Beneficient(BENF)Stock Analysis
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Limited institutional coverage
Quality rankings require at least 50 unique 13-F institutional holders to ensure peer comparisons are meaningful. Only 34 institutional filers currently hold this stock.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
BENF Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Beneficient (BENF), a Financials sector company. BENF is not currently included in 13F Pro's AI-ranked quality universe — quality rankings require at least 50 unique 13-f institutional holders to ensure peer comparisons are meaningful. only 34 institutional filers currently hold this stock. Based on the latest XBRL financial filings (Q4 2026), Beneficient reports net income of $-38.6M, free cash flow of $-4.0M. Top institutional holders of BENF by reported 13-F value include GEODE CAPITAL MANAGEMENT,, VANGUARD CAPITAL MANAGEMENT, VANGUARD FIDUCIARY CO, based on the most recent SEC filings. BENF trades on the Nasdaq exchange and files with the SEC under CIK 1775734. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BENF daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Beneficient directly from SEC EDGAR.
Net Income
Q4 2026
$-38.6M
Free Cash Flow
Q4 2026
$-4.0M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+62.7% YoYNet Income
+33.3% YoYOperating Income
+34.2% YoYEPS (Diluted)
Total Assets
-91.8% YoYOp. Cash Flow
+59.3% YoY| Metric | FY 2026 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|
| Revenue | $-39.1M +62.7% | $-104.9M | — | — |
| Net Income | $-87.4M +33.3% | $-131.0M | — | — |
| Operating Income | $-166.5M +34.2% | $-253.2M | — | — |
| EPS (Diluted) | — | $-1.94 | — | — |
| Total Assets | $238.8M -91.8% | $2.91B -7.3% | $3.14B | — |
| Operating Cash Flow | $-38.7M +59.3% | $-95.1M | — | — |
AI Insight: BENF Financial Trends
Beneficient shows operational inflection in Q4 2025 with positive operating income, but Q1 2026 swung to $39M net loss and negative operating income.
• Operating income turned positive $4M in Q4 2025, reversing seven consecutive quarters of losses since Q2 2024.
• Revenue rebounded to $19M in Q4 2025 from negative $13M in Q2 2025, though Q1 2026 revenue data missing.
• Operating cash flow remains persistently negative across all eight quarters, ranging from $-4M to $-15M.
⚠ Q1 2026 net loss of $39M and operating income of $-60M signals Q4 2025 improvement may not be sustainable.
⚠ Operating margin volatility extreme: $4M profit in Q4 2025 to $-60M loss in Q1 2026 within one quarter.
AI Insight: BENF Ratio Trends
Beneficient swung from -160% operating margin in Q3 2024 to +21.1% in Q4 2025, but Q1 2026 ROA of -64.7% signals operational stress has not resolved.
• Operating margin recovered sharply: -160.2% in Q3 2024 to 21.1% in Q4 2025, indicating cost control or revenue stabilization.
• Q1 2026 ROA collapsed to -64.7%, suggesting recent earnings deteriorated materially despite Q4 2025 margin improvement.
⚠ Q1 2026 negative ROA follows Q4 2025 margin recovery — reversal hints at seasonal or structural profitability challenge.
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Available Research
13F Pro tracks comprehensive data for Beneficient including:
Top Institutional Holders of BENF
GEODE CAPITAL MANAGEMENT, LLC
$553.4K158,027 shVANGUARD CAPITAL MANAGEMENT LLC
$525.0K150,000 shVANGUARD FIDUCIARY TRUST CO
$250.3K71,511 shSTATE STREET CORP
$181.5K51,845 shBlackRock, Inc.
$158.6K45,323 shNORTHERN TRUST CORP
$109.9K31,411 shMORGAN STANLEY
$84.1K24,038 shAusdal Financial Partners, Inc.
$41.4K11,817 shVanguard Global Advisers, LLC
$30.6K8,750 shUBS Group AG
$21.0K5,988 sh
| Fund | Value | Shares |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | $553.4K | 158,027 |
| VANGUARD CAPITAL MANAGEMENT LLC | $525.0K | 150,000 |
| VANGUARD FIDUCIARY TRUST CO | $250.3K | 71,511 |
| STATE STREET CORP | $181.5K | 51,845 |
| BlackRock, Inc. | $158.6K | 45,323 |
| NORTHERN TRUST CORP | $109.9K | 31,411 |
| MORGAN STANLEY | $84.1K | 24,038 |
| Ausdal Financial Partners, Inc. | $41.4K | 11,817 |
| Vanguard Global Advisers, LLC | $30.6K | 8,750 |
| UBS Group AG | $21.0K | 5,988 |
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Popular Research
Is BENF a good stock to buy?
13F Pro's AI-powered analysis of Beneficient (BENF) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BENF are available on the BENF stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own BENF?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BENF. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Beneficient's investment landscape.