Axos Financial, Inc.

NYSE:AX Rapport sur les actions

Capitalisation boursière : US$5.5b

Axos Financial Gestion

Gestion contrôle des critères 3/4

Le PDG Axos Financial est Greg Garrabrants, nommé en Oct2007, a un mandat de 18.83 ans. La rémunération annuelle totale est $ 11.69M, composée du salaire de 6% et des bonus 94%, y compris les actions et options de la société. détient directement 2.97% des actions de la société, d'une valeur de $ 161.82M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 8.8 ans et 15 ans.

Informations clés

Greg Garrabrants

Directeur général

US$11.7m

Rémunération totale

Pourcentage du salaire du PDG5.99%
Durée du mandat du directeur général18.8yrs
Propriété du PDG3.0%
Durée moyenne d'occupation des postes de direction8.8yrs
Durée moyenne du mandat des membres du conseil d'administration15yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Aug 16

AX: Ongoing Buybacks And Deposit Acquisitions Will Support Future Upside

Analysts have lifted their price target on Axos Financial to $119.14 per share from $112.71, reflecting slightly revised assumptions for discount rates, revenue growth, profit margins, and future P/E multiples. What’s in the News for Axos Financial Axos Financial reported that from April 1, 2026 to June 30, 2026, it repurchased 250,142 shares for US$22 million, bringing total buybacks under the February 12, 2024 authorization to 1,103,751 shares for US$73.93 million.
Mise à jour du récit Aug 02

AX: Ongoing Buybacks And Solid Margins Will Support Future Upside

Analysts have lifted their fair value estimate for Axos Financial to about $112.71 from $111, citing updated assumptions around revenue, profit margin and forward P/E that modestly adjust their long term return expectations. What's in the News for Axos Financial Axos Financial reported that from April 1, 2026 to June 30, 2026, it repurchased 250,142 shares, representing 0.44% of shares, for a total of US$22 million under its existing buyback program.
Seeking Alpha Jul 27

Axos Financial: Solid Growth Doesn't Change My Opinion

Summary Axos Financial remains rated ‘hold’ despite improving fundamentals and low risk, as valuation is not compelling enough for an upgrade. Deposits rose to $22.39B with 85% insured, while loans expanded to $24.96B, reflecting robust balance sheet growth and prudent asset mix. Net interest income and non-interest income both increased, but higher provisions for credit losses and elevated non-performing assets temper enthusiasm. Analysts expect strong Q4 results, but I require sustained margin improvement and better valuation before considering a bullish stance. Read the full article on Seeking Alpha
Mise à jour du récit Jun 25

AX: Share Repurchases And Strong Margins Will Support Future Upside

Analysts have nudged their fair value estimate for Axos Financial higher to $111.00 from about $110.17, reflecting small refinements to assumptions on discount rate, revenue growth, profit margin and future P/E. What’s in the News for Axos Financial Axos Financial reported that from January 1, 2026 to March 31, 2026, it repurchased 0 shares for US$0 million under its existing buyback program.
Mise à jour du récit Jun 05

AX: Strong Loan Pipeline And Acquisitions Will Support Future Upside

Analysts have nudged their price target on Axos Financial higher from $109.50 to about $110.17. This reflects updated views on the stock's fair value, discount rate, revenue growth, profit margin, and forward P/E assumptions.
Mise à jour du récit Apr 30

AX: Stable Margins And Phased Project Funding Will Support Future Upside

Analysts have reiterated a $109.50 price target for Axos Financial, citing relatively stable assumptions for revenue growth, profit margin and future P/E that align with recent supportive research commentary on comparable financial names. Analyst Commentary Recent Street research on related financial and resource names provides some context for how analysts are thinking about risk, funding visibility and growth pathways, which can inform how you frame Axos Financial in a portfolio.
Mise à jour du récit Apr 12

AX: Stable Margins And Buybacks Will Support Future Upside Potential

Analysts have trimmed their price target on Axos Financial by about $1 to $109.50. This reflects slightly lower revenue growth and profit margin assumptions, along with a marginally higher future P/E multiple in their updated models.
Mise à jour du récit Mar 28

AX: Stable Margins And Capital Discipline Will Support Future Upside Potential

Narrative Update: Axos Financial Analysts have trimmed the Axos Financial price target by about $1.67 to $110.33, reflecting slightly adjusted assumptions for fair value, revenue growth, profit margin, and future P/E, while still seeing a constructive setup in light of recent supportive Street research. Analyst Commentary Street commentary referenced in the recent target adjustment focuses on Axo Copper, not Axos Financial, but the themes still give you a sense of how analysts are thinking about valuation, project funding, and jurisdictional risk.
Mise à jour du récit Mar 14

