Growth Metrics

Hennessy Advisors (HNNA) Tax Rate (2016 - 2026)

Hennessy Advisors filings provide 16 years of Tax Rate readings, the most recent being 27.96% for Q4 2025.

  • On a quarterly basis, Tax Rate fell 60.0% to 27.96% in Q4 2025 year-over-year; TTM through Dec 2025 was 26.57%, a 84.0% decrease, with the full-year FY2025 number at 26.87%, up 1.0% from a year prior.
  • Tax Rate hit 27.96% in Q4 2025 for Hennessy Advisors, up from 22.77% 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 43.07% in Q3 2022.
  • Median Tax Rate over the past 5 years was 26.99% (2023), compared with a mean of 23.12%.
  • Biggest five-year swings in Tax Rate: plummeted -7344bps in 2022 and later soared 7440bps in 2023.
  • Hennessy Advisors' Tax Rate stood at 16.13% in 2021, then surged by 60bps to 25.84% in 2022, then increased by 4bps to 27.01% in 2023, then increased by 6bps to 28.56% in 2024, then fell by -2bps to 27.96% in 2025.
  • The last three reported values for Tax Rate were 27.96% (Q4 2025), 22.77% (Q3 2025), and 28.37% (Q2 2025) per Business Quant data.