Hennessy Advisors (HNNA) EBITDA Margin (2010 - 2026)

Hennessy Advisors (HNNA) reported EBITDA Margin of 33.15% for Q1 2026, down 480.0% on a YoY basis from 8.72% in Q1 2025, and up 3.3% quarter-over-quarter from 32.09% in Q4 2025.

Hennessy Advisors (HNNA) EBITDA Margin (2010 - 2026) Analysis & Trends

Hennessy Advisors has reported EBITDA Margin for 17 years, with the latest figure at 33.15% in Q1 2026.

  • For the quarter ending Q1 2026, EBITDA Margin fell 480.0% year-over-year to 33.15%; the trailing twelve-month figure through Mar 2026 stood at 34.54% (down 206.0% YoY), and the FY2025 full-year result was 37.83%, up 725.0% from the prior year.
  • EBITDA Margin for Q1 2026 stood at 33.15%, up from 32.09% in the prior quarter.
  • The five-year high for EBITDA Margin was 40.08% in Q4 2024, with the low at 24.32% in Q4 2023.
  • Historically, EBITDA Margin has averaged 32.22% across 5 years, with a median of 33.15% in 2026.
  • Annual changes were most pronounced in 2023 — EBITDA Margin slumped 921 bps — and 2024, when it jumped 1576 bps.
  • Hennessy Advisors' EBITDA Margin stood at 26.92% in 2022, then decreased by 10 bps to 24.32% in 2023, then soared by 65 bps to 40.08% in 2024, then declined by 20 bps to 32.09% in 2025, then advanced by 3 bps to 33.15% in 2026.
  • The last three EBITDA Margin figures came in at 33.15% (Q1 2026), 32.09% (Q4 2025), and 36.6% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) EBITDA Margin (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 42.01%
2 Blackstone 96.85 Bn 95.80 Bn - 44.01%
3 Kkr 86.45 Bn 133.96 Bn - 46.06%
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 1.56%
5 State Street 46.95 Bn 21.27 Bn - 73.37%
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 18.44%
7 Northern Trust 31.92 Bn 31.92 Bn - 170.02%
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.29%
9 Ares Management 29.04 Bn 32.41 Bn - 26.04%
10 Hennessy Advisors 79.52 Mn 8.48 Mn - 33.15%

Historic Data

Download Data
DateValue
Mar 31, 2026 33.15%
Dec 31, 2025 32.09%
Sep 30, 2025 36.60%
Jun 30, 2025 36.29%
Mar 31, 2025 37.95%
Dec 31, 2024 40.08%
Sep 30, 2024 33.64%
Jun 30, 2024 33.97%
Mar 31, 2024 28.47%
Dec 31, 2023 24.32%
Sep 30, 2023 29.10%
Jun 30, 2023 25.28%
Mar 31, 2023 27.86%
Dec 31, 2022 26.92%
Sep 30, 2022 32.30%
Jun 30, 2022 34.49%
Mar 31, 2022 35.16%
Dec 31, 2021 33.28%
Sep 30, 2021 33.96%
Jun 30, 2021 36.26%