Axos Financial (AX)

Axos Nevada Holding, LLC • Zenith Information Systems, Inc. • Axos Securities, LLC • Axos Invest, Inc. • Axos Invest LLC • Axos Securities Investments, LLC • Axos Digital Assets LLC • Axos Clearing LLC • Axos Services, LLC • Axos Business Center Corp. ...

IRS number

330867444

AX stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$88.67

Low target

$88.00

High target

$90.00

Keefe, Bruyette & Woods

Latest filings (excl ownership)

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8-K

Regulation FD Disclosure

29 Jan 25

8-K

Entry into a Material Definitive Agreement

28 Jan 25

Axos Financial, Inc. Reports Second Quarter Fiscal Year 2025 Results

28 Jan 25

424B5

Prospectus supplement for primary offering

28 Jan 25

8-K

Submission of Matters to a Vote of Security Holders

15 Nov 24

8-K

Regulation FD Disclosure

30 Oct 24

Axos Financial, Inc. Reports First Quarter Fiscal Year 2025 Results

30 Oct 24

8-K

Departure of Directors or Certain Officers

26 Sep 24

Transcripts

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Earnings call transcript

2025 Q2

28 Jan 25

Earnings call transcript

2025 Q1

30 Oct 24

Earnings call transcript

2024 Q4

30 Jul 24

Earnings call transcript

2024 Q3

30 Apr 24

Earnings call transcript

2024 Q2

30 Jan 24

Earnings call transcript

2024 Q1

26 Oct 23

Earnings call transcript

2023 Q4

27 Jul 23

Earnings call transcript

2023 Q4

27 Jul 23

Earnings call transcript

2023 Q3

27 Apr 23

Earnings call transcript

2023 Q2

26 Jan 23

Latest ownership filings

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Notice of proposed sale of securities

Notice of proposed sale of securities

Notice of proposed sale of securities

Financial summary

Financial statements Chart AX financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jun 24	Jun 23	Jun 22	Jun 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	2.67 bn	2.67 bn	2.67 bn	2.67 bn	2.67 bn	2.67 bn
Cash burn (monthly)	43.48 mm	(no burn)	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	84.38 mm	n/a	n/a	n/a	n/a	n/a
Cash remaining	2.59 bn	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	59.6	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

AX institutional ownership history Ownership history

82.7% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	353	342	+3.2%
Opened positions	54	60	-10.0%
Closed positions	43	39	+10.3%
Increased positions	124	108	+14.8%
Reduced positions	115	114	+0.9%

13F shares	Current	Prev Q	Change
Total value	3.18 tn	2.89 tn	+10.0%
Total shares	47.25 mm	47.78 mm	-1.1%
Total puts	524.60 k	791.70 k	-33.7%
Total calls	554.80 k	713.40 k	-22.2%
Total put/call ratio	0.9	1.1	-14.8%

Largest owners	Shares	Value	Change
BlackRock	8.29 mm	$579.00 bn	-0.8%
Vanguard	6.13 mm	$428.15 bn	+0.8%
STT State Street	3.33 mm	$232.44 bn	+4.7%
Dimensional Fund Advisors	2.58 mm	$180.18 bn	-1.5%
American Century Companies	1.87 mm	$130.95 bn	+9.6%
Geode Capital Management	1.49 mm	$103.98 bn	+3.0%
Davis Asset Management	1.46 mm	$101.79 bn	-2.9%
Wasatch Advisors	1.06 mm	$73.87 bn	-8.4%
NTRS Northern Trust	742.84 k	$51.89 bn	+4.7%
MS Morgan Stanley	704.63 k	$49.22 bn	+1.4%

Largest transactions	Shares	Bought/sold	Change
Boston Partners	427.09 k	+427.09 k	NEW
FMR	496.42 k	-266.01 k	-34.9%
Basswood Capital Management, L.L.C.	0.00	-258.94 k	EXIT
RJF Raymond James Financial	235.71 k	+235.71 k	NEW
Jarislowsky, Fraser	404.94 k	-209.40 k	-34.1%
BAC Bank of America	50.71 k	-187.04 k	-78.7%
Wellington Management	641.25 k	-164.56 k	-20.4%
American Century Companies	1.87 mm	+163.95 k	+9.6%
STT State Street	3.33 mm	+149.01 k	+4.7%
Epoch Investment Partners	199.66 k	+143.47 k	+255.3%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

AX insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
15 Dec 24	Sara Wardell-Smith	Common Stock	Sale back to company	Dispose D	No	No	79.62	2,250	179.15 k	7,250
15 Dec 24	Sara Wardell-Smith	Common Stock	Option exercise	Acquire M	No	No	79.62	4,500	358.29 k	9,500
15 Dec 24	Sara Wardell-Smith	RSU Common Stock	Option exercise	Dispose M	No	No	0	4,500	0.00	4,289
26 Nov 24	David X Park	Common Stock	Sell	Dispose S	No	No	85.25	1,427	121.65 k	14,849
20 Nov 24	Mosich Nick	Common Stock	Sell	Dispose S	No	No	80.251	1,431	114.84 k	84,495
20 Nov 24	Mosich Nick	Common Stock	Sell	Dispose S	No	No	80.25	1,431	114.84 k	85,926
14 Nov 24	Tamara N Bohlig	RSU Common Stock	Grant	Acquire A	No	No	0	4,289	0.00	4,289
14 Nov 24	James John Court	RSU Common Stock	Grant	Acquire A	No	No	0	4,724	0.00	4,724