Beneficient (BENF) Tax Rate (2021 - 2025)

Beneficient's (BENF) quarterly Tax Rate came in at 0.24% in Q3 2025, down 116.49% quarter-over-quarter from 1.46% in Q1 2025.

Beneficient (BENF) Tax Rate (2021 - 2025) Analysis & Trends

Beneficient has disclosed Tax Rate across 5 years of filings, most recently posting 0.24% for Q3 2025.

  • Tax Rate for Q3 2025 came in at 0.24%, changed N/A year-over-year; the trailing twelve-month figure through Dec 2025 was 0.41% (up 138.0% YoY), and the FY2025 annual result was 11.07%, down 1104.0% from the prior year.
  • Tax Rate came in at 0.24% for Q3 2025 at Beneficient, down from 1.46% 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.
  • The 5-year median for Tax Rate is 0.24% (2025), against an average of 0.81%.
  • Across the five-year window, Tax Rate plunged 749 bps in 2024 and jumped 183 bps in 2025, its largest moves.
  • Beneficient's Tax Rate stood at 0.91% in 2021, then slumped by 227 bps to 1.16% in 2022, then surged by 99 bps to 0.01% in 2023, then slumped by 92318 bps to 7.5% in 2024, then surged by 97 bps to 0.24% in 2025.
  • The last three Tax Rate figures came in at 0.24% (Q3 2025), 1.46% (Q1 2025), and 7.5% (Q4 2024), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 18.16
2 Blackstone 96.85 Bn 95.80 Bn - 13.55
3 Kkr 86.45 Bn 133.96 Bn - 40.05
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 598.59
5 State Street 46.95 Bn 21.27 Bn - 21.16
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 20.02
7 Northern Trust 31.92 Bn 31.92 Bn - 24.99
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 19.13
10 Beneficient 84.72 Mn 111.16 Mn - -

Historic Data

Download Data
DateValue
Sep 30, 2025 -0.24%
Sep 30, 2025 -0.24%
Mar 31, 2025 1.46%
Mar 31, 2025 1.46%
Dec 31, 2024 -7.50%
Dec 31, 2024 -7.50%
Jun 30, 2024 0.06%
Jun 30, 2024 0.06%
Mar 31, 2024 -0.37%
Mar 31, 2024 -0.37%
Dec 31, 2023 -0.01%
Dec 31, 2023 -0.01%
Sep 30, 2022 -1.16%
Sep 30, 2022 -1.16%
Jun 30, 2022 -0.44%
Jun 30, 2022 -0.44%
Mar 31, 2021 0.91%
Mar 31, 2021 0.91%