Hennessy Advisors (HNNAZ) Equity Ratio (2010 - 2026)

Hennessy Advisors (HNNAZ) reported Equity Ratio of 0.62 for Q1 2026, up 1.78% on a YoY basis from 0.61 in Q1 2025, and little changed quarter-over-quarter from 0.62 in Q4 2025.

Hennessy Advisors (HNNAZ) Equity Ratio (2010 - 2026) Analysis & Trends

Hennessy Advisors has reported Equity Ratio for 17 years, with the latest figure at 0.62 in Q1 2026.

  • For the quarter ending Q1 2026, Equity Ratio rose 1.78% year-over-year to 0.62; the trailing twelve-month figure through Mar 2026 stood at 0.62 (up 1.78% YoY), and the FY2025 full-year result was 0.61, up 1.46% from the prior year.
  • Equity Ratio for Q1 2026 stood at 0.62, roughly flat from 0.62 in the prior quarter.
  • The five-year high for Equity Ratio was 0.62 in Q1 2026, with the low at 0.6 in Q3 2024.
  • Historically, Equity Ratio has averaged 0.61 across 5 years, with a median of 0.61 in 2023.
  • Annual changes were most pronounced in 2022 — Equity Ratio retreated 26.94% — and 2026, when it rose 1.78%.
  • Hennessy Advisors' Equity Ratio stood at 0.61 in 2022, then retreated by 0.22% to 0.61 in 2023, then grew by 0.21% to 0.61 in 2024, then grew by 1.75% to 0.62 in 2025, then climbed by 0.5% to 0.62 in 2026.
  • The last three Equity Ratio figures came in at 0.62 (Q1 2026), 0.62 (Q4 2025), and 0.61 (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 160.20 Bn 150.57 Bn - 0.33
2 Blackstone 96.40 Bn 95.35 Bn - 0.17
3 Kkr 85.87 Bn 133.39 Bn - 0.07
4 Apollo Global Management 79.90 Bn 98.63 Bn 5.04 Bn 0.08
5 State Street 46.62 Bn 20.95 Bn - -
6 Ameriprise Financial 42.78 Bn 42.65 Bn 4.57 Bn 0.03
7 Northern Trust 32.35 Bn 32.35 Bn - 0.07
8 Ares Management 30.25 Bn 33.62 Bn - 0.29
9 Raymond James Financial 30.24 Bn 18.99 Bn - 0.14
10 Hennessy Advisors - - - 0.62

Historic Data

Download Data
DateValue
Mar 31, 2026 0.62
Dec 31, 2025 0.62
Sep 30, 2025 0.61
Jun 30, 2025 0.61
Mar 31, 2025 0.61
Dec 31, 2024 0.61
Sep 30, 2024 0.60
Jun 30, 2024 0.60
Mar 31, 2024 0.60
Dec 31, 2023 0.61
Sep 30, 2023 0.60
Jun 30, 2023 0.61
Mar 31, 2023 0.61
Dec 31, 2022 0.61
Sep 30, 2022 0.60
Jun 30, 2022 0.60
Mar 31, 2022 0.60
Dec 31, 2021 0.60
Sep 30, 2021 0.82
Jun 30, 2021 0.82