S&P 500 7,459.94 â–ŧ 73.83 (-0.98%) DOW 52,169.10 â–ŧ 383.87 (-0.73%) NASDAQ 25,535.42 â–ŧ 346.53 (-1.34%) US Markets Closed â€ĸ 07:14 AM ET

BENF

Beneficient

Price Chart
Latest Quote

$3.42

+0.06 (+1.79%)
Current Price
Previous Close $3.36
Open $3.50
Day High $3.75
Day Low $3.24
Volume 12,070
Fetched: 2026-07-18T11:14:23
Stock Information
Shares Outstanding 14.49M
Total Debt $1.27B
Cash Equivalents $154.38M
Revenue $90.14M
Net Income $-11.04M
Sector Financial Services
Industry Asset Management
Market Cap $49.55M
EPS (TTM) $-14.02
Exchange NCM
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📊 Comprehensive Analysis
Company Data
Enterprise Value$1.44B
Sales$90.14M
Income$-11.04M
Book/sh$1.40
Cash/sh$10.66
Employees50
Financial Ratios
Quick Ratio11.44
Current Ratio12.11
Debt/Eq486.17
Returns & Margins
ROA1.66%
ROE-14.91%
Gross Margin95.94%
Operating Margin67.87%
Profit Margin-6.25%
Ownership
Insider Ownership90.93%
Institutional Ownership3.88%
Insider & Institutional transactions data not available
Valuation Ratios
Forward P/E0.57
P/S0.55
P/B2.45
Analyst Data
Recommendationstrong_buy
Target Price$10.00
Technical Indicators
SMA20$3.48
SMA50$3.48
SMA200$4.39
RSI43.14
ATR0.3259
Short Float10.17%
Short Ratio8.49
Rel Volume0.68
Performance History
Week+0.00%
Month-0.73%
Quarter+6.21%
6 Months-34.10%
YTD-53.02%
Year+39.71%
3 Years-99.82%
10 Years-99.95%
Stock Score: ⭐ Premium
Based on debt, profitability, growth, and cash flow metrics
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Recent Price History
Date Close Volume
2026-07-17 $3.42 12,200
2026-07-16 $3.36 13,700
2026-07-15 $3.21 46,000
2026-07-14 $2.86 22,400
2026-07-13 $3.15 30,500
2026-07-10 $3.42 8,600
2026-07-09 $3.31 7,600
2026-07-08 $3.49 7,600
2026-07-07 $3.66 14,700
2026-07-06 $3.63 18,900
2026-07-02 $3.64 13,300
2026-07-01 $3.69 17,400
2026-06-30 $3.68 19,100
2026-06-29 $3.87 32,600
2026-06-26 $3.70 28,700
2026-06-25 $3.54 11,400
2026-06-24 $3.50 9,600
2026-06-23 $3.46 13,400
2026-06-22 $3.51 14,100
2026-06-18 $3.40 17,800
About Beneficient

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. The company operates through Ben Liquidity, Ben Custody, and Customer ExAlt Trusts segments. It provides 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. The company also offers 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, it provides Ben Insurance Services, which offers insurance products and services; Ben AltAccess, a customer-facing application serving as the access point; and Ben Data that provides data collection, evaluation, and analytics products and services. The company serves individual and institutional investors, general partners, and sponsors. Beneficient is based in Dallas, Texas.

