AX Financials: Revenue Breakdown, Margins & Competitor Comparison
This article analyzes Axos Financial Inc. (AX) financials, highlighting its profitability with an operating margin of 48.32%, a net margin of 35.35%, and a Return on Equity of 16.75%. It compares AX's market capitalization of $4.84B against competitors FFIN and ASB, noting the absence of gross margin data for all mentioned entities. The report provides a snapshot of AX's financial health and market position.
AX Technical Analysis & Stock Price Forecast
This article provides a technical analysis and stock price forecast for Axos Financial Inc (AX), indicating a "Neutral" overall consensus based on aggregated technical signals. It details momentum indicators like RSI and MACD, support and resistance levels, and various moving averages to offer insights into the stock's current market sentiment and potential future movements. The analysis highlights that while some indicators suggest a buy, others point to a sell, leading to the neutral assessment.
SG Americas Securities LLC Boosts Stake in Axos Financial, Inc.
SG Americas Securities LLC has significantly increased its stake in Axos Financial, Inc. by 67.6% during the fourth quarter of 2025, now owning 38,444 shares valued at $3.3 million. This investment signals strong confidence in Axos Financial's potential for growth in the online banking and financial services sector, as the company expands its digital platform and service offerings. The move by this institutional investor, a subsidiary of Société Générale, highlights the increasing interest in digital banking firms.
Axos Financial, Inc. (AX) branchless structure strengthens cost advantage and earnings growth
This article discusses how Axos Financial's branchless banking model provides a significant cost advantage over traditional banks, contributing to stronger earnings growth. The company's technology-driven approach allows for efficient operations and scalability. This structure is highlighted as a key factor in its financial performance and competitive positioning.
Axos Financial, Inc. Common Stock (NY: AX)
This article provides news headlines related to Axos Financial, Inc. (NYSE: AX), with the most recent entries focusing on various law firms initiating investigations into the company and encouraging investors to contact them regarding potential securities class action lawsuits. Earlier news items highlight positive recognitions for Axos Bank, quarterly financial results, and a stock repurchase program. It also includes the current trading price for AX stock.
Axos Financial, Inc. to Announce Third Quarter Fiscal 2026 Results on April 30, 2026
Axos Financial, Inc. (NYSE: AX) will announce its third quarter fiscal 2026 results on Thursday, April 30, 2026, after 4:00 PM ET. The company will host a conference call on the same day at 5:00 PM ET to discuss these financial results. Interested parties can access the live webcast or a replay through Axos Financial's investor relations website.
Axos Financial (FRA:BB4) NonCurrent Deferred Revenue
The article discusses Axos Financial's (FRA:BB4) NonCurrent Deferred Revenue, noting that this metric does not apply to banks. According to GuruFocus' analysis, the stock appears to be fairly valued, trading slightly above its estimated GF Value™. The article suggests further analysis of the company's 30-year financials, guru trades, and insider activity for a complete view.
Axos Financial, Inc. to Announce Third Quarter Fiscal 2026 Results on April 30, 2026
Axos Financial, Inc. will host a conference call on April 30, 2026, at 5:00 PM ET to discuss its financial results for the third quarter of fiscal year 2026, which ended on March 31, 2026. The company plans to release its earnings after 4:00 PM ET on the same day. Interested parties can access the live webcast or a replay through Axos Financial’s investor relations website.
Vanguard parent reports zero AX holdings after internal realignment (AX)
The Vanguard Group has filed an amended Schedule 13G/A report indicating zero beneficial ownership in Axos Financial (AX) common stock. This change is due to an internal realignment effective January 12, 2026, where certain Vanguard subsidiaries will now report their holdings separately, guided by SEC Release No. 34-39538. The filing clarifies that this reclassification is a procedural disclosure rather than an economic sale, and actual share counts will be detailed in future separate filings by the disaggregated subsidiaries.
DA Davidson reiterates buy rating on Axos Financial (AX)
DA Davidson has reiterated its "Buy" rating on Axos Financial (AX). The article does not provide further details regarding the reasons for this rating or any new financial analysis.
SIMT SMALL CAP VALUE FUND's Axos Financial Inc(AX) Holding History
This article details the historical holdings of SIMT SMALL CAP VALUE FUND in Axos Financial Inc (AX), despite showing no recent buy or sell activity for the fund. It also lists recent news articles related to Axos Financial, including analyst ratings reiterations, insider sell transactions, and a partnership announcement. The fund shows an estimated total gain of 0% on its Axos Financial holdings.
DA Davidson Reiterates Buy Rating on Axos Financial (AX)
DA Davidson has reaffirmed its Buy rating on Axos Financial, Inc. (AX) with a price target of $112, citing the company's internet-based banking model, diverse business lines, and cost advantages due to its branchless structure. The research firm highlighted Axos Financial's nimble operations, ability to offer competitive deposit rates, and proactive management as key factors supporting its long-term outlook. The article also touches on the broader AI investment landscape, suggesting that while Axos is a good investment, other AI stocks may offer higher short-term returns.
5 Best American Bank Stocks to Buy According to Wall Street Analysts
This article identifies five top American bank stocks favored by Wall Street analysts, providing an initial look at a longer list. It highlights Axos Financial, Inc. (NYSE:AX) as one of these top picks, detailing DA Davidson's Buy rating and $112 price target. The analysis emphasizes Axos's internet-based model, cost advantages, and strong management as key factors for its profitability and future growth.
Axos Financial (AX) EVP vests RSUs, withholds shares for tax
Michael James Watson, EVP and Head of Axos Securities at Axos Financial, Inc. (AX), vested 983 restricted stock units (RSUs) on March 20, 2026. Of these shares, 491 were withheld by the company to cover tax obligations, while the remaining shares were added to Watson's direct holdings. Following these transactions, Watson directly holds 6,245 shares and indirectly holds 777 shares through a 401(k) plan.
Axos Financial (AX) CRO nets new shares after 4,120 RSUs vest and tax withholding
John Charles Tolla, EVP and Chief Risk Officer at Axos Financial (AX), recently had 4,120 Restricted Stock Units (RSUs) vest, resulting in new shares. After tax withholding, Tolla's direct holdings increased, reflecting a routine compensation adjustment rather than open-market trading. This transaction was detailed in a Form 4 SEC filing on March 20, 2026.
Axos Financial (NYSE: AX) CFO vests RSUs and withholds shares
Axos Financial's CFO, Derrick Walsh, reported routine equity compensation activity, with 1,360 Restricted Stock Units vesting and converting into common stock. Of these, 733 shares were withheld by Axos Financial for tax purposes, which is a standard procedure and not an open-market sale. Following these transactions, Walsh directly holds 40,153 shares and indirectly holds 2,869 shares through a 401(k) plan.
Axos Financial (AX) president gains net shares after RSU vesting and tax withholding
Brian D. Swanson, President of Consumer Bank at Axos Financial, reported routine equity compensation activity where 4,120 restricted stock units (RSUs) vested. After 2,221 shares were withheld for tax obligations, Swanson gained a net of 1,899 common shares. Following these transactions, he directly holds 58,023 common shares and indirectly holds 2,869 common shares through a 401(k) plan.
Axos Financial (AX) EVP nets additional shares through RSU vesting and tax withholding
Axos Financial (AX) EVP Candace L. Thiele received 444 shares of common stock through the vesting of Restricted Stock Units (RSUs) on March 20, 2026. After 217 shares were withheld for tax purposes, her direct holdings increased by 227 shares, bringing her total to 1,008 direct shares and 348 indirect shares via a 401(k) plan. This transaction reflects routine equity compensation and not an open-market trade.
[Form 4] Axos Financial, Inc. Insider Trading Activity
Axos Financial, Inc.'s EVP and Chief Credit Officer, Constantine Thomas, reported routine equity compensation activity. On March 20, 2026, 1,124 Restricted Stock Units vested, converting into shares of Common Stock. After tax withholding, Thomas retained 518 new shares, increasing his total holdings to 18,189 direct shares and 2,934 indirect shares through a 401(k) plan.
Axos Financial (AX) CAO exercises RSUs, returns shares for tax withholding
Ann Gill, Axos Financial's SVP and Chief Accounting Officer, exercised 601 restricted stock units (RSUs) on March 20, 2026, receiving common stock. As part of a net-settlement for tax withholding, 323 shares were returned to Axos Financial. Following these transactions, Gill directly holds 10,581 common shares and indirectly holds 1,423 shares via a 401(k) plan.
Axos Financial, Inc. Files Form 8-K with SEC – Company Details and Filing Information for March 19, 2026
Axos Financial, Inc. announced that its subsidiary, Axos Bank, received regulatory approval from the OCC for a previously disclosed deposit acquisition. This development, which occurred on March 19, 2026, is a crucial step for the company's growth strategy, with the deal expected to close by June 30, 2026. The approval is seen as a positive indicator for shareholders, potentially enhancing the bank's funding capacity and supporting future loan growth.
[8-K] Axos Financial, Inc. Reports Material Event
Axos Financial, Inc. announced that its subsidiary, Axos Bank, received approval from the Office of the Comptroller of the Currency on March 19, 2026, for a planned deposit acquisition. This regulatory clearance is a significant step towards completing the transaction, which the company expects to finalize in the quarter ending June 30, 2026. The 8-K filing confirms the approval and references a previously filed Current Report on Form 8-K from February 12, 2026, for further details.
Axos Financial (AX) exec nets 1,151 shares and new 1,814 RSU grant
Axos Financial, Inc. executive Brian D. Swanson reported equity activity including the vesting of previously granted Restricted Stock Units (RSUs), resulting in a net issuance of 1,151 shares after tax withholding. Additionally, Swanson received a new grant of 1,814 RSUs under the company's 2014 Stock Incentive Plan. Following these transactions, Mr. Swanson holds a total of 56,124 direct shares, 2,869 indirect shares through a 401(k) plan, and 24,776 RSUs.
Axos Financial (AX) CFO reports RSU vesting, tax withholding and new grant
Axos Financial, Inc.'s CFO, Derrick Walsh, reported equity compensation activity including the vesting of 3,607 restricted stock units (RSUs) on March 15, 2026. The company withheld shares for tax purposes through net settlement, and Walsh also received a new grant of 3,130 RSUs that will vest in three equal annual installments. Following these transactions, Walsh directly owns 39,526 shares and indirectly holds 2,869 shares.
Verdant Commercial Capital Closes Exceptional 2025 With $1 Billion in Originations and Acquisition by Axos Bank
Verdant Commercial Capital achieved a record-breaking year in 2025, surpassing $1 billion in annual originations for the first time. This milestone was capped by its acquisition by Axos Bank, integrating its equipment financing expertise with Axos' digital banking platform. The acquisition positions Verdant for accelerated growth and expanded resources for its partners and customers.
Axos Financial (NYSE: AX) COO logs RSU vesting, tax withholding and new grant
Axos Financial's COO, Raymond D. Matsumoto, reported RSU vesting, tax withholding, and a new RSU grant on March 15, 2026. He converted 4,430 RSUs into common stock, with shares withheld for tax purposes, and received a new grant of 3,189 RSUs. These transactions are considered routine executive compensation activities and do not involve open-market trading.
Precision Trading with Axos Financial Inc. (AX) Risk Zones
This article provides a precision trading analysis for Axos Financial Inc. (NYSE: AX), detailing divergent sentiment across multiple horizons suggesting choppy conditions and elevated downside risk. It outlines three institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop loss points. The analysis also includes multi-timeframe signal data indicating support and resistance levels.
Axos Financial, Inc $AX Shares Sold by Militia Capital Partners LP
Militia Capital Partners LP has reduced its stake in Axos Financial, Inc. (NYSE:AX) by 31.8% in the third quarter, selling 41,000 shares and now owning 88,000 shares valued at $7.45 million. Despite this, other institutional investors like American Century Companies Inc., Ameriprise Financial Inc., and Wellington Management Group LLP increased their holdings in Axos Financial. The company recently reported strong earnings, beating analyst estimates with $2.25 EPS and $385.09 million in revenue for the quarter.
Axos Financial's (AX) Buy Rating Reiterated at Needham & Company LLC
Needham & Company LLC reiterated a "Buy" rating on Axos Financial (AX) with a $110 price target, representing a potential 29.94% upside. Other analysts have also increased price targets, contributing to a consensus "Buy" rating with an average target of $104.50. Despite strong quarterly earnings that beat estimates, recent insider selling totaling nearly $6 million has been noted.
Boothbay Fund Management Trims Axos Financial Stake
Boothbay Fund Management has reduced its stake in Axos Financial, Inc. by 30.4% in the third quarter, signaling potential caution regarding the online banking firm's near-term performance. The investment firm now holds 88,181 shares, valued at approximately $7.47 million, representing about 0.16% of Axos Financial's outstanding shares. This adjustment comes as other institutional investors have also revised their positions in the company.
Boothbay Fund Management LLC Sells 38,579 Shares of Axos Financial, Inc $AX
Boothbay Fund Management LLC significantly reduced its stake in Axos Financial, Inc. (NYSE:AX) by selling 38,579 shares, decreasing its holdings by 30.4% in the third quarter. Despite this, institutional investors collectively own 83.79% of the company's stock. The article also details recent insider stock sales, the company's financial performance, and current analyst ratings, which largely suggest a "Buy" for Axos Financial.
Algert Global LLC Buys 17,410 Shares of Axos Financial, Inc $AX
Algert Global LLC increased its stake in Axos Financial, Inc. (NYSE:AX) by 5.6% in the third quarter, acquiring an additional 17,410 shares to bring its total holding to 329,480 shares valued at $27.89 million. Other institutional investors also adjusted their positions in Axos Financial, and the company reported strong Q3 earnings, exceeding analyst estimates with $2.25 EPS and $385.09 million in revenue. Despite recent insider stock sales, analysts maintain a "Buy" consensus rating on AX with an average target price of $104.50.
Algert Global LLC Increases Stake in Axos Financial
Algert Global LLC has increased its stake in Axos Financial (NYSE: AX) by 5.6% in the third quarter of 2026, purchasing an additional 17,410 shares. This brings their total holdings to 329,480 shares, valued at approximately $27.9 million, making them one of Axos Financial's largest institutional investors. This move suggests Algert Global sees long-term value in the online banking and financial services provider.
Axos Financial Inc Stock (ISIN: US05462W1099) Faces Pressure Amid Institutional Selling and Monthly Declines
Axos Financial Inc (ISIN: US05462W1099) experienced a 5.35% drop in March 2026 rankings, coinciding with Stieven Capital Advisors reducing its stake by 16.6%. Despite this institutional selling and recent headwinds, analysts maintain a positive outlook for the stock, with price targets up to $112, citing the company's resilient margins and digital banking model. The article suggests that while there is near-term pressure, the stock offers compelling risk-reward for diversified portfolios, particularly for European investors seeking U.S. banking exposure.
Stieven Capital Advisors Reduces Stake in Axos Financial
Stieven Capital Advisors L.P. has reduced its stake in Axos Financial, Inc. (NYSE: AX) by 16.6% in the third quarter of 2026, selling 47,100 shares. The firm now owns 236,959 shares, making it the 8th largest institutional shareholder, with Axos Financial comprising about 3.8% of Stieven's total holdings. This transaction offers insight into market sentiment and portfolio rebalancing by institutional investors regarding the online banking and financial services provider.
Stieven Capital Advisors L.P. Sells 47,100 Shares of Axos Financial, Inc $AX
Stieven Capital Advisors L.P. has reduced its holdings in Axos Financial, Inc. (NYSE:AX) by 16.6%, selling 47,100 shares and now owning 236,959 shares. This sale represents approximately 0.42% of Axos Financial, valued at about $20.06 million, and positions Axos as the 8th largest holding for Stieven Capital. Meanwhile, company insiders like CEO Gregory Garrabrants and Director James John Court have also been net sellers, offloading shares worth millions in the last three months, though insiders still hold 4.85% of the stock.
Kennedy Capital Management LLC Purchases 26,119 Shares of Axos Financial, Inc $AX
Kennedy Capital Management LLC increased its stake in Axos Financial, Inc. (NYSE:AX) by 10.5% in the third quarter, purchasing an additional 26,119 shares. Other institutional investors like Advisory Research Inc., Gator Capital Management LLC, Sei Investments Co., UBS Group AG, and BNP Paribas Financial Markets also adjusted their holdings in the company. Axos Financial's stock closed down slightly on Friday, with a market capitalization of $4.80 billion and a P/E ratio of 10.77.
Is the Options Market Signaling a Surge for Axos Financial Shares?
The options market is showing significant interest in Axos Financial (AX) due to high implied volatility, particularly for the $60 call option expiring on April 17, 2026. This suggests traders anticipate a substantial price movement. Analyst sentiment is positive, with one analyst raising earnings forecasts and the Zacks Consensus Estimate increasing, further indicating a potential trading opportunity.
Is the Options Market Predicting a Spike in Axos Financial Stock?
The options market, particularly the April 17, 2026 $60 Call for Axos Financial (AX), shows high implied volatility, suggesting investors anticipate a significant price movement. This comes as analysts, specifically one over the last 60 days, have increased earnings estimates for the current quarter, reinforcing a positive outlook for the Zacks Rank #2 (Buy) stock. Traders might consider selling premium on these high implied volatility options.
Axos Bank Partners with DealFI to Expand Dealer Network, Accelerate Originations, and Reduce Risk
Axos Bank has partnered with DealFI, a virtual F&I solution, to expand its dealer network and improve consumer lending operations. This collaboration provides Axos Bank with direct access to over 3,000 independent dealers, enabling increased originations, reduced acquisition costs, and mitigated risk through compliant digital workflows and real-time verification. DealFI's platform ensures dealers meet lender standards, supporting predictable funding cycles and stronger partnerships.
Dimensional Fund Advisors Reduces Stake in Axos Financial
Dimensional Fund Advisors LP reduced its stake in Axos Financial, Inc. (NYSE: AX) by 6.7% in the third quarter of 2026, selling 155,758 shares. Despite the reduction, the firm remains a significant shareholder with over 2.1 million shares. This move could signal a shift in investor sentiment or portfolio rebalancing, potentially influencing Axos Financial's stock price and future growth, though Dimensional's continued substantial holding suggests ongoing confidence in the company's long-term potential.
