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BENF

Beneficient

Feb 18 • 04:00PM ET

4.15

+0.33 8.64 %

Financial • Asset Management • USA • NASD

Today, 7:57 AMBeneficient cleans up legacy issues but core portfolio shrinks and losses deepen

Peers: BLK BX GS MS CG APO KKR ARES TROW IVZ

| Held by: VXF

Scroll to Statements

Index	-	P/E	-	EPS (ttm)	-75.20	Insider Own	12.13%	Shs Outstand	14.09M	Perf Week	-7.37%
Market Cap	58.66M	Forward P/E	-	EPS next Y	-3.12	Insider Trans	0.00%	Shs Float	12.42M	Perf Month	-11.70%
Enterprise Value	291.08M	PEG	-	EPS next Q	-0.90	Inst Own	3.67%	Short Float	0.88%	Perf Quarter	1.72%
Income	-68.02M	P/S	75.21	EPS this Y	-5131.25%	Inst Trans	11.94%	Short Ratio	0.46	Perf Half Y	68.32%
Sales	0.78M	P/B	-	EPS next Y	87.06%	ROA	-18.44%	Short Interest	0.11M	Perf YTD	-40.97%
Book/sh	-12.73	P/C	6.10	EPS next 5Y	-	ROE	-	52W High	12.48 -66.75%	Perf Year	9.56%
Cash/sh	0.68	P/FCF	-	EPS past 3/5Y	17.83% -	ROIC	-	52W Low	1.75 137.09%	Perf 3Y	-99.94%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	-24.14%	Volatility	15.93% 12.38%	Perf 5Y	-
Dividend TTM	-	EV/Sales	373.19	EPS Y/Y TTM	54.99%	Oper. Margin	-8921.20%	ATR (14)	0.66	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	0.03	Sales Y/Y TTM	-25.29%	Profit Margin	-8687.36%	RSI (14)	43.21	Recom	-
Dividend Gr. 3/5Y	- -	Current Ratio	0.03	EPS Q/Q	100.36%	SMA20	-6.39%	Beta	-0.16	Target Price	16.00
Payout	0.00%	Debt/Eq	-	Sales Q/Q	-1.00%	SMA50	-22.97%	Rel Volume	79.07	Prev Close	3.82
Employees	55	LT Debt/Eq	-	Earnings	Feb 17 AMC	SMA200	4.88%	Avg Volume	236.34K	Price	4.15
IPO	Dec 03, 2021	Option/Short	No / Yes	EPS/Sales Surpr.	104.26% -309.20%	Trades		Volume	18,688,040	Change	8.64%

