Beneficient Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
1analyst covering
FY Revenue (est.)
$868Knext fiscal year
FY EPS (est.)
-$5.24next fiscal year
Monitoring Framework
Key Performance Indicators
Net Loan Portfolio Gross Quarterly578M
Allowance for Credit Losses Quarterly391M
Investments at Fair Value Quarterly205.8M
Net Asset Value (NAV) of Alternative Assets in Custody Quarterly219.8M
Watch Items
- Nasdaq Minimum Bid Price ComplianceTrigger: Sustained trading below $1.00 per shareAction: Implement reverse stock split or seek additional extensions from the Nasdaq Hearings Panel to avoid delisting.
- State Investigation and Legal Fallout from Founder ConvictionTrigger: Initiation of formal state legislative or regulatory inquiries into the actions of former CEO Brad HeppnerAction: Cooperate fully with state lawmakers and regulatory bodies, ensuring clear separation of the company's assets from the founder's family office shell companies.
- ExAlt Loan Portfolio Credit QualityTrigger: Increase in non-accrual loans or further expansion of the allowance for credit lossesAction: Enhance underwriting standards, utilize the machine-automated pricing system on AltAccess, and accelerate asset sales to monetize collateral.
Research as of 19 Jun 2026