Hennessy Advisors (HNNA) Assets Average (2011 - 2026)
Hennessy Advisors (HNNA) posted Assets Average of $160.0 million for Q1 2026, little changed on a QoQ basis from $160.0 million in Q4 2025, and up 3.65% year-over-year from $154.4 million in Q1 2025.
Hennessy Advisors (HNNA) Assets Average (2011 - 2026) Analysis & Trends
Hennessy Advisors' Assets Average history runs 16 years deep, the most recent figure standing at $160.0 million for Q1 2026.
- Quarterly Assets Average rose 3.65% year-over-year to $160.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $160.0 million (up 3.65% YoY) and the FY2025 annual result came in at $156.3 million, up 4.95% from the prior year.
- Assets Average was $160.0 million for Q1 2026 at Hennessy Advisors, 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.
- A 5-year average of $149.1 million and a median of $146.2 million in 2024 frame the typical range for Assets Average.
- Annual changes were most pronounced in 2022 — Assets Average soared 46.63% — and 2023, when it gained 1.23%.
- Hennessy Advisors' Assets Average stood at $142.9 million in 2022, then climbed by 1.7% to $145.4 million in 2023, then rose by 5.05% to $152.7 million in 2024, then climbed by 4.79% to $160.0 million in 2025, then advanced by 0.03% to $160.0 million in 2026.
- Business Quant data shows HNNA's Assets Average at $160.0 million in Q1 2026, $160.0 million in Q4 2025, and $159.2 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 170.12 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 48.02 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 464.24 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 90.35 Bn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 14.37 Bn |
| 10 | Hennessy Advisors | 77.68 Mn | 4.61 Mn | - | 160.05 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |