Hennessy Advisors, Inc. (HNNA)
NASDAQ: HNNA · Real-Time Price · USD
9.89
+0.02 (0.20%)
At close: Aug 20, 2026, 4:00 PM EDT
9.90
+0.01 (0.10%)
After-hours: Aug 20, 2026, 7:30 PM EDT

Hennessy Advisors Statistics

Total Valuation

HNNA has a market cap or net worth of $78.17 million. The enterprise value is $43.24 million.

Market Cap78.17M
Enterprise Value 43.24M

Important Dates

The last earnings date was Wednesday, August 5, 2026, after market close.

Earnings Date Aug 5, 2026
Ex-Dividend Date Aug 20, 2026

Share Statistics

HNNA has 7.90 million shares outstanding. The number of shares has decreased by -0.34% in one year.

Current Share Class 7.90M
Shares Outstanding 7.90M
Shares Change (YoY) -0.34%
Shares Change (QoQ) +0.45%
Owned by Insiders (%) 38.91%
Owned by Institutions (%) 14.91%
Float 4.42M

Valuation Ratios

The trailing PE ratio is 9.58.

PE Ratio 9.58
Forward PE n/a
PS Ratio 2.34
Forward PS n/a
PB Ratio 0.78
P/TBV Ratio 4.14
P/FCF Ratio 7.68
P/OCF Ratio 7.44
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 3.77, with an EV/FCF ratio of 4.25.

EV / Earnings 5.23
EV / Sales 1.30
EV / EBITDA 3.77
EV / EBIT 3.88
EV / FCF 4.25

Financial Position

The company has a current ratio of 9.39, with a Debt / Equity ratio of 0.00.

Current Ratio 9.39
Quick Ratio 9.23
Debt / Equity 0.00
Debt / EBITDA 0.04
Debt / FCF 0.04
Interest Coverage 4.48

Financial Efficiency

Return on equity (ROE) is 8.36% and return on invested capital (ROIC) is 12.26%.

Return on Equity (ROE) 8.36%
Return on Assets (ROA) 4.96%
Return on Invested Capital (ROIC) 12.26%
Return on Capital Employed (ROCE) 9.40%
Weighted Average Cost of Capital (WACC) 9.59%
Revenue Per Employee $1.85M
Profits Per Employee $458,944
Employee Count18
Asset Turnover 0.24
Inventory Turnover n/a

Taxes

In the past 12 months, HNNA has paid $2.98 million in taxes.

Income Tax 2.98M
Effective Tax Rate 26.48%

Stock Price Statistics

The stock price has decreased by -11.78% in the last 52 weeks. The beta is 0.55, so HNNA's price volatility has been lower than the market average.

Beta (5Y) 0.55
52-Week Price Change -11.78%
50-Day Moving Average 9.99
200-Day Moving Average 9.94
Relative Strength Index (RSI) 45.82
Average Volume (20 Days) 6,074

Short Selling Information

The latest short interest is 4,577, so 0.06% of the outstanding shares have been sold short.

Short Interest 4,577
Short Previous Month 3,602
Short % of Shares Out 0.06%
Short % of Float 0.10%
Short Ratio (days to cover) 0.83

Income Statement

In the last 12 months, HNNA had revenue of $33.34 million and earned $8.26 million in profits. Earnings per share was $1.05.

Revenue33.34M
Gross Profit 18.01M
Operating Income 11.14M
Pretax Income 11.24M
Net Income 8.26M
EBITDA 11.46M
EBIT 11.14M
Earnings Per Share (EPS) $1.05
Full Income Statement

Balance Sheet

The company has $35.36 million in cash and $425,000 in debt, with a net cash position of $34.94 million or $4.42 per share.

Cash & Cash Equivalents 35.36M
Total Debt 425,000
Net Cash 34.94M
Net Cash Per Share $4.42
Equity (Book Value) 101.15M
Book Value Per Share 12.80
Working Capital 35.26M
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was $10.51 million and capital expenditures -$331,000, giving a free cash flow of $10.18 million.

Operating Cash Flow 10.51M
Capital Expenditures -331,000
Depreciation & Amortization 315,000
Net Borrowing -40.25M
Free Cash Flow 10.18M
FCF Per Share $1.29
Full Cash Flow Statement

Margins

Gross margin is 54.00%, with operating and profit margins of 33.42% and 24.78%.

Gross Margin 54.00%
Operating Margin 33.42%
Pretax Margin 33.70%
Profit Margin 24.78%
EBITDA Margin 34.36%
EBIT Margin 33.42%
FCF Margin 30.53%

Dividends & Yields

This stock pays an annual dividend of $0.60, which amounts to a dividend yield of 6.07%.

Dividend Per Share $0.60
Dividend Yield 6.07%
Dividend Growth (YoY) 6.82%
Years of Dividend Growth n/a
Payout Ratio 57.34%
Buyback Yield 0.34%
Shareholder Yield 6.38%
Earnings Yield 10.57%
FCF Yield 13.02%
Dividend Details

Analyst Forecast

Price Target n/a
Price Target Difference n/a
Analyst Consensus n/a
Analyst Count n/a
Revenue Growth Forecast (3Y) n/a
EPS Growth Forecast (3Y) n/a

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number
Graham Upside

Stock Splits

The last stock split was on March 7, 2017. It was a forward split with a ratio of 1.5:1.

Last Split Date Mar 7, 2017
Split Type Forward
Split Ratio 1.5:1

Scores

HNNA has an Altman Z-Score of 4.06 and a Piotroski F-Score of 5.

Altman Z-Score 4.06
Piotroski F-Score 5