Today 08:30AM	Beneficient Q3 2026 Earnings Call Summary (Moby) +8.64%
12:24AM	What Sparked Beneficient (BENF) Stock's Over 93% Surge After Hours? (Benzinga)
12:02AM	Beneficient (BENF) Q3 2026 Earnings Call Highlights: Navigating Challenges and Seizing Opportunities (GuruFocus.com)
Feb-17-26 07:43PM	Beneficient Q3 Earnings Call Highlights (MarketBeat) -7.62%
05:00PM	Beneficient Reports Third Quarter Fiscal 2026 Results (GlobeNewswire)
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Feb-12-26 04:15PM	Beneficient Announces Third Quarter Fiscal 2026 Earnings Release and Webcast (GlobeNewswire)
Jan-21-26 07:00AM	Beneficient Announces Final Court Approval of GWG Litigation Settlement (GlobeNewswire)
Jan-20-26 07:00AM	Beneficient Announces Early Payoff of Debt (GlobeNewswire) +9.15%
Jan-13-26 07:30AM	Beneficient Salutes SEED Grants Advancing Rural Prosperity in Kansas (GlobeNewswire) -5.24%
Jan-08-26 07:30AM	Beneficient Enters into $3 Million GP Primary Capital Transaction (GlobeNewswire)
Jan-05-26 07:00AM	Beneficient Regains Full Compliance with Nasdaq Listing Requirements (GlobeNewswire) -22.25%
Dec-17-25 07:30AM	Beneficient Appoints Peter T. Cangany Jr. as Chairman of the Board (GlobeNewswire) +18.98%
Dec-11-25 07:30AM	Beneficient Announces Reverse Stock Split to Regain Compliance with Nasdaq's Minimum Bid Price (GlobeNewswire) -15.71%
Dec-10-25 05:15PM	Statement from Beneficient Regarding the Passing of Thomas O. Hicks (GlobeNewswire) -7.27%
Nov-14-25 05:15PM	Beneficient Reports Results for Second Quarter Fiscal 2026 (GlobeNewswire)
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Nov-08-25 04:08AM	Beneficient (Zacks)
Nov-05-25 09:00AM	Beneficient Statement About Brad Heppner Indictment (GlobeNewswire) -16.22%
Nov-04-25 04:55PM	Beneficient Founder Brad Heppner Charged With Securities Fraud (The Wall Street Journal)
Oct-30-25 05:30PM	Beneficient Regains Compliance with Nasdaq Periodic Filing Requirement and Market Value of Listed Securities Requirement (GlobeNewswire) -10.30% +48.24%
Oct-21-25 05:22PM	Beneficient Chairman and Interim CEO Participate in Limited Conversion of Subsidiary Securities into Class A Common Stock (GlobeNewswire) -7.87% +205.95%
07:30AM	Beneficient Reports Results for First Quarter Fiscal 2026 (GlobeNewswire)
Sep-29-25 05:15PM	Beneficient Reports Results for Fourth Quarter & Fiscal Year Ended March 31, 2025 (GlobeNewswire) +159.96%
Sep-16-25 07:30AM	Beneficient Granted Listing Extension by Nasdaq (GlobeNewswire)
Aug-22-25 05:00PM	Beneficient Receives Additional Nasdaq Listing Determination (GlobeNewswire) +16.10% +13.58%
Aug-04-25 04:04PM	Save the Date: 5th Palm Beach CorpGov Forum Nov 5-6 (IPO-Edge.com)
Jul-21-25 07:00AM	Beneficient Appoints Tom Hicks as Chairman and James Silk as Interim Chief Executive Officer (GlobeNewswire) +24.10%
Jul-18-25 05:15PM	Beneficient Receives Nasdaq Listing Determination (GlobeNewswire) +10.53%
Jul-14-25 09:38AM	Save the Date: 5th Palm Beach CorpGov Forum Nov 5-6 (CorpGov.com)
Jun-24-25 09:15PM	Beneficient Enters into $1.91 Million GP Primary Capital Transaction (GlobeNewswire) +5.30%
Jun-17-25 07:00AM	Beneficient Announces Court Approval of GWG Litigation Settlement (GlobeNewswire)
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May-28-25 04:30PM	Beneficient Adjourns Annual Meeting of Stockholders to 2 p.m. CDT May 29, 2025 (GlobeNewswire) +6.60%
Apr-30-25 04:15PM	Beneficient Adjourns Annual Meeting of Stockholders (GlobeNewswire)
Apr-25-25 06:00AM	Beneficient Enters into New GP Primary Capital Transaction (GlobeNewswire)
Apr-23-25 05:00PM	Beneficient Reminds Stockholders to Vote on Proxy Proposals Ahead of the Company's Annual Meeting on April 30, 2025 (GlobeNewswire)
Apr-16-25 05:00PM	Beneficient Adjourns Annual Meeting of Stockholders (GlobeNewswire) -6.11%
07:00AM	Presenting on Emerging Growth Conference 81 Day 2 on April 17; Register to live stream (GlobeNewswire)
Apr-15-25 07:00AM	Presenting on Emerging Growth Conference 81 Day 1 on April 16; Register to live stream (GlobeNewswire)
06:00AM	Beneficient to Present at the Emerging Growth Conference on April 17, 2025 (GlobeNewswire)
Apr-07-25 06:00AM	Beneficient Enters into $9.6 Million GP Primary Capital Transaction (GlobeNewswire) -10.85%
Mar-31-25 05:15PM	Beneficient Adjourns Annual Meeting of Stockholders (GlobeNewswire) -8.65%
Mar-10-25 06:00AM	Beneficient Announces Agreement to Settle GWG Litigation (GlobeNewswire)
Feb-18-25 07:00AM	Presenting on the Emerging Growth Conference 79 Day 1 on February 18 Register Now (GlobeNewswire) -14.75%
Feb-13-25 06:11AM	Beneficient Reports Results for Third Quarter Fiscal 2025 (GlobeNewswire) -13.30%
Feb-10-25 04:15PM	Beneficient Announces Third Quarter Fiscal 2025 Earnings Release and Webcast (GlobeNewswire) +15.16%
Jan-06-25 07:00AM	Beneficient Enters into $1.36 Million GP Primary Capital Transaction (GlobeNewswire) +5.70%
Dec-31-24 03:48AM	Kicking Off 2025: 1Q Preview with IPO Edge & CorpGov (IPO-Edge.com) -5.78%
Dec-30-24 10:25AM	A Look Back: The Best of 2024 at IPO Edge & CorpGov (IPO-Edge.com) +12.89%
Dec-23-24 09:00AM	Beneficient Enters into Transactions to Deliver Tangible Book Value and Other Benefits to Beneficient Public Company Stockholders Provided by Entities Controlled by CEO and Founder, Brad Heppner, and Other Founders (GlobeNewswire) +14.45%
09:00AM	Beneficient Enters into Transactions to Deliver Tangible Book Value and Other Benefits to Beneficient Public Company Stockholders Provided by Entities Controlled by CEO & Founder, Brad Heppner, and Other Founders (GlobeNewswire)
Dec-13-24 03:05PM	Video Highlights from 4th Palm Beach CorpGov Forum 2024 (CorpGov.com)
Dec-10-24 07:00AM	Beneficient Hires Industry Veteran Louise Jones to Lead Capital Markets and Custody Business Line Operations (GlobeNewswire)
