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| 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% |