Dimensional Fund Advisors LP Has $183.85 Million Stake in Axos Financial, Inc $AX
Dimensional Fund Advisors LP reduced its stake in Axos Financial, Inc. by 6.7% in the 3rd quarter, now owning 2,171,772 shares valued at $183.85 million. Other hedge funds also adjusted their holdings, with institutional investors collectively owning 83.79% of the company's stock. Analysts generally rate Axos Financial as a "Buy," with an average price target of $104.50, following recent positive earnings results.
Axos Financial, Inc (NYSE:AX) Given Consensus Rating of "Buy" by Analysts
Axos Financial, Inc (NYSE:AX) has received a consensus "Buy" rating from analysts, with an average 12-month price target of $104.50. Several brokerages, including Jefferies Financial Group, DA Davidson, and Keefe, Bruyette & Woods, recently updated their price targets and ratings on the company. Despite some insider selling, institutional investors have increased their holdings, and the company reported strong quarterly earnings, beating analyst estimates.
Axos Bank Partners with DealFI to Expand Dealer Network, Accelerate Originations, and Reduce Risk
Axos Bank has partnered with DealFI to expand its dealer network, accelerate loan originations, and mitigate risk without increasing operational burden. DealFI's platform provides Axos Bank direct access to over 3,000 independent dealers who meet lender standards through structured digital workflows and embedded compliance. This collaboration aims to foster stronger dealer relationships, cleaner contracts, and a faster funding cycle for Axos Bank.
Axos Financial, Trustmark, TriCo Bancshares, Popular, and OFG Bancorp Stocks Trade Down, What You Need To Know
Shares of several regional banks, including Axos Financial, Trustmark, TriCo Bancshares, Popular, and OFG Bancorp, declined after increased concerns about the banking sector's exposure to the opaque private credit market. This fear was exacerbated by Western Alliance Bancorporation writing off a $126.4 million loan after a default and BlackRock slashing the value of a private loan to zero. The market's overreaction to such news can sometimes present opportunities for high-quality stocks.
Axos Financial, Inc. Experiences Revision in Stock Evaluation Amid Market Dynamics
Axos Financial, Inc. has seen a revision in its stock evaluation, with the stock currently priced at $88.28. Despite recent challenges, the company has shown a 37.02% return over the past year, outperforming the S&P 500. Technical indicators show mixed signals, suggesting continued volatility as Axos Financial adapts to market changes.
Is Axos Financial (AX) Stock Performing Better Than Other Finance Sector Stocks This Year?
Axos Financial (AX) is outperforming the broader Finance sector and its industry peers year-to-date, with a 4.4% return compared to the sector's -2.1% average. The company holds a Zacks Rank of #2 (Buy) and has seen a 6.5% increase in full-year earnings projections. Another strong performer mentioned is The Bank of New York Mellon Corporation (BK), which also has a Zacks Rank #2 (Buy) and a 1.6% year-to-date return.
Axos Financial (AX) Valuation Check As Inflation Jitters Hit Bank Stocks And Cloud Rate Cut Expectations
Axos Financial (AX) is under scrutiny after inflation data caused bank stock pressure and questions about rate cuts. Despite a recent sell-off, AX's current share price of US$89.97 is above its 90-day level, with strong one-year and three-year returns of 39.92% and 97.82%, respectively. The company's narrative suggests it is 19.7% undervalued with a fair value of $112, compared to an analyst consensus target of $100.167 based on future earnings growth and profit margins.
Axos Financial Shares Up 34% in 12 Months as One Fund Discloses $3 Million Trim
Axos Financial (NYSE: AX) shares have risen 34% over the past year, outperforming the S&P 500. One fund, PMC FIG Opportunities, recently trimmed its holdings in Axos Financial by 33,048 shares, valued at an estimated $2.72 million, reducing its stake in the company from 5.1% to 0.89% of its assets under management. Despite this trim, Axos Financial continues to show strong financial performance with increased net income and net interest income.
Citigroup Inc. Sells 26,410 Shares of Axos Financial, Inc $AX
Citigroup Inc. significantly reduced its stake in Axos Financial (NYSE:AX) by 26.2% in the third quarter, selling 26,410 shares and retaining 74,242 shares. Meanwhile, several other institutional investors adjusted their positions in Axos, with some increasing and others decreasing their holdings. The company reported a strong quarterly earnings beat, and analysts have issued a consensus "Buy" rating with an average target price of $104.50.
