Listed

Beneficient

BENFNasdaqCIK 1775734FinancialsFiscal year ends Mar 31

Latest reported revenue, Q1 FY2027$12.2mRevenue, Q1 FY2027, three months to 2026-06-30$12.2m. XBRL concept us-gaap:Revenues. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Report this figureThree months to Jun 30, 2026, from the 10-Q filed Aug 14, 2026.

Latest quarter: Q1 FY2027

Three months to Jun 30, 2026, against the same quarter a year earlier.

  • Revenue$12.2mRevenue, Q1 FY2027, three months to 2026-06-30$12.2m. XBRL concept us-gaap:Revenues. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Report this figureSign changed from a year earlier
  • Gross marginnot reported (Gross profit not reported)No year-earlier figure to compare
  • Operating margin−3.1%Operating margin, Q1 FY2027, three months to 2026-06-30. operating income / revenueOperating income: −$377.0k. XBRL concept us-gaap:OperatingIncomeLoss. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Revenue: $12.2m. XBRL concept us-gaap:Revenues. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Report this figure−737.1 pts on a year earlier
  • Net margin−55.8%Net margin, Q1 FY2027, three months to 2026-06-30. net income / revenueNet income: −$6.8m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Revenue: $12.2m. XBRL concept us-gaap:Revenues. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Report this figure−571.3 pts on a year earlier
  • Diluted EPSnot reported (Diluted EPS not reported)No year-earlier figure to compare
  • Free cash flow−$4.1mFree cash flow, Q1 FY2027, three months to 2026-06-30. operating cash flow − capital expenditureOperating cash flow: −$4.1m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Capital expenditure: $0. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Report this figure+62.4% on a year earlier

