Beneficient (BENFW) Tax Rate (2021 - 2025)
Beneficient recorded quarterly Tax Rate of 0.24% in Q3 2025, down 116.49% quarter-over-quarter from 1.46% in Q1 2025.
Beneficient's Tax Rate history runs 5 years deep, the most recent figure standing at 0.24% for Q3 2025.
- In Q3 2025, Tax Rate changed N/A year-over-year to 0.24%; the TTM figure through Dec 2025 stood at 0.41% (up 138.0% YoY), while the FY2025 annual figure 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.
- A 5-year average of 0.81% and a median of 0.24% in 2025 frame the typical range for Tax Rate.
- Across the five-year window, Tax Rate tumbled 749 bps in 2024 and surged 183 bps in 2025, its largest moves.
- Beneficient's Tax Rate stood at 0.91% in 2021, then sank by 227 bps to 1.16% in 2022, then soared by 99 bps to 0.01% in 2023, then sank by 92318 bps to 7.5% in 2024, then soared by 97 bps to 0.24% in 2025.
- According to Business Quant data, Tax Rate over the past three periods registered 0.24%, 1.46%, and 7.5% for Q3 2025, Q1 2025, and Q4 2024 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 18.16 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 13.55 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 40.05 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 15.80 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 598.59 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 21.16 |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 20.02 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 24.99 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 19.13 |
| 10 | Beneficient | - | - | - | - |
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 |