Hennessy Advisors (HNNA) Return on Invested Capital [ROIC] (2011 - 2026)
Hennessy Advisors (HNNA) posted Return on Invested Capital [ROIC] of 6.79% for fiscal Q3 2026 (quarter ended Jun 30, 2026), down 0.18 percentage points from 6.98% a year earlier but up 0.96 percentage points from the prior quarter.
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Analysis
Hennessy Advisors (HNNA) Return on Invested Capital [ROIC] (2011 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Hennessy Advisors' Return on Invested Capital [ROIC] came in at 7.16%, up 2.13 percentage points from FY2024.
- In prior fiscal years, Hennessy Advisors' Return on Invested Capital [ROIC] was 5.03% in FY2024 (+1.40 pp) and 3.63% in FY2023.
- Quarterly Return on Invested Capital [ROIC] has run from a low of 3.49% in fiscal Q1 2024 to a high of 7.02% in fiscal Q4 2025 over five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] increased in six of the last eight quarters, with an average year-over-year change of +1.37 percentage points.
- The strongest year-over-year quarter for Return on Invested Capital [ROIC] in the past five years was fiscal Q2 2025, with a gain of 3.31 percentage points; the weakest was fiscal Q4 2023, with a drop of 2.52 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior fiscal quarters was 5.83% (Q2 2026), 6.33% (Q1 2026) and 7.02% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (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 | - | 21.55% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | -21.34% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | - |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 26.84% |
| 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 | 20.60% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | - |
| 10 | Hennessy Advisors | 82.44 Mn | -170.41 Mn | - | 6.79% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 6.79% |
| Mar 31, 2026 | 5.83% |
| Dec 31, 2025 | 6.33% |
| Sep 30, 2025 | 7.02% |
| Jun 30, 2025 | 6.98% |
| Mar 31, 2025 | 6.94% |
| Dec 31, 2024 | 6.21% |
| Sep 30, 2024 | 4.98% |
| Jun 30, 2024 | 4.28% |
| Mar 31, 2024 | 3.64% |
| Dec 31, 2023 | 3.49% |
| Sep 30, 2023 | 3.61% |
| Jun 30, 2023 | 3.97% |
| Mar 31, 2023 | 4.55% |
| Dec 31, 2022 | 5.19% |
| Sep 30, 2022 | 6.13% |
| Jun 30, 2022 | 6.40% |
| Mar 31, 2022 | 6.88% |
| Dec 31, 2019 | 11.84% |
| Sep 30, 2019 | 12.39% |
API Access
Hennessy Advisors Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=HNNA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=HNNA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();