Hennessy Advisors (HNNA) Return on Equity [ROE] (2011 - 2026)
Hennessy Advisors' Return on Equity [ROE] was 8.21% in fiscal Q3 2026 (quarter ended Jun 30, 2026), down 2.08 percentage points from 10.29% a year earlier and down 0.22 percentage points from the prior quarter.
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Analysis
Hennessy Advisors (HNNA) Return on Equity [ROE] (2011 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Return on Equity [ROE] at Hennessy Advisors came in at 10.54%, up 2.61 percentage points from FY2024.
- Return on Equity [ROE] shows a five-year change of +0.33 percentage points (FY2020 to FY2025).
- In earlier fiscal years, Return on Equity [ROE] was 7.93% in FY2024 (+2.44 pp), 5.48% in FY2023 (-1.82 pp), 7.30% in FY2022 (-2.49 pp) and 9.79% in FY2021 (-0.41 pp).
- The fiscal Q3 2026 figure marks the lowest quarterly Return on Equity [ROE] since fiscal Q4 2024.
- Compared with a year earlier, Return on Equity [ROE] has declined for three straight quarters, with an average year-over-year change of +1.56 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Equity [ROE] over five years was fiscal Q2 2025 (a gain of 4.50 percentage points); the worst was fiscal Q2 2023 (a drop of 3.39 percentage points).
- Per Business Quant data, HNNA's Return on Equity [ROE] in the three fiscal quarters before Q3 2026 was 8.43% (Q2 2026), 9.21% (Q1 2026) and 10.25% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - | 12.43% |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - | 16.25% |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - | 33.23% |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn | 3.12% |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - | 7.09% |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - | 34.49% |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn | 10.61% |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn | 21.60% |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn | 23.59% |
| 10 | Hennessy Advisors | 79.28 Mn | -173.57 Mn | - | 8.21% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 8.21% |
| Mar 31, 2026 | 8.43% |
| Dec 31, 2025 | 9.21% |
| Sep 30, 2025 | 10.25% |
| Jun 30, 2025 | 10.29% |
| Mar 31, 2025 | 10.36% |
| Dec 31, 2024 | 9.45% |
| Sep 30, 2024 | 7.82% |
| Jun 30, 2024 | 6.82% |
| Mar 31, 2024 | 5.87% |
| Dec 31, 2023 | 5.52% |
| Sep 30, 2023 | 5.45% |
| Jun 30, 2023 | 5.51% |
| Mar 31, 2023 | 5.74% |
| Dec 31, 2022 | 6.24% |
| Sep 30, 2022 | 7.19% |
| Jun 30, 2022 | 7.95% |
| Mar 31, 2022 | 9.13% |
| Dec 31, 2021 | 9.59% |
| Sep 30, 2021 | 9.55% |
API Access
Hennessy Advisors Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=HNNA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=HNNA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();