Hennessy Advisors (HNNA) Tax Rate (2010 - 2026)
Hennessy Advisors (HNNA) posted Tax Rate of 27.82% for Q1 2026, down 0.51% on a QoQ basis from 27.96% in Q4 2025, and up 45.0% year-over-year from 19.18% in Q1 2025.
Hennessy Advisors (HNNA) Tax Rate (2010 - 2026) Analysis & Trends
Hennessy Advisors' Tax Rate history runs 17 years deep, the most recent figure standing at 27.82% for 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 was 27.82% for Q1 2026 at Hennessy Advisors, down from 27.96% in the prior quarter.
- Across five years, Tax Rate topped out at 31.34% in Q3 2023 and bottomed at 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 slumped 3861 bps — and 2025, when it surged 3004 bps.
- Hennessy Advisors' Tax Rate stood at 25.84% in 2022, then increased by 4 bps to 27.01% in 2023, then increased by 6 bps to 28.56% in 2024, then fell by 2 bps to 27.96% in 2025, then decreased by 1 bps to 27.82% in 2026.
- Business Quant data shows HNNA's Tax Rate at 27.82% in Q1 2026, 27.96% in Q4 2025, and 22.77% in Q3 2025.
Powered by 
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | -1.22% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 18.16% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 13.55% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 598.59% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 21.16% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 20.02% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 24.99% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 25.99% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 23.43% |
| 10 | Hennessy Advisors | 77.68 Mn | 4.61 Mn | - | 27.82% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |
| Dec 31, 2024 | 28.56% |
| Sep 30, 2024 | -7.27% |
| Sep 30, 2024 | -7.27% |