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Income Statement (Annual)
Metric 2026-03-31 2025-03-31 2024-03-31 2023-03-31
Revenue
Reconciled Cost Of Revenue $11,845,000 $16,851,000 $65,129,000 $45,527,000
Cost Of Revenue $11,845,000 $16,851,000 $65,129,000 $45,527,000
Total Revenue $-39,125,000 $-7,945,000 $-98,908,000 $-104,989,000
Operating Revenue $-39,125,000 $-7,945,000 $-98,908,000 $-104,989,000
Expenses
Interest Expense $18,801,000 $14,908,000 $17,559,000 $15,471,000
Total Expenses $42,655,000 $52,613,000 $122,786,000 $132,712,000
Rent Expense Supplemental $213,000 $613,000 $1,055,000 $1,212,000
Other Income Expense $-63,935,000 $74,743,000 $-2,418,139,000 -
Other Non Operating Income Expenses $1,996,000 $23,462,000 - -
Net Non Operating Interest Income Expense $-18,801,000 $-14,908,000 $-17,559,000 $-15,471,000
Interest Expense Non Operating $18,801,000 $14,908,000 $17,559,000 $15,471,000
Operating Expense $30,810,000 $35,762,000 $57,657,000 $87,185,000
Other Operating Expenses $5,048,000 $5,927,000 $11,546,000 $15,514,000
General And Administrative Expense $23,968,000 $27,140,000 $36,320,000 $47,485,000
Income & Earnings
Net Income From Continuing Operation Net Minority Interest $-87,426,000 $51,162,000 $-2,095,641,000 $-130,980,000
Net Interest Income $-18,801,000 $-14,908,000 $-17,559,000 $-15,471,000
Normalized Income $-47,867,400 $10,650,010 $-185,311,190 $-130,980,000
Net Income From Continuing And Discontinued Operation $-87,426,000 $51,162,000 $-2,095,641,000 $-130,980,000
Total Operating Income As Reported $-166,512,000 $-24,185,000 $-2,648,546,000 $-253,172,000
Net Income Common Stockholders $-87,426,000 $51,162,000 $-2,095,641,000 $-130,980,000
Net Income $-87,426,000 $51,162,000 $-2,095,641,000 $-130,980,000
Net Income Including Noncontrolling Interests $-164,730,000 $-803,000 $-2,658,180,000 $-252,100,000
Net Income Continuous Operations $-164,730,000 $-803,000 $-2,658,180,000 $-252,100,000
Pretax Income $-164,516,000 $-723,000 $-2,657,392,000 $-253,172,000
Special Income Charges $-65,931,000 $51,281,000 $-2,418,139,000 $0
Operating Income $-81,780,000 $-60,558,000 $-221,694,000 $-237,701,000
Depreciation Amortization Depletion Income Statement $746,000 $1,695,000 $3,775,000 $3,606,000
Depreciation And Amortization In Income Statement $746,000 $1,695,000 $3,775,000 $3,606,000
Gross Profit $-50,970,000 $-24,796,000 $-164,037,000 $-150,516,000
Interest Income - - - $412,000
Interest Income Non Operating - - - $412,000
Per Share
Diluted EPS $-14.02 $0.52 $-5386.48 $-403.38
Basic EPS $-14.02 $68.08 $-5386.48 $-403.38
Other
Tax Effect Of Unusual Items $-26,372,400 $10,769,010 $-507,809,190 $0
Tax Rate For Calcs $0 $0 $0 $0
Normalized EBITDA (Bullshit earnings) $-79,038,000 $-35,401,000 $-217,919,000 $-234,095,000
Total Unusual Items $-65,931,000 $51,281,000 $-2,418,139,000 $0
Total Unusual Items Excluding Goodwill $-65,931,000 $51,281,000 $-2,418,139,000 $0
Reconciled Depreciation $746,000 $1,695,000 $3,775,000 $3,606,000
EBITDA (Bullshit earnings) $-144,969,000 $15,880,000 $-2,636,058,000 $-234,095,000
EBIT $-145,715,000 $14,185,000 $-2,639,833,000 $-237,701,000
