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
DateValue
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%