Growth Metrics

Hennessy Advisors (HNNA) Short-term Investments (2010 - 2026)

Hennessy Advisors posted quarterly Short-term Investments of $13000.0 for Q1 2026, up 18.18% year-on-year from $11000.0 in Q1 2025, and up 8.33% on a QoQ basis from $12000.0 in Q4 2025.

Hennessy Advisors (HNNA) has 17 years of Short-term Investments data on file, last reported at $13000.0 in Q1 2026.

  • For the quarter ending Q1 2026, Short-term Investments rose 18.18% year-over-year to $13000.0; the trailing twelve-month figure through Mar 2026 stood at $13000.0 (up 18.18% YoY), and the FY2025 full-year result was $12000.0, up 9.09% from the prior year.
  • Short-term Investments for Q1 2026 stood at $13000.0, up from $12000.0 in the prior quarter.
  • Across five years, Short-term Investments topped out at $13000.0 in Q1 2026 and bottomed at $9000.0 in Q3 2022.
  • The 5-year median for Short-term Investments is $11000.0 (2023), against an average of $10764.7.
  • The widest annual swing landed in 2022, when Short-term Investments dropped 10.0%; it then gained 18.18% in 2026.
  • A 5-year view of Short-term Investments shows it stood at $10000.0 in 2022, then grew by 10.0% to $11000.0 in 2023, then changed by 0.0% to $11000.0 in 2024, then rose by 9.09% to $12000.0 in 2025, then grew by 8.33% to $13000.0 in 2026.
  • The last three Short-term Investments figures came in at $13000.0 (Q1 2026), $12000.0 (Q4 2025), and $12000.0 (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn -
2 Blackstone 92.68 Bn 91.63 Bn -
3 Kkr 84.94 Bn 132.45 Bn -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn
6 State Street 44.42 Bn 18.75 Bn -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn
8 Northern Trust 31.21 Bn 31.21 Bn -
9 Ares Management 28.85 Bn 32.22 Bn -
10 Hennessy Advisors 78.18 Mn 7.14 Mn -

Historic Data

Download Data 🔒
DateValue
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
Jun 30, 2021 10,000.00
Mar 31, 2021 10,000.00
Dec 31, 2020 9,000.00
Sep 30, 2020 9,000.00
Jun 30, 2020 9,000.00
Mar 31, 2020 8,000.00
Dec 31, 2019 9,000.00
Sep 30, 2019 9,000.00
Jun 30, 2019 9,000.00
Mar 31, 2019 9,000.00
Dec 31, 2018 9,000.00
Sep 30, 2018 9,000.00
Jun 30, 2018 8,000.00
Mar 31, 2018 8,000.00
Dec 31, 2017 9,000.00
Sep 30, 2017 8,000.00
Jun 30, 2017 8,000.00
Mar 31, 2017 8,000.00
Dec 31, 2016 8,000.00
Sep 30, 2016 8,000.00
Jun 30, 2016 8,000.00
Mar 31, 2016 7,000.00
Dec 31, 2015 7,000.00
Sep 30, 2015 7,000.00
Jun 30, 2015 7,000.00
Mar 31, 2015 7,000.00
Dec 31, 2014 7,000.00
Sep 30, 2014 7,000.00
Jun 30, 2014 7,000.00
Mar 31, 2014 7,000.00
Dec 31, 2013 7,000.00
Sep 30, 2013 7,000.00
Jun 30, 2013 7,000.00
Mar 31, 2013 6,000.00
Dec 31, 2012 6,000.00
Sep 30, 2012 6,000.00
Jun 30, 2012 6,000.00
Mar 31, 2012 6,000.00
Dec 31, 2011 6,000.00
Sep 30, 2011 6,000.00
Jun 30, 2011 6,000.00
Mar 31, 2011 6,000.00
Sep 30, 2010 5,000.00