Beneficient (BENF) Tax Rate (2021 - 2026)
Beneficient (BENF) reported Tax Rate of 0.29% for Q1 2026, down 174.0% on a YoY basis from 0.39% in Q1 2025, and down 18.51% sequentially from 0.24% in Q3 2025.
Beneficient (BENF) Tax Rate (2021 - 2026) Analysis & Trends
Beneficient (BENF) has 6 years of Tax Rate data on file, last reported at 0.29% in Q1 2026.
- For the quarter ending Q1 2026, Tax Rate fell 174.0% year-over-year to 0.29%; the trailing twelve-month figure through Mar 2026 stood at 0.13% (up 1093.0% YoY), and the FY2026 full-year result was 0.13%, up 1093.0% from the prior year.
- Tax Rate eased to 0.29% in Q1 2026, from 0.24% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 1.46% in Q1 2025 to a low of 7.5% in Q4 2024.
- A 5-year average of 0.9% and a median of 0.29% in 2026 frame the typical range for Tax Rate.
- Across the five-year window, Tax Rate slumped 749 bps in 2024 and jumped 183 bps in 2025, its largest moves.
- Tracing BENF's Tax Rate over 5 years: stood at 0.74% in 2022, then jumped by 99 bps to 0.01% in 2023, then tumbled by 92318 bps to 7.5% in 2024, then jumped by 97 bps to 0.24% in 2025, then declined by 19 bps to 0.29% in 2026.
- Business Quant data shows BENF's Tax Rate at 0.29% in Q1 2026, 0.24% in Q3 2025, and 1.46% in Q1 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | -1.22% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 18.16% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 13.55% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 598.59% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 21.16% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 20.02% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 24.99% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 25.99% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 23.43% |
| 10 | Beneficient | 11.56 Mn | 99.59 Mn | - | -0.29% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -0.29% |
| Mar 31, 2026 | -0.29% |
| Mar 31, 2026 | -0.29% |
| Sep 30, 2025 | -0.24% |
| Sep 30, 2025 | -0.24% |
| Sep 30, 2025 | -0.24% |
| Mar 31, 2025 | 1.46% |
| Mar 31, 2025 | 1.46% |
| Mar 31, 2025 | 1.46% |
| Dec 31, 2024 | -7.50% |
| Dec 31, 2024 | -7.50% |
| Dec 31, 2024 | -7.50% |
| Jun 30, 2024 | 0.06% |
| Jun 30, 2024 | 0.06% |
| Jun 30, 2024 | 0.06% |
| Mar 31, 2024 | -0.37% |
| Mar 31, 2024 | -0.37% |
| Mar 31, 2024 | -0.37% |
| Dec 31, 2023 | -0.01% |
| Dec 31, 2023 | -0.01% |