Beneficient BENF
NASDAQ BENF
$2.30 +0.03 (+1.32%)
At close: Aug 20, 2026 · 4:00 PM EDT

Beneficient (BENF) Tax Rate (2021 - 2026)

Beneficient (BENF) posted Tax Rate of 0.29% for Q1 2026, down 18.51% sequentially from 0.24% in Q3 2025, and down 174.0% YoY from 0.39% in Q1 2025.

Beneficient (BENF) Tax Rate (2021 - 2026) Analysis & Trends

Beneficient has reported Tax Rate for 6 years, with the latest figure at 0.29% in Q1 2026.

  • Quarterly Tax Rate fell 174.0% year-over-year to 0.29% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.13% (up 1093.0% YoY) and the FY2026 annual result came in at 0.13%, up 1093.0% from the prior year.
  • Tax Rate eased to 0.29% in Q1 2026 per BENF's latest filing, from 0.24% in the prior quarter.
  • Over five years, Tax Rate peaked at 1.46% in Q1 2025 and troughed at 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.
  • The sharpest annual moves came in 2024 and 2025: Tax Rate plunged 749 bps in 2024, then soared 183 bps in 2025.
  • Over 5 years, Tax Rate stood at 0.74% in 2022, then jumped by 99 bps to 0.01% in 2023, then slumped by 92318 bps to 7.5% in 2024, then jumped by 97 bps to 0.24% in 2025, then decreased by 19 bps to 0.29% in 2026.
  • According to Business Quant data, Tax Rate over the past three periods registered 0.29%, 0.24%, and 1.46% for Q1 2026, Q3 2025, and Q1 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 176.99 Bn 163.12 Bn - 24.90%
2 Blackstone 113.16 Bn 110.65 Bn - 16.11%
3 Kkr 96.05 Bn -181.02 Bn - 17.91%
4 Brookfield 92.54 Bn 45.14 Bn - -
5 Brookfield Asset Management 82.31 Bn 80.81 Bn - 12.14%
6 Apollo Global Management 77.14 Bn 51.77 Bn 10.54 Bn 15.94%
7 State Street 50.64 Bn 50.64 Bn - 21.96%
8 Ameriprise Financial 50.31 Bn 39.27 Bn 4.72 Bn 22.82%
9 Northern Trust 33.61 Bn 33.61 Bn - 25.59%
10 Beneficient 4.21 Mn -1.39 Mn - -

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%