AX

Axos Financial, Inc.

NYSE · Savings Institution, Federally Chartered · Inc. DE · CIK 0001299709
$85.25 -0.84% $4.9B
Insider Selling Cluster (5 insiders)
Vol
Market Cap$4.9B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders7 funds
Inst. Value$803.8M
Inst. Activity2 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$43.9K
SEC Reports2
Exchange NYSE·Sector Savings Institution, Federally Chartered·Inc. DE·CIK 0001299709·Prev Close $85.97

Recent Activity

May 12, 2026 Insider
Argalas James S sold 2,100 shares
Director @ $84.66 ($177.8K)
May 8, 2026 Insider
Santi Roque A sold 500 shares
Director @ $87.77 ($43.9K)
May 4, 2026 SEC
Axos Bank completed the acquisition of approximately $2.3 billion in consumer deposits from Jenius Bank (SMBC MANUBANK)
8-K — Impact 6/10
May 1, 2026 short_volume
Short Volume: AX — 65.4% short (0.5M / 0.7M)
Short: 462,054 | Exempt: 719 | TRF Vol: 706,370 | Short Ratio: 65.4% | Off-exchange volume (dark poo
Apr 23, 2026 SEC
Axos Bank will acquire approximately $3.2 billion in individual retirement accounts (IRAs) from Capital One, including a
8-K — Impact 6/10
Mar 20, 2026 Insider
Walsh Derrick sold 1,360 shares
EVP, Chief Financial Officer @ $0.00 ($0.00)
Inst.
FMR LLC — ADD
1,870,781 shares ($161.2M)
Inst.
WELLS FARGO & COMPANY/MN — ADD
74,948 shares ($6.5M)

Price Targets

$110.17 +29.2% upside Strong Buy
Current $85.25 Low $105.00 Median $110.00 High $114.00 6 analysts
$105.00 $114.00

Analyst Ratings

Strong Buy86% buy · 14 analysts
5Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 7, 2026 Raymond James UPGRADE Outperform → Strong Buy
Mar 16, 2026 Needham REITERATE Buy → Buy
Feb 13, 2026 Needham REITERATE Buy → Buy
Jan 30, 2026 Jefferies MAINTAIN Buy → Buy
Jan 30, 2026 DA Davidson MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.19 ▼ -3.1% $2.06 — $2.43 13% YoY 6
Next Q $2.25 ▼ -4.3% $2.17 — $2.39 9% YoY 6
Current FY $8.39 ▼ -3.4% $8.20 — $8.65 12% YoY 5
Next FY $9.67 ▼ -1.9% $9.40 — $10.00 15% YoY 5

Latest Reports

BULLISH 8-K 6/10
Axos Bank completed the acquisition of approximately $2.3 billion in consumer deposits from Jenius Bank (SMBC MANUBANK)
May 4, 2026
BULLISH 8-K 6/10
Axos Bank will acquire approximately $3.2 billion in individual retirement accounts (IRAs) from Capital One, including a
Apr 23, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$508.1M—
FMR LLC$161.2MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$62.2MNEW
MORGAN STANLEY$48.6M—
BANK OF AMERICA CORP$11.3M—

