Symbols / BENF $3.41 -2.71% Beneficient

Financial Services • Asset Management • United States • NCM
BENF Chart
About

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.

Fundamentals
Scroll to Statements
Sector Financial Services Industry Asset Management Market Cap 48.91M
Enterprise Value 1.45B Income -11.04M Sales 90.14M
Book/sh -12.73 Cash/sh 4.68 Dividend Yield —
Payout 0.00% Employees 55 IPO —
P/E — Forward P/E 0.57 PEG —
P/S 0.54 P/B -0.27 P/C —
EV/EBITDA 29.78 EV/Sales 16.05 Quick Ratio 11.44
Current Ratio 12.11 Debt/Eq 486.17 LT Debt/Eq —
EPS (ttm) -24.63 EPS next Y 6.02 EPS Growth —
Revenue Growth 73.40% Earnings 2026-02-17 17:00 ROA 1.66%
ROE -14.91% ROIC — Gross Margin 95.94%
Oper. Margin 67.87% Profit Margin -6.25% Shs Outstand 14.33M
Shs Float — Short Float 17.52% Short Ratio 0.18
Short Interest — 52W High 12.48 52W Low 1.75
Beta — Avg Volume 486.71K Volume 1.49K
Target Price $10.00 Recom None Prev Close $3.50
Price $3.40 Change -2.71%
Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
$10.00
Mean price target
2. Current target
$3.41
Latest analyst target
3. DCF / Fair value
$529.09
Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$3.41
Low
$10.00
High
$10.00
Mean
$10.00
News
RSS: Latest BENF news
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2025-12-05 SCHNITZER BRUCE WILLIAM Director — 931,837 — —
2025-12-05 CANGANY PETER T. JR. Director — 635,690 — —
2025-07-21 WELDAY JEFF Officer — 30,687 — —
2025-04-24 WELDAY JEFF Officer — 1,670 — —
2025-03-04 WELDAY JEFF Officer — 1,383 $0.34 $501
2025-02-27 WELDAY JEFF Officer — 847 $0.41 $353
2025-02-24 WELDAY JEFF Officer — 1,228 $0.42 $531
2025-02-19 WELDAY JEFF Officer — 1,735 $0.47 $837
2025-02-13 WELDAY JEFF Officer — 3,981 $0.53 $2,560
2025-02-10 WELDAY JEFF Officer — 782 $0.58 $458
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-03-31 2024-03-31 2023-03-31 2021-12-31
Total Revenue
-7.95
+91.97%
-98.91
+5.79%
-104.99
-289.82%
55.31
Operating Revenue
-7.95
+91.97%
-98.91
+5.79%
-104.99
-289.82%
55.31
Cost Of Revenue
16.85
-74.13%
65.13
+43.06%
45.53
+79.79%
25.32
Reconciled Cost Of Revenue
16.85
-74.13%
65.13
+43.06%
45.53
+79.79%
25.32
Gross Profit
-24.80
+84.88%
-164.04
-8.98%
-150.52
-601.95%
29.99
Operating Expense
35.76
-37.97%
57.66
-33.87%
87.19
+18.38%
73.65
Selling General And Administration
27.14
-25.28%
36.32
-23.51%
47.48
+7.14%
44.32
General And Administrative Expense
27.14
-25.28%
36.32
-23.51%
47.48
+7.14%
44.32
Salaries And Wages
—
—
—
23.20
Other Gand A
23.23
-22.55%
30.00
-21.92%
38.42
+115.84%
17.80
Other Operating Expenses
5.93
-48.67%
11.55
-25.58%
15.51
+80.77%
8.58
Total Expenses
52.61
-57.15%
122.79
-7.48%
132.71
+34.09%
98.97
Operating Income
-60.56
+72.68%
-221.69
+6.73%
-237.70
-444.40%
-43.66
Total Operating Income As Reported
-24.18
+99.09%
-2,648.55
-946.14%
-253.17
-255.98%
-71.12
EBITDA
15.88
+100.60%
-2,636.06
-1026.06%
-234.09
-209.30%
-75.69
Normalized EBITDA
-35.40
+83.75%
-217.92
+6.91%
-234.09
-461.74%
-41.67
Reconciled Depreciation
1.70
-55.10%
3.77
+4.69%
3.61
+81.21%
1.99
EBIT
14.19
+100.54%
-2,639.83
-1010.57%
-237.70
-206.02%
