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$2.40 -0.07 (-2.83%) At close · Aug 14
Going-concern doubt — flagged Aug 14, 2026

Substantial doubt about the company's ability to continue as a going concern.

“All of these conditions raise substantial doubt about the Company's ability to continue as a going concern within one year after the date of issuance.”
View the 10-Q filed Aug 14, 2026
Market Cap
$37.09M
Shares
15.46M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$2.40 Open$2.46 Day$2.27–2.61 Since split$2.38–8.83 Avg vol 30d18K Short int147K · 1.0% float · 14.8d Short vol62% Last earningsJun 29, 2026 DataDec 2025–Aug 2026 Filing10-Q · Aug 14

Raw chart and full-history price indicators begin at the captured split on Dec 15, 2025; bars on opposite sides are not compared.

The closing range begins at the captured split on Dec 15, 2025.

Up next

Next earnings call
Oct 19, 2026 Est · unconfirmed · in 9 wks
FQ2-27 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 14, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Strong Sell
      SellHoldBuy
      Technical Sell Momentum Very Weak Sentiment Neutral Fundamentals Weak Quant / Vol Very High
      Market backdrop VIX 14.3 · calm Equity put/call 0.52
      Technical
      price trend
      Sell
      50 / 200-day cross No cross
      Price vs 50-day avg −27%
      below
      RSI (14) 30
      neutral
      MACD trend Negative
      52-week position 0%
      near low
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Weak
      1-month return −30%
      trailing
      6-month return −42%
      trailing
      YTD return −66%
      this year
      Relative strength −56%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50/200-day averages unavailable
      Institutional flow Distributing
      -12% holders QoQ · +3 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      0.95% of float · ▼ -10.5% MoM · 14.8 days cover
      Volume signal Reversal watch
      High volume on a down day — possible exhaustion
      Institution breadth Multi-yr low
      30 holders — near 3-yr low, contrarian setup
      Squeeze score 42
      elevated · 0–100
      Fundamentals
      Weak
      Revenue growth −393%
      Y/Y
      EPS growth −5%
      Y/Y
      Free cash flow $-38.8M
      Balance sheet $2.5M
      net cash
      Quant / Vol
      risk profile
      Very High
      Volatility 112%
      annualized · 1-yr
      Max drawdown −73%
      past year
      ATR 12.9%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the Earnings Call filed Mar 31, 2024
      Fiduciary financings to Customer ExAlt Trusts · ExchangeTrust product plan up to $5B

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Sell
      3 · 3 · 0
      50 / 200-day cross
      No cross Neutral
      Price vs 50-day avg
      −27% Bearish
      RSI (14)
      30 Neutral
      MACD trend
      Negative Bearish
      52-week position
      0% Bearish
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50/200-day averages unavailable
      Institutional flow Distributing
      -12% holders QoQ · +3 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      0.95% of float · ▼ -10.5% MoM · 14.8 days cover
      Volume signal Reversal watch
      High volume on a down day — possible exhaustion
      Institution breadth Multi-yr low
      30 holders — near 3-yr low, contrarian setup
      Price context
      position in its range since split · 2025-12-15
      Range low $2 Now $2 · 0% Range high $9
      vs 50-day avg -27%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Adjusted Segment Operating Income (Loss) attributable to Ben's Equity Holders non-GAAP $4.21M Fiscal 1Q27 June 30, 2026 —
      Adjusted Segment Revenues attributable to Ben's Equity Holders non-GAAP $10.74M Fiscal 1Q27 June 30, 2026 —
      Aggregate gross proceeds from Customer ExAlt Trusts asset sales/redemptions (cumulative since in $57.6M cumulative since inception in prior fiscal year through June 30, —
      NAV of alternative assets and other securities held in custody $234.6M As of June 30, 2026 —
      Number of investments in collateral portfolio 380 As of June 30, 2026 —
      Number of private market funds in collateral portfolio 140 As of June 30, 2026 —
      Operating expenses (excluding loss contingency accrual and associated interest) non-GAAP $10.8M first quarter of fiscal 2027 —
      Total Adjusted Segment Operating Income (Loss) Attributable to Ben's Equity Holders non-GAAP 4.21M Fiscal 1Q27 June 30, 2026 —
      Total Adjusted Segment Revenues Attributable to Ben's Equity Holders non-GAAP 10.74M Fiscal 1Q27 June 30, 2026 —
      Total gross loan balance $597M As of June 30, 2026 —
      Adjusted operating expenses non-GAAP $56.4M FY2026 —
      Aggregate gross proceeds from Customer ExAlt Trusts asset sales/redemptions $51.5M FY2026 —
      Ben Liquidity's net loan portfolio (prior fiscal year) $244.1M Q4 FY2025 —
      Gross proceeds from asset sales $50M FY2026 —
      Investments fair value (collateral) $195.5M Q4 FY2026 —
      New fiduciary financings executed $23M FY2026 —
      Adjusted Operating Income (Loss) (prior YTD) non-GAAP -$18.64M YTD Fiscal 2025 —
      Adjusted operating income (prior year period) non-GAAP $13.9M prior year period (nine months ended December 31, 2024) —
      Gross proceeds from asset sales or equity redemptions $50.2M YTD Fiscal 2026 —
      Net loan portfolio (prior fiscal year comparison) $244.1M prior fiscal year end —
      Operating expenses excluding non-cash goodwill impairment and loss contingency accrual (YTD) non-GAAP $43.7M YTD Fiscal 2026 —
      Total allowance for credit losses $391M as of December 31, 2025 —
      Total Segment Revenues Attributable to Ben's Equity Holders $55.08M Fiscal 3Q26 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Asset Management — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      BENF
      Beneficient
      this stock
      		$37.09M -65.9% -392.6% — 1.0%
      BLK
      BlackRock, Inc.
      		 $381.41B +9.7% +16.2% 28.1 0.7%
      BX
      Blackstone Inc.
      		 $108.04B -6.6% +9.2% 32.3 3.5%
      KKR
      KKR & Co. Inc.
      		 $102.34B -10.6% -11.0% — 1.6%
      BN
      BROOKFIELD Corp /ON/
      		 $97.94B -4.4% — — 0.9%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      30
      % held
      34.1%
      Net QoQ
      -110.8K sh
      Top holder
      MMCAP International Inc.…
      Held Float
      View
      Held by Funds
      Fund positions
      5
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      147.3K
      Days to cover
      14.8d
      Change
      -17.3K sh
      View
      Short Volume
      Short vol %
      62%
      As of
      Aug 14, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      23
      Value
      $72
      As of
      Jul 14, 2026
      View
      Off-Exchange
      Off-exchange %
      68.1%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Financials
      Financials
      Revenue (FY)
      $-39.1M
      Net income (FY)
      $-87.4M
      EPS diluted
      $-1241.60
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Aug 14, 2026
      This year
      19
      View
      Proposed Sales
      Value
      $105.2K
      Shares
      1.0M
      Filed
      Mar 7, 2024
      View
      Exempt Offerings
      Offering
      $7.4M
      Filed
      Jul 24, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jun 29, 2026
      View

      Performance

      Raw-price comparisons begin at the captured split on Dec 15, 2025; windows that need an earlier baseline remain unavailable.

      5D 20D 120D MTD YTD
      BENF -20.0% -29.8% -42.3% -25.0% -65.9%
      SPY +0.4% +4.5% +13.8% +3.9% +13.9%
      vs SPY -20.4% -34.3% -56.1% -28.9% -79.7%
      Key facts CIK 1775734 CUSIP 08178Q507 13F (30d) 30 filings 30 filers Visit website

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