
Hennessy Advisors, Inc.
Financial ServicesNASDAQ:HNNA · NASDAQ Global Market
+$0.01 today
Vol 0.00M · Avg 0.01M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
10.2%
avg 19.1%
ROIC
6.2%
avg 11.3%
ROA
6.2%
avg 10.1%
Analysis
ROE is currently the strongest return metric at 10.2% versus its period average of 19.1%. 1 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Neil Joseph Hennessy | Chairman & Chief Executive Officer | $1.42M | — | 70 | $229,064.50 | 2.90% |
Teresa Mariani Nilsen | President, Chief Operating Officer, Corporate Secretary & Director | $1.38M | — | 60 | $159,823.00 | 2.02% |
Kathryn Rose Fahy | Chief Financial Officer & Senior Vice President | $612,926.00 | — | 45 | $60,688.93 | 0.77% |
Daniel Bruce Steadman | Executive Vice President | $290,928.00 | — | 70 | $36,574.00 | 0.46% |
Jill Carley | Marketing Associate | — | — | — | — | — |
Lesha Harding | Assistant Controller | — | — | — | — | — |
Alan J. Hennessy | Vice President of Corporate Development & Operations | — | — | — | $229,064.50 | 2.90% |
Daniel Hennessy | Portfolio Manager | — | — | — | $36,574.00 | 0.46% |
Jennifer Lynn Emerson | General Counsel | — | — | 48 | — | — |
Brian Cameron Carlson | Senior Vice President, Head of Distribution & Chief Compliance Officer | — | — | 53 | $229,064.50 | 2.90% |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
0
$0.00
Sells
8
$324,565.37
Net Sentiment
$324,565.37
Net selling
Most Active
SEAVEY THOMAS L
4 transactions
Analysis
Insiders reported 0 buys worth $0.00 and 8 sells worth $324,565.37 over the last 12 months. That adds up to net selling of $324,565.37. SEAVEY THOMAS L was the most active insider with 4 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +126.0% | +0.9% (14yr)1 analysts |
| Revenue | N/A | N/A | +84.9% | -0.8% (14yr)1 analysts |
| Net Income | N/A | N/A | +127.2% | -0.1% (14yr)1 analysts |
| EBIT | N/A | N/A | +123.2% | -3.1% (14yr)1 analysts |
Analysis
Recent growth has been strongest in Net Income at +127.2% over three years. Forward estimates point to EPS at +0.9% (14yr), giving you a quick check on whether expectations are accelerating or cooling.
Competitors
Peer companies in the same sector
WisdomTree Japan Opportunities Fund
OPPJ
$164.76M

Bank of the James Financial Group, Inc.
NASDAQ:BOTJ
$112.49M

United Bancorp, Inc.
NASDAQ:UBCP
$90.36M
Miluna Acquisition Corp
NASDAQ:MMTXU
$82.94M

PhenixFIN Corporation
NASDAQ:PFX
$82.91M
Starry Sea Acquisition Corp Ordinary Shares
NASDAQ:SSEA
$78.19M

Great Elm Capital Corp.
NASDAQ:GECC
$71.03M

OFS Capital Corporation
NASDAQ:OFS
$50.78M
Grande Group Limited Class A Ordinary Shares
GRAN
$42.37M
Sol Strategies Inc. Common Shares
STKE
$32.48M
Who manages HNNA?
Hennessy Advisors, Inc. (HNNA) lists 10 active executives. The top listed executive is Jill Carley, Marketing Associate.
Are HNNA insiders buying or selling?
Recent insider activity shows net selling of $2.40M.
Explore More
Continue the stock analysis
Jump to another research area for this company.