Beneficient (BENF) Return on Equity (2022 - 2025)

Beneficient's (BENF) quarterly Return on Equity came in at 0.01% in Q4 2025, up 285.0% year-on-year from 0.0% in Q4 2024, and down 12.49% quarter-over-quarter from 0.01% in Q3 2025.

Beneficient (BENF) Return on Equity (2022 - 2025) Analysis & Trends

Beneficient has disclosed Return on Equity across 4 years of filings, most recently posting 0.01% for Q4 2025.

  • Return on Equity for Q4 2025 came in at 0.01%, up 285.0% year-over-year; the trailing twelve-month figure through Dec 2025 was 0.01% (up 285.0% YoY), and the FY2025 annual result was 0.0%, up 3.0% from the prior year.
  • Return on Equity came in at 0.01% for Q4 2025 at Beneficient, down from 0.01% in the prior quarter.
  • In the past five years, Return on Equity ranged from a high of 0.28% in Q1 2024 to a low of 2.84% in Q4 2024.
  • The 4-year median for Return on Equity is 0.0% (2022), against an average of 0.16%.
  • Across the five-year window, Return on Equity slumped 279 bps in 2024 and surged 285 bps in 2025, its largest moves.
  • Beneficient's Return on Equity stood at 0.0% in 2022, then slumped by 5631 bps to 0.05% in 2023, then tumbled by 5302 bps to 2.84% in 2024, then jumped by 100 bps to 0.01% in 2025.
  • The last three Return on Equity figures came in at 0.01% (Q4 2025), 0.01% (Q3 2025), and 0.02% (Q2 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROE (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 0.00%
2 Blackstone 96.85 Bn 95.80 Bn - 0.00%
3 Kkr 86.45 Bn 133.96 Bn - 0.00%
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 0.00%
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 0.01%
7 Northern Trust 31.92 Bn 31.92 Bn - 0.00%
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 0.00%
10 Beneficient 84.72 Mn 111.16 Mn - 0.01%

Historic Data

Download Data
DateValue
Dec 31, 2025 0.01%
Sep 30, 2025 0.01%
Jun 30, 2025 0.02%
Mar 31, 2025 0.00%
Dec 31, 2024 -2.84%
Sep 30, 2024 0.13%
Jun 30, 2024 0.09%
Mar 31, 2024 0.28%
Dec 31, 2023 -0.05%
Sep 30, 2023 -0.01%
Jun 30, 2023 -0.01%
Mar 31, 2023 0.00%
Sep 30, 2022 0.00%
Jun 30, 2022 0.00%
Mar 31, 2022 0.00%