Hennessy Advisors (HNNA) Tax Rate (2010 - 2026)

Hennessy Advisors (HNNA) reported Tax Rate of 27.82% for Q1 2026, up 45.0% on a YoY basis from 19.18% in Q1 2025, and down 0.51% quarter-over-quarter from 27.96% in Q4 2025.

Hennessy Advisors (HNNA) Tax Rate (2010 - 2026) Analysis & Trends

Hennessy Advisors has reported Tax Rate for 17 years, with the latest figure at 27.82% in Q1 2026.

  • For the quarter ending Q1 2026, Tax Rate rose 45.0% year-over-year to 27.82%; the trailing twelve-month figure through Mar 2026 stood at 18.63% (down 95.0% YoY), and the FY2025 full-year result was 20.18%, up 415.0% from the prior year.
  • Tax Rate for Q1 2026 stood at 27.82%, down from 27.96% in the prior quarter.
  • The five-year high for Tax Rate was 31.34% in Q3 2023, with the low at 43.07% in Q3 2022.
  • Historically, Tax Rate has averaged 19.34% across 5 years, with a median of 27.16% in 2022.
  • Annual changes were most pronounced in 2022 — Tax Rate sank 7344 bps — and 2023, when it jumped 7440 bps.
  • Hennessy Advisors' Tax Rate 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 6.28% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 18.16
2 Blackstone 96.85 Bn 95.80 Bn - 13.55
3 Kkr 86.45 Bn 133.96 Bn - 40.05
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 598.59
5 State Street 46.95 Bn 21.27 Bn - 21.16
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 20.02
7 Northern Trust 31.92 Bn 31.92 Bn - 24.99
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 19.13
10 Hennessy Advisors 79.52 Mn 8.48 Mn - 27.82

Historic Data

Download Data
DateValue
Mar 31, 2026 27.82%
Mar 31, 2026 27.82%
Dec 31, 2025 27.96%
Dec 31, 2025 27.96%
Sep 30, 2025 -6.28%
Sep 30, 2025 -6.28%
Jun 30, 2025 28.37%
Jun 30, 2025 28.37%
Mar 31, 2025 27.36%
Mar 31, 2025 27.36%
Dec 31, 2024 28.56%
Dec 31, 2024 28.56%
Sep 30, 2024 -7.27%
Sep 30, 2024 -7.27%
Jun 30, 2024 27.22%
Jun 30, 2024 27.22%
Mar 31, 2024 27.43%
Mar 31, 2024 27.43%
Dec 31, 2023 27.01%
Dec 31, 2023 27.01%