Hennessy Advisors (HNNA) Return on Capital Employed (2011 - 2026)
Hennessy Advisors (HNNA) reported Return on Capital Employed of 9.49% for Q1 2026, up 98.0% on a YoY basis from 4.79% in Q1 2025, and down 7.25% quarter-over-quarter from 10.24% in Q4 2025.
Hennessy Advisors (HNNA) Return on Capital Employed (2011 - 2026) Analysis & Trends
Hennessy Advisors has reported Return on Capital Employed for 16 years, with the latest figure 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.
- The five-year high for Return on Capital Employed was 10.24% in Q4 2025, with the low at 4.32% in Q4 2023.
- Historically, Return on Capital Employed has averaged 6.89% across 5 years, with a median of 7.11% in 2022.
- Annual changes were most pronounced in 2022 — Return on Capital Employed sank 430 bps — and 2025, when it surged 398 bps.
- Hennessy Advisors' Return on Capital Employed 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.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | - |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | - |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | - |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | - |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | - |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | - |
| 10 | Hennessy Advisors | 79.52 Mn | 8.48 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% |