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Ratios
Asset Utilization RatioAssets AverageDebt RatioDebt to EquityEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioInterest Coverage RatioInvested CapitalNet MarginOperating MarginReturn on AssetsReturn on Capital EmployedReturn on EquityReturn on Invested CapitalReturn on SalesTimes Interest Earned

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

Hennessy Advisors posted quarterly Equity Ratio of 0.62 for Q1 2026, up 1.78% year-on-year from 0.61 in Q1 2025, and little changed on a QoQ basis from 0.62 in Q4 2025.

Hennessy Advisors (HNNAZ) has 17 years of Equity Ratio data on file, last reported 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.
  • Across five years, Equity Ratio topped out at 0.62 in Q1 2026 and bottomed at 0.6 in Q3 2024.
  • The 5-year median for Equity Ratio is 0.61 (2023), against an average of 0.61.
  • The widest annual swing landed in 2022, when Equity Ratio retreated 26.94%; it then rose 1.78% in 2026.
  • A 5-year view of Equity Ratio shows it stood at 0.61 in 2022, then decreased by 0.22% to 0.61 in 2023, then increased by 0.21% to 0.61 in 2024, then increased by 1.75% to 0.62 in 2025, then grew 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 158.51 Bn 148.89 Bn - 0.33
2 Blackstone 92.68 Bn 91.63 Bn - 0.17
3 Kkr 84.94 Bn 132.45 Bn - 0.07
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 0.48
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 0.08
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 0.03
8 Northern Trust 31.21 Bn 31.21 Bn - 0.07
9 Ares Management 28.85 Bn 32.22 Bn - 0.29
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
Mar 31, 2021 0.83
Dec 31, 2020 0.84
Sep 30, 2020 0.82
Jun 30, 2020 0.83
Mar 31, 2020 0.83
Dec 31, 2019 0.71
Sep 30, 2019 0.69
Jun 30, 2019 0.69
Mar 31, 2019 0.69
Dec 31, 2018 0.68
Sep 30, 2018 0.65
Jun 30, 2018 0.65
Mar 31, 2018 0.63
Dec 31, 2017 0.62
Sep 30, 2017 0.53
Jun 30, 2017 0.52
Mar 31, 2017 0.50
Dec 31, 2016 0.48
Sep 30, 2016 0.44
Jun 30, 2016 0.41
Mar 31, 2016 0.39
Dec 31, 2015 0.36
Sep 30, 2015 0.32
Jun 30, 2015 0.54
Mar 31, 2015 0.54
Dec 31, 2014 0.52
Sep 30, 2014 0.50
Jun 30, 2014 0.48
Mar 31, 2014 0.46
Dec 31, 2013 0.45
Sep 30, 2013 0.40
Jun 30, 2013 0.52
Mar 31, 2013 0.52
Dec 31, 2012 0.51
Sep 30, 2012 0.77
Jun 30, 2012 0.78
Mar 31, 2012 0.78
Dec 31, 2011 0.79
Sep 30, 2011 0.77
Jun 30, 2011 0.78
Mar 31, 2011 0.78
Sep 30, 2010 0.77