BENFW — Beneficient

Nasdaq · Financials · Consumer Finance · CIK 1775734 ·
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Market Cap
52W High
52W Low
ADV30
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Beneficient, a technology-enabled financial services company, provides liquidity solutions and related trustee, custody and trust administrative services to participants in the alternative asset industry in the United States. It operates through three segments Ben Liquidity, Ben Custody, and Customer ExAlt Trusts. The company offers Ben AltAccess platform for secure, online, and end-to-end delivery of each of the Ben business unit products and services, including upload documents, and work through tasks, and complete their transactions with standardized transaction agreements. It also provides Ben Liquidity, which offers alternative asset liquidity and fiduciary financing products; Ben Custody that provides custody and trust administration services to trustees and document custodian services to customers; and Ben Markets, which provides broker-dealer and transfer agency services. In addition, the company provides Ben Insurance Services, which offers insurance products and services; and Ben Data that provides data collection, evaluation, and analytics products and services. It serves individual and institutional investors, wealth advisors, and general partners. Beneficient is based in Dallas, Texas.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Dec 2025 18,670,000 15,660,000 9,754,000 19,913,000 337,860,000 7,867,000 375,901,000
Sep 2025 -2,763,000 -5,192,000 -12,966,000 -3,629,000 316,233,000 4,902,000 368,534,000
Mar 2025 -30,969,000 -33,906,000 -42,235,000 -780,000 354,875,000 1,346,000 299,274,000
Dec 2024 4,417,000 1,488,000 -6,273,000 -8,639,000 400,012,000 4,149,000 295,226,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$-42,345,000
Investing CF
$49,734,000
Financing CF
$-10,584,000
CapEx
$-435,000
Dividends Paid
Buybacks
$0
EPS Diluted TTM
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$-2,056,844,000
Inventory
Receivables
$502,000
ST Investments
$1,739,000
EBIT TTM
$-49,724,000
Pretax Income TTM
$-66,732,000
Interest Exp TTM
$17,008,000
Analysts

Yahoo Snapshot (yfinance, live)

Total Revenue
$90,140,808
EBITDA
$48,567,816
Free Cash Flow
$421,321,024
Enterprise Value
Total Cash
$154,384,432
Total Debt
$1,270,157,568
Shares Out
Trailing EPS
Book Value
$1.40
ROE
-14.9%
ROA
1.7%
Div Yield

Annual Trend (SEC EDGAR, last 3y)

Revenues vs Net Income (last 3y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Mar 2025 -7,945,000 -60,558,000 51,162,000 354,875,000 299,274,000 -37,703,000
Mar 2024 -98,908,000 -221,694,000 -2,095,641,000 368,501,000 309,567,000 -58,216,000
Mar 2023 -104,989,000 -237,701,000 -130,980,000 2,910,695,000 231,789,000 -95,118,000

TTM Snapshot

Revenues TTM
$-17,260,000
NetIncome TTM
$-587,694,000
OpCashFlow TTM
$0
Assets (Latest)
$354,875,000
Forward EPS

Peers — same industry

TickerNameMarket CapLastDaily %
FNMFO FEDERAL NATIONAL MORTGAGE ASSOCIATION FANNIE MAE $252.51T $44000.00
AXP AMERICAN EXPRESS CO $212.01B $310.72
FNMAN FEDERAL NATIONAL MORTGAGE ASSOCIATION FANNIE MAE $107.60B $18.75
FNMAK FEDERAL NATIONAL MORTGAGE ASSOCIATION FANNIE MAE $104.91B $18.28
FNMAG FEDERAL NATIONAL MORTGAGE ASSOCIATION FANNIE MAE $104.50B $18.21

News headlines (Yahoo Finance, 1h cache)

BENF: Beneficient Price Target Remains at $10.00
2026-05-21 09:15 · Yahoo
Beneficient Statement on Heppner Conviction
2026-05-11 11:30 · Yahoo
Beneficient Closes $8.75 Million GP Primary Capital Transaction
2026-04-10 11:30 · Yahoo
BENF: F3Q26 Earnings Recap: Strengthening Business Operations, Compliance, and Capital Management
2026-02-19 10:31 · Yahoo
Beneficient (BENF) Q3 2026 Earnings Call Highlights: Navigating Challenges and Seizing Opportunities
2026-02-18 05:02 · Yahoo
Beneficient Reports Results for Second Quarter Fiscal 2026
2025-11-14 22:15 · Yahoo
Beneficient
2025-11-08 09:08 · Yahoo
Beneficient Statement About Brad Heppner Indictment
2025-11-05 14:00 · Yahoo
Beneficient Regains Compliance with Nasdaq Periodic Filing Requirement and Market Value of Listed Securities Requirement
2025-10-30 21:30 · Yahoo
Beneficient Chairman and Interim CEO Participate in Limited Conversion of Subsidiary Securities into Class A Common Stock
2025-10-21 21:22 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.