Hennessy Advisors (HNNA) Tax Rate (2010 - 2026)
Hennessy Advisors' Tax Rate was 27.96% in fiscal Q3 2026 (quarter ended Jun 30, 2026), down 0.40 percentage points from 28.37% a year earlier but up 0.15 percentage points from the prior quarter.
Hennessy Advisors (HNNA) Tax Rate (2010 - 2026) Analysis & Trends
On a trailing twelve-month basis, Hennessy Advisors' Tax Rate was 26.48% through Jun 30, 2026, down 1.16 percentage points year-over-year; for FY2025 (ended Sep 30, 2025), it was 26.87%, up 0.01 percentage points from FY2024.
- Tax Rate shows a five-year change of -1.59 percentage points (FY2020 to FY2025).
- In earlier fiscal years, Tax Rate was 26.87% in FY2024 (-0.85 pp), 27.71% in FY2023 (+5.61 pp), 22.10% in FY2022 (-5.28 pp) and 27.38% in FY2021 (-1.09 pp).
- Quarterly Tax Rate has moved between 16.13% (fiscal Q1 2022) and 31.34% (fiscal Q4 2023) over five years.
- Compared with a year earlier, Tax Rate was higher in three of the last eight quarters, with an average year-over-year change of -0.81 percentage points.
- The best year-over-year quarter for Tax Rate over five years was fiscal Q4 2023 (a gain of 12.40 percentage points); the worst was fiscal Q4 2022 (a drop of 11.43 percentage points).
- Per Business Quant data, HNNA's Tax Rate in the three fiscal quarters before Q3 2026 was 27.82% (Q2 2026), 27.96% (Q1 2026) and 22.77% (Q4 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - | - |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - | 16.11% |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn | - |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - | 17.91% |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - | 12.14% |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn | 15.94% |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn | 15.06% |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn | 23.17% |
| 10 | Hennessy Advisors | 79.28 Mn | -173.57 Mn | - | 27.96% |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 27.96% |
| Mar 31, 2026 | 27.82% |
| Dec 31, 2025 | 27.96% |
| Sep 30, 2025 | 22.77% |
| Jun 30, 2025 | 28.37% |
| Mar 31, 2025 | 27.36% |
| Dec 31, 2024 | 28.56% |
| Sep 30, 2024 | 26.10% |
| Jun 30, 2024 | 27.22% |
| Mar 31, 2024 | 27.43% |
| Dec 31, 2023 | 27.01% |
| Sep 30, 2023 | 31.34% |
| Jun 30, 2023 | 26.96% |
| Mar 31, 2023 | 25.78% |
| Dec 31, 2022 | 25.84% |
| Sep 30, 2022 | 18.94% |
| Jun 30, 2022 | 27.16% |
| Mar 31, 2022 | 26.65% |
| Dec 31, 2021 | 16.13% |
| Sep 30, 2021 | 30.37% |
Hennessy Advisors Tax Rate 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=tax-rate&ticker=HNNA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "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=tax-rate&ticker=HNNA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();