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| Date | Value |
|---|---|
| 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% |