Hennessy Advisors (HNNA) Return on Assets [ROA] (2011 - 2026)
Hennessy Advisors (HNNA) posted Return on Assets [ROA] of 5.83% for fiscal Q3 2026 (quarter ended Jun 30, 2026), down 0.46 percentage points from 6.29% a year earlier but up 0.59 percentage points from the prior quarter.
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Analysis
Hennessy Advisors (HNNA) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Hennessy Advisors' Return on Assets [ROA] came in at 6.37%, up 1.61 percentage points from FY2024.
- Annual Return on Assets [ROA] shows a five-year change of -1.28 percentage points (FY2020 to FY2025).
- In prior fiscal years, Hennessy Advisors' Return on Assets [ROA] was 4.77% in FY2024 (+1.47 pp), 3.30% in FY2023 (-1.74 pp), 5.04% in FY2022 (-2.99 pp) and 8.03% in FY2021 (+0.38 pp).
- Quarterly Return on Assets [ROA] has run from a low of 3.29% in fiscal Q4 2023 to a high of 7.84% in fiscal Q4 2021 over five years.
- On a year-over-year basis, Return on Assets [ROA] has declined in each of the last three quarters, with an average year-over-year change of +1.09 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Assets [ROA] in the past five years was fiscal Q2 2025, with a gain of 2.77 percentage points; the weakest was fiscal Q4 2022, with a drop of 3.51 percentage points.
- According to Business Quant data, Return on Assets [ROA] for the three prior fiscal quarters was 5.24% (Q2 2026), 5.66% (Q1 2026) and 6.26% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 4.12% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | 16.25% |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 13.90% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | 1.02% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 1.33% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 16.12% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 0.89% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 18.58% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 21.76% |
| 10 | Hennessy Advisors | 82.44 Mn | -170.41 Mn | - | 5.83% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 5.83% |
| Mar 31, 2026 | 5.24% |
| Dec 31, 2025 | 5.66% |
| Sep 30, 2025 | 6.26% |
| Jun 30, 2025 | 6.29% |
| Mar 31, 2025 | 6.33% |
| Dec 31, 2024 | 5.72% |
| Sep 30, 2024 | 4.71% |
| Jun 30, 2024 | 4.12% |
| Mar 31, 2024 | 3.56% |
| Dec 31, 2023 | 3.34% |
| Sep 30, 2023 | 3.29% |
| Jun 30, 2023 | 3.34% |
| Mar 31, 2023 | 3.50% |
| Dec 31, 2022 | 3.78% |
| Sep 30, 2022 | 4.33% |
| Jun 30, 2022 | 4.80% |
| Mar 31, 2022 | 5.51% |
| Dec 31, 2021 | 6.64% |
| Sep 30, 2021 | 7.84% |
API Access
Hennessy Advisors Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=HNNA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=HNNA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();