BENF Beneficient - Class A Common Stock
BENF Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
BENF Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
BENF Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
1 analysts · 2026-08-18Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| March 31, 2026 | $1.14 | $-0.98 | 2.1% |
| Dec. 31, 2025 | $-0.13 | $-0.80 | 0.67% |
| Sept. 30, 2025 | $1.36 | $-2.53 | 3.9% |
| Dec. 31, 2024 | $-7.84 | $-10.69 | 2.8% |
| Sept. 30, 2024 | $-0.08 | $-21.05 | 21.0% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| BENF | — | — | — | — | — | — |
| OFS | — | — | — | — | — | — |
| GROW | — | -86.7 | -23.1% | — | — | — |
| HGBL | $43M | 12.4 | 12.4% | 7.0% | 5.4% | — |
| RAND | $34M | -4.2 | — | — | -14.8% | — |
| BCG | — | — | — | — | — | — |
| BLK | $165.98B | 30.3 | 18.7% | 22.9% | 10.7% | — |
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Institutional owners (13F) 19 filers · $3.6M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 6 (+4 vs prior Q) | 2 (-1 vs prior Q) | 3 (-3 vs prior Q) | 2 (+1 vs prior Q) | +507K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Yorkville Advisors Global, LP | $1,032,722 | 280,631 | 28.53% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $564,847 | 153,491 | 15.60% | Shares |
| VANGUARD GROUP INC | $502,722 | 71,511 | 13.89% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $444,334 | 120,651 | 12.27% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $265,218 | 72,070 | 7.33% | Shares |
| STATE STREET CORP | $244,150 | 66,345 | 6.74% | Shares |
| Hatteras Funds, LLC | $168,881 | 562,749 | 4.66% | Shares |
| MORGAN STANLEY | $166,049 | 45,122 | 4.59% | Shares |
| NORTHERN TRUST CORP | $115,592 | 31,411 | 3.19% | Shares |
| Ausdal Financial Partners, Inc. | $50,847 | 13,817 | 1.40% | Shares |
| Vanguard Global Advisers, LLC | $32,200 | 8,750 | 0.89% | Shares |
| Cubist Systematic Strategies, LLC | $15,879 | 16,694 | 0.44% | Shares |
| BlackRock, Inc. | $15,474 | 4,205 | 0.43% | Shares |
| Legacy Investment Solutions, LLC | $721 | 2,400 | 0.02% | Shares |
| UBS Group AG | $276 | 75 | 0.01% | Shares |
| BARCLAYS PLC | $221 | 60 | 0.01% | Shares |
| NFSG Corp | $88 | 24 | 0.00% | Shares |
| SBI Securities Co., Ltd. | $26 | 7 | 0.00% | Shares |
| CITIGROUP INC | $15 | 4 | 0.00% | Shares |
Company insiders 13 insiders · 6 officers · 7 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Brad K. Heppner | Chief Executive Officer, Chairman of the Board of Directors | June 7, 2024 F | 17,092 | 0 | 0 | $0 |
| Gregory W. Ezell | Chief Financial Officer | June 7, 2024 F | 2,518 | 0 | 0 | $0 |
| Jeff Welday | Global Head of Organizations and Distribution | June 7, 2024 F | 2,082 | 0 | 0 | $0 |
| Maria S. Rutledge | Chief Technology Officer | June 7, 2024 F | 1,640 | 0 | 0 | $0 |
| Scott W. Wilson | Chief Underwriting Officer | June 7, 2024 F | 2,444 | 0 | 0 | $0 |
| Derek L. Fletcher | Chief Fiduciary Officer | June 7, 2024 F | 3,771 | 0 | 0 | $0 |
| Emily B. Hill | Director | June 7, 2024 F | 1,143 | 0 | 0 | $0 |
| Peter T Cangany JR | Director | June 7, 2024 F | 1,296 | 0 | 0 | $0 |
| Bruce William Schnitzer | Director | June 7, 2024 F | 1,930 | 0 | 0 | $0 |
| Dennis P Lockhart | Director | June 7, 2024 F | 1,296 | 0 | 0 | $0 |
| Thomas O Hicks | Director | June 7, 2024 F | 1,979 | 0 | 0 | $0 |
| GWG Wind Down Trust | 10% owner | Oct. 4, 2024 S | 348,183 | 0 | 0 | $0 |
| GWG Holdings, Inc. | 10% owner | July 7, 2023 J | 119,975 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 5 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Mack Hicks, Hicks Holdings Operating, LLC | April 20, 2026 | 81.20% | Amendment | — | SEC |
| Brad K. Heppner, Beneficient Holdings Inc., The Highland Business Holdings Trust ×2 filings | Dec. 26, 2024 | 2.80% | Amendment | — | SEC |
| GWG Wind Down Trust, Elizabeth C. Freeman, solely in her capacity as trustee of the GWG Wind Down Trust ×13 filings | Oct. 8, 2024 | — | Initial filing | — | SEC |
| Thomas O. Hicks, Hicks Holdings Operating LLC ×2 filings | Oct. 24, 2023 | — | Initial filing | — | SEC |
| Bruce W. Schnitzer | June 15, 2023 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 2 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.