Hennessy Advisors (HNNAZ) Equity Average (2011 - 2026)
Hennessy Advisors (HNNAZ) reported Equity Average of $99.5 million for Q1 2026, up 5.48% on a YoY basis from $94.3 million in Q1 2025, and up 1.16% quarter-over-quarter from $98.3 million in Q4 2025.
Hennessy Advisors (HNNAZ) Equity Average (2011 - 2026) Analysis & Trends
Hennessy Advisors has reported Equity Average for 16 years, with the latest figure at $99.5 million in Q1 2026.
- For the quarter ending Q1 2026, Equity Average rose 5.48% year-over-year to $99.5 million; the trailing twelve-month figure through Mar 2026 stood at $99.5 million (up 5.48% YoY), and the FY2025 full-year result was $94.5 million, up 5.58% from the prior year.
- Equity Average for Q1 2026 stood at $99.5 million, up from $98.3 million in the prior quarter.
- The five-year high for Equity Average was $99.5 million in Q1 2026, with the low at $85.0 million in Q1 2022.
- Historically, Equity Average has averaged $90.5 million across 5 years, with a median of $88.5 million in 2024.
- Annual changes were most pronounced in 2023 — Equity Average climbed 1.68% — and 2025, when it climbed 7.07%.
- Hennessy Advisors' Equity Average stood at $86.5 million in 2022, then gained by 1.71% to $88.0 million in 2023, then rose by 5.0% to $92.4 million in 2024, then advanced by 6.46% to $98.3 million in 2025, then gained by 1.16% to $99.5 million in 2026.
- The last three Equity Average figures came in at $99.5 million (Q1 2026), $98.3 million (Q4 2025), and $97.1 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 56.51 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 14.44 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 54.71 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 41.02 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 6.38 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.97 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 6.29 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 6.32 Bn |
| 10 | Hennessy Advisors | - | - | - | 99.46 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 99.46 Mn |
| Dec 31, 2025 | 98.32 Mn |
| Sep 30, 2025 | 97.14 Mn |
| Jun 30, 2025 | 95.88 Mn |
| Mar 31, 2025 | 94.30 Mn |
| Dec 31, 2024 | 92.35 Mn |
| Sep 30, 2024 | 90.74 Mn |
| Jun 30, 2024 | 89.54 Mn |
| Mar 31, 2024 | 88.54 Mn |
| Dec 31, 2023 | 87.96 Mn |
| Sep 30, 2023 | 87.59 Mn |
| Jun 30, 2023 | 87.26 Mn |
| Mar 31, 2023 | 86.87 Mn |
| Dec 31, 2022 | 86.48 Mn |
| Sep 30, 2022 | 86.14 Mn |
| Jun 30, 2022 | 85.69 Mn |
| Mar 31, 2022 | 84.96 Mn |
| Dec 31, 2021 | 83.89 Mn |
| Sep 30, 2021 | 82.72 Mn |
| Jun 30, 2021 | 81.38 Mn |