Hennessy Advisors (HNNA) Invested Capital (2010 - 2026)

Hennessy Advisors has reported Invested Capital for 17 years, with the latest figure at $100.0 million in Q1 2026.

• For the quarter ending Q1 2026, Invested Capital rose 5.06% year-over-year to $100.0 million; the trailing twelve-month figure through Mar 2026 stood at $100.0 million (up 5.06% YoY), and the FY2025 full-year result was $97.7 million, up 7.04% from the prior year.
• Invested Capital for Q1 2026 stood at $100.0 million, up from $98.9 million in the prior quarter.
• The five-year high for Invested Capital was $100.0 million in Q1 2026, with the low at $85.4 million in Q1 2022.
• Historically, Invested Capital has averaged $91.0 million across 5 years, with a median of $88.9 million in 2024.
• Annual changes were most pronounced in 2023 — Invested Capital rose 1.68% — and 2025, when it climbed 7.08%.
• Hennessy Advisors' Invested Capital stood at $86.7 million in 2022, then increased by 1.74% to $88.2 million in 2023, then climbed by 5.94% to $93.4 million in 2024, then grew by 5.91% to $98.9 million in 2025, then increased by 1.12% to $100.0 million in 2026.
• The last three Invested Capital figures came in at $100.0 million (Q1 2026), $98.9 million (Q4 2025), and $97.7 million (Q3 2025), per Business Quant data.