Financial Services
Hennessy Advisors, Inc.(HNNA)
Live Price
Offline$10.23
+3.44% today
1Y Change
-14.32%
Window
Jun 25, 2025 โ Jun 18, 2026
- Market Cap
- $80.00M
- Revenue Growth
- +19.9%
- EPS Growth
- +39.1%
- Dividend Yield
- 5.6%
Coverage: 247 bars ยท Jun 25, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Hennessy Advisors, Inc. (HNNA) is a Financial Services stock with a market cap of $80.00M and listed on NASDAQ. The stock last traded around $10.23 and down 14.3% across the available one-year price window (Jun 25, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +19.9%, EPS growth of +39.1%, a dividend yield of 5.6%. What stands out right now is revenue +19.9%, EPS +39.1%, free cash flow +49.0% with operating margin 34.9% and ROIC 5.5%. The dividend matters to the case here, with a current yield around 5.6%. Valuation is more restrained than many high-expectation growth names at P/E 8.7 and price/sales 2.3. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines HNNA price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+19.9% vs +3.4% peer median
Operating Margin
Above sector median
+34.9% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 13, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +19.9% and EPS at +39.1%, with operating margin around 34.9%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 5.6%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +3.2% over the next 5 trading days and finished higher after 3 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 13, 2026 | โ | +0.9% | +3.9% | -0.7% |
2026 May 5, 2026 | โ | -0.6% | +2.2% | -0.7% |
2026 Feb 5, 2026 | -27.3% | +1.9% | +3.5% | +2.7% |
Benchmark Edge
HNNA vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
HNNA
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
HNNA Max Drawdown
-30.68%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for HNNA and SPY.
Company Overview
Hennessy Advisors, Inc.
NASDAQ Global Market
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.
- Leadership
- Neil Joseph Hennessy
- IPO Date
- Mar 9, 2005
- Employees
- 17
- Street Address
- 7250 Redwood Boulevard
- Mailing
- Novato, CA, 94945
- Region
- Novato, CA, US
- Reporting Currency
- USD
- Investor Line
- 415 899 1555
- Last Updated
- Apr 30, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 8.7
- EV/EBITDA
- 3.9
- Price/Sales
- 2.3
- Price/Book
- 0.8
Growth
- Revenue
- +19.9%
- EPS
- +39.1%
- Free Cash Flow
- +49.0%
Profitability
- Gross Margin
- 73.8%
- Operating Margin
- 34.9%
- Net Margin
- 26.5%
- ROE
- 9.3%
- ROIC
- 5.5%
Balance Sheet
- Debt/Equity
- 0.41
- Current Ratio
- 1.89
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.