Recent Insider Trades

DateInsiderTypeValue
May 12, 2026Argalas JamesG$177.8K
May 8, 2026Santi RoqueSELL$43.9K
Mar 20, 2026Walsh DerrickM$0.00
Mar 20, 2026Walsh DerrickD$60.8K
Mar 20, 2026Walsh DerrickM$112.8K
7 institutional holders with $803.8M total value (9,328,854 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC5,897,415$508.1M63.2%—
2FMR LLC1,870,781$161.2M20.1%ADD +34.4%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC721,572$62.2M7.7%NEW
4MORGAN STANLEY563,890$48.6M6.0%—
5BANK OF AMERICA CORP /DE/131,570$11.3M1.4%—
6WELLS FARGO & COMPANY/MN74,948$6.5M0.8%ADD +43.6%
7TWO SIGMA INVESTMENTS, LP68,678$5.9M0.7%TRIM -61.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD1,391,6011,870,781+34.4%$161.2M2025-Q4
WELLS FARGO & COMPANY/MNADD52,20874,948+43.6%$6.5M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM179,66568,678-61.8%$5.9M2025-Q4
FMR LLCDOUBLED184,6301,391,601+653.7%$117.8M2025-Q3
UBS Group AGADD161,309267,312+65.7%$22.6M2025-Q3
CITADEL ADVISORS LLCADD353,235681,529+92.9%$44.0M2025-Q1
FMR LLCTRIM496,419172,106-65.3%$11.1M2025-Q1
UBS Group AGADD129,122167,110+29.4%$10.8M2025-Q1
WELLS FARGO & COMPANY/MNTRIM70,91642,822-39.6%$2.8M2025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT10,6840-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT108,80010,684-90.2%$746.3K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—672,842—$42.3M2024-Q3
12 unique insiders with 1 transactions. Net insider value: -$43.9K ($0.00 bought, $43.9K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 12, 2026Argalas James SDirectorG2,100$84.66$177.8K
May 8, 2026Santi Roque ADirectorSELL500$87.77$43.9K
Mar 20, 2026Walsh DerrickEVP, Chief Financial OfficerM1,360$0.00$0.00
Mar 20, 2026Walsh DerrickEVP, Chief Financial OfficerD733$82.93$60.8K
Mar 20, 2026Walsh DerrickEVP, Chief Financial OfficerM1,360$82.93$112.8K
Mar 20, 2026MATSUMOTO RAYMOND DEVP, Chief Operating OfficerM1,621$0.00$0.00
Mar 20, 2026Constantine Thomas MEVP, Chief Credit OfficerM1,124$82.93$93.2K
Mar 20, 2026Constantine Thomas MEVP, Chief Credit OfficerD606$82.93$50.3K
Mar 20, 2026Swanson Brian DPresident, Consumer BankM2,943$82.93$244.1K
Mar 20, 2026MATSUMOTO RAYMOND DEVP, Chief Operating OfficerM1,621$82.93$134.4K
Mar 20, 2026MATSUMOTO RAYMOND DEVP, Chief Operating OfficerD874$82.93$72.5K
Mar 20, 2026Tolla John CharlesEVP, Chief Risk OfficerM2,943$82.93$244.1K
Mar 20, 2026Tolla John CharlesEVP, Chief Risk OfficerM2,943$0.00$0.00
Mar 20, 2026Watson Michael JamesEVP, Head of Axos SecuritiesM983$82.93$81.5K
Mar 20, 2026Watson Michael JamesEVP, Head of Axos SecuritiesD491$82.93$40.7K
Mar 20, 2026Watson Michael JamesEVP, Head of Axos SecuritiesM983$0.00$0.00
Mar 20, 2026THIELE CANDACE LEVP, Chief Administrative OffiD217$82.93$18.0K
Mar 20, 2026THIELE CANDACE LEVP, Chief Administrative OffiM444$0.00$0.00
Mar 20, 2026THIELE CANDACE LEVP, Chief Administrative OffiM444$82.93$36.8K
Mar 20, 2026GILL ANNSVP, Chief Accounting OfficerM601$82.93$49.8K
Mar 20, 2026GILL ANNSVP, Chief Accounting OfficerM601$0.00$0.00
Mar 20, 2026GILL ANNSVP, Chief Accounting OfficerD323$82.93$26.8K
Mar 20, 2026Crow David MEVP, Head of ClearingM583$82.93$48.3K
Mar 20, 2026Crow David MEVP, Head of ClearingD200$82.93$16.6K
Mar 20, 2026Crow David MEVP, Head of ClearingM583$0.00$0.00
Mar 20, 2026Constantine Thomas MEVP, Chief Credit OfficerM1,124$0.00$0.00
Mar 20, 2026Bar-Adon EshelEVP Strategic Partnerships anM1,098$82.93$91.1K
Mar 20, 2026Bar-Adon EshelEVP Strategic Partnerships anD592$82.93$49.1K
Mar 20, 2026Bar-Adon EshelEVP Strategic Partnerships anM1,098$0.00$0.00
