Hennessy Advisors (HNNA) Retained Earnings (2010 - 2026)
Hennessy Advisors (HNNA) posted Retained Earnings of $75.8 million for Q1 2026, up 0.97% on a QoQ basis from $75.1 million in Q4 2025, and up 5.32% year-over-year from $72.0 million in Q1 2025.
Hennessy Advisors (HNNA) Retained Earnings (2010 - 2026) Analysis & Trends
Hennessy Advisors' Retained Earnings history runs 17 years deep, the most recent figure standing at $75.8 million for Q1 2026.
- Quarterly Retained Earnings rose 5.32% year-over-year to $75.8 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $75.8 million (up 5.32% YoY) and the FY2025 annual result came in at $74.3 million, up 8.06% from the prior year.
- Retained Earnings was $75.8 million for Q1 2026 at Hennessy Advisors, up from $75.1 million in the prior quarter.
- Across five years, Retained Earnings topped out at $75.8 million in Q1 2026 and bottomed at $64.8 million in Q1 2022.
- A 5-year average of $68.7 million and a median of $66.6 million in 2024 frame the typical range for Retained Earnings.
- Annual changes were most pronounced in 2023 — Retained Earnings climbed 0.93% — and 2025, when it climbed 8.13%.
- Hennessy Advisors' Retained Earnings stood at $65.4 million in 2022, then advanced by 1.03% to $66.1 million in 2023, then gained by 6.64% to $70.5 million in 2024, then increased by 6.55% to $75.1 million in 2025, then rose by 0.97% to $75.8 million in 2026.
- Business Quant data shows HNNA's Retained Earnings at $75.8 million in Q1 2026, $75.1 million in Q4 2025, and $74.3 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | -678.00 Mn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | -323.73 Mn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | -3.14 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | -1.21 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | -636.60 Mn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | -368.00 Mn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | -51.60 Mn |
| 10 | Hennessy Advisors | 77.68 Mn | 4.61 Mn | - | 75.83 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 75.83 Mn |
| Dec 31, 2025 | 75.10 Mn |
| Sep 30, 2025 | 74.26 Mn |
| Jun 30, 2025 | 73.05 Mn |
| Mar 31, 2025 | 72.00 Mn |
| Dec 31, 2024 | 70.48 Mn |
| Sep 30, 2024 | 68.72 Mn |
| Jun 30, 2024 | 67.56 Mn |
| Mar 31, 2024 | 66.58 Mn |
| Dec 31, 2023 | 66.10 Mn |
| Sep 30, 2023 | 65.95 Mn |
| Jun 30, 2023 | 65.65 Mn |
| Mar 31, 2023 | 65.58 Mn |
| Dec 31, 2022 | 65.43 Mn |
| Sep 30, 2022 | 65.35 Mn |
| Jun 30, 2022 | 65.03 Mn |
| Mar 31, 2022 | 64.75 Mn |
| Dec 31, 2021 | 64.18 Mn |
| Sep 30, 2021 | 63.30 Mn |
| Jun 30, 2021 | 62.34 Mn |