Last eight quarters

Full statements
Revenue$12.2mOperating margin −3.1%
Free cash flow−$4.1m, Q1 FY2027
Beneficient, key figures for the last eight quarters
Line itemUnitQ2 FY20252024-09-30Q3 FY20252024-12-31Q4 FY20252025-03-31Q1 FY20262025-06-30Q2 FY20262025-09-30Q3 FY20262025-12-31Q4 FY20262026-03-31Q1 FY20272026-06-30Shape over the periods
Revenue$m8.6Revenue, Q2 FY2025, three months to 2024-09-30$8.6m. XBRL concept us-gaap:Revenues. 10-Q filed 2025-11-14, accession 0001775734-25-000049.Report this figure4.4Revenue, Q3 FY2025, three months to 2024-12-31$4.4m. XBRL concept us-gaap:Revenues. 10-Q filed 2026-02-17, accession 0001775734-26-000012.Report this figure(31.0)Revenue, Q4 FY2025, three months to 2025-03-31−$31.0m. XBRL concept us-gaap:Revenues. 10-K filed 2026-06-30, accession 0001775734-26-000018. Derived: 12-month figure less the 9-month figure.Report this figure(12.6)Revenue, Q1 FY2026, three months to 2025-06-30−$12.6m. XBRL concept us-gaap:Revenues. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Report this figure(2.8)Revenue, Q2 FY2026, three months to 2025-09-30−$2.8m. XBRL concept us-gaap:Revenues. 10-Q filed 2025-11-14, accession 0001775734-25-000049.Report this figure18.7Revenue, Q3 FY2026, three months to 2025-12-31$18.7m. XBRL concept us-gaap:Revenues. 10-Q filed 2026-02-17, accession 0001775734-26-000012.Report this figure(42.4)Revenue, Q4 FY2026, three months to 2026-03-31−$42.4m. XBRL concept us-gaap:Revenues. 10-K filed 2026-06-30, accession 0001775734-26-000018. Derived: 12-month figure less the 9-month figure.Report this figure12.2Revenue, Q1 FY2027, three months to 2026-06-30$12.2m. XBRL concept us-gaap:Revenues. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Report this figure
Gross margin%not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)
Operating margin%(160.2%)Operating margin, Q2 FY2025, three months to 2024-09-30. operating income / revenueOperating income: −$13.7m. XBRL concept us-gaap:OperatingIncomeLoss. 10-Q filed 2025-11-14, accession 0001775734-25-000049.Revenue: $8.6m. XBRL concept us-gaap:Revenues. 10-Q filed 2025-11-14, accession 0001775734-25-000049.Report this figure(215.3%)Operating margin, Q3 FY2025, three months to 2024-12-31. operating income / revenueOperating income: −$9.5m. XBRL concept us-gaap:OperatingIncomeLoss. 10-Q filed 2026-02-17, accession 0001775734-26-000012.Revenue: $4.4m. XBRL concept us-gaap:Revenues. 10-Q filed 2026-02-17, accession 0001775734-26-000012.Report this figure146.3%Operating margin, Q4 FY2025, three months to 2025-03-31. operating income / revenueOperating income: −$45.3m. XBRL concept us-gaap:OperatingIncomeLoss. 10-K filed 2026-06-30, accession 0001775734-26-000018. Derived: 12-month figure less the 9-month figure.Revenue: −$31.0m. XBRL concept us-gaap:Revenues. 10-K filed 2026-06-30, accession 0001775734-26-000018. Derived: 12-month figure less the 9-month figure.Report this figure734.0%Operating margin, Q1 FY2026, three months to 2025-06-30. operating income / revenueOperating income: −$92.6m. XBRL concept us-gaap:OperatingIncomeLoss. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Revenue: −$12.6m. XBRL concept us-gaap:Revenues. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Report this figure646.5%Operating margin, Q2 FY2026, three months to 2025-09-30. operating income / revenueOperating income: −$17.9m. XBRL concept us-gaap:OperatingIncomeLoss. 10-Q filed 2025-11-14, accession 0001775734-25-000049.Revenue: −$2.8m. XBRL concept us-gaap:Revenues. 10-Q filed 2025-11-14, accession 0001775734-25-000049.Report this figure21.1%Operating margin, Q3 FY2026, three months to 2025-12-31. operating income / revenueOperating income: $3.9m. XBRL concept us-gaap:OperatingIncomeLoss. 10-Q filed 2026-02-17, accession 0001775734-26-000012.Revenue: $18.7m. XBRL concept us-gaap:Revenues. 10-Q filed 2026-02-17, accession 0001775734-26-000012.Report this figure141.3%Operating margin, Q4 FY2026, three months to 2026-03-31. operating income / revenueOperating income: −$59.9m. XBRL concept us-gaap:OperatingIncomeLoss. 10-K filed 2026-06-30, accession 0001775734-26-000018. Derived: 12-month figure less the 9-month figure.Revenue: −$42.4m. XBRL concept us-gaap:Revenues. 10-K filed 2026-06-30, accession 0001775734-26-000018. Derived: 12-month figure less the 9-month figure.Report this figure(3.1%)Operating margin, Q1 FY2027, three months to 2026-06-30. operating income / revenueOperating income: −$377.0k. XBRL concept us-gaap:OperatingIncomeLoss. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Revenue: $12.2m. XBRL concept us-gaap:Revenues. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Report this figure
Net margin%113.9%Net margin, Q2 FY2025, three months to 2024-09-30. net income / revenueNet income: $9.7m. XBRL concept us-gaap:ProfitLoss. 10-Q filed 2025-11-14, accession 0001775734-25-000049.Revenue: $8.6m. XBRL concept us-gaap:Revenues. 10-Q filed 2025-11-14, accession 0001775734-25-000049.Report this figure(195.5%)Net margin, Q3 FY2025, three months to 2024-12-31. net income / revenueNet income: −$8.6m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-02-17, accession 0001775734-26-000012.Revenue: $4.4m. XBRL concept us-gaap:Revenues. 10-Q filed 2026-02-17, accession 0001775734-26-000012.Report this figure2.5%Net margin, Q4 FY2025, three months to 2025-03-31. net income / revenueNet income: −$780.0k. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2026-06-30, accession 0001775734-26-000018. Derived: 12-month figure less the 9-month figure.Revenue: −$31.0m. XBRL concept us-gaap:Revenues. 