Growth Metrics

Hennessy Advisors (HNNA) Liabilities and Shareholders Equity (2010 - 2026)

Hennessy Advisors posted quarterly Liabilities and Shareholders Equity of $160.5 million for Q1 2026, up 3.22% year-on-year from $155.5 million in Q1 2025, and up 0.62% on a QoQ basis from $159.6 million in Q4 2025.

Hennessy Advisors (HNNA) has 17 years of Liabilities and Shareholders Equity data on file, last reported at $160.5 million in Q1 2026.

  • For the quarter ending Q1 2026, Liabilities and Shareholders Equity rose 3.22% year-over-year to $160.5 million; the trailing twelve-month figure through Mar 2026 stood at $638.6 million (up 4.61% YoY), and the FY2025 full-year result was $160.5 million, up 5.5% from the prior year.
  • Liabilities and Shareholders Equity for Q1 2026 stood at $160.5 million, up from $159.6 million in the prior quarter.
  • Across five years, Liabilities and Shareholders Equity topped out at $160.5 million in Q1 2026 and bottomed at $141.3 million in Q1 2022.
  • The 5-year median for Liabilities and Shareholders Equity is $147.3 million (2024), against an average of $149.6 million.
  • The widest annual swing landed in 2022, when Liabilities and Shareholders Equity jumped 45.07%; it then climbed 1.17% in 2023.
  • A 5-year view of Liabilities and Shareholders Equity shows it stood at $142.2 million in 2022, then advanced by 1.96% to $145.0 million in 2023, then increased by 5.72% to $153.3 million in 2024, then advanced by 4.08% to $159.6 million in 2025, then rose by 0.62% to $160.5 million in 2026.
  • The last three Liabilities and Shareholders Equity figures came in at $160.5 million (Q1 2026), $159.6 million (Q4 2025), and $160.5 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Liabilities and Shareholders Equity (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 170.24 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 48.33 Bn
3 Kkr 84.94 Bn 132.45 Bn - 412.08 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 17.94 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 467.53 Bn
6 State Street 44.42 Bn 18.75 Bn - 392.17 Bn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 184.45 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 174.57 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 28.39 Bn
10 Hennessy Advisors 78.18 Mn 7.14 Mn - 160.54 Mn

Historic Data

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DateValue
Mar 31, 2026 160.54 Mn
Dec 31, 2025 159.56 Mn
Sep 30, 2025 160.46 Mn
Jun 30, 2025 158.01 Mn
Mar 31, 2025 155.53 Mn
Dec 31, 2024 153.30 Mn
Sep 30, 2024 152.10 Mn
Jun 30, 2024 149.46 Mn
Mar 31, 2024 147.34 Mn
Dec 31, 2023 145.01 Mn
Sep 30, 2023 145.72 Mn
Jun 30, 2023 144.40 Mn
Mar 31, 2023 142.97 Mn
Dec 31, 2022 142.22 Mn
Sep 30, 2022 143.65 Mn
Jun 30, 2022 142.37 Mn
Mar 31, 2022 141.32 Mn
Dec 31, 2021 140.41 Mn
Sep 30, 2021 101.91 Mn
Jun 30, 2021 99.80 Mn
Mar 31, 2021 97.41 Mn
Dec 31, 2020 94.72 Mn
Sep 30, 2020 94.79 Mn
Jun 30, 2020 93.31 Mn
Mar 31, 2020 91.90 Mn
Dec 31, 2019 108.66 Mn
Sep 30, 2019 110.21 Mn
Jun 30, 2019 108.61 Mn
Mar 31, 2019 110.13 Mn
Dec 31, 2018 108.42 Mn
Sep 30, 2018 109.48 Mn
Jun 30, 2018 105.29 Mn
Mar 31, 2018 100.91 Mn
Dec 31, 2017 96.94 Mn
Sep 30, 2017 97.26 Mn
Jun 30, 2017 93.40 Mn
Mar 31, 2017 89.24 Mn
Dec 31, 2016 85.54 Mn
Sep 30, 2016 84.94 Mn
Jun 30, 2016 81.65 Mn
Mar 31, 2016 77.76 Mn
Dec 31, 2015 74.47 Mn
Sep 30, 2015 73.13 Mn
Jun 30, 2015 82.76 Mn
Mar 31, 2015 77.18 Mn
Dec 31, 2014 75.60 Mn
Sep 30, 2014 75.32 Mn
Jun 30, 2014 73.70 Mn
Mar 31, 2014 71.00 Mn
Dec 31, 2013 69.71 Mn
Sep 30, 2013 74.73 Mn
Jun 30, 2013 54.12 Mn
Mar 31, 2013 52.40 Mn
Dec 31, 2012 50.56 Mn
Sep 30, 2012 32.90 Mn
Jun 30, 2012 32.37 Mn
Mar 31, 2012 31.99 Mn
Dec 31, 2011 31.62 Mn
Sep 30, 2011 32.14 Mn
Jun 30, 2011 31.97 Mn
Mar 31, 2011 31.56 Mn
Sep 30, 2010 31.90 Mn