Beneficient (BENF) Return on Investment ROI from the first quarter of 2026 to first quarter of 2026 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Beneficient  (NASDAQ: BENF)


Beneficient's ROI from its first quarter of 2026 to the first quarter of 2026 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Beneficient's ROI in the first quarter of 2026?
Beneficient recorded a cumulative net loss of $-18 million during 12 months ending in the first quarter of 2026, resulting in a negative return on investment (ROI) of -8.9%.

Within the Financial sector 377 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the fourth quarter of 2026 from 0 to 4163.

Definition and Formula of Return on Investment


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Return On Investment (Jun 30 2026)
I. Quarter		 (Mar 31 2026)
IV. Quarter		 (Dec 31 2025)
III. Quarter		 (Sep 30 2025)
II. Quarter		 (Jun 30 2025)
I. Quarter
Y / Y Investment Change TTM -48.35 % -58.7 % -59.68 % -73.88 % -73.8 %
Y / Y Net Income Change TTM - - - - -
Investment (TTM) in Millions 190 175 289 172 196
Return On Investment (TTM) -8.9 % -39.93 % -32.91 % -28.95 % -16.2 %
BENF's Overall Ranking # 4163 # 0 # 0 # 0 # 0
Seq. Investment Change TTM -0.77 % -12.02 % -25.92 % -20.14 % -20.66 %
Seq. Net Income Change TTM - - - - -
Net Income (TTM) in Millions -18 -83 -78 -92 -65

BENF Company Profile >> Back to BENF Roi Comparisons >> See Annual BENF Return On Investment



Return On Investment BENF's Ranking
Within: No.
Industry # 20
Sector # 378
Overall # 4163

Return On Investment Statistics
High Average Low
8.55 %
-62.35 %
-141.09 %
(Mar 31 2025)   (Mar 31 2024)



  News about Beneficient Return on Investment ROI

Navigating Financial Turbulence: Beneficients Strategic Reinvention in Uncertain Times,

December 23, 2024

Navigating Challenges and Opportunities: Beneficient s Strategic Pivot Amidst Financial UndercurrentsIn the turbulent waters of the financial sector, Beneficient (NASDAQ: BENF) is making significant waves with strategic decisions aimed at turning around its fortunes and enhancing shareholder value. The company, which operates in the Miscellaneous Financial Services sector, recently entered into transactions that promise to deliver tangible book value and other benefits to its public stockholders, overseen by its CEO and founder, Brad Heppner. However, this comes in the context of a dismal 12-month performance resulting in a negative return on investment (ROI) of -172.15%, with a staggering net loss of $1 billion. Key Developments Impacting Beneficient:1. Negative ROI and Financial Standing: Beneficient s most recent financial report revealed a tremendous decline, with an ROI that placed it amongst the lowest performers in its sector. Out of 802 companies in the financial sector, Beneficient’s ROI ranked poorly, highlighting significant operational and strategic inefficiencies needing urgent attention.2. Strategic Transactions for Shareholder Value: The company has acknowledged its current financial challenges and has entered agreements with affiliated entities controlled by its leadership. These measures are designed to enhance both current and future shareholder value, indicating a proactive approach to restore investor confidence. 3. Improving ROI Ranking: While its overall ROI has been disheartening, there is a glimmer of progress. Beneficient s overall ROI ranking improved from 4085 in Q1 2025 to 3360 by September 30, 2024. This marginal uptick may suggest that the company is starting to implement corrective measures and adapt strategically, although much work remains.

Navigating Change: Beneficients Strategic Moves to Reinvent Financial Resilience,

December 10, 2024

Beneficient s Bold Moves: Navigating Market Challenges through Leadership and Strategic AcquisitionsIn an ever-changing financial landscape, where economic pressures and uncertainties abound, adaptability and strategic foresight are paramount for any financial institution looking to not only survive but thrive. Beneficient (NASDAQ: BENF), a company deeply entrenched in the Miscellaneous Financial Services sector, has made waves in recent weeks with a series of significant developments aimed at fortifying its market position. With the recent appointment of industry veteran Louise Jones as the Managing Director of Capital Markets and Custody Operations, coupled with the announced acquisition of Mercantile Bank International Corp. Beneficient is clearly on a trajectory to redefine its footprint in the industry. New Leadership: Louise Jones Takes the HelmBeneficient s decision to bring in Louise Jones is a telling indicator of the company’s commitment to elevating its operational capabilities in the capital markets arena. With a wealth of experience and expertise, Jones is expected to oversee and streamline the company’s capital markets and custody business line operations. She joins Beneficient at a pivotal moment when the need for seasoned leadership is paramount in navigating the complexities of the financial services landscape.





Financial Statements
Beneficient's I. Quarter Investments $ 190 Millions BENF's Balance sheet
Beneficient's I. Quarter Income $ 0 Millions Quarterly BENF's Income Statement
BENF's Income by Division See BENF's Income by Division


BENF Annual Return On Investment (Mar 31 2026)
2026		 (Mar 31 2025)
2025		 (Mar 31 2024)
2024		 (Mar 31 2023)
2023
Total Investments in Millions 239 445 620 3,162 0
Y / Y Investment Growth -46.39 % -28.11 % -80.4 % - -
Net Income in Millions -165 -1 -2,658 -252 0
Y / Y Net Income Growth - - - - -
Annual Return On Investment -68.99 % -0.18 % -429.05 % -7.97 % -


Annual Roi Comment


Definition and Formula of Return on Investment

Other ROI Ratios
Miscellaneous Financial Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
BENF's Roi Ratio versus Miscellaneous Financial Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for BENF's Competitors
Subscribers only: Roi for Beneficient's Suppliers
Subscribers only: Return On Investment for BENF's Customers

Other Ratios
BENF's Roa BENF's Inventory Turnover Ratio BENF's Growth Rates BENF's Dividend Statistics
BENF's Profitability Ratios BENF's Asset Turnover Ratio BENF's Dividend Growth
BENF's Roe BENF's Valuation Ratios BENF's Financial Strength Ratios BENF's Dividend Payout Ratio



Companies with similar Return On Investment at Jun 30 2026, within Financial Sector ROI

Date modified: 2026-08-15T07:22:42+00:00



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