Hennessy Advisors (HNNA) Return on Capital Employed (2011 - 2026)
Hennessy Advisors posted quarterly Return on Capital Employed of 9.49% for Q1 2026, up 98.0% year-on-year from 4.79% in Q1 2025, and down 7.25% on a QoQ basis from 10.24% in Q4 2025.
Hennessy Advisors (HNNA) has 16 years of Return on Capital Employed data on file, last reported at 9.49% in Q1 2026.
- For the quarter ending Q1 2026, Return on Capital Employed rose 98.0% year-over-year to 9.49%; the trailing twelve-month figure through Mar 2026 stood at 9.49% (up 98.0% YoY), and the FY2025 full-year result was 8.75%, up 259.0% from the prior year.
- Return on Capital Employed for Q1 2026 stood at 9.49%, 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.
- The 5-year median for Return on Capital Employed is 7.11% (2022), against an average of 6.89%.
- The widest annual swing landed in 2022, when Return on Capital Employed tumbled 430 bps; it then surged 398 bps in 2025.
- A 5-year view of Return on Capital Employed shows it stood at 6.17% in 2022, then slumped by 30 bps to 4.32% in 2023, then jumped by 75 bps to 7.57% in 2024, then jumped by 35 bps to 10.24% in 2025, then retreated 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.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | - |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | - |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | - |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | - |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | - |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | - |
| 10 | Hennessy Advisors | 78.18 Mn | 7.14 Mn | - | 9.49% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |
| Mar 31, 2021 | 10.38% |
| Dec 31, 2020 | 10.96% |
| Sep 30, 2020 | 12.72% |
| Jun 30, 2020 | 14.21% |
| Mar 31, 2020 | 14.55% |
| Dec 31, 2019 | 14.86% |
| Sep 30, 2019 | 16.13% |
| Jun 30, 2019 | 17.98% |
| Mar 31, 2019 | 20.18% |
| Dec 31, 2018 | 22.63% |
| Sep 30, 2018 | 25.67% |
| Jun 30, 2018 | 26.55% |
| Mar 31, 2018 | 27.63% |
| Dec 31, 2017 | 27.83% |
| Sep 30, 2017 | 29.38% |
| Jun 30, 2017 | 30.26% |
| Mar 31, 2017 | 31.12% |
| Dec 31, 2016 | 30.62% |
| Sep 30, 2016 | 33.01% |
| Jun 30, 2016 | 34.05% |
| Mar 31, 2016 | 34.59% |
| Dec 31, 2015 | 33.74% |
| Sep 30, 2015 | 29.27% |
| Jun 30, 2015 | 25.48% |
| Mar 31, 2015 | 23.19% |
| Dec 31, 2014 | 21.45% |
| Sep 30, 2014 | 21.09% |
| Jun 30, 2014 | 19.71% |
| Mar 31, 2014 | 18.11% |
| Dec 31, 2013 | 15.83% |
| Sep 30, 2013 | 17.18% |
| Jun 30, 2013 | 13.62% |
| Mar 31, 2013 | 9.85% |
| Dec 31, 2012 | 7.95% |
| Sep 30, 2012 | 5.79% |
| Jun 30, 2012 | 5.78% |
| Mar 31, 2012 | 6.08% |
| Dec 31, 2011 | 6.48% |
| Sep 30, 2011 | 7.03% |
| Jun 30, 2011 | 6.77% |