-77.68
Total Unusual Items
51.28
+102.12%
-2,418.14
0.00
+100.00%
-34.01
Total Unusual Items Excluding Goodwill
51.28
+102.12%
-2,418.14
0.00
+100.00%
-34.01
Special Income Charges
51.28
+102.12%
-2,418.14
0.00
+100.00%
-34.01
Other Special Charges
-54.97
-186.14%
63.82
—
34.01
Impairment Of Capital Assets
3.69
-99.84%
2,354.32
0.00
—
Net Income
51.16
+102.44%
-2,095.64
-1499.97%
-130.98
-37.85%
-95.02
Pretax Income
-0.72
+99.97%
-2,657.39
-949.64%
-253.17
-140.81%
-105.13
Net Non Operating Interest Income Expense
-14.91
+15.10%
-17.56
-13.50%
-15.47
+43.65%
-27.46
Interest Expense Non Operating
14.91
-15.10%
17.56
+13.50%
15.47
-43.65%
27.46
Net Interest Income
-14.91
+15.10%
-17.56
-13.50%
-15.47
+43.65%
-27.46
Interest Expense
14.91
-15.10%
17.56
+13.50%
15.47
-43.65%
27.46
Interest Income Non Operating
—
—
0.41
-94.43%
7.40
Interest Income
—
—
0.41
-94.43%
7.40
Other Income Expense
74.74
+103.09%
-2,418.14
—
-34.01
Other Non Operating Income Expenses
23.46
—
—
—
Tax Provision
0.08
-89.85%
0.79
+173.51%
-1.07
0.00
Tax Rate For Calcs
0.00
+0.00%
0.00
+4859.85%
0.00
0.00
Tax Effect Of Unusual Items
10.77
+102.12%
-507.81
0.00
0.00
Net Income Including Noncontrolling Interests
-0.80
+99.97%
-2,658.18
-954.41%
-252.10
-139.79%
-105.13
Net Income From Continuing Operation Net Minority Interest
51.16
+102.44%
-2,095.64
-1499.97%
-130.98
-37.85%
-95.02
Net Income From Continuing And Discontinued Operation
51.16
+102.44%
-2,095.64
-1499.97%
-130.98
-37.85%
-95.02
Net Income Continuous Operations
-0.80
+99.97%
-2,658.18
-954.41%
-252.10
-139.79%
-105.13
Minority Interests
51.97
-90.76%
562.54
+364.45%
121.12
+1097.19%
10.12
Normalized Income
10.65
+105.75%
-185.31
-41.48%
-130.98
-114.71%
-61.00
Net Income Common Stockholders
51.16
+102.44%
-2,095.64
-1499.97%
-130.98
-37.85%
-95.02
Diluted EPS
0.48
+100.01%
-5,386.48
-1235.35%
-403.38
-37.85%
-292.62
Basic EPS
68.08
+101.26%
-5,386.48
-1235.35%
-403.38
-37.85%
-292.62
Basic Average Shares
0.73
+86.58%
0.39
+21.04%
0.32
+0.00%
0.32
Diluted Average Shares
0.73
+86.58%
0.39
+21.04%
0.32
+0.00%
0.32
Diluted NI Availto Com Stockholders
51.16
+102.44%
-2,095.64
-1499.97%
-130.98
-37.85%
-95.02
Depreciation Amortization Depletion Income Statement
1.70
-55.10%
3.77
+4.69%
3.61
+81.21%
1.99
Depreciation And Amortization In Income Statement
1.70
-55.10%
3.77
+4.69%
3.61
+81.21%
1.99
Insurance And Claims
3.29
-37.49%
5.27
-32.93%
7.85
+192.18%
2.69
Provision For Doubtful Accounts
1.00
-83.38%
6.02
-70.77%
20.58
+9.73%
18.75
Rent And Landing Fees
0.61
-41.90%
1.05
-12.95%
1.21
+91.17%
0.63
Rent Expense Supplemental
0.61
-41.90%
1.05
-12.95%
1.21
+91.17%
0.63
Line Item Trend 2025-03-31 2024-03-31
Total Assets
354.88
-3.70%
368.50
Current Assets
46.57
+161.57%
17.80
Cash Cash Equivalents And Short Term Investments
1.35
-82.99%
7.91
Cash And Cash Equivalents
1.35
-82.99%
7.91
Other Short Term Investments
—
—
Receivables
42.85
+642.45%
5.77
Receivables Adjustments Allowances
-5.52
-0.04%
-5.51
Other Receivables
39.92
+1305.70%
2.84
Loans Receivable
2.93
+0.00%
2.93
Prepaid Assets
2.37
-41.61%
4.05
Restricted Cash
0.00