Diluted Average Shares $14,447,908 $733,298 $393,013 $324,710
Basic Average Shares $14,447,908 $733,298 $393,013 $324,710
Diluted NI Availto Com Stockholders $-87,426,000 $51,162,000 $-2,095,641,000 $-130,980,000
Minority Interests $77,304,000 $51,965,000 $562,539,000 $121,120,000
Tax Provision $214,000 $80,000 $788,000 $-1,072,000
Other Special Charges $62,831,000 $-54,973,000 $63,819,000 -
Impairment Of Capital Assets $3,100,000 $3,692,000 $2,354,320,000 $0
Provision For Doubtful Accounts $1,048,000 $1,000,000 $6,016,000 $20,580,000
Selling General And Administration $23,968,000 $27,140,000 $36,320,000 $47,485,000
Other Gand A $21,054,000 $23,235,000 $29,999,000 $38,422,000
Insurance And Claims $2,701,000 $3,292,000 $5,266,000 $7,851,000
Rent And Landing Fees $213,000 $613,000 $1,055,000 $1,212,000
Salaries And Wages - - - -
Fetched: 2026-07-14
Balance Sheet (Annual)
Metric 2026-03-31 2025-03-31 2024-03-31 2023-03-31
Assets
Net Tangible Assets $-223,933,000 $-180,015,000 $-251,055,000 $-784,826,000
Total Assets $238,772,000 $354,875,000 $368,501,000 $2,910,695,000
Total Non Current Assets $230,312,000 $308,308,000 $350,698,000 $2,882,420,000
Other Non Current Assets $2,128,000 $2,191,000 $2,202,000 $2,051,000
Financial Assets $21,652,000 $0 - -
Investmentin Financial Assets $195,536,000 $291,371,000 $329,119,000 $497,221,000
Financial Assets Designatedas Fair Value Through Profitor Loss Total $195,536,000 $291,371,000 $329,119,000 $497,221,000
Goodwill And Other Intangible Assets $9,914,000 $13,014,000 $16,706,000 $2,371,026,000
Current Assets $8,460,000 $46,567,000 $17,803,000 $28,275,000
Prepaid Assets $1,614,000 $2,367,000 $4,054,000 $2,329,000
Receivables $4,303,000 $42,854,000 $5,772,000 $16,401,000
Receivables Adjustments Allowances $-5,517,000 $-5,517,000 $-5,515,000 $0
Other Receivables $4,303,000 $39,922,000 $2,840,000 $9,102,000
Notes Receivable $5,517,000 $5,517,000 $5,515,000 $5,104,000
Loans Receivable $0 $2,932,000 $2,932,000 $0
Cash Cash Equivalents And Short Term Investments $2,543,000 $1,346,000 $7,913,000 $8,726,000
Cash And Cash Equivalents $2,543,000 $1,346,000 $7,913,000 $8,726,000
Non Current Deferred Assets - $0 $343,000 $7,778,000
Other Intangible Assets - $3,100,000 $3,100,000 $3,100,000
Restricted Cash - $0 $64,000 $819,000
Debt
Net Debt $94,242,000 $116,550,000 $112,592,000 $142,717,000
Total Debt $96,785,000 $117,896,000 $120,505,000 $151,443,000
Long Term Debt And Capital Lease Obligation $96,785,000 $117,896,000 $120,505,000 $151,443,000
Long Term Debt $96,785,000 $117,896,000 $120,505,000 $151,443,000
Liabilities
Total Liabilities Net Minority Interest $337,532,000 $299,274,000 $309,567,000 $231,789,000
Total Non Current Liabilities Net Minority Interest $98,396,000 $121,602,000 $124,427,000 $152,566,000
Other Non Current Liabilities $1,093,000 $1,157,000 $1,027,000 $1,123,000
Derivative Product Liabilities $308,000 $227,000 $178,000 $0
Non Current Deferred Liabilities $210,000 $2,322,000 $2,717,000 $0
Non Current Deferred Taxes Liabilities $210,000 $80,000 $0 $0
Current Liabilities $239,136,000 $177,672,000 $185,140,000 $79,223,000
