Hennessy Advisors (HNNAZ) Invested Capital (2010 - 2026)

Hennessy Advisors (HNNAZ) has 17 years of Invested Capital data on file, last reported at $100.0 million in Q1 2026.

• For the quarter ending Q1 2026, Invested Capital rose 5.06% year-over-year to $100.0 million; the trailing twelve-month figure through Mar 2026 stood at $100.0 million (up 5.06% YoY), and the FY2025 full-year result was $97.7 million, up 7.04% from the prior year.
• Invested Capital for Q1 2026 stood at $100.0 million, up from $98.9 million in the prior quarter.
• Across five years, Invested Capital topped out at $100.0 million in Q1 2026 and bottomed at $85.4 million in Q1 2022.
• The 5-year median for Invested Capital is $88.9 million (2024), against an average of $91.0 million.
• The widest annual swing landed in 2023, when Invested Capital rose 1.68%; it then climbed 7.08% in 2025.
• A 5-year view of Invested Capital shows it stood at $86.7 million in 2022, then rose by 1.74% to $88.2 million in 2023, then grew by 5.94% to $93.4 million in 2024, then increased by 5.91% to $98.9 million in 2025, then rose by 1.12% to $100.0 million in 2026.
• The last three Invested Capital figures came in at $100.0 million (Q1 2026), $98.9 million (Q4 2025), and $97.7 million (Q3 2025), per Business Quant data.

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