Beneficient BENF
NASDAQ BENF
$2.30 +0.03 (+1.32%)
At close: Aug 20, 2026 · 4:00 PM EDT

Beneficient (BENF) Assets Average (2023 - 2026)

Beneficient (BENF) posted Assets Average of $288.3 million for Q1 2026, down 11.84% sequentially from $327.0 million in Q4 2025, and down 23.61% YoY from $377.4 million in Q1 2025.

Beneficient (BENF) Assets Average (2023 - 2026) Analysis & Trends

Beneficient has reported Assets Average for 4 years, with the latest figure at $288.3 million in Q1 2026.

  • Quarterly Assets Average fell 23.61% year-over-year to $288.3 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $288.3 million (down 23.61% YoY) and the FY2026 annual result came in at $296.8 million, down 17.93% from the prior year.
  • Assets Average fell to $288.3 million in Q1 2026 per BENF's latest filing, from $327.0 million in the prior quarter.
  • Over five years, Assets Average peaked at $2.4 billion in Q2 2023 and troughed at $288.3 million in Q1 2026.
  • A 4-year average of $680.9 million and a median of $371.2 million in 2024 frame the typical range for Assets Average.
  • The sharpest annual moves came in 2024 and 2025: Assets Average plunged 84.49% in 2024, then declined 5.54% in 2025.
  • Over 4 years, Assets Average stood at $978.8 million in 2023, then tumbled by 60.73% to $384.4 million in 2024, then slipped by 14.92% to $327.0 million in 2025, then fell by 11.84% to $288.3 million in 2026.
  • According to Business Quant data, Assets Average over the past three periods registered $288.3 million, $327.0 million, and $325.4 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 BlackRock 176.99 Bn 163.12 Bn - 173.06 Bn
2 Blackstone 113.16 Bn 110.65 Bn - 49.11 Bn
3 Kkr 96.05 Bn -181.02 Bn - -
4 Brookfield 92.54 Bn 45.14 Bn - -
5 Brookfield Asset Management 82.31 Bn 80.81 Bn - 19.01 Bn
6 Apollo Global Management 77.14 Bn 51.77 Bn 10.54 Bn 480.79 Bn
7 State Street 50.64 Bn 50.64 Bn - 405.27 Bn
8 Ameriprise Financial 50.31 Bn 39.27 Bn 4.72 Bn 191.16 Bn
9 Northern Trust 33.61 Bn 33.61 Bn - 176.94 Bn
10 Beneficient 4.21 Mn -1.39 Mn - 244.85 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 288.32 Mn
Dec 31, 2025 327.05 Mn
Sep 30, 2025 325.37 Mn
Jun 30, 2025 344.69 Mn
Mar 31, 2025 377.44 Mn
Dec 31, 2024 384.40 Mn
Sep 30, 2024 365.05 Mn
Jun 30, 2024 364.90 Mn
Mar 31, 2024 434.53 Mn
Dec 31, 2023 978.78 Mn
Sep 30, 2023 1.63 Bn
Jun 30, 2023 2.35 Bn