Beneficient BENF
NASDAQ BENF
$1.16 -0.52 (-30.95%)
As of: Sep 10, 2026 · 3:59 PM EDT

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

Historic Data

Download Data
DateValue
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