Hennessy Advisors, Inc.

Hennessy Advisors, Inc. - ROEverified

HNNA

Price:

$10.23

Market Cap:

$80.84M

Operating as a publicly traded entity, Hennessy Advisors, Inc. is an investment management firm that provides its expertise to the Hennessy Funds and other investment companies. The firm is responsible for establishing and overseeing a diverse array of mutual funds, including those focused on equities, fixed income, and balanced strategies. Their investment scope extends across public equity and fixed income markets worldwide, with a primary emphasis on growth-oriented stocks. All investment decisions are underpinned by comprehensive, proprietary in-house research. Founded in 1989, Hennessy Advisors, Inc. maintains its headquarters in Novato, California, complemented by additional offices in...[Read more]

Industry

Asset Management

IPO Date

2005-03-09

Stock Exchange

NASDAQ

Ticker

HNNA

The ROE as of June 2026 (TTM) for Hennessy Advisors, Inc. (HNNA) is 8.53%

According to Hennessy Advisors, Inc.’s latest financial reports and current stock price. The company's current ROE is 8.53%. This represents a change of 299.62% compared to the average of 2.13% 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 8.53% ROE has changed -47.11% 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 greater than OFS Capital Corporation (-29.04%), less than Grande Group Limited Class A Ordinary Shares (60.02%), greater than Great Elm Capital Corp. (-26.36%), greater than PhenixFIN Corporation (-0.00%), less than Starry Sea Acquisition Corp Ordinary Shares (4.30%), less than Miluna Acquisition Corp (0%), greater than Sol Strategies Inc. Common Shares (-160.22%), less than United Bancorp, Inc. (11.80%), greater than WisdomTree Japan Opportunities Fund (0%), less than Bank of the James Financial Group, Inc. (14.13%),

Build a custom stock screener for Hennessy Advisors, Inc. (HNNA) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Hennessy Advisors, Inc. using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

Hennessy Advisors, Inc. (HNNA) and other stocks custom spreadsheet templates

The easiest way to analyze a company like Hennessy Advisors, Inc. or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is Hennessy Advisors, Inc.'s ROE?

How is the ROE calculated for Hennessy Advisors, Inc. (HNNA)?

What is the highest ROE for Hennessy Advisors, Inc. (HNNA)?

What is the 3-year average ROE for Hennessy Advisors, Inc. (HNNA)?

What is the 5-year average ROE for Hennessy Advisors, Inc. (HNNA)?

How does the current ROE for Hennessy Advisors, Inc. (HNNA) compare to its historical average?