Dec-05-24 04:05PM	Beneficient Enters into Agreement to Acquire Mercantile Bank International to Expand its Alternative Asset Custody Services (GlobeNewswire)
Dec-04-24 07:00AM	Presenting on the Emerging Growth Conference 77 Day 2 on December 5th Register Now (GlobeNewswire)
Dec-03-24 09:15AM	Beneficient to Present at the Emerging Growth Conference on December 4, 2024 (GlobeNewswire)
07:00AM	Presenting on the Emerging Growth Conference 77 Day 1 on December 4th Register Now (GlobeNewswire)
Nov-27-24 11:43AM	Liquidity in Private Equity at 4th Palm Beach CorpGov Forum (Exec Edge) -5.95%
Nov-26-24 06:00AM	Beneficient Regains Compliance with NASDAQ Minimum Stockholders' Equity Requirement and Audit Committee Requirement (GlobeNewswire) -5.25%
Nov-25-24 03:03PM	Full Video: Liquidity in Private Equity at 4th Palm Beach CorpGov Forum (Exec Edge) +7.37%
Nov-22-24 06:00AM	Beneficient Consummates Transaction to Increase Permanent Equity by $35 Million (GlobeNewswire) +7.95%
06:00AM	Beneficient Appoints Karen J. Wendel to Board of Directors (GlobeNewswire)
Nov-21-24 06:15PM	Beneficient Reports to Kansas Legislative Committee on Its Positive Developments and the Digital Transformation of the Alternative Asset Industry (GlobeNewswire) +6.80%
Nov-18-24 08:30AM	Beneficient to Present at November 21st Virtual Investor Summit Microcap Event (ACCESSWIRE) -20.83%
Nov-14-24 04:45PM	Beneficient Reports Results for Second Quarter Fiscal 2025 (GlobeNewswire)
Nov-11-24 04:10PM	Beneficient Announces Second Quarter Fiscal 2025 Earnings Release and Webcast (GlobeNewswire)
Nov-06-24 02:00PM	Agenda: 4th Annual Palm Beach CorpGov Forum with Goldman Sachs, Goodmans Nov 13-14 (CorpGov.com)
Oct-29-24 07:00AM	Beneficient to Present at the LD Micro Main Event XVII on October 30 in Los Angeles (GlobeNewswire)
Oct-04-24 07:00AM	Beneficient Consummates Transaction to Increase Permanent Equity by $126 Million (GlobeNewswire) +58.82%
07:00AM	Beneficient Appoints Patrick J. Donegan to Board of Directors (GlobeNewswire)
Sep-11-24 01:00PM	Investor Summit August 2024 Presentations Now Accessible for On-Demand Viewing (ACCESSWIRE) -5.06%
Aug-14-24 04:10PM	Beneficient Reports Results For First Quarter Fiscal 2025 (GlobeNewswire)
Aug-12-24 07:00AM	Beneficient Announces Enhanced AltAccess Platform With New Machine-Automated Pricing System (GlobeNewswire)
Aug-09-24 07:00AM	Beneficient to Participate in the Sidoti Micro-Cap Conference on August 15, 2024 (GlobeNewswire)
Aug-08-24 07:00AM	Beneficient Announces First Quarter Fiscal 2025 Earnings Release and Webcast (GlobeNewswire)
Aug-07-24 07:00AM	Beneficient Enters Into Private Placement of $4.0 Million in Convertible Debentures and Warrants Priced At-The-Market Under Nasdaq Rules (GlobeNewswire) -9.23%
Aug-06-24 02:57PM	Beneficient Joins B2i Digital Family of Featured Companies (Newsfile)
Jul-09-24 07:00AM	Beneficient Reports Results for Fourth Quarter & Fiscal Year Ended March 31, 2024 (GlobeNewswire)
Jul-08-24 07:41AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday (InvestorPlace) -18.80%
Jul-05-24 09:00AM	Beneficient Announces Rescheduled Fourth Quarter and Full Year Fiscal 2024 Earnings Release and Webcast (GlobeNewswire) +125.12%
Jul-02-24 07:00AM	Beneficient Announces Termination of SEC Investigation (GlobeNewswire)
Jul-01-24 07:00AM	Beneficient Announces Fourth Quarter and Full Year Fiscal 2024 Earnings Release and Webcast (GlobeNewswire) -6.31%
Jun-14-24 08:00AM	Federal Judge Rebukes WSJs Gladstones Attempt to Throw Out Defamation Suit (CorpGov.com) +5.30%
May-06-24 07:28AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday (InvestorPlace) -12.02%
May-03-24 04:02PM	Why Is Beneficient (BENF) Stock Up 390% Today? (InvestorPlace) +255.21%
08:00AM	Beneficient Regains Compliance with NASDAQ Minimum Bid Price Rule (GlobeNewswire)
Apr-29-24 09:00AM	Keynotes, Educational Panels and 96 Companies to Present at the Planet MicroCap Showcase: VEGAS on April 30 - May 2, 2024 at the Paris Hotel & Casino in Las Vegas, NV (ACCESSWIRE) -9.72%
Apr-22-24 07:00AM	Beneficient Responds to Claims Made by GWG Litigation Trustee (GlobeNewswire) +22.45%
Apr-16-24 07:00AM	Beneficient Announces Reverse Stock Split to Regain Compliance with Nasdaq's Minimum Bid Price (GlobeNewswire) -17.78%
Apr-15-24 04:15PM	Beneficient to Participate in the Planet MicroCap Showcase on May 1-2, 2024 (GlobeNewswire) -7.60%
Mar-06-24 05:00PM	Beneficient Enters into New Liquidity Transaction with ff Venture Capital (GlobeNewswire) +7.90%
Feb-23-24 08:21AM	Why Is Beneficient (BENF) Stock Up 25% Today? (InvestorPlace) -10.05%
Feb-14-24 08:21AM	Beneficient (NASDAQ:BENF) Q3 2024 Earnings Call Transcript (Insider Monkey)
Feb-13-24 04:05PM	Beneficient Reports Results for Third Quarter Fiscal 2024 (GlobeNewswire)
Feb-12-24 07:00AM	Beneficient Engages Leading Investor Relations Firm Darrow Associates to Enhance Capital Markets Presence (GlobeNewswire)
Feb-08-24 04:05PM	Beneficient Announces Third Quarter Fiscal 2024 Earnings Release and Webcast (GlobeNewswire) -6.38%
Jan-22-24 07:00AM	Beneficient Closes Initial Series of Liquidity Transaction Financings of Limited Partner Interests Sourced Through Preferred Liquidity Provider Program ( PLP Program ) (GlobeNewswire)
Nov-20-23 10:07AM	Beneficient (NASDAQ:BENF) Q2 2024 Earnings Call Transcript (Insider Monkey)
Nov-13-23 04:51PM	Beneficient (BENF) Reports Mixed Second Quarter Fiscal 2024 Results (GuruFocus.com) -18.01% -16.39%
04:05PM	Beneficient Reports Results for Second Quarter Fiscal 2024 (GlobeNewswire)
Nov-09-23 07:00AM	Beneficient Announces Second Quarter Fiscal 2024 Earnings Release and Webcast (GlobeNewswire)
Oct-19-23 04:30PM	Beneficient Closes on $25 Million Term Loan Financing (GlobeNewswire) -9.75% -6.76%