10-K filed 2026-06-30, accession 0001775734-26-000018. Derived: 12-month figure less the 9-month figure.Report this figure515.5%Net margin, Q1 FY2026, three months to 2025-06-30. net income / revenueNet income: −$65.1m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Revenue: −$12.6m. XBRL concept us-gaap:Revenues. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Report this figure648.1%Net margin, Q2 FY2026, three months to 2025-09-30. net income / revenueNet income: −$17.9m. XBRL concept us-gaap:ProfitLoss. 10-Q filed 2025-11-14, accession 0001775734-25-000049.Revenue: −$2.8m. XBRL concept us-gaap:Revenues. 10-Q filed 2025-11-14, accession 0001775734-25-000049.Report this figure106.7%Net margin, Q3 FY2026, three months to 2025-12-31. net income / revenueNet income: $19.9m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-02-17, accession 0001775734-26-000012.Revenue: $18.7m. XBRL concept us-gaap:Revenues. 10-Q filed 2026-02-17, accession 0001775734-26-000012.Report this figure91.1%Net margin, Q4 FY2026, three months to 2026-03-31. net income / revenueNet income: −$38.6m. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2026-06-30, accession 0001775734-26-000018. Derived: 12-month figure less the 9-month figure.Revenue: −$42.4m. XBRL concept us-gaap:Revenues. 10-K filed 2026-06-30, accession 0001775734-26-000018. Derived: 12-month figure less the 9-month figure.Report this figure(55.8%)Net margin, Q1 FY2027, three months to 2026-06-30. net income / revenueNet income: −$6.8m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Revenue: $12.2m. XBRL concept us-gaap:Revenues. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Report this figure
Diluted EPS$ per sharenot reported (Diluted EPS not reported)not reported (Diluted EPS not reported)not reported (Diluted EPS not reported)not reported (Diluted EPS not reported)not reported (Diluted EPS not reported)not reported (Diluted EPS not reported)not reported (Diluted EPS not reported)not reported (Diluted EPS not reported)
Free cash flow$m(8.9)Free cash flow, Q2 FY2025, three months to 2024-09-30. operating cash flow − capital expenditureOperating cash flow: −$8.6m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-Q filed 2025-11-14, accession 0001775734-25-000049. Derived: 6-month figure less the 3-month figure.Capital expenditure: $269.0k. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-Q filed 2025-11-14, accession 0001775734-25-000049. Derived: 6-month figure less the 3-month figure.Report this figure(10.0)Free cash flow, Q3 FY2025, three months to 2024-12-31. operating cash flow − capital expenditureOperating cash flow: −$10.0m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-Q filed 2026-02-17, accession 0001775734-26-000012. Derived: 9-month figure less the 6-month figure.Capital expenditure: $42.0k. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-Q filed 2026-02-17, accession 0001775734-26-000012. Derived: 9-month figure less the 6-month figure.Report this figure(8.6)Free cash flow, Q4 FY2025, three months to 2025-03-31. operating cash flow − capital expenditureOperating cash flow: −$8.4m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-K filed 2026-06-30, accession 0001775734-26-000018. Derived: 12-month figure less the 9-month figure.Capital expenditure: $124.0k. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-K filed 2026-06-30, accession 0001775734-26-000018. Derived: 12-month figure less the 9-month figure.Report this figure(10.9)Free cash flow, Q1 FY2026, three months to 2025-06-30. operating cash flow − capital expenditureOperating cash flow: −$10.8m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Capital expenditure: $96.0k. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Report this figure(14.5)Free cash flow, Q2 FY2026, three months to 2025-09-30. operating cash flow − capital expenditureOperating cash flow: −$14.5m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-Q filed 2025-11-14, accession 0001775734-25-000049. Derived: 6-month figure less the 3-month figure.Capital expenditure: $0. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-Q filed 2025-11-14, accession 0001775734-25-000049. Derived: 6-month figure less the 3-month figure.Report this figure(9.4)Free cash flow, Q3 FY2026, three months to 2025-12-31. operating cash flow − capital expenditureOperating cash flow: −$9.4m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-Q filed 2026-02-17, accession 0001775734-26-000012. Derived: 9-month figure less the 6-month figure.Capital expenditure: $0. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-Q filed 2026-02-17, accession 0001775734-26-000012. Derived: 9-month figure less the 6-month figure.Report this figure(4.0)Free cash flow, Q4 FY2026, three months to 2026-03-31. operating cash flow − capital expenditureOperating cash flow: −$4.0m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-K filed 2026-06-30, accession 0001775734-26-000018. Derived: 12-month figure less the 9-month figure.Capital expenditure: $0. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-K filed 2026-06-30, accession 0001775734-26-000018. Derived: 12-month figure less the 9-month figure.Report this figure(4.1)Free cash flow, Q1 FY2027, three months to 2026-06-30. operating cash flow − capital expenditureOperating cash flow: −$4.1m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Capital expenditure: $0. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-Q filed 2026-08-14, accession 0001775734-26-000030.Report this figure

