Beneficient (BENF) Assets (2022 - 2026)
Beneficient's Assets came in at $250.94 million for fiscal Q1 2027 (quarter ended Jun 30, 2026), down 25.0% from $334.51 million a year earlier but up 5.1% from the prior quarter.
Beneficient (BENF) Assets (2022 - 2026) Analysis & Trends
At the end of FY2026 (ended Mar 31, 2026), Beneficient's Assets was $238.77 million, down 32.7% from FY2025.
- Assets has declined in each of the last four fiscal years, with a four-year compound annual growth rate of -47.5% (FY2022 to FY2026).
- Going back by fiscal year, Assets was $354.88 million in FY2025 (-3.7%), $368.5 million in FY2024 (-87.3%), $2.91 billion in FY2023 (-7.3%) and $3.14 billion in FY2022.
- The five-year range for quarterly Assets is $238.77 million (fiscal Q4 2026) to $3.14 billion (fiscal Q4 2022).
- Year-over-year, Assets has declined for ten consecutive quarters, with an average decline of 24.2% over the last eight quarters.
- The year-over-year decline in Assets has ranged between 3.7% (fiscal Q4 2025) and 87.3% (fiscal Q4 2024) over the last five years.
- Business Quant data shows BENF's Assets at $238.77 million (Q4 2026), $337.86 million (Q3 2026) and $316.23 million (Q2 2026) in the three fiscal quarters before Q1 2027.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 60.98 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 114.54 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 19.82 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 4,332.34 Bn |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 15.79 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 121.93 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 9.45 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 143.74 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | 30.50 Bn |
| 10 | Beneficient | 20.13 Mn | 89.71 Mn | - | 250.94 Mn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 250.94 Mn |
| Mar 31, 2026 | 238.77 Mn |
| Dec 31, 2025 | 337.86 Mn |
| Sep 30, 2025 | 316.23 Mn |
| Jun 30, 2025 | 334.51 Mn |
| Mar 31, 2025 | 354.88 Mn |
| Dec 31, 2024 | 400.01 Mn |
| Sep 30, 2024 | 368.79 Mn |
| Jun 30, 2024 | 361.30 Mn |
| Mar 31, 2024 | 368.50 Mn |
| Dec 31, 2023 | 500.56 Mn |
| Sep 30, 2023 | 1.46 Bn |
| Jun 30, 2023 | 1.80 Bn |
| Mar 31, 2023 | 2.91 Bn |
| Mar 31, 2022 | 3.14 Bn |
Beneficient Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=BENF&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "BENF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=BENF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();