Beneficient (BENF) Cash & Current Investments (2022 - 2026)
Beneficient's Cash & Current Investments was $5.6 million in fiscal Q1 2027 (quarter ended Jun 30, 2026), down 26.4% from $7.61 million a year earlier but up 120.2% from the prior quarter.
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Analysis
Beneficient (BENF) Cash & Current Investments (2022 - 2026) Analysis & Trends
At the end of FY2026 (ended Mar 31, 2026), Cash & Current Investments at Beneficient came in at $2.54 million, up 88.9% from FY2025.
- Cash & Current Investments shows a four-year compound annual growth rate of -56.4% (FY2022 to FY2026).
- In earlier fiscal years, Cash & Current Investments was $1.35 million in FY2025 (-83.0%), $7.91 million in FY2024 (-9.3%), $8.73 million in FY2023 (-87.6%) and $70.59 million in FY2022.
- Quarterly Cash & Current Investments has moved between $1.35 million (fiscal Q4 2025) and $70.59 million (fiscal Q4 2022) over five years.
- Compared with a year earlier, Cash & Current Investments was higher in five of the last eight quarters, with growth averaging 22.0%.
- The best year-over-year quarter for Cash & Current Investments over five years was fiscal Q3 2026 (growth of 90.4%); the worst was fiscal Q4 2023 (a decline of 87.6%).
- Per Business Quant data, BENF's Cash & Current Investments in the three fiscal quarters before Q1 2027 was $2.54 million (Q4 2026), $7.9 million (Q3 2026) and $4.9 million (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.94 Bn | 29.62 Bn | - | 3.10 Bn |
| 2 | Orix | 41.70 Bn | 42.20 Bn | - | - |
| 3 | Royalty Pharma | 32.87 Bn | 32.78 Bn | - | 836.99 Mn |
| 4 | Federal National Mortgage Association Fannie Mae | 25.52 Bn | 25.52 Bn | - | - |
| 5 | Affirm Holdings | 23.86 Bn | 17.55 Bn | - | 1.63 Bn |
| 6 | Synchrony Financial | 23.33 Bn | -44.64 Bn | - | 16.19 Bn |
| 7 | Royal Gold | 19.87 Bn | 19.09 Bn | 390.45 Mn | 182.47 Mn |
| 8 | Annaly Capital Management | 13.89 Bn | 4.98 Bn | - | 2.91 Bn |
| 9 | Ares Capital | 13.54 Bn | 10.98 Bn | - | 383.00 Mn |
| 10 | Beneficient | 21.16 Mn | 90.74 Mn | - | 5.60 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 5.60 Mn |
| Mar 31, 2026 | 2.54 Mn |
| Dec 31, 2025 | 7.90 Mn |
| Sep 30, 2025 | 4.90 Mn |
| Jun 30, 2025 | 7.61 Mn |
| Mar 31, 2025 | 1.35 Mn |
| Dec 31, 2024 | 4.15 Mn |
| Sep 30, 2024 | 4.50 Mn |
| Jun 30, 2024 | 4.40 Mn |
| Mar 31, 2024 | 7.91 Mn |
| Dec 31, 2023 | 11.25 Mn |
| Sep 30, 2023 | 2.40 Mn |
| Jun 30, 2023 | 3.10 Mn |
| Mar 31, 2023 | 8.73 Mn |
| Mar 31, 2022 | 70.59 Mn |
API Access
Beneficient Cash & Current Investments 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=cash-and-current-investments&ticker=BENF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "cash-and-current-investments", "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=cash-and-current-investments&ticker=BENF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();