BENF · Beneficient
$1.32
-0.12 (-8.04%)
At close · Oct 5
Return incl. dividend (before tax)
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
$21.79M
Shares
15.46M
Volume · Oct 5
995.7K
Avg daily vol (3M)
9.57M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$1.43
Open$1.50
Day$1.42–1.52
52W close$0.54–11.92
Avg vol 30d20.4M
Short int312K · 2.0% float · 1.0d
Short vol59%
Last earningsJun 29, 2026
DataDec 2021–Oct 2026
Filing10-Q · Aug 14
Up next
Next earnings call
Oct 19, 2026
Est · unconfirmed
· in 2 wks
filed Aug 14, 2026
call held Feb 17, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
−$14.34M
Trailing 12 months
Net income (TTM)
−$29.13M
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
-146.8%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
$5.58M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+40.0%
Year over year · more shares
Price change (1Y)
—
Trailing year
Short interest
2.0%
Latest settlement · 1.0 days to cover
Equibles Rating
blended score · not investment adviceOverall
Strong Sell
SellHoldBuy
Technical
Neutral
Momentum
Very Weak
Sentiment
Neutral
Fundamentals
Poor
Quant / Vol
Very High
Market backdrop
VIX 15.3 · calm
Equity put/call 0.58
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−60%
below
Price vs 50-day avg
−31%
below
RSI (14)
48
neutral
MACD trend
Positive
52-week position
8%
near low
Volume (OBV)
Bullish div.
accumulating
Momentum
relative strength
1-month return
−33%
trailing
6-month return
−61%
trailing
YTD return
−80%
this year
Relative strength
−74%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $2 › 200d $4 — 200d above 50d
Institutional flow
Distributing
-3% holders QoQ · +3 funds added
Insider flow
Accumulating
Net +$35.0K over 90 days · 0% sells
Short interest
Rising
2.02% of float · ▲ +168.8% MoM · 1.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
33 holders — mid 3-yr range
Squeeze score
51
elevated · 0–100
Fundamentals
Revenue growth
−393%
Y/Y
EPS growth
−5%
Y/Y
Free cash flow
$-38.8M
Quant / Vol
risk profile
Volatility
512%
annualized · 1-yr
Max drawdown
−95%
past year
ATR
33.1%
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.
Technicals
trend & momentum for long-term holders Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−60%
Bearish
Price vs 50-day avg
−31%
Bearish
RSI (14)
48
Neutral
MACD trend
Positive
Bullish
52-week position
8%
Bearish
Volume (OBV)
Bullish div.
Bullish
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $2 › 200d $4 — 200d above 50d
Institutional flow
Distributing
-3% holders QoQ · +3 funds added
Insider flow
Accumulating
Net +$35.0K over 90 days · 0% sells
Short interest
Rising
2.02% of float · ▲ +168.8% MoM · 1.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
33 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $1
Now $1 · 8%
Range high $12
vs 200-day avg -60%
vs 50-day avg -31%
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 Operating Income (Loss) non-GAAP | $5.73M | Fiscal 1Q27 June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Operating income (loss) -377K
+0K Mark to market adjustment on interests in GWG Wind Down Trust
+3.76M Mark to market adjustment on derivative asset
+0K Goodwill and intangible asset impairment
+1.77M Accrual of loss contingency related to arbitration award, including post-judgment interest
+185K Share-based compensation expense
+388K Legal and professional fees
= Adjusted operating income (loss) 5.73M
|
|||
| Adjusted Revenues non-GAAP | $15.93M | Fiscal 1Q27 June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Total revenues 12.17M
+0K Mark to market adjustment on interests in GWG Wind Down Trust
+3.76M Mark to market adjustment on derivative asset
= Adjusted revenues 15.93M
|
|||
| 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 | — |
| Ben Custody Adjusted operating income (loss) non-GAAP | 1.35M | Three Months Ended June 30, 2026 filing | — |
| Ben Custody Fee payments received | 508K | Three Months Ended June 30, 2026 filing | — |
| Ben Custody trust services and administration revenues | $2.5M | the three months ended June 30, 2026 filing | — |
| Ben Liquidity Adjusted operating income (loss) non-GAAP | 7.35M | Three Months Ended June 30, 2026 filing | — |
| Ben Liquidity interest income | $8.2M | the three months ended June 30, 2026 filing | — |
| Ben Liquidity Loan payments received | 4.02M | Three Months Ended June 30, 2026 filing | — |
| Loan balance net of allowance for credit losses | $186M | Fiscal 1Q27 June 30, 2026 | — |
| NAV of alternative assets and other securities held in custody | $234.6M | Fiscal 1Q27 June 30, 2026 | — |
| Total allowance for credit losses | $411M | Fiscal 1Q27 June 30, 2026 | — |
| Total gross loan balance | $597M | Fiscal 1Q27 June 30, 2026 | — |
| Customer ExAlt Trusts Adjusted operating income (loss) non-GAAP | -$214.5M | Year Ended March 31, 2026 filing | — |
| Fee payments received | 4.68M | Year Ended March 31, 2026 filing | — |
| Loan payments received | 51.58M | Year Ended March 31, 2026 filing | — |
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| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BENF
this stock
Beneficient
|
$21.79M | -79.7% | -392.6% | — | 2.0% |
|
BLK
BlackRock, Inc.
|
$347.03B | -1.0% | +16.2% | 25.6 | 0.6% |
|
KKR
KKR & Co. Inc.
|
$86.77B | -29.2% | -11.0% | — | 1.5% |
|
BX
Blackstone Inc.
|
$85.57B | -27.5% | +9.2% | 25.6 | 2.6% |
|
BN
BROOKFIELD Corp /ON/
|
$81.46B | -19.5% | — | — | 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 sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BENF | -2.1% | -33.5% | -61.4% | +5.2% | -79.7% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -1.8% | -33.0% | -73.5% | +4.2% | -92.5% |