Mar 20, 2026Swanson Brian DPresident, Consumer BankD1,587$82.93$131.6K
Mar 20, 2026Swanson Brian DPresident, Consumer BankM2,943$0.00$0.00
Mar 20, 2026Tolla John CharlesEVP, Chief Risk OfficerD1,587$82.93$131.6K
Mar 15, 2026Bar-Adon EshelEVP Strategic Partnerships anD952$84.68$80.6K
Mar 15, 2026Walsh DerrickEVP, Chief Financial OfficerD1,144$84.68$96.9K
Mar 15, 2026Bar-Adon EshelEVP, Strategic Partnerships anM1,634$84.68$138.4K
Mar 15, 2026Constantine Thomas MM2,032$84.68$172.1K
Mar 15, 2026Swanson Brian DM1,387$84.68$117.5K
Mar 15, 2026Tolla John CharlesEVP, Chief Risk OfficerM1,458$84.68$123.5K
Mar 15, 2026Walsh DerrickEVP, Chief Financial OfficerM1,988$84.68$168.3K
Mar 15, 2026Walsh DerrickEVP, Chief Financial OfficerM1,988$0.00$0.00
Mar 15, 2026Walsh DerrickEVP, Chief Financial OfficerA3,130$0.00$0.00
Mar 15, 2026MATSUMOTO RAYMOND DM2,474$84.68$209.5K
Mar 15, 2026MATSUMOTO RAYMOND DD1,055$84.68$89.3K
Mar 15, 2026MATSUMOTO RAYMOND DM2,474$0.00$0.00
Mar 15, 2026MATSUMOTO RAYMOND DA3,189$0.00$0.00
Mar 15, 2026Watson Michael JamesM1,105$84.68$93.6K
Mar 15, 2026Watson Michael JamesA2,020$0.00$0.00
Mar 15, 2026Watson Michael JamesD610$84.68$51.7K
Mar 15, 2026Watson Michael JamesM1,105$0.00$0.00
Mar 15, 2026THIELE CANDACE LM398$84.68$33.7K
2 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 6.0/10.
BULLISH 8-K 6/10
Axos Bank completed the acquisition of approximately $2.3 billion in consumer deposits from Jenius B
May 4, 2026
BULLISH 8-K 6/10
Axos Bank will acquire approximately $3.2 billion in individual retirement accounts (IRAs) from Capi
Apr 23, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (86% buy). Based on 14 analysts: 5 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$110.17 mean target +29.2% upside Strong Buy (3.00)
$105.00 Low $114.00 High
MetricValue
Current Price$85.25
Target Low$105.00
Target Mean$110.17
Target Median$110.00
Target High$114.00
# Analysts6
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $2.19 $2.06 $2.43 12.6% -3.1% 1↑ 4↓ $0.4B 16.9% 6
Next Q
2026-09-30
 $2.25 $2.17 $2.39 8.6% -4.3% 1↑ 5↓ $0.4B 19.7% 6
Current FY
2026-06-30
 $8.39 $8.20 $8.65 11.8% -3.4% 0↑ 5↓ $1.5B 16.2% 5
Next FY
2027-06-30
 $9.67 $9.40 $10.00 15.3% -1.9% 1↑ 3↓ $1.6B 10.7% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.185
7d ago$2.270-0.085
30d ago$2.255-0.070
60d ago$2.248-0.063
90d ago$2.245-0.060
5 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 7, 2026 Raymond James UPGRADE Outperform Strong Buy
Mar 16, 2026 Needham REITERATE Buy Buy
Feb 13, 2026 Needham REITERATE Buy Buy
Jan 30, 2026 Jefferies MAINTAIN Buy Buy
Jan 30, 2026 DA Davidson MAINTAIN Buy Buy
Jan 30, 2026 Needham MAINTAIN Buy Buy
Jan 30, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Jan 16, 2026 Needham REITERATE Buy Buy
Jan 6, 2026 Jefferies MAINTAIN Buy Buy
Dec 8, 2025 DA Davidson MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20265720086%
Apr 1, 20264820086%
Mar 1, 20264720085%
Feb 1, 20264720085%
Jan 1, 20265720086%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 1, 2026
short_volume
Short Volume: AX — 65.4% short (0.5M / 0.7M)
Short: 462,054 | Exempt: 719 | TRF Vol: 706,370 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
earnings_calendar
AX Q3 2026 Earnings After Market Close — 2026-04-30
Mar 24, 2026
Enforcement
Axos Financial, Inc. v. Legent Group, LLC
Court ruling from Supreme Court of Delaware. Docket: 15, 2026
Feb 17, 2026
short_interest
FTD: AX — 5,537 shares ($0.5M) failed to deliver
Settlement: 20260217, Price: $97.28, FTD Value: $538,639.36, AXOS FINL INC