Beneficient (BENF) Non Operating Investment Income (2021 - 2026)
Beneficient (BENF) posted Non Operating Investment Income of -$34.2 million for Q1 2026, down 178.09% sequentially from $43.8 million in Q4 2025, and down 9490.2% YoY from $364603.7 in Q1 2025.
Beneficient (BENF) Non Operating Investment Income (2021 - 2026) Analysis & Trends
Beneficient has reported Non Operating Investment Income for 6 years, with the latest figure at -$34.2 million in Q1 2026.
- Quarterly Non Operating Investment Income fell 9490.2% year-over-year to -$34.2 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $9.8 million (up 535.95% YoY) and the FY2026 annual result came in at $9.8 million, up 535.95% from the prior year.
- Non Operating Investment Income retreated to -$34.2 million in Q1 2026 per BENF's latest filing, from $43.8 million in the prior quarter.
- Over five years, Non Operating Investment Income peaked at $43.8 million in Q4 2025 and troughed at -$42.8 million in Q3 2023.
- A 5-year average of -$10.1 million and a median of -$2.3 million in 2023 frame the typical range for Non Operating Investment Income.
- The sharpest annual moves came in 2025 and 2026: Non Operating Investment Income surged 8483.37% in 2025, then sank 9490.2% in 2026.
- Over 5 years, Non Operating Investment Income stood at -$33.1 million in 2022, then soared by 45.48% to -$18.0 million in 2023, then jumped by 97.1% to -$523000.0 in 2024, then soared by 8483.37% to $43.8 million in 2025, then slumped by 178.09% to -$34.2 million in 2026.
- According to Business Quant data, Non Operating Investment Income over the past three periods registered -$34.2 million, $43.8 million, and $211000.0 for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Non Operating Investment Income (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 283.00 Mn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 2.47 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 378.59 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 2.99 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | - |
| 10 | Beneficient | 4.37 Mn | -1.23 Mn | - | -3.77 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -34.24 Mn |
| Mar 31, 2026 | -34.24 Mn |
| Dec 31, 2025 | 43.85 Mn |
| Dec 31, 2025 | 43.85 Mn |
| Sep 30, 2025 | 211,000.00 |
| Sep 30, 2025 | 211,000.00 |
| Jun 30, 2025 | -45,000.00 |
| Jun 30, 2025 | -45,000.00 |
| Mar 31, 2025 | -357,000.00 |
| Mar 31, 2025 | -357,000.00 |
| Dec 31, 2024 | -523,000.00 |
| Dec 31, 2024 | -523,000.00 |
| Sep 30, 2024 | -179,000.00 |
| Sep 30, 2024 | -179,000.00 |
| Jun 30, 2024 | -1.18 Mn |
| Jun 30, 2024 | -1.18 Mn |
| Mar 31, 2024 | -40.26 Mn |
| Mar 31, 2024 | -40.26 Mn |
| Dec 31, 2023 | -18.02 Mn |
| Dec 31, 2023 | -18.02 Mn |