Hennessy Advisors (HNNAZ) Accumulated Expenses (2014 - 2026)
Hennessy Advisors (HNNAZ) reported Accumulated Expenses of $1.6 million for Q1 2026, up 73.31% on a YoY basis from $948000.0 in Q1 2025, and up 81.55% quarter-over-quarter from $905000.0 in Q4 2025.
Hennessy Advisors (HNNAZ) Accumulated Expenses (2014 - 2026) Analysis & Trends
Hennessy Advisors has reported Accumulated Expenses for 13 years, with the latest figure at $1.6 million in Q1 2026.
- For the quarter ending Q1 2026, Accumulated Expenses rose 73.31% year-over-year to $1.6 million; the trailing twelve-month figure through Mar 2026 stood at $1.6 million (up 73.31% YoY), and the FY2025 full-year result was $815000.0, down 72.31% from the prior year.
- Accumulated Expenses for Q1 2026 stood at $1.6 million, up from $905000.0 in the prior quarter.
- The five-year high for Accumulated Expenses was $2.9 million in Q3 2024, with the low at $672000.0 in Q1 2024.
- Historically, Accumulated Expenses has averaged $1.6 million across 5 years, with a median of $1.6 million in 2026.
- Annual changes were most pronounced in 2022 — Accumulated Expenses tumbled 81.28% — and 2023, when it surged 190.86%.
- Hennessy Advisors' Accumulated Expenses stood at $1.3 million in 2022, then sank by 44.03% to $745000.0 in 2023, then advanced by 1.48% to $756000.0 in 2024, then grew by 19.71% to $905000.0 in 2025, then jumped by 81.55% to $1.6 million in 2026.
- The last three Accumulated Expenses figures came in at $1.6 million (Q1 2026), $905000.0 (Q4 2025), and $815000.0 (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - |
| 10 | Hennessy Advisors | - | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.64 Mn |
| Dec 31, 2025 | 905,000.00 |
| Sep 30, 2025 | 815,000.00 |
| Jun 30, 2025 | 2.93 Mn |
| Mar 31, 2025 | 948,000.00 |
| Dec 31, 2024 | 756,000.00 |
| Sep 30, 2024 | 2.94 Mn |
| Jun 30, 2024 | 1.99 Mn |
| Mar 31, 2024 | 672,000.00 |
| Dec 31, 2023 | 745,000.00 |
| Sep 30, 2023 | 2.26 Mn |
| Jun 30, 2023 | 1.73 Mn |
| Mar 31, 2023 | 1.78 Mn |
| Dec 31, 2022 | 1.33 Mn |
| Sep 30, 2022 | 777,000.00 |
| Jun 30, 2022 | 2.74 Mn |
| Mar 31, 2022 | 2.47 Mn |
| Dec 31, 2021 | 2.46 Mn |
| Sep 30, 2021 | 4.15 Mn |
| Jun 30, 2021 | 3.38 Mn |