Hennessy Advisors Overview

  • Year Founded
  • 1989

Year Founded

  • Status
  • Public

  • Employees
  • 18

Employees

  • Stock Symbol
  • HNNA

Stock Symbol

  • Investments
  • 9

  • Share Price
  • $12.12
  • (As of Tuesday Closing)

Hennessy Advisors General Information

Description

Hennessy Advisors Inc is an investment management company, engaged in the managing and marketing of open-end mutual funds branded as the Hennessy Funds. It offers domestic equity, sectors, and specialty, balanced, and fixed income products. It also provides investment advisory services and shareholder services to the Hennessy Funds which include managing the composition of each fund's portfolio, including the purchase, retention, and disposition of portfolio securities as per the Fund's investment objectives, policies, and restrictions; conducting investment research, and monitoring compliance with each fund's investment restrictions and applicable laws and regulations.

Contact Information

Formerly Known As
Edward J. Hennessy Incorporated
Ownership Status
Publicly Held
Financing Status
Corporation
Corporate Office
  • 7250 Redwood Boulevard
  • Suite 200
  • Novato, CA 94945
  • United States
+1 (415)
Primary Industry
Asset Management
Stock Exchange
NAS
Corporate Office
  • 7250 Redwood Boulevard
  • Suite 200
  • Novato, CA 94945
  • United States
+1 (415)

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Hennessy Advisors Stock Performance

As of 15-Jul-2025, Hennessy Advisors’s stock price is $12.12. Its current market cap is $94.4M with 7.79M shares.

(As of Tuesday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$12.12 $12.20 $7.48 - $13.88 $94.4M 7.79M 8.24K $1.26

Hennessy Advisors Financials Summary

As of 31-Mar-2025, Hennessy Advisors has a trailing 12-month revenue of $35.5M.

In Thousands,
USD
TTM 31-Mar-2025 FY 2024 30-Sep-2024 FY 2023 30-Sep-2023 FY 2022 30-Sep-2022
EV 53,040 54,870 30,526 46,917
Revenue 35,546 29,646 24,020 29,667
EBITDA 13,052 9,111 6,564 10,046
Net Income 9,774 7,097 4,771 6,190
Total Assets 155,533 152,099 145,719 143,652
Total Debt 40,504 40,504 39,443 39,516
Public Fundamental Data provided by Morningstar, Inc. disclaimer

Hennessy Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Hennessy Advisors Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Hennessy Advisors Inc is an investment management company, engaged in the managing and marketing of open-end mutual fund
Asset Management
Novato, CA
18 As of 2024

Fairport, NY
 

Baltimore, MD
 
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Hennessy Advisors Competitors (17)

One of Hennessy Advisors’s 17 competitors is Manning & Napier, a Corporate Backed or Acquired company based in Fairport, NY.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Manning & Napier Corporate Backed or Acquired Fairport, NY
T. Rowe Price Group Corporation Baltimore, MD
Ziegler Capital Management Formerly PE-Backed Chicago, IL
Wellington Management Formerly PE-Backed Boston, MA
BlackRock Corporation New York, NY
You’re viewing 5 of 17 competitors. Get the full list »

Hennessy Advisors Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Hennessy Advisors Investments & Acquisitions (9)

Hennessy Advisors’s most recent deal was a Corporate Asset Purchase with BP Capital (TwinLine Energy Fund and TwinLine MLP Fund) for . The deal was made on 26-Oct-2018.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
BP Capital (TwinLine Energy Fund and TwinLine MLP Fund) 26-Oct-2018 Corporate Asset Purchase Buildings and Property
The Westport Funds 23-Sep-2016 Merger/Acquisition Asset Management
FBR Fund Advisers 26-Oct-2012 Merger/Acquisition Asset Management
SPARX Investment & Research USA 18-Sep-2009 Merger/Acquisition Consulting Services (B2B)
RBC Global Asset Management (Two Tamarack Funds) 23-Mar-2009 Corporate Asset Purchase Buildings and Property
You’re viewing 5 of 9 investments and acquisitions. Get the full list »

Hennessy Advisors ESG

Peers Analysis

Peer performance insights compare the company’s ESG performance to the performance of selected peers to help inform future ESG decisions and drive internal performance improvements.

Global

Covered Companies

Rank

Percentile

Diversified Financials

Industry

Rank

Percentile

Asset Management and Custody Services

Subindustry

Rank

Percentile

To view Hennessy Advisors’s complete esg history, request access »

Hennessy Advisors Exits (1)

Hennessy Advisors’s most recent exit was from Manitowoc. The exit was categorized as with 8 buyers.

Company Name Exit Date Exit Type Exit Size Status Buyers
Manitowoc Completed
  • 8 buyers
To view Hennessy Advisors’s complete exits history, request access »

Hennessy Advisors FAQs

  • When was Hennessy Advisors founded?

    Hennessy Advisors was founded in 1989.

  • Where is Hennessy Advisors headquartered?

    Hennessy Advisors is headquartered in Novato, CA.

  • What is the size of Hennessy Advisors?

    Hennessy Advisors has 18 total employees.

  • What industry is Hennessy Advisors in?

    Hennessy Advisors’s primary industry is Asset Management.

  • Is Hennessy Advisors a private or public company?

    Hennessy Advisors is a Public company.

  • What is Hennessy Advisors’s stock symbol?

    The ticker symbol for Hennessy Advisors is HNNA.

  • What is the current stock price of Hennessy Advisors?

    As of 15-Jul-2025 the stock price of Hennessy Advisors is $12.12.

  • What is the current market cap of Hennessy Advisors?

    The current market capitalization of Hennessy Advisors is $94.4M.

  • What is Hennessy Advisors’s current revenue?

    The trailing twelve month revenue for Hennessy Advisors is $35.5M.

  • Who are Hennessy Advisors’s competitors?

    Manning & Napier, T. Rowe Price Group, Ziegler Capital Management, Wellington Management, and BlackRock are some of the 17 competitors of Hennessy Advisors.

  • What is Hennessy Advisors’s annual earnings per share (EPS)?

    Hennessy Advisors’s EPS for 12 months was $1.26.

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