Beneficient (BENF) Invested Capital (2022 - 2026)
Beneficient's (BENF) quarterly Invested Capital came in at -$87.3 million in Q2 2026, down 627.32% year-over-year from $16.6 million in Q2 2025, and up 5.62% quarter-over-quarter from -$92.5 million in Q1 2026.
Analysis
Beneficient (BENF) Invested Capital (2022 - 2026) Analysis & Trends
Beneficient has disclosed Invested Capital across 5 years of filings, most recently posting -$87.3 million for Q2 2026.
- In Q2 2026, Invested Capital fell 627.32% year-over-year to -$87.3 million; the TTM figure through Jun 2026 stood at -$87.3 million (down 627.32% YoY), while the FY2026 annual figure was -$92.5 million, down 211.49% from the prior year.
- Invested Capital came in at -$87.3 million for Q2 2026 at Beneficient, up from -$92.5 million in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $2.0 billion in Q1 2022 to a low of -$92.5 million in Q1 2026.
- Average Invested Capital over 5 years is $419.9 million, with a median of $83.0 million recorded in 2025.
- Year-over-year, Invested Capital jumped 215.86% in 2025 and tumbled 627.32% in 2026.
- Over 5 years, Invested Capital stood at $2.0 billion in 2022, then tumbled by 93.3% to $132.2 million in 2023, then climbed by 1.79% to $134.5 million in 2024, then sank by 120.98% to -$28.2 million in 2025, then slumped by 209.27% to -$87.3 million in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were -$87.3 million in Q2 2026, -$92.5 million in Q1 2026, and -$28.2 million in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Orix | 43.64 Bn | 43.64 Bn | 4.68 Bn | 69.63 Bn |
| 2 | Royalty Pharma | 26.15 Bn | 25.32 Bn | - | 19.13 Bn |
| 3 | Royal Gold | 21.54 Bn | 21.36 Bn | 390.45 Mn | 8.03 Bn |
| 4 | OR Royalties | 6.72 Bn | 6.64 Bn | 82.22 Mn | 1.91 Bn |
| 5 | Encore Capital | 2.11 Bn | 1.93 Bn | 455.04 Mn | - |
| 6 | Atlanticus Holdings | 1.41 Bn | 857.38 Mn | 686.46 Mn | 6.97 Bn |
| 7 | Jefferson Capital | 1.18 Bn | 1.15 Bn | - | 2.41 Bn |
| 8 | Upbound | 1.06 Bn | 953.54 Mn | 594.84 Mn | 2.16 Bn |
| 9 | Lufax Holding | 1.05 Bn | -1.58 Bn | - | 23.30 Bn |
| 10 | Beneficient | 2.14 Mn | -3.46 Mn | - | -87.31 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -87.31 Mn |
| Mar 31, 2026 | -92.50 Mn |
| Dec 31, 2025 | -28.23 Mn |
| Sep 30, 2025 | -38.87 Mn |
| Jun 30, 2025 | -12.00 Mn |
| Mar 31, 2025 | 82.97 Mn |
| Dec 31, 2024 | 134.53 Mn |
| Sep 30, 2024 | 140.87 Mn |
| Jun 30, 2024 | -27.74 Mn |
| Mar 31, 2024 | -71.61 Mn |
| Dec 31, 2023 | 132.17 Mn |
| Sep 30, 2023 | 1.03 Bn |
| Jun 30, 2023 | 1.33 Bn |
| Mar 31, 2023 | 1.83 Bn |
| Mar 31, 2022 | 1.97 Bn |