Beneficient (BENF) Tax Rate (2021 - 2026)
Beneficient's (BENF) quarterly Tax Rate came in at 0.29% in Q1 2026, down 174.0% year-over-year from 0.39% in Q1 2025, and down 18.51% quarter-over-quarter from 0.24% in Q3 2025.
Analysis
Beneficient (BENF) Tax Rate (2021 - 2026) Analysis & Trends
Beneficient has disclosed Tax Rate across 6 years of filings, most recently posting 0.29% for Q1 2026.
- In Q1 2026, Tax Rate fell 174.0% year-over-year to 0.29%; the TTM figure through Mar 2026 stood at 0.13% (up 1093.0% YoY), while the FY2026 annual figure was 0.13%, up 1093.0% from the prior year.
- Tax Rate came in at 0.29% for Q1 2026 at Beneficient, down 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.
- Average Tax Rate over 5 years is 0.89%, with a median of 0.29% recorded in 2026.
- Year-over-year, Tax Rate tumbled 749 bps in 2024 and surged 183 bps in 2025.
- Over 5 years, Tax Rate stood at 0.74% in 2022, then surged by 99 bps to 0.01% in 2023, then plunged by 92318 bps to 7.5% in 2024, then surged by 97 bps to 0.24% in 2025, then fell by 19 bps to 0.29% in 2026.
- Per Business Quant data, the three most recent Tax Rate figures were 0.29% in Q1 2026, 0.24% in Q3 2025, and 1.46% in Q1 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Orix | 43.68 Bn | 43.68 Bn | 4.68 Bn | 30.92% |
| 2 | Royalty Pharma | 26.58 Bn | 25.74 Bn | - | - |
| 3 | Royal Gold | 21.78 Bn | 21.60 Bn | 390.45 Mn | 19.69% |
| 4 | OR Royalties | 6.80 Bn | 6.72 Bn | 82.22 Mn | -17.52% |
| 5 | Encore Capital | 2.11 Bn | 1.92 Bn | 455.04 Mn | 22.75% |
| 6 | Atlanticus Holdings | 1.40 Bn | 843.44 Mn | 686.46 Mn | 24.67% |
| 7 | Jefferson Capital | 1.18 Bn | 1.16 Bn | - | 22.57% |
| 8 | Upbound | 1.06 Bn | 959.36 Mn | 594.84 Mn | 26.23% |
| 9 | Lufax Holding | 1.05 Bn | -1.58 Bn | - | 15.61% |
| 10 | Beneficient | 2.66 Mn | -2.94 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | -0.29% |
| Sep 30, 2025 | -0.24% |
| Mar 31, 2025 | 1.46% |
| Dec 31, 2024 | -7.50% |
| Jun 30, 2024 | 0.06% |
| Mar 31, 2024 | -0.37% |
| Dec 31, 2023 | -0.01% |
| Sep 30, 2022 | -0.74% |
| Jun 30, 2022 | -0.43% |
| Mar 31, 2021 | 0.90% |