Hennessy Advisors (HNNA) Return on Capital Employed (2011 - 2026)
Hennessy Advisors' (HNNA) quarterly Return on Capital Employed came in at 9.49% in Q1 2026, up 98.0% YoY from 4.79% in Q1 2025, and down 7.25% on a QoQ basis from 10.24% in Q4 2025.
Hennessy Advisors (HNNA) Return on Capital Employed (2011 - 2026) Analysis & Trends
Hennessy Advisors (HNNA) has 16 years of Return on Capital Employed data on file, last reported at 9.49% in Q1 2026.
- Quarterly Return on Capital Employed rose 98.0% year-over-year to 9.49% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 9.49% (up 98.0% YoY) and the FY2025 annual result came in at 8.75%, up 259.0% from the prior year.
- Return on Capital Employed slipped to 9.49% in Q1 2026, from 10.24% in the prior quarter.
- In the past five years, Return on Capital Employed ranged from a high of 10.24% in Q4 2025 to a low of 4.32% in Q4 2023.
- A 5-year average of 6.89% and a median of 7.11% in 2022 frame the typical range for Return on Capital Employed.
- Annual changes were most pronounced in 2022 — Return on Capital Employed sank 430 bps — and 2025, when it surged 398 bps.
- Tracing HNNA's Return on Capital Employed over 5 years: stood at 6.17% in 2022, then tumbled by 30 bps to 4.32% in 2023, then soared by 75 bps to 7.57% in 2024, then soared by 35 bps to 10.24% in 2025, then fell by 7 bps to 9.49% in 2026.
- The last three Return on Capital Employed figures came in at 9.49% (Q1 2026), 10.24% (Q4 2025), and 8.58% (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | - |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | - |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | - |
| 10 | Hennessy Advisors | 78.16 Mn | 42.80 Mn | - | 8.11% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 8.11% |
| Mar 31, 2026 | 9.49% |
| Dec 31, 2025 | 10.24% |
| Sep 30, 2025 | 8.58% |
| Jun 30, 2025 | 8.60% |
| Mar 31, 2025 | 8.51% |
| Dec 31, 2024 | 7.57% |
| Sep 30, 2024 | 6.08% |
| Jun 30, 2024 | 5.31% |
| Mar 31, 2024 | 4.53% |
| Dec 31, 2023 | 4.32% |
| Sep 30, 2023 | 4.50% |
| Jun 30, 2023 | 4.73% |
| Mar 31, 2023 | 5.41% |
| Dec 31, 2022 | 6.17% |
| Sep 30, 2022 | 7.11% |
| Jun 30, 2022 | 7.71% |
| Mar 31, 2022 | 8.26% |
| Dec 31, 2021 | 9.58% |
| Sep 30, 2021 | 11.42% |