Hennessy Advisors (HNNA) Return on Capital Employed (2011 - 2026)

Hennessy Advisors (HNNA) posted Return on Capital Employed of 9.49% for Q1 2026, down 7.25% on a QoQ basis from 10.24% in Q4 2025, and up 98.0% year-over-year from 4.79% in Q1 2025.

Hennessy Advisors (HNNA) Return on Capital Employed (2011 - 2026) Analysis & Trends

Hennessy Advisors' Return on Capital Employed history runs 16 years deep, the most recent figure standing at 9.49% for 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 was 9.49% for Q1 2026 at Hennessy Advisors, down from 10.24% in the prior quarter.
  • Across five years, Return on Capital Employed topped out at 10.24% in Q4 2025 and bottomed at 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 plunged 430 bps — and 2025, when it surged 398 bps.
  • Hennessy Advisors' Return on Capital Employed stood at 6.17% in 2022, then sank by 30 bps to 4.32% in 2023, then surged by 75 bps to 7.57% in 2024, then surged by 35 bps to 10.24% in 2025, then decreased by 7 bps to 9.49% in 2026.
  • Business Quant data shows HNNA's Return on Capital Employed at 9.49% in Q1 2026, 10.24% in Q4 2025, and 8.58% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - -
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - -
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Hennessy Advisors 77.68 Mn 4.61 Mn - 9.49%

Historic Data

Download Data
DateValue
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%
Jun 30, 2021 10.96%