Hennessy Advisors (HNNA) Invested Capital (2010 - 2026)
Hennessy Advisors' Invested Capital came in at $101.15 million for fiscal Q3 2026 (quarter ended Jun 30, 2026), down 25.8% from $136.27 million a year earlier and down 27.7% from the prior quarter.
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Analysis
Hennessy Advisors (HNNA) Invested Capital (2010 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Hennessy Advisors' Invested Capital was $137.54 million, up 5.2% from FY2024.
- Invested Capital has increased in each of the last three fiscal years, with a three-year compound annual growth rate of 3.2% (FY2022 to FY2025).
- Going back by fiscal year, Invested Capital was $130.79 million in FY2024 (+3.1%), $126.92 million in FY2023 (+1.4%) and $125.17 million in FY2022.
- The fiscal Q3 2026 figure represents the lowest quarterly Invested Capital since fiscal Q1 2020.
- Year-over-year, Invested Capital increased in seven of the last eight quarters, with growth averaging 0.7%.
- The fastest year-over-year change in Invested Capital over five years came in fiscal Q3 2025 (growth of 5.2%), and the weakest in fiscal Q3 2026 (a decline of 25.8%).
- Business Quant data shows HNNA's Invested Capital at $140 million (Q2 2026), $138.8 million (Q1 2026) and $137.54 million (Q4 2025) in the three fiscal quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | - |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 34.26 Bn |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | 18.80 Bn |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | - |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 12.65 Bn |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | - |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 9.71 Bn |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | - |
| 10 | Hennessy Advisors | 82.44 Mn | -170.41 Mn | - | 101.15 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 101.15 Mn |
| Mar 31, 2026 | 140.00 Mn |
| Dec 31, 2025 | 138.80 Mn |
| Sep 30, 2025 | 137.54 Mn |
| Jun 30, 2025 | 136.27 Mn |
| Mar 31, 2025 | 134.84 Mn |
| Dec 31, 2024 | 132.95 Mn |
| Sep 30, 2024 | 130.79 Mn |
| Jun 30, 2024 | 129.56 Mn |
| Mar 31, 2024 | 128.24 Mn |
| Dec 31, 2023 | 127.40 Mn |
| Sep 30, 2023 | 126.92 Mn |
| Jun 30, 2023 | 126.51 Mn |
| Mar 31, 2023 | 126.10 Mn |
| Dec 31, 2022 | 125.60 Mn |
| Sep 30, 2022 | 125.17 Mn |
| Jun 30, 2022 | 124.78 Mn |
| Mar 31, 2022 | 124.12 Mn |
| Dec 31, 2021 | 123.18 Mn |
| Dec 31, 2019 | 93.22 Mn |
API Access
Hennessy Advisors Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=HNNA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "HNNA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=HNNA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();