146.17 Mn
Dec 31, 2023 145.36 Mn
Sep 30, 2023 145.06 Mn
Jun 30, 2023 143.69 Mn
Mar 31, 2023 142.60 Mn
Dec 31, 2022 142.94 Mn
Sep 30, 2022 143.01 Mn
Jun 30, 2022 141.84 Mn
Mar 31, 2022 140.87 Mn
Dec 31, 2021 121.16 Mn
Sep 30, 2021 100.85 Mn
Jun 30, 2021 98.61 Mn
Mar 31, 2021 96.07 Mn
Dec 31, 2020 94.75 Mn
Sep 30, 2020 94.05 Mn
Jun 30, 2020 92.61 Mn
Mar 31, 2020 100.28 Mn
Dec 31, 2019 109.43 Mn
Sep 30, 2019 109.41 Mn
Jun 30, 2019 109.37 Mn
Mar 31, 2019 109.28 Mn
Dec 31, 2018 108.95 Mn
Sep 30, 2018 107.38 Mn
Jun 30, 2018 103.10 Mn
Mar 31, 2018 98.92 Mn
Dec 31, 2017 97.10 Mn
Sep 30, 2017 95.33 Mn
Jun 30, 2017 91.32 Mn
Mar 31, 2017 87.39 Mn
Dec 31, 2016 85.24 Mn
Sep 30, 2016 83.30 Mn
Jun 30, 2016 79.71 Mn
Mar 31, 2016 76.11 Mn
Dec 31, 2015 73.80 Mn
Sep 30, 2015 77.95 Mn
Jun 30, 2015 79.97 Mn
Mar 31, 2015 76.39 Mn
Dec 31, 2014 75.46 Mn
Sep 30, 2014 74.51 Mn
Jun 30, 2014 72.35 Mn
Mar 31, 2014 70.36 Mn
Dec 31, 2013 72.22 Mn
Sep 30, 2013 64.43 Mn
Jun 30, 2013 53.26 Mn
Mar 31, 2013 51.48 Mn
Dec 31, 2012 41.73 Mn
Sep 30, 2012 32.64 Mn
Jun 30, 2012 32.18 Mn
Mar 31, 2012 31.80 Mn
Dec 31, 2011 31.88 Mn
Sep 30, 2011 32.05 Mn
Jun 30, 2011 31.77 Mn