Hennessy Advisors (HNNA) Tax Rate (2010 - 2026)
Hennessy Advisors' (HNNA) quarterly Tax Rate came in at 27.82% in Q1 2026, up 45.0% YoY from 19.18% in Q1 2025, and down 0.51% on a QoQ basis from 27.96% in Q4 2025.
Hennessy Advisors (HNNA) Tax Rate (2010 - 2026) Analysis & Trends
Hennessy Advisors (HNNA) has 17 years of Tax Rate data on file, last reported at 27.82% in Q1 2026.
- Quarterly Tax Rate rose 45.0% year-over-year to 27.82% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 26.61% (up 702.0% YoY) and the FY2025 annual result came in at 26.87%, up 1084.0% from the prior year.
- Tax Rate retreated to 27.82% in Q1 2026, from 27.96% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 31.34% in Q3 2023 to a low of 7.27% in Q3 2024.
- A 5-year average of 24.7% and a median of 27.16% in 2022 frame the typical range for Tax Rate.
- Annual changes were most pronounced in 2024 — Tax Rate tumbled 3861 bps — and 2025, when it surged 3004 bps.
- Tracing HNNA's Tax Rate over 5 years: stood at 25.84% in 2022, then climbed by 4 bps to 27.01% in 2023, then climbed by 6 bps to 28.56% in 2024, then dropped by 2 bps to 27.96% in 2025, then fell by 1 bps to 27.82% in 2026.
- The last three Tax Rate figures came in at 27.82% (Q1 2026), 27.96% (Q4 2025), and 22.77% (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 24.90% |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 16.11% |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 17.91% |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 12.14% |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 22.82% |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 20.67% |
| 10 | Hennessy Advisors | 78.16 Mn | 42.80 Mn | - | 27.96% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 27.96% |
| Jun 30, 2026 | 27.96% |
| Jun 30, 2026 | 27.96% |
| Mar 31, 2026 | 27.82% |
| Mar 31, 2026 | 27.82% |
| Mar 31, 2026 | 27.82% |
| Dec 31, 2025 | 27.96% |
| Dec 31, 2025 | 27.96% |
| Dec 31, 2025 | 27.96% |
| Sep 30, 2025 | 22.77% |
| Sep 30, 2025 | 22.77% |
| Sep 30, 2025 | 22.77% |
| Jun 30, 2025 | 28.37% |
| Jun 30, 2025 | 28.37% |
| Jun 30, 2025 | 28.37% |
| Mar 31, 2025 | 27.36% |
| Mar 31, 2025 | 27.36% |
| Mar 31, 2025 | 27.36% |
| Dec 31, 2024 | 28.56% |
| Dec 31, 2024 | 28.56% |