Payables And Accrued Expenses $239,136,000 $177,672,000 $185,140,000 $79,223,000
Interest Payable $32,299,000 $20,902,000 $27,983,000 $13,499,000
Payables $63,788,000 $156,770,000 $157,157,000 $65,724,000
Accounts Payable $63,788,000 $156,770,000 $157,157,000 $65,724,000
Other Current Liabilities - - $178,000 -
Other Payable - - - -
Equity
Common Stock Equity $-214,021,000 $-167,001,000 $-234,349,000 $1,586,200,000
Preferred Stock Equity $2,000 - - -
Total Equity Gross Minority Interest $-98,760,000 $55,601,000 $58,934,000 $2,678,906,000
Stockholders Equity $-214,019,000 $-167,001,000 $-234,349,000 $1,586,200,000
Gains Losses Not Affecting Retained Earnings $52,000 $-2,000 $276,000 $9,900,000
Other Equity Adjustments $52,000 $-2,000 $276,000 $9,900,000
Retained Earnings $-2,095,478,000 $-2,008,052,000 $-2,059,214,000 $0
Other Equity Interest - - $-20,038,000 -
Preferred Securities Outside Stock Equity - - - $786,359,000
Other
Treasury Shares Number $1,000 $1,125 $1,125 -
Ordinary Shares Number $14,447,908 $1,089,157 $447,282 $324,710
Share Issued $14,448,908 $1,090,282 $448,407 $324,710
Tangible Book Value $-223,935,000 $-180,015,000 $-251,055,000 $-784,826,000
Invested Capital $-117,236,000 $-49,105,000 $-113,844,000 $1,737,643,000
Working Capital $-230,676,000 $-131,105,000 $-167,337,000 $-50,948,000
Total Capitalization $-117,234,000 $-49,105,000 $-113,844,000 $1,737,643,000
Minority Interest $115,259,000 $222,602,000 $293,283,000 $1,092,706,000
Treasury Stock $3,444,000 $3,444,000 $3,444,000 $3,444,000
Additional Paid In Capital $1,884,835,000 $1,844,489,000 $1,848,068,000 $1,579,742,000
Capital Stock $16,000 $8,000 $3,000 $2,000
Common Stock $14,000 $8,000 $3,000 $2,000
Preferred Stock $2,000 $0 $0 $0
Current Accrued Expenses $175,348,000 $20,902,000 $27,983,000 $13,499,000
Investments And Advances $195,536,000 $291,371,000 $329,119,000 $497,221,000
Goodwill $9,914,000 $9,914,000 $13,606,000 $2,367,926,000
Net PPE $1,082,000 $1,732,000 $2,328,000 $4,344,000
Accumulated Depreciation $-12,547,000 $-11,801,000 $-10,327,000 $-6,551,000
Gross PPE $13,629,000 $13,533,000 $12,655,000 $10,895,000
Leases $23,000 $23,000 $109,000 $109,000
Construction In Progress $375,000 $279,000 $282,000 $487,000
Other Properties $73,000 $73,000 $73,000 $73,000
Machinery Furniture Equipment $12,970,000 $12,970,000 $12,003,000 $10,038,000
Buildings And Improvements $188,000 $188,000 $188,000 $188,000
Properties $0 $0 $0 $0
Duefrom Related Parties Current - - $0 $2,195,000
Total Partnership Capital - - - $748,194,000
General Partnership Capital - - - $142,214,000
Limited Partnership Capital - - - $596,080,000
Dueto Related Parties Current - - - $99,314,000
Land And Improvements - - - $0
Available For Sale Securities - - - -
Other Short Term Investments - - - -
Fetched: 2026-07-14
Cash Flow Statement (Annual)
Metric 2026-03-31 2025-03-31 2024-03-31 2023-03-31
Free Cash Flow
Free Cash Flow $-38,813,000 $-38,802,000 $-59,975,000 $-97,195,000
Operating Activities
Operating Cash Flow $-38,717,000 $-37,703,000 $-58,216,000 $-95,118,000
