Growth Metrics

Hennessy Advisors (HNNA) Equity Ratio (2016 - 2026)

Hennessy Advisors filings provide 16 years of Equity Ratio readings, the most recent being 0.62 for Q4 2025.

  • On a quarterly basis, Equity Ratio rose 1.75% to 0.62 in Q4 2025 year-over-year; TTM through Dec 2025 was 0.62, a 1.75% increase, with the full-year FY2025 number at 0.61, up 1.46% from a year prior.
  • Equity Ratio hit 0.62 in Q4 2025 for Hennessy Advisors, up from 0.61 in the prior quarter.
  • In the past five years, Equity Ratio ranged from a high of 0.83 in Q1 2021 to a low of 0.6 in Q3 2024.
  • Median Equity Ratio over the past 5 years was 0.61 (2025), compared with a mean of 0.64.
  • Biggest five-year swings in Equity Ratio: fell 28.12% in 2021 and later grew 1.75% in 2025.
  • Hennessy Advisors' Equity Ratio stood at 0.6 in 2021, then grew by 1.23% to 0.61 in 2022, then fell by 0.22% to 0.61 in 2023, then rose by 0.21% to 0.61 in 2024, then rose by 1.75% to 0.62 in 2025.
  • The last three reported values for Equity Ratio were 0.62 (Q4 2025), 0.61 (Q3 2025), and 0.61 (Q2 2025) per Business Quant data.