Hennessy Advisors (HNNA) Short-term Investments (2010 - 2026)
Hennessy Advisors (HNNA) reported Short-term Investments of $13,000 for fiscal Q3 2026 (quarter ended Jun 30, 2026), up 18.2% from $11,000 a year earlier and unchanged from the prior quarter.
Hennessy Advisors (HNNA) Short-term Investments (2010 - 2026) Analysis & Trends
At the end of FY2025 (ended Sep 30, 2025), Hennessy Advisors posted Short-term Investments of $12,000, up 9.1% from FY2024.
- Short-term Investments has increased for three consecutive fiscal years, with a five-year compound annual growth rate of 5.9% (FY2020 to FY2025).
- By fiscal year, Short-term Investments came in at $11,000 in FY2024 (+10.0%), $10,000 in FY2023 (+11.1%), $9,000 in FY2022 (-10.0%) and $10,000 in FY2021 (+11.1%).
- Year over year, Short-term Investments has now increased in each of the last four quarters, with growth averaging 8.1% over the last eight quarters.
- The high point for year-over-year Short-term Investments in five years was fiscal Q3 2026 (growth of 18.2%); the low point was fiscal Q4 2022 (a decline of 10.0%).
- Per Business Quant data, the three fiscal quarters before Q3 2026 came in at $13,000 (Q2 2026), $12,000 (Q1 2026) and $12,000 (Q4 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (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 |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn |
| 10 | Hennessy Advisors | 82.44 Mn | -170.41 Mn | - |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 13,000.00 |
| Mar 31, 2026 | 13,000.00 |
| Dec 31, 2025 | 12,000.00 |
| Sep 30, 2025 | 12,000.00 |
| Jun 30, 2025 | 11,000.00 |
| Mar 31, 2025 | 11,000.00 |
| Dec 31, 2024 | 11,000.00 |
| Sep 30, 2024 | 11,000.00 |
| Jun 30, 2024 | 11,000.00 |
| Mar 31, 2024 | 11,000.00 |
| Dec 31, 2023 | 11,000.00 |
| Sep 30, 2023 | 10,000.00 |
| Jun 30, 2023 | 10,000.00 |
| Mar 31, 2023 | 10,000.00 |
| Dec 31, 2022 | 10,000.00 |
| Sep 30, 2022 | 9,000.00 |
| Jun 30, 2022 | 10,000.00 |
| Mar 31, 2022 | 10,000.00 |
| Dec 31, 2021 | 10,000.00 |
| Sep 30, 2021 | 10,000.00 |
Hennessy Advisors Short-term Investments 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=short-term-investments&ticker=HNNA&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "short-term-investments", "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=short-term-investments&ticker=HNNA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();