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
DateValue
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