BENF

Beneficient

0.8401

Oct 22 • 7:09 AM ET -0.0451 (-5.09%)

Financial Asset Management USA Nano NASD

Peers: HLNE STEP RPC GCMG MLCI RAND EQS BUR BCG TPG

Index	-
Market Cap	15.95M
Enterprise Value	221.93M
Income	-9.06M
Sales	0.49M
Book/sh	-14.22
Cash/sh	0.40
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	-
Employees	50
IPO	Dec 03, 2021

P/E	-
Forward P/E	-
PEG	-
P/S	32.56
P/B	-
P/C	2.09
P/FCF	-
EV/EBITDA	-
EV/Sales	452.93
Quick Ratio	0.12
Current Ratio	0.12
Debt/Eq	-
LT Debt/Eq	-
Option/Short	No / Yes

EPS (ttm)	-3.84
EPS next Y	-
EPS next Q	-0.49
EPS this Y	88.16%
EPS next Y	-
EPS next 5Y	-
EPS past 3/5Y	77.48% -
Sales past 3/5Y	6.23% -
EPS Y/Y TTM	94.03%
Sales Y/Y TTM	-38.32%
EPS Q/Q	99.19%
Sales Q/Q	-71.72%
Earnings	Aug 14 BMO
EPS/Sales Surpr.	77.18% 56.74%

Insider Own	86.16%
Insider Trans	0.20%
Inst Own	4.45%
Inst Trans	-1.80%
ROA	-3.09%
ROE	-
ROIC	-
Gross Margin	-28.11%
Oper. Margin	-10018.13%
Profit Margin	-1844.40%
SMA20	-26.89%
SMA50	-44.52%
SMA200	-73.49%
Trades

Shs Outstand	14.77M
Shs Float	2.63M
Short Float	36.14%
Short Ratio	0.10
Short Interest	0.95M
52W High	12.48 -93.27%
52W Low	0.50 68.66%
Volatility	18.08% 23.92%
ATR (14)	0.25
RSI (14)	40.60
Beta	-0.02
Rel Volume	0.04
Avg Volume	9.56M
Volume	20,640

Perf Week	-22.93%
Perf Month	-71.03%
Perf Quarter	-74.15%
Perf Half Y	-73.83%
Perf YTD	-88.05%
Perf Year	-92.95%
Perf 3Y	-99.81%
Perf 5Y	-
Perf 10Y	-
Recom	-
Target Price	9.00
Prev Close	0.89
Price	0.84
Change %	-5.09%

Sep-23-26 08:11AM	Beneficient Seeks Resolution to Eliminate About $130 Million of Disputed Debt Linked to Former CEO (InvestorsHub) +438.73%
07:30AM	Beneficient Announces Strategy to Eliminate HCLP Debt and Heppner Equity Interests (GlobeNewswire)
Sep-18-26 07:30AM	Beneficient Announces Upcoming Launch of AltLens, an Alternative Asset Portfolio Analytics and Risk Platform for Family Offices and Small Institutional Investors (GlobeNewswire) -10.68%
Aug-14-26 07:30AM	Beneficient Reports First Quarter Fiscal 2027 Results (GlobeNewswire)
Jul-13-26 05:00PM	Beneficient Closes $7.44 Million GP Primary Capital Transaction (GlobeNewswire) -7.89% -9.21%
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Jun-29-26 05:25PM	Beneficient Releases Letter to Shareholders Updating Progress on Significant Corporate Issues (GlobeNewswire)
05:20PM	Beneficient Reports Fourth Quarter & Fiscal Year Ended March 31, 2026 Results (GlobeNewswire)
Jun-25-26 04:30PM	Beneficient Announces First Collateral Management Services Engagement (GlobeNewswire)
May-11-26 07:30AM	Beneficient Statement on Heppner Conviction (GlobeNewswire)
Apr-10-26 07:30AM	Beneficient Closes $8.75 Million GP Primary Capital Transaction (GlobeNewswire) +10.27%
Mar-12-26 07:30AM	Beneficient Appoints Mack H. Hicks to Board of Directors (GlobeNewswire)
Feb-18-26 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%
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05:00PM	Beneficient Reports Third Quarter Fiscal 2026 Results (GlobeNewswire)
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)
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%
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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)
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%

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Fletcher Derek L.	See Remarks	Sep 15 '26	Buy	1.06	4,717	5,000	5,336	Sep 17 04:15 PM
CANGANY PETER T JR	Director	Sep 15 '26	Buy	1.06	18,868	20,000	98,529	Sep 17 04:15 PM
Silk James G.	Chief Executive Officer	Sep 15 '26	Buy	1.06	9,434	10,000	1,110,930	Sep 17 04:15 PM

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.

Chief Executive OfficerMr. James G. Silk

Chief Financial OfficerMr. Gregory W. Ezell

President of BFFMr. Derek L. Fletcher

General CounselMr. David B. Rost

Director of CommunicationMr. Dan Callahan

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BENF

Beneficient

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