Growth Metrics

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

Hennessy Advisors posted quarterly Equity Average of $99.5 million for Q1 2026, up 5.48% year-on-year from $94.3 million in Q1 2025, and up 1.16% on a QoQ basis from $98.3 million in Q4 2025.

Hennessy Advisors (HNNA) has 16 years of Equity Average data on file, last reported at $99.5 million in Q1 2026.

  • For the quarter ending Q1 2026, Equity Average rose 5.48% year-over-year to $99.5 million; the trailing twelve-month figure through Mar 2026 stood at $99.5 million (up 5.48% YoY), and the FY2025 full-year result was $94.5 million, up 5.58% from the prior year.
  • Equity Average for Q1 2026 stood at $99.5 million, up from $98.3 million in the prior quarter.
  • Across five years, Equity Average topped out at $99.5 million in Q1 2026 and bottomed at $85.0 million in Q1 2022.
  • The 5-year median for Equity Average is $88.5 million (2024), against an average of $90.5 million.
  • The widest annual swing landed in 2023, when Equity Average climbed 1.68%; it then climbed 7.07% in 2025.
  • A 5-year view of Equity Average shows it stood at $86.5 million in 2022, then advanced by 1.71% to $88.0 million in 2023, then gained by 5.0% to $92.4 million in 2024, then climbed by 6.46% to $98.3 million in 2025, then advanced by 1.16% to $99.5 million in 2026.
  • The last three Equity Average figures came in at $99.5 million (Q1 2026), $98.3 million (Q4 2025), and $97.1 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 56.51 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 14.44 Bn
3 Kkr 84.94 Bn 132.45 Bn - 54.71 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 8.75 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 41.02 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 6.38 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 12.97 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 6.32 Bn
10 Hennessy Advisors 78.18 Mn 7.14 Mn - 99.46 Mn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 99.46 Mn
Dec 31, 2025 98.32 Mn
Sep 30, 2025 97.14 Mn
Jun 30, 2025 95.88 Mn
Mar 31, 2025 94.30 Mn
Dec 31, 2024 92.35 Mn
Sep 30, 2024 90.74 Mn
Jun 30, 2024 89.54 Mn
Mar 31, 2024 88.54 Mn
Dec 31, 2023 87.96 Mn
Sep 30, 2023 87.59 Mn
Jun 30, 2023 87.26 Mn
Mar 31, 2023 86.87 Mn
Dec 31, 2022 86.48 Mn
Sep 30, 2022 86.14 Mn
Jun 30, 2022 85.69 Mn
Mar 31, 2022 84.96 Mn
Dec 31, 2021 83.89 Mn
Sep 30, 2021 82.72 Mn
Jun 30, 2021 81.38 Mn
Mar 31, 2021 79.94 Mn
Dec 31, 2020 78.75 Mn
Sep 30, 2020 77.87 Mn
Jun 30, 2020 76.94 Mn
Mar 31, 2020 76.62 Mn
Dec 31, 2019 76.23 Mn
Sep 30, 2019 75.11 Mn
Jun 30, 2019 75.50 Mn
Mar 31, 2019 75.02 Mn
Dec 31, 2018 72.35 Mn
Sep 30, 2018 69.50 Mn
Jun 30, 2018 66.02 Mn
Mar 31, 2018 61.83 Mn
Dec 31, 2017 55.58 Mn
Sep 30, 2017 50.11 Mn
Jun 30, 2017 46.73 Mn
Mar 31, 2017 42.98 Mn
Dec 31, 2016 39.26 Mn
Sep 30, 2016 35.60 Mn
Jun 30, 2016 31.95 Mn
Mar 31, 2016 28.36 Mn
Dec 31, 2015 24.90 Mn
Sep 30, 2015 33.99 Mn
Jun 30, 2015 43.33 Mn
Mar 31, 2015 40.54 Mn
Dec 31, 2014 38.36 Mn
Sep 30, 2014 36.27 Mn
Jun 30, 2014 33.95 Mn
Mar 31, 2014 31.94 Mn
Dec 31, 2013 30.45 Mn
Sep 30, 2013 29.07 Mn
Jun 30, 2013 27.75 Mn
Mar 31, 2013 26.54 Mn
Dec 31, 2012 25.57 Mn
Sep 30, 2012 25.18 Mn
Jun 30, 2012 25.08 Mn
Mar 31, 2012 24.95 Mn
Dec 31, 2011 24.86 Mn
Sep 30, 2011 24.83 Mn
Jun 30, 2011 24.69 Mn