-100.00%
0.06
Total Non Current Assets
308.31
-12.09%
350.70
Net PPE
1.73
-25.60%
2.33
Gross PPE
13.53
+6.94%
12.65
Accumulated Depreciation
-11.80
-14.27%
-10.33
Properties
0.00
0.00
Land And Improvements
—
—
Buildings And Improvements
0.19
+0.00%
0.19
Machinery Furniture Equipment
12.97
+8.06%
12.00
Construction In Progress
0.28
-1.06%
0.28
Other Properties
0.07
+0.00%
0.07
Leases
0.02
-78.90%
0.11
Goodwill And Other Intangible Assets
13.01
-22.10%
16.71
Goodwill
9.91
-27.14%
13.61
Other Intangible Assets
3.10
+0.00%
3.10
Investments And Advances
291.37
-11.47%
329.12
Non Current Deferred Assets
0.00
-100.00%
0.34
Other Non Current Assets
2.19
-0.50%
2.20
Total Liabilities Net Minority Interest
299.27
-3.32%
309.57
Current Liabilities
177.67
-4.03%
185.14
Payables And Accrued Expenses
177.67
-4.03%
185.14
Payables
156.77
-0.25%
157.16
Accounts Payable
156.77
-0.25%
157.16
Other Payable
—
—
Current Accrued Expenses
20.90
-25.30%
27.98
Other Current Liabilities
—
0.18
Total Non Current Liabilities Net Minority Interest
121.60
-2.27%
124.43
Long Term Debt And Capital Lease Obligation
117.90
-2.17%
120.50
Long Term Debt
117.90
-2.17%
120.50
Non Current Deferred Liabilities
2.32
-14.54%
2.72
Non Current Deferred Taxes Liabilities
0.08
0.00
Other Non Current Liabilities
1.16
+12.66%
1.03
Preferred Securities Outside Stock Equity
—
—
Stockholders Equity
-167.00
+28.74%
-234.35
Common Stock Equity
-167.00
+28.74%
-234.35
Capital Stock
0.01
+166.67%
0.00
Common Stock
0.01
+166.67%
0.00
Preferred Stock
0.00
0.00
Share Issued
1.09
+143.15%
0.45
Ordinary Shares Number
1.09
+143.51%
0.45
Treasury Shares Number
0.00
+0.00%
0.00
Additional Paid In Capital
1,844.49
-0.19%
1,848.07
Retained Earnings
-2,008.05
+2.48%
-2,059.21
Gains Losses Not Affecting Retained Earnings
-0.00
-100.72%
0.28
Treasury Stock
3.44
+0.00%
3.44
Minority Interest
222.60
-24.10%
293.28
Other Equity Adjustments
-0.00
-100.72%
0.28
Total Equity Gross Minority Interest
55.60
-5.66%
58.93
Total Capitalization
-49.10
+56.87%
-113.84
Working Capital
-131.10
+21.65%
-167.34
Invested Capital
-49.10
+56.87%
-113.84
Total Debt
117.90
-2.17%
120.50
Net Debt
116.55
+3.52%
112.59
Net Tangible Assets
-180.01
+28.30%
-251.06
Tangible Book Value
-180.01
+28.30%
-251.06
Available For Sale Securities
—
—
Derivative Product Liabilities
0.23
+27.53%
0.18
Duefrom Related Parties Current
—
0.00
Dueto Related Parties Current
—
—
Financial Assets
—
—
Financial Assets Designatedas Fair Value Through Profitor Loss Total
291.37
-11.47%
329.12
General Partnership Capital
—
—
Interest Payable
20.90
-25.30%
27.98
Investmentin Financial Assets
291.37
-11.47%
329.12
Limited Partnership Capital
—
—
Notes Receivable
5.52
+0.04%
5.51
Other Equity Interest
—
-20.04
Total Partnership Capital
—
—
Line Item Trend 2025-03-31 2024-03-31 2023-03-31 2021-12-31
Operating Cash Flow
-37.70
+35.24%
-58.22
+38.80%
-95.12
-66.86%
-57.00
Cash Flow From Continuing Operating Activities
-37.70
+35.24%
-58.22
+38.80%
-95.12
-66.86%
-57.00
Net Income From Continuing Operations
-0.80
+99.97%
-2,658.18
-954.41%
-252.10
-139.79%
-105.13
