HENNESSY ADVISORS INC(HNNA)Stock Analysis
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Rank #1,398 of 2,962 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in HNNA
Events flagged as statistical outliers against HNNA's own multi-year baseline — not fixed dollar thresholds.
- Score shock2026-08-05
HNNA quality score jumped 13 points (48→61) on a new filing
View source filing →
HNNA Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for HENNESSY ADVISORS INC (HNNA), a Financials sector company. 13F Pro's AI-powered ranking engine scores HNNA at 53.3/100 on a 32-signal composite quality model, placing it at rank #1,398 of 2,962 stocks — the top half of the AI-ranked universe. HNNA scores in the top quartile across free cash flow (84.6), profitability (81.4). Areas of concern include revenue scale (5.9) and institutional flow (26.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 31.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), HENNESSY ADVISORS INC reports quarterly revenue of $7.6M, net income of $2.0M, an operating margin of 38.2%. Top institutional holders of HNNA by reported 13-F value include VANGUARD CAPITAL MANAGEMENT, Truffle Hound Capital, AEGIS FINANCIAL, based on the most recent SEC filings. HNNA trades on the Nasdaq exchange and files with the SEC under CIK 1145255. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HNNA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for HENNESSY ADVISORS INC directly from SEC EDGAR. HENNESSY ADVISORS INC's 13F Pro composite quality score has ranged between 41 and 69 since 2021, currently 53.3 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$7.6M
Net Income
Q2 2026
$2.0M
Free Cash Flow
Q2 2026
$3.7M
Operating Margin
Q2 2026
38.2%
ROIC
Q2 2026
11.5%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+19.9% YoYNet Income
+40.3% YoYOperating Income
+48.2% YoYEPS (Diluted)
+38.0% YoYTotal Assets
+5.5% YoYOp. Cash Flow
+48.7% YoYFree Cash Flow
+49.0% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $35.5M +19.9% | $29.6M +23.4% | $24.0M -19.0% | $29.7M -9.4% | $32.8M -1.9% | $33.4M |
| Net Income | $10.0M +40.3% | $7.1M +48.8% | $4.8M -22.9% | $6.2M -21.7% | $7.9M +0.8% | $7.8M |
| Operating Income | $13.1M +48.2% | $8.9M +40.0% | $6.3M -35.6% | $9.8M -9.6% | $10.9M -3.9% | $11.3M |
| EPS (Diluted) | $1.27 +38.0% | $0.92 +46.0% | $0.63 -23.2% | $0.82 -23.4% | $1.07 +0.9% | $1.06 |
| Total Assets | $160.5M +5.5% | $152.1M +4.4% | $145.7M +1.4% | $143.7M +41.0% | $101.9M +7.5% | $94.8M |
| Operating Cash Flow | $13.8M +48.7% | $9.3M +30.0% | $7.1M -17.7% | $8.7M -16.6% | $10.4M -2.2% | $10.6M |
| Free Cash Flow | $13.4M +49.0% | $9.0M +29.6% | $6.9M -18.1% | $8.4M -16.7% | $10.1M -3.0% | $10.5M |
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Top Institutional Holders of HNNA
VANGUARD CAPITAL MANAGEMENT LLC
$2.4M238,662 shTruffle Hound Capital, LLC
$2.0M200,000 shAEGIS FINANCIAL CORP
$1.7M170,768 shRENAISSANCE TECHNOLOGIES LLC
$991.5K97,688 shAllworth Financial LP
$826.0K81,380 shPerigon Wealth Management, LLC
$647.5K63,798 shGEODE CAPITAL MANAGEMENT, LLC
$594.3K58,540 shDIMENSIONAL FUND ADVISORS LP
$542.7K53,469 shVANGUARD FIDUCIARY TRUST CO
$280.0K27,585 shBRIDGEWAY CAPITAL MANAGEMENT, LLC
$239.0K23,551 sh
| Fund | Value | Shares |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $2.4M | 238,662 |
| Truffle Hound Capital, LLC | $2.0M | 200,000 |
| AEGIS FINANCIAL CORP | $1.7M | 170,768 |
| RENAISSANCE TECHNOLOGIES LLC | $991.5K | 97,688 |
| Allworth Financial LP | $826.0K | 81,380 |
| Perigon Wealth Management, LLC | $647.5K | 63,798 |
| GEODE CAPITAL MANAGEMENT, LLC | $594.3K | 58,540 |
| DIMENSIONAL FUND ADVISORS LP | $542.7K | 53,469 |
| VANGUARD FIDUCIARY TRUST CO | $280.0K | 27,585 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $239.0K | 23,551 |
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Popular Research
Is HNNA a good stock to buy?
13F Pro's AI-powered analysis of HENNESSY ADVISORS INC (HNNA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for HNNA are available on the HNNA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. HNNA is classified as a small company.
Which hedge funds own HNNA?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling HNNA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of HENNESSY ADVISORS INC's investment landscape.