Focus or hover a figure to see its XBRL concept, period and filing; each links to that filing. A figure marked d is derived: a quarter computed from year-to-date figures, such as the fourth quarter as the fiscal year less the nine months before it. A ratio reads not reported when any input is missing.

Last five fiscal years

Revenue−$39.1mOperating margin 425.6%
Diluted EPS−$1.94, FY2023
Free cash flow−$38.8m, FY2026
Beneficient, key figures for the last five fiscal years
Line itemUnitFY2021-12-31FY20232023-03-31FY20242024-03-31FY20252025-03-31FY20262026-03-31Shape over the periods
Revenue$m55.3Revenue, period not labelled, twelve months to 2021-12-31$55.3m. XBRL concept us-gaap:Revenues. 10-K filed 2023-07-13, accession 0001775734-23-000008.Report this figure(105)Revenue, FY2023, twelve months to 2023-03-31−$104.9m. XBRL concept us-gaap:Revenues. 10-K filed 2024-07-09, accession 0001775734-24-000029.Report this figure(98.7)Revenue, FY2024, twelve months to 2024-03-31−$98.7m. XBRL concept us-gaap:Revenues. 10-K filed 2025-09-29, accession 0001775734-25-000022.Report this figure(7.9)Revenue, FY2025, twelve months to 2025-03-31−$7.9m. XBRL concept us-gaap:Revenues. 10-K filed 2026-06-30, accession 0001775734-26-000018.Report this figure(39.1)Revenue, FY2026, twelve months to 2026-03-31−$39.1m. XBRL concept us-gaap:Revenues. 10-K filed 2026-06-30, accession 0001775734-26-000018.Report this figure
Gross margin%not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)
Operating margin%(128.6%)Operating margin, period not labelled, twelve months to 2021-12-31. operating income / revenueOperating income: −$71.1m. XBRL concept us-gaap:OperatingIncomeLoss. 10-K filed 2023-07-13, accession 0001775734-23-000008.Revenue: $55.3m. XBRL concept us-gaap:Revenues. 10-K filed 2023-07-13, accession 0001775734-23-000008.Report this figure241.3%Operating margin, FY2023, twelve months to 2023-03-31. operating income / revenueOperating income: −$253.2m. XBRL concept us-gaap:OperatingIncomeLoss. 10-K filed 2024-07-09, accession 0001775734-24-000029.Revenue: −$104.9m. XBRL concept us-gaap:Revenues. 10-K filed 2024-07-09, accession 0001775734-24-000029.Report this figure2683.5%Operating margin, FY2024, twelve months to 2024-03-31. operating income / revenueOperating income: −$2.65bn. XBRL concept us-gaap:OperatingIncomeLoss. 10-K filed 2025-09-29, accession 0001775734-25-000022.Revenue: −$98.7m. XBRL concept us-gaap:Revenues. 10-K filed 2025-09-29, accession 0001775734-25-000022.Report this figure304.5%Operating margin, FY2025, twelve months to 2025-03-31. operating income / revenueOperating income: −$24.2m. XBRL concept us-gaap:OperatingIncomeLoss. 10-K filed 2026-06-30, accession 0001775734-26-000018.Revenue: −$7.9m. XBRL concept us-gaap:Revenues. 10-K filed 2026-06-30, accession 0001775734-26-000018.Report this figure425.6%Operating margin, FY2026, twelve months to 2026-03-31. operating income / revenueOperating income: −$166.5m. XBRL concept us-gaap:OperatingIncomeLoss. 10-K filed 2026-06-30, accession 0001775734-26-000018.Revenue: −$39.1m. XBRL concept us-gaap:Revenues. 10-K filed 2026-06-30, accession 0001775734-26-000018.Report this figure
Net margin%(113.9%)Net margin, period not labelled, twelve months to 2021-12-31. net income / revenueNet income: −$63.0m. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2023-07-13, accession 0001775734-23-000008.Revenue: $55.3m. XBRL concept us-gaap:Revenues. 10-K filed 2023-07-13, accession 0001775734-23-000008.Report this figure124.9%Net margin, FY2023, twelve months to 2023-03-31. net income / revenueNet income: −$131.0m. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2024-07-09, accession 0001775734-24-000029.Revenue: −$104.9m. XBRL concept us-gaap:Revenues. 