Depreciation Amortization Depletion
1.70
-55.10%
3.77
+4.69%
3.61
+81.21%
1.99
Depreciation And Amortization
1.70
-55.10%
3.77
+4.69%
3.61
+81.21%
1.99
Other Non Cash Items
-66.42
-193.58%
70.98
+1011.43%
6.39
-69.80%
21.14
Stock Based Compensation
5.65
-85.55%
39.10
+287.73%
10.09
-56.44%
23.15
Provisionand Write Offof Assets
1.00
-83.38%
6.02
-70.77%
20.58
+9.73%
18.75
Asset Impairment Charge
3.69
-99.84%
2,354.32
+142327.10%
1.65
—
Deferred Tax
0.08
0.00
+100.00%
-1.07
0.00
Deferred Income Tax
0.08
0.00
+100.00%
-1.07
0.00
Operating Gains Losses
8.74
-91.95%
108.58
-7.86%
117.84
+2654.52%
-4.61
Gain Loss On Investment Securities
8.74
-91.23%
99.73
-15.37%
117.84
+1835.75%
-6.79
Change In Working Capital
8.66
-49.64%
17.20
+920.52%
-2.10
+82.96%
-12.30
Change In Payables And Accrued Expense
41.45
+380.35%
8.63
-23.21%
11.24
+116.33%
5.19
Change In Other Current Assets
-32.78
-649.61%
5.96
+145.84%
-13.01
+23.42%
-16.99
Change In Other Current Liabilities
0.00
-100.00%
2.60
+916.61%
-0.32
+36.33%
-0.50
Investing Cash Flow
28.11
-36.21%
44.06
-30.09%
63.02
+41.32%
44.59
Cash Flow From Continuing Investing Activities
28.11
-36.21%
44.06
-30.09%
63.02
+41.32%
44.59
Net PPE Purchase And Sale
-1.10
+37.52%
-1.76
+15.31%
-2.08
+50.58%
-4.20
Purchase Of PPE
-1.10
+37.52%
-1.76
+15.31%
-2.08
+50.58%
-4.20
Capital Expenditure
-1.10
+37.52%
-1.76
+15.31%
-2.08
+50.58%
-4.20
Net Investment Purchase And Sale
29.20
-36.26%
45.82
-29.62%
65.09
+33.41%
48.79
Purchase Of Investment
-1.22
+14.15%
-1.42
+85.86%
-10.04
-125.52%
-4.45
Sale Of Investment
30.42
-35.59%
47.24
-37.13%
75.13
+41.11%
53.25
Financing Cash Flow
2.97
-76.44%
12.59
+136.54%
-34.46
-331.97%
14.86
Cash Flow From Continuing Financing Activities
2.97
-76.44%
12.59
+136.54%
-34.46
-331.97%
14.86
Net Issuance Payments Of Debt
-3.42
-118.80%
18.22
+197.66%
-18.66
-203.94%
17.95
Issuance Of Debt
5.25
-79.00%
25.00
0.00
-100.00%
17.95
Repayment Of Debt
-8.68
-27.95%
-6.78
+63.66%
-18.66
0.00
Long Term Debt Issuance
5.25
-79.00%
25.00
0.00
-100.00%
17.95
Long Term Debt Payments
-8.68
-27.95%
-6.78
+63.66%
-18.66
0.00
Net Long Term Debt Issuance
-3.42
-118.80%
18.22
+197.66%
-18.66
-203.94%
17.95
Net Common Stock Issuance
8.53
+660.43%
1.12
0.00
—
Repurchase Of Capital Stock
0.00
+100.00%
-1.41
+83.24%
-8.43
+43.04%
-14.80
Net Other Financing Charges
-2.14
+59.91%
-5.34
+27.59%
-7.37
-138.19%
-3.10
Changes In Cash
-6.63
-322.90%
-1.57
+97.64%
-66.56
-2824.52%
2.44
Beginning Cash Position
7.98
-16.43%
9.54
-87.46%
76.11
+325.69%
17.88
End Cash Position
1.35
-83.13%
7.98
-16.43%
9.54
-53.03%
20.32
Free Cash Flow
-38.80
+35.30%
-59.98
+38.29%
-97.19
-58.80%
-61.21
Common Stock Issuance
8.53
+660.43%
1.12
0.00
—
Earnings Losses From Equity Investments
—
—
—
-31.84
Issuance Of Capital Stock
8.53
+660.43%
1.12
0.00
-100.00%
14.80
Net Preferred Stock Issuance
0.00
+100.00%
-1.41
+83.24%
-8.43
0.00
Preferred Stock Issuance
—
—
0.00
-100.00%
14.80
Preferred Stock Payments
0.00
+100.00%
-1.41
+83.24%
-8.43
+43.04%
-14.80
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

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