BENF Class A Beneficient - Class A Common Stock
NASDAQ · Financial Services close Oct 2, 2026BENF 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
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
| Ex-date | Split | Type |
|---|---|---|
| Dec. 15, 2025 | 1-for-8 | Reverse |
| April 18, 2024 | 1-for-80 | Reverse |
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?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| March 31, 2027 | Aug 14, 2026 | $-0.47 | $-2.56 | 81.6% |
| June 30, 2026 | Aug 14, 2026 | $-0.47 | $-2.56 | 81.6% |
| March 31, 2026 | $1.14 | $-0.98 | 215.8% | |
| Dec. 31, 2025 | $-0.13 | $-0.80 | 83.7% | |
| Sept. 30, 2025 | $1.36 | $-2.53 | 153.8% | |
| Dec. 31, 2024 | $-7.84 | $-10.69 | 26.7% | |
| Sept. 30, 2024 | $-0.08 | $-21.05 | 99.6% |
Institutional owners (13F) 19 filers · $5.1M 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 |
|---|---|---|---|---|
| 3 (-2 vs prior Q) | 2 (-1 vs prior Q) | 6 (-1 vs prior Q) | 2 (+1 vs prior Q) | +320K |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1,667,017 | 237,129 | 32.74% | Shares |
| Yorkville Advisors Global, LP | $1,032,722 | 280,631 | 20.28% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $569,446 | 154,649 | 11.18% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $564,847 | 153,491 | 11.09% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $265,218 | 72,070 | 5.21% | Shares |
| STATE STREET CORP | $244,150 | 66,345 | 4.79% | Shares |
| BlackRock, Inc. | $182,263 | 49,528 | 3.58% | Shares |
| Hatteras Funds, LLC | $168,881 | 562,749 | 3.32% | Shares |
| MORGAN STANLEY | $166,049 | 45,122 | 3.26% | Shares |
| NORTHERN TRUST CORP | $115,592 | 31,411 | 2.27% | Shares |
| Ausdal Financial Partners, Inc. | $50,847 | 13,817 | 1.00% | Shares |
| Vanguard Global Advisers, LLC | $32,200 | 8,750 | 0.63% | Shares |
| Cubist Systematic Strategies, LLC | $15,879 | 16,694 | 0.31% | Shares |
| UBS Group AG | $15,717 | 4,271 | 0.31% | Shares |
| Legacy Investment Solutions, LLC | $721 | 2,400 | 0.01% | Shares |
| BARCLAYS PLC | $221 | 60 | 0.00% | Shares |
| NFSG Corp | $88 | 24 | 0.00% | Shares |
| SBI Securities Co., Ltd. | $26 | 7 | 0.00% | Shares |
| CITIGROUP INC | $15 | 4 | 0.00% | Shares |
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.
Company insiders 15 insiders · 6 officers · 9 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 | July 21, 2025 A | 172,394 | 0 | 0 | $0 |
| Maria S. Rutledge | Chief Technology Officer | Sept. 20, 2024 P | 2,540 | 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 |
| Peter T Cangany JR | Director | Dec. 5, 2025 A | 636,896 | 0 | 0 | $0 |
| Bruce William Schnitzer | Director | Dec. 5, 2025 A | 933,767 | 0 | 0 | $0 |
| Karen Wendel | Director | Nov. 21, 2024 A | 207,317 | 0 | 0 | $0 |
| Patrick J. Donegan | Director | Sept. 30, 2024 A | 138,212 | 0 | 0 | $0 |
| Thomas O Hicks | Director | Aug. 27, 2024 A | 50,000 | 0 | 0 | $0 |
| Emily B. Hill | Director | June 7, 2024 F | 1,143 | 0 | 0 | $0 |
| Dennis P Lockhart | Director | June 7, 2024 F | 1,296 | 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
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.
BENF Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
1 analysts · 2026-09-29Mean target $9.00 +529.4%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.