Hennessy Advisors, Inc.

Hennessy Advisors, Inc.verified

HNNA

Price:

$10.378

Market Cap:

$80.83M

Hennessy Advisors, Inc. is publicly owned investment manager. It provides its services to Hennessy Funds and investment companies. The firm launches and manages equity, fixed income, and balanced mutual funds. It invests in the public equity and fixed income markets across the globe. The firm primarily invests in growth stocks of companies. It conducts in-house research to make its investments. Hennessy Advisors, Inc. was founded in 1989 and is based in Novato, California with additional offices in Boston, Massachusetts and Chapel Hill, North Carolina.

Industry

Asset Management

IPO Date

2005-03-09

Stock Exchange

NASDAQ

Ticker

HNNA

The ROE as of December 2025 (TTM) for Hennessy Advisors, Inc. (HNNA) is 10.41%

According to Hennessy Advisors, Inc.’s latest financial reports and current stock price. The company's current ROE is 10.41%. This represents a change of 299.34% compared to the average of 2.61% of the last 4 quarters.

Hennessy Advisors, Inc. (HNNA) Historical ROE (quarterly & annually)

How has HNNA ROE performed in the past?

The mean historical ROE of Hennessy Advisors, Inc. over the last ten years is 16.12%. The current 10.41% ROE has changed -35.46% with respect to the historical average. Over the past ten years (40 quarters), HNNA's ROE was at its highest in in the December 2017 quarter at 13.73%. The ROE was at its lowest in in the June 2023 quarter at 1.28%.

Quarterly (TTM)
Annual

Average

16.12%

Median

10.11%

Minimum

5.44%

Maximum

38.49%

Hennessy Advisors, Inc. (HNNA) ROE by Quarter and Year

Discovering the peaks and valleys of Hennessy Advisors, Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 42.95%

Maximum Annual ROE = 38.49%

Minimum Annual Increase = -49.71%

Minimum Annual ROE = 5.44%

Quarterly (TTM)
Annual
YearROEChange
202510.19%31.12%
20247.77%42.95%
20235.44%-24.20%
20227.17%-24.42%
20219.49%-5.38%
202010.03%-31.33%
201914.61%-49.71%
201829.04%0.16%
201729.00%-24.66%
201638.49%-21.96%

Hennessy Advisors, Inc. (HNNA) Average ROE

How has HNNA ROE performed in the past?

The current ROE of Hennessy Advisors, Inc. (HNNA) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

7.80%

5-year avg

8.01%

10-year avg

16.12%

Hennessy Advisors, Inc. (HNNA) ROE vs. Peers

How is HNNA’s ROE compared to its peers?

Hennessy Advisors, Inc.’s ROE is less than OFS Capital Corporation (5.56%), less than Grande Group Limited Class A Ordinary Shares (106.62%), greater than Great Elm Capital Corp. (-5.80%), greater than PhenixFIN Corporation (0.02%), less than Starry Sea Acquisition Corp Ordinary Shares (0.17%), less than Miluna Acquisition Corp (0%), greater than Sol Strategies Inc. Common Shares (-6.34%), less than United Bancorp, Inc. (16.46%), greater than WisdomTree Trust - WisdomTree Japan Opportunities Fund (0%), less than Bank of the James Financial Group, Inc. (11.23%),

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