Hennessy Advisors (HNNA) Return on Capital Employed [ROCE] (2011 - 2026)
Hennessy Advisors (HNNA) reported Return on Capital Employed [ROCE] of 8.11% for fiscal Q3 2026 (quarter ended Jun 30, 2026), down 0.49 percentage points from 8.60% a year earlier and down 1.39 percentage points from the prior quarter.
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Analysis
Hennessy Advisors (HNNA) Return on Capital Employed [ROCE] (2011 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Hennessy Advisors posted Return on Capital Employed [ROCE] of 8.75%, up 2.59 percentage points from FY2024.
- Return on Capital Employed [ROCE] has a five-year change of -2.87 percentage points (FY2020 to FY2025).
- By fiscal year, Return on Capital Employed [ROCE] came in at 6.16% in FY2024 (+1.65 pp), 4.51% in FY2023 (-3.83 pp), 8.33% in FY2022 (-3.39 pp) and 11.72% in FY2021 (+0.10 pp).
- The fiscal Q3 2026 figure ranks as the lowest quarterly Return on Capital Employed [ROCE] since fiscal Q1 2025.
- Year over year, Return on Capital Employed [ROCE] gained in seven of the last eight quarters, with an average year-over-year change of +2.22 percentage points.
- The high point for year-over-year Return on Capital Employed [ROCE] in five years was fiscal Q2 2025 (a gain of 3.98 percentage points); the low point was fiscal Q4 2022 (a drop of 4.30 percentage points).
- Per Business Quant data, the three fiscal quarters before Q3 2026 came in at 9.49% (Q2 2026), 10.24% (Q1 2026) and 8.58% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | - |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | - |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | - |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | - |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | - |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | - |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 21.24% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 20.87% |
| 10 | Hennessy Advisors | 82.44 Mn | -170.41 Mn | - | 8.11% |
Historic Data
Download Data
Historic 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% |
API Access
Hennessy Advisors Return on Capital Employed [ROCE] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-capital-employed-%5Broce%5D&ticker=HNNA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-capital-employed-[roce]", "ticker": "HNNA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-capital-employed-%5Broce%5D&ticker=HNNA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();