10-K filed 2024-07-09, accession 0001775734-24-000029.Report this figure2123.3%Net margin, FY2024, twelve months to 2024-03-31. net income / revenueNet income: −$2.10bn. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2024-07-09, accession 0001775734-24-000029.Revenue: −$98.7m. XBRL concept us-gaap:Revenues. 10-K filed 2025-09-29, accession 0001775734-25-000022.Report this figure(644.1%)Net margin, FY2025, twelve months to 2025-03-31. net income / revenueNet income: $51.2m. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2026-06-30, accession 0001775734-26-000018.Revenue: −$7.9m. XBRL concept us-gaap:Revenues. 10-K filed 2026-06-30, accession 0001775734-26-000018.Report this figure223.5%Net margin, FY2026, twelve months to 2026-03-31. net income / revenueNet income: −$87.4m. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2026-06-30, accession 0001775734-26-000018.Revenue: −$39.1m. XBRL concept us-gaap:Revenues. 10-K filed 2026-06-30, accession 0001775734-26-000018.Report this figure
Diluted EPS$ per share(1.84)Diluted EPS, period not labelled, twelve months to 2021-12-31−$1.84 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-K filed 2023-07-13, accession 0001775734-23-000008.Report this figure(1.94)Diluted EPS, FY2023, twelve months to 2023-03-31−$1.94 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-K filed 2023-07-13, accession 0001775734-23-000008.Report this figurenot reported (Diluted EPS not reported)not reported (Diluted EPS not reported)not reported (Diluted EPS not reported)
Free cash flow$m(61.2)Free cash flow, period not labelled, twelve months to 2021-12-31. operating cash flow − capital expenditureOperating cash flow: −$57.0m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-K filed 2023-07-13, accession 0001775734-23-000008.Capital expenditure: $4.2m. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-K filed 2023-07-13, accession 0001775734-23-000008.Report this figure(97.2)Free cash flow, FY2023, twelve months to 2023-03-31. operating cash flow − capital expenditureOperating cash flow: −$95.1m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-K filed 2024-07-09, accession 0001775734-24-000029.Capital expenditure: $2.1m. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-K filed 2024-07-09, accession 0001775734-24-000029.Report this figure(60.0)Free cash flow, FY2024, twelve months to 2024-03-31. operating cash flow − capital expenditureOperating cash flow: −$58.2m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-K filed 2025-09-29, accession 0001775734-25-000022.Capital expenditure: $1.8m. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-K filed 2025-09-29, accession 0001775734-25-000022.Report this figure(38.8)Free cash flow, FY2025, twelve months to 2025-03-31. operating cash flow − capital expenditureOperating cash flow: −$37.7m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-K filed 2026-06-30, accession 0001775734-26-000018.Capital expenditure: $1.1m. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-K filed 2026-06-30, accession 0001775734-26-000018.Report this figure(38.8)Free cash flow, FY2026, twelve months to 2026-03-31. operating cash flow − capital expenditureOperating cash flow: −$38.7m. XBRL concept us-gaap:NetCashProvidedByUsedInOperatingActivities. 10-K filed 2026-06-30, accession 0001775734-26-000018.Capital expenditure: $96.0k. XBRL concept us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. 10-K filed 2026-06-30, accession 0001775734-26-000018.Report this figure

Focus or hover a figure to see its XBRL concept, period and filing; each links to that filing. A figure marked d is derived: a quarter computed from year-to-date figures, such as the fourth quarter as the fiscal year less the nine months before it. A ratio reads not reported when any input is missing.

