Beneficient

BENF

Market cap $61M

Beneficient (BENF) Shareholder/Analyst Call Prepared Remarks Transcript

Beneficient ( BENF ) Q2 2026 Earnings Call November 18, 2025 8:00 AM EST Company Participants Dan Callahan - Director of Communication James Silk - Interim Chief Executive Officer Gregory Ezell - Chief Financial Officer Conference Call Participants Michael Kim - Zacks Small-Cap Research Brendan Michael McCarthy - Sidoti & Company, LLC Presentation Operator Good day, and thank you for standing by. Welcome to the Beneficient Second Quarter Fiscal 2026 Earnings Conference Call.

DALLAS, Nov. 14, 2025 (GLOBE NEWSWIRE) -- Beneficient (NASDAQ: BENF) (“Ben” or the “Company”), a technology-enabled platform providing exit opportunities and primary capital solutions and related trust and custody services to holders of alternative assets, today reported its financial results for the fiscal 2026 second quarter, which ended September 30, 2025. Commenting on the fiscal 2026 second quarter results, interim Chief Executive Officer James Silk said: “The second quarter results demonstrate our disciplined approach to managing both our investment portfolio and operating expenses during a pivotal period for Beneficient.

SUMMARY

DALLAS, Nov. 05, 2025 (GLOBE NEWSWIRE) -- Beneficient (NASDAQ: BENF) (the “Company”), a technology-enabled platform providing exit opportunities and primary capital solutions and related trust and custody services to holders of alternative assets through its proprietary online platform AltAccess, today issued a statement about the United States Attorney for the Southern District of New York's recent indictment of the Company's former Chairman and CEO, Brad Heppner. As previously disclosed, Beneficent parted ways with Mr.

The founder and ex-chairman of the financial-services firm was charged in connection with over $1 billion in investor losses at its defunct former parent company GWG Holdings.

DALLAS, Oct. 30, 2025 (GLOBE NEWSWIRE) -- Beneficient (NASDAQ: BENF) (the “Company”), a technology-enabled platform providing exit opportunities and primary capital solutions and related trust and custody services to holders of alternative assets through its proprietary online platform AltAccess, today announced that, by letter dated October 29, 2025, the Company was notified by The Nasdaq Stock Market, LLC (“Nasdaq”) that the Company had regained compliance with (i) the Nasdaq periodic reporting requirement by filing its Annual Report on Form 10-K for the fiscal year ended March 31, 2025, and the Quarterly Report on Form 10-Q for the quarter ended June 30, 2025, with the Securities and Exchange Commission, and (ii) the Nasdaq minimum $35 million market value of listed securities requirement as an alternative to Nasdaq's minimum stockholders' equity requirement. The Company remains noncompliant with respect to the $1.00 per share bid price requirement and must regain compliance within the extension period granted by the Nasdaq Hearings Panel (the “Panel”) to avoid delisting.

DALLAS, Oct. 21, 2025 (GLOBE NEWSWIRE) -- Beneficient (NASDAQ: BENF) (the “Company”), a technology-enabled platform providing exit opportunities and primary capital solutions and related trust and custody services to holders of alternative assets through its proprietary online platform AltAccess, today announced that, in order to better position the Company for long term success, Thomas O. Hicks, Chairman of the board of directors (“Board”) of the Company, and James G.

DALLAS, Oct. 21, 2025 (GLOBE NEWSWIRE) -- Beneficient (NASDAQ: BENF) (“Ben” or the “Company”), a technology-enabled platform providing exit opportunities and primary capital solutions and related trust and custody services to holders of alternative assets through its proprietary online platform, AltAccess, today reported its financial results for the fiscal 2026 first quarter, which ended June 30, 2025. Commenting on the fiscal 2026 first quarter results, interim Chief Executive Officer James Silk said: “This quarter reflects meaningful progress strengthening Beneficient's financial and operational foundation.

Transformative Year Reduced Operating Costs, Launched New Products and Improved Financial Position Beneficient is Positioned to Capitalize on Adjacent Market Growth Opportunities DALLAS, Sept. 29, 2025 (GLOBE NEWSWIRE) -- Beneficient (NASDAQ: BENF) (“Ben” or the “Company”), a technology-enabled platform providing exit opportunities and primary capital solutions and related trust and custody services to holders of alternative assets through its proprietary online platform, AltAccess, today reported its financial results for the fiscal 2025 fourth quarter and fiscal year ended March 31, 2025.