Beneficient is a financial services company, which engages in providing alternative assets, financial and investment services. It offers services to individual investors, wealth advisors, general partners, and institutional investors. It operates through the following segments: Ben Liquidity, Ben Custody, Customer ExAlt Trusts, and Corporate and Other. The Ben Liquidity segment offers liquidity products and services. The Ben Custody segment provides trust and custody administration services. The Customer ExAlt Trusts segment includes investments in alternative assets. The Corporate and Other segment relates to its overhead and administrative costs. The company was founded by Brad K. Heppner on June 6, 2023 and is headquartered in Dallas, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Welday Jeff	See Remarks	Mar 04 '25	Sale	0.34	941	320	140,037	Mar 04 07:01 PM
Welday Jeff	See Remarks	Feb 28 '25	Sale	0.41	442	181	140,978	Mar 04 07:01 PM
Welday Jeff	See Remarks	Feb 25 '25	Sale	0.42	408	171	141,859	Feb 27 06:33 PM
Welday Jeff	See Remarks	Feb 27 '25	Sale	0.41	238	98	141,420	Feb 27 06:33 PM
Welday Jeff	See Remarks	Feb 26 '25	Sale	0.42	201	84	141,658	Feb 27 06:33 PM
Welday Jeff	See Remarks	Feb 24 '25	Sale	0.42	548	230	142,267	Feb 24 06:31 PM
Welday Jeff	See Remarks	Feb 21 '25	Sale	0.44	476	209	142,815	Feb 24 06:31 PM
Welday Jeff	See Remarks	Feb 20 '25	Sale	0.45	204	92	143,291	Feb 24 06:31 PM
Welday Jeff	See Remarks	Feb 19 '25	Sale	0.47	272	128	143,495	Feb 19 06:36 PM

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BENF

Beneficient

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