Insider purchases and sales

All insider transactions

The last 20 open-market transactions reported on Form 4 (codes P and S). The reported price is the price per share the insider stated on the form: filing data, not a market price.

No open-market purchases or sales by insiders are in coverage from Dec 2024 to Nov 2026.

No open-market purchases or sales by insiders are in coverage for this company.

Funds that report holding it

All funds

From each manager's latest Form 13F, largest reported value first. Reported value is as filed at the quarter end: filing data, not a price. A put or call is an option position, not shares held.

Funds that report holding Beneficient
FundQuarter endedReported valueSharesPut or callChange on the quarter before
Yorkville Advisors Global, LP2026-06-30$1.0m280,631New+280,631
GEODE CAPITAL MANAGEMENT, LLC2026-06-30$569.4k154,649Reduced−3,378
VANGUARD CAPITAL MANAGEMENT LLC2026-06-30$564.8k153,491Added+3,491
VANGUARD FIDUCIARY TRUST CO2026-06-30$265.2k72,070Added+559
STATE STREET CORP2026-06-30$244.2k66,345Added+14,500
BlackRock, Inc.2026-06-30$182.3k49,528Added+4,205
MORGAN STANLEY2026-06-30$166.0k45,122Added+21,084
NORTHERN TRUST CORP2026-06-30$115.6k31,411Unchanged
Ausdal Financial Partners, Inc.2026-06-30$50.8k13,817Added+2,000
Vanguard Global Advisers, LLC2026-06-30$32.2k8,750Unchanged

Recent filings

All 493 filings

Reports and events: 10-K, 10-Q, 8-K, proxy statements and ownership schedules.

Beneficient, recent filings
FiledFormWhat it isAccession number
2026-10-2807:45 ET8-K7.01 Regulation FD disclosure; 8.01 Other events; 9.01 Financial statements and exhibits0001493152-26-048820
2026-10-1906:03 ETDEF 14AProxy statementPeriod 2026-10-190001493152-26-047483
2026-10-1416:05 ET8-K1.01 Entry into a material agreement; 9.01 Financial statements and exhibits0001493152-26-047018
2026-09-2307:35 ET8-K7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits0001493152-26-043806
2026-09-1807:45 ET8-K7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits0001493152-26-043234
2026-09-1606:03 ET8-K3.02 Unregistered sale of equity0001493152-26-042821
2026-08-1416:15 ET10-QQuarterly reportPeriod 2026-06-300001775734-26-000030
2026-08-1407:31 ET8-K2.02 Results of operations; 9.01 Financial statements and exhibits0001775734-26-000026
2026-08-1116:15 ET8-K2.03 New direct financial obligation; 9.01 Financial statements and exhibits0001493152-26-037138
2026-07-2917:04 ETS-1Registration statement0001493152-26-035225

Latest annual report

Form 10-K for the fiscal year ended Mar 31, 2026Filed Jun 30, 2026. Its page lists the documents and the extracted sections, such as Business and Risk factors.

Forecast league

Q2 FY2027, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by [object Promise].Forecast this quarter

About the filer

CIK
1775734
Tickers
BENF, BENFW
Exchange
Nasdaq
SIC code
6199 Finance Services
Sector
Financials
Fiscal year ends
Mar 31
Incorporated in
NV
Filer category
<br>Emerging growth company
Former names
Beneficient Co Group, L.P. (to 2023-05-16)

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 29, 2026, 16:18 ET. Listed shows no prices and gives no investment advice.