Cash Flow From Continuing Operating Activities $-38,717,000 $-37,703,000 $-58,216,000 $-95,118,000
Operating Gains Losses $39,758,000 $8,742,000 $108,576,000 $117,840,000
Investing Activities
Capital Expenditure $-96,000 $-1,099,000 $-1,759,000 $-2,077,000
Investing Cash Flow $61,208,000 $28,105,000 $44,057,000 $63,017,000
Cash Flow From Continuing Investing Activities $61,208,000 $28,105,000 $44,057,000 $63,017,000
Net Other Investing Changes $51,480,000 - - -
Financing Activities
Issuance Of Capital Stock $706,000 $8,532,000 $1,122,000 $0
Financing Cash Flow $-21,294,000 $2,967,000 $12,591,000 $-34,459,000
Cash Flow From Continuing Financing Activities $-21,294,000 $2,967,000 $12,591,000 $-34,459,000
Net Common Stock Issuance $706,000 $8,532,000 $1,122,000 $0
Common Stock Issuance $706,000 $8,532,000 $1,122,000 $0
Repurchase Of Capital Stock - $0 $-1,413,000 $-8,430,000
Net Other Financing Charges - $-2,140,000 $-5,338,000 $-7,372,000
Net Preferred Stock Issuance - $0 $-1,413,000 $-8,430,000
Preferred Stock Issuance - - - $0
Other
Repayment Of Debt $-22,850,000 $-8,675,000 $-6,780,000 $-18,657,000
Issuance Of Debt $850,000 $5,250,000 $25,000,000 $0
End Cash Position $2,543,000 $1,346,000 $7,977,000 $9,545,000
Beginning Cash Position $1,346,000 $7,977,000 $9,545,000 $76,105,000
Changes In Cash $1,197,000 $-6,631,000 $-1,568,000 $-66,560,000
Net Issuance Payments Of Debt $-22,000,000 $-3,425,000 $18,220,000 $-18,657,000
Net Long Term Debt Issuance $-22,000,000 $-3,425,000 $18,220,000 $-18,657,000
Long Term Debt Payments $-22,850,000 $-8,675,000 $-6,780,000 $-18,657,000
Long Term Debt Issuance $850,000 $5,250,000 $25,000,000 $0
Net Investment Purchase And Sale $9,824,000 $29,204,000 $45,816,000 $65,094,000
Sale Of Investment $12,062,000 $30,423,000 $47,236,000 $75,134,000
Purchase Of Investment $-2,238,000 $-1,219,000 $-1,420,000 $-10,040,000
Net PPE Purchase And Sale $-96,000 $-1,099,000 $-1,759,000 $-2,077,000
Purchase Of PPE $-96,000 $-1,099,000 $-1,759,000 $-2,077,000
Change In Working Capital $1,145,000 $8,661,000 $17,198,000 $-2,096,000
Change In Other Current Assets $1,204,000 $-32,784,000 $5,965,000 $-13,013,000
Change In Payables And Accrued Expense $-59,000 $41,445,000 $8,628,000 $11,236,000
Other Non Cash Items $78,373,000 $-66,419,000 $70,976,000 $6,386,000
Stock Based Compensation $1,629,000 $5,649,000 $39,103,000 $10,085,000
Provisionand Write Offof Assets $1,048,000 $1,000,000 $6,016,000 $20,580,000
Asset Impairment Charge $3,100,000 $3,692,000 $2,354,320,000 $1,653,000
Deferred Tax $214,000 $80,000 $0 $-1,072,000
Deferred Income Tax $214,000 $80,000 $0 $-1,072,000
Depreciation Amortization Depletion $746,000 $1,695,000 $3,775,000 $3,606,000
Depreciation And Amortization $746,000 $1,695,000 $3,775,000 $3,606,000
Gain Loss On Investment Securities $39,758,000 $8,742,000 $99,730,000 $117,840,000
Net Income From Continuing Operations $-164,730,000 $-803,000 $-2,658,180,000 $-252,100,000
Preferred Stock Payments - $0 $-1,413,000 $-8,430,000
Change In Other Current Liabilities - $0 $2,605,000 $-319,000
Earnings Losses From Equity Investments - - - -
Fetched: 2026-07-14