Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 8.17% is in line with its 5-year average of 7.94%, around the middle of its 5-year range (5.44%–10.27%).
As of the fiscal period ended Tuesday, June 30, 2026. 11.45% below its 12-month average of 9.22%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q3 FY2026 (2026-06-30): 8.17%.
RETURN ON EQUITY (ROE)
8.17%
RETURN ON EQUITY (ROE) AVG TTM
9.22%
RETURN ON EQUITY (ROE) AVG 3Y
7.89%
RETURN ON EQUITY (ROE) AVG 5Y
7.94%
RETURN ON EQUITY (ROE) AVG 10Y
14.77%
RETURN ON EQUITY (ROE) AVG 15Y
14.09%
RETURN ON EQUITY (ROE) AVG 20Y
13.31%
CURRENT VS TTM AVG
-11.45%
CURRENT VS 3Y AVG
+3.53%
CURRENT VS 5Y AVG
+2.90%
CURRENT VS 10Y AVG
-44.71%
CURRENT VS 15Y AVG
-42.02%
CURRENT VS 20Y AVG
-38.64%
SECTOR MEDIAN · FINANCIAL SERVICES
9.40%
median of 452 covered companies
CURRENT VS SECTOR MEDIAN
-13.11%
vs the sector median at left
Hennessy Advisors, Inc.
Market Cap
$83.29M
Return on Equity (ROE)
8.17%
TTM Avg
9.22%
3Y Avg
7.89%
5Y Avg
7.94%
Market Cap
$84.79M
Return on Equity (ROE)
-2.20%
TTM Avg
1.08%
3Y Avg
-0.39%
5Y Avg
3.72%
Market Cap
$85.70M
Return on Equity (ROE)
4.99%
TTM Avg
4.44%
3Y Avg
4.48%
5Y Avg
5.23%
Market Cap
$85.83M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$86.99M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$87.31M
Return on Equity (ROE)
0.95%
TTM Avg
-53.77%
3Y Avg
-53.77%
5Y Avg
-53.77%
Market Cap
$88.11M
Return on Equity (ROE)
40.55%
TTM Avg
-109.39%
3Y Avg
-72.96%
5Y Avg
-72.96%
Market Cap
$76.58M
Return on Equity (ROE)
10.51%
TTM Avg
8.78%
3Y Avg
8.91%
5Y Avg
9.19%
Market Cap
$90.13M
Return on Equity (ROE)
5.41%
TTM Avg
0.46%
3Y Avg
0.46%
5Y Avg
0.46%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Hennessy Advisors, Inc. (HNNA) | $83.29M | 8.17% | 9.22% | 7.89% | 7.94% |
| BCP Investment Corporation (BCIC)vs › | $84.79M | -2.20% | 1.08% | -0.39% | 3.72% |
| Central Plains Bancshares, Inc. Common Stock (CPBI)vs › | $85.70M | 4.99% | 4.44% | 4.48% | 5.23% |
| JATT II Acquisition Corp. (JATT)vs › | $85.83M | N/A | N/A | N/A | N/A |
| ATIF Holdings Limited Ordinary Shares (AUC)vs › | $86.99M | N/A | N/A | N/A | N/A |
| Calisa Acquisition Corp (ALIS)vs › | $87.31M | 0.95% | -53.77% | -53.77% | -53.77% |
| Eureka Acquisition Corp Class A Ordinary Share (EURK)vs › | $88.11M | 40.55% | -109.39% | -72.96% | -72.96% |
| Home Federal Bancorp, Inc. of Louisiana (HFBL)vs › | $76.58M | 10.51% | 8.78% | 8.91% | 9.19% |
