BENFW · Beneficient
$0.01
+0.00 (+7.87%)
At close · Oct 21
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
$13.42M
Shares
15.46M
Volume · Oct 21
201
Avg daily vol (3M)
313.24K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$0.01
Open$0.01
Day$0.01–0.01
Available close range$0.01–0.01
Avg vol 30d566K
Last earningsJun 29, 2026
DataJul 2026–Oct 2026
Filing10-Q · Aug 14
The closing range uses available history since Jul 23, 2026; less than a full year is stored.
Up next
filed Aug 14, 2026
call held Feb 17, 2026
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
Technicals
trend & momentum for long-term holders illustrative — not investment adviceMarket signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50/200-day averages unavailable
Institutional flow
Accumulating
2 of 33 funds reported for Sep 30 · net +245.2K sh shares · +1 new
Insider flow
Accumulating
Net +$35.0K over 90 days · 0% sells
Short interest
Flat
No short-interest data
Volume signal
Normal
Volume near normal
Institution breadth
Steady
33 holders — mid 3-yr range
Price context
position in its available closing range
Range low $0
Now $0 · 26%
Range high $0
vs 50-day avg -1%
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 |
|---|---|---|---|---|---|
|
BENFW
this stock
Beneficient
|
$13.42M | — | -392.6% | — | — |
|
BLK
BlackRock, Inc.
|
$369.57B | +6.3% | +16.2% | 27.3 | 0.6% |
|
BN
BROOKFIELD Corp
|
$85.45B | -16.6% | — | — | 1.0% |
|
BX
Blackstone Inc.
|
$82.25B | -23.0% | +9.2% | 24.6 | 3.0% |
|
KKR
KKR & Co. Inc.
|
$80.67B | -27.0% | -11.0% | — | 1.5% |
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
SEC Filings
Latest
DEF 14A
- Filed
- Oct 19, 2026
- This year
- 29
Beneficient will hold a Special Meeting on October 29, 2026 to seek stockholder approval, under Nasdaq Listing Rule 5635(d), of issuing Class A shares to Yorkville under a June 26, 2026 A&R SEPA and $4.0 million Promissory Notes, potentially exceeding 20% of Common Stock.
ViewEarnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BENFW | +0.0% | -30.9% | — | -11.9% | — |
| SPY | +0.5% | +0.7% | +7.6% | +1.4% | +13.4% |
| vs SPY | -0.5% | -31.6% | — | -13.3% | — |