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| Date | Value |
|---|---|
| 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 |