| Miluna Acquisition Corp Class A Ordinary Share (MMTX)vs › | $90.13M | 5.41% | 0.46% | 0.46% | 0.46% |
| Advanced Flower Capital Inc. (AFCG)vs › | $75.27M | 2.78% | -1.72% | 3.42% | 5.45% |
ROE
8.2%
ROA
6.7%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 8.17% |
| 2026-03-31 | 8.38% |
| 2025-12-31 | 9.16% |
| 2025-09-30 | 10.19% |
| 2025-06-30 | 10.22% |
| 2025-03-31 | 10.27% |
| 2024-12-31 | 9.35% |
| 2024-09-30 | 7.77% |
| 2024-06-30 | 6.78% |
| 2024-03-31 | 5.84% |
| 2023-12-31 | 5.50% |
| 2023-09-30 | 5.44% |
| 2023-06-30 | 5.49% |
| 2023-03-31 | 5.73% |
| 2022-12-31 | 6.23% |
| 2022-09-30 | 7.17% |
| 2022-06-30 | 7.93% |
| 2022-03-31 | 9.08% |
| 2021-12-31 | 9.52% |
| 2021-09-30 | 9.49% |
| 2021-06-30 | 8.97% |
| 2021-03-31 | 8.57% |
| 2020-12-31 | 8.81% |
| 2020-09-30 | 10.03% |
| 2020-06-30 | 11.32% |
| 2020-03-31 | 12.66% |
| 2019-12-31 | 13.77% |
| 2019-09-30 | 14.61% |
| 2019-06-30 | 16.44% |
| 2019-03-31 | 18.13% |
| 2018-12-31 | 21.02% |
| 2018-09-30 | 29.04% |
| 2018-06-30 | 29.87% |
| 2018-03-31 | 31.33% |
| 2017-12-31 | 32.09% |
| 2017-09-30 | 28.69% |
| 2017-06-30 | 30.74% |
| 2017-03-31 | 33.28% |
| 2016-12-31 | 35.35% |
| 2016-09-30 | 38.49% |
| 2016-06-30 | 42.08% |
| 2016-03-31 | 45.49% |
| 2015-12-31 | 48.59% |
| 2015-09-30 | 49.31% |
| 2015-06-30 | 23.10% |
| 2015-03-31 | 21.81% |
| 2014-12-31 | 21.06% |
| 2014-09-30 | 20.49% |
| 2014-06-30 | 19.43% |
| 2014-03-31 | 18.77% |
| 2013-12-31 | 17.71% |
| 2013-09-30 | 16.18% |
| 2013-06-30 | 12.43% |
| 2013-03-31 | 9.05% |
| 2012-12-31 | 6.12% |
| 2012-09-30 | 3.85% |
| 2012-06-30 | 3.84% |
| 2012-03-31 | 4.06% |
| 2011-12-31 | 4.43% |
| 2011-09-30 | 4.89% |
| 2011-06-30 | 4.73% |
| 2011-03-31 | 4.47% |
| 2010-12-31 | 4.01% |
| 2010-09-30 | 3.73% |
| 2010-06-30 | 2.78% |
| 2010-03-31 | 1.77% |
| 2009-12-31 | 0.34% |
| 2009-09-30 | -0.81% |
| 2009-06-30 | -0.12% |
| 2009-03-31 | 1.21% |
| 2008-12-31 | 3.45% |
| 2008-09-30 | 6.57% |
| 2008-06-30 | 10.02% |
| 2008-03-31 | 13.01% |
| 2007-12-31 | 15.32% |
| 2007-09-30 | 17.70% |
| 2007-06-30 | 19.11% |
| 2007-03-31 | 21.60% |
| 2006-12-31 | 23.05% |
| 2006-09-30 | 23.23% |
| 2006-06-30 | 22.82% |
| 2006-03-31 | 21.87% |
| 2005-12-31 | 21.91% |
| 2005-09-30 | 22.95% |
| 2005-06-30 | 24.71% |
| 2005-03-31 | 26.19% |
| 2004-12-31 | 26.28% |
| 2004-09-30 | 25.82% |
| 2004-06-30 | 23.87% |
| 2004-03-31 | 20.67% |
| 2003-12-31 | 16.22% |
| 2003-09-30 | 13.55% |
| 2003-06-30 | 10.30% |
