Hennessy Advisors (HNNAZ) Return on Capital Employed (2011 - 2026)

Hennessy Advisors (HNNAZ) reported Return on Capital Employed of 9.49% for Q1 2026, up 98.0% on a YoY basis from 4.79% in Q1 2025, and down 7.25% quarter-over-quarter from 10.24% in Q4 2025.

Hennessy Advisors (HNNAZ) Return on Capital Employed (2011 - 2026) Analysis & Trends

Hennessy Advisors has reported Return on Capital Employed for 16 years, with the latest figure at 9.49% in Q1 2026.

  • For the quarter ending Q1 2026, Return on Capital Employed rose 98.0% year-over-year to 9.49%; the trailing twelve-month figure through Mar 2026 stood at 9.49% (up 98.0% YoY), and the FY2025 full-year result was 8.75%, up 259.0% from the prior year.
  • Return on Capital Employed for Q1 2026 stood at 9.49%, down from 10.24% in the prior quarter.
  • The five-year high for Return on Capital Employed was 10.24% in Q4 2025, with the low at 4.32% in Q4 2023.
  • Historically, Return on Capital Employed has averaged 6.89% across 5 years, with a median of 7.11% in 2022.
  • Annual changes were most pronounced in 2022 — Return on Capital Employed sank 430 bps — and 2025, when it surged 398 bps.
  • Hennessy Advisors' Return on Capital Employed stood at 6.17% in 2022, then tumbled by 30 bps to 4.32% in 2023, then soared by 75 bps to 7.57% in 2024, then soared by 35 bps to 10.24% in 2025, then fell by 7 bps to 9.49% in 2026.
  • The last three Return on Capital Employed figures came in at 9.49% (Q1 2026), 10.24% (Q4 2025), and 8.58% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - -
2 Blackstone 96.85 Bn 95.80 Bn - -
3 Kkr 86.45 Bn 133.96 Bn - -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn -
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn -
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - -
10 Hennessy Advisors - - - 9.49%

Historic Data

Download Data
DateValue
Mar 31, 2026 9.49%
Dec 31, 2025 10.24%
Sep 30, 2025 8.58%
Jun 30, 2025 8.60%
Mar 31, 2025 8.51%
Dec 31, 2024 7.57%
Sep 30, 2024 6.08%
Jun 30, 2024 5.31%
Mar 31, 2024 4.53%
Dec 31, 2023 4.32%
Sep 30, 2023 4.50%
Jun 30, 2023 4.73%
Mar 31, 2023 5.41%
Dec 31, 2022 6.17%
Sep 30, 2022 7.11%
Jun 30, 2022 7.71%
Mar 31, 2022 8.26%
Dec 31, 2021 9.58%
Sep 30, 2021 11.42%
Jun 30, 2021 10.96%