AX: Stable Margins And Future P/E Will Support Upside Potential

Analysts have modestly adjusted their Axos Financial price target to $112, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that are broadly consistent with prior estimates. Analyst Commentary Analyst commentary around Axos Financial has focused on how current assumptions for fair value and P/E line up with execution risk, balance sheet strength, and the growth outlook that is already reflected in the updated price target.
Mise à jour du récit Feb 28

AX: Completed Buyback And Higher Future P/E Will Support Upside

Analysts have inched their price target for Axos Financial higher from $111.40 to $112.00. The change reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
Mise à jour du récit Feb 14

AX: Higher Revenue Assumptions And Firm P/E Outlook Will Support Upside

Analysts have nudged their price target for Axos Financial up from $109.50 to $111.40, reflecting updated assumptions for revenue growth, profit margins, the discount rate, and future P/E levels. Valuation Changes Fair Value: $109.50 has moved slightly higher to $111.40, a modest upward adjustment in the modelled estimate.
Article d’analyse Feb 01

Axos Financial, Inc. Just Beat Revenue By 11%: Here's What Analysts Think Will Happen Next

As you might know, Axos Financial, Inc. ( NYSE:AX ) just kicked off its latest quarterly results with some very strong...
Mise à jour du récit Jan 30

AX: Higher Revenue Outlook And Slightly Lower Margins Will Shape Fair Value

Analysts have raised their price target for Axos Financial from US$100.50 to US$109.50, citing updated assumptions that reflect their latest views on revenue growth, profit margins, discount rates, and future P/E levels. Valuation Changes Fair Value Estimate, raised from US$100.50 to US$109.50, indicating a modest uplift in the assumed intrinsic value per share.
Mise à jour du récit Nov 26

AX: Share Buybacks And Debt Offering Will Drive Future Upside

Narrative Update on Axos Financial Axos Financial's analyst price target remains unchanged at $100.50, as analysts cite stable forecast assumptions and minimal shifts in key financial drivers. What's in the News Axos Financial completed the repurchase of 853,609 shares, representing 1.5% of outstanding shares, for $51.93 million under the buyback announced on February 12, 2024 (Key Developments).
Mise à jour du récit Nov 04

AX: Share Repurchases And Buyback Program Will Support Future Upside

Analysts have revised their price target for Axos Financial downward from $102.83 to $100.50. They cited higher expectations for revenue growth but slightly reduced profit margin forecasts.
Mise à jour du récit Sep 24

Digital Banking And AI Investments Will Capture Emerging Loan Opportunities

The upward revision in Axos Financial’s consensus price target reflects analysts’ increased revenue growth expectations, with fair value rising from $100.17 to $102.83. What's in the News Raymond James & Associates, Inc.
Seeking Alpha Dec 21

Axos: Fed's Hawkish Forecast Hits Two Birds With One Stone

Summary Axos Financial's strong recent performance, Fed's rate projections, and attractive valuation reinforce my buy rating on the stock. Despite some credit deterioration, Axos' loan portfolio and net interest income show robust growth. Future growth prospects remain positive, supported by expected organic loan growth and general market euphoria that is unlikely to be disrupted soon. The current valuation is justified by growth prospects; the recent price dip offers an attractive entry point. Read the full article on Seeking Alpha
Seeking Alpha Sep 26

Axos Bank: Taking An Axe To The Loan Book

Summary Axos Bank's high NIM and profitability mask potential risks from high-yielding, low LTV loans to risky borrowers, raising concerns about loan quality. Axos trades at an 83% premium to TBV, unlike comparable banks like OZK, suggesting an inflated valuation with little room for error. Pairing a short position in Axos with a long position in undervalued banks like NYCB offers a better risk-reward profile given CRE market uncertainties. Read the full article on Seeking Alpha
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Nouveau récit Sep 03

Critical Growth And Digital Expansion Propel Profits, Despite Looming Loan And Margin Challenges

Axos Financial's strategic initiatives in operational efficiency and product diversification are poised to enhance revenue streams and optimize profit margins.
Seeking Alpha Aug 14

Axos Financial: When Quality Deserves A Premium

Summary Axos Financial outperformed the industry in Q4 2024 with double-digit earnings and book value growth, trading at a discount. The company owns Axos Bank, Axos Clearing LLC, and Axos Invest, showing a diversified business model with strong growth and profitability. Management at Axos Financial has shown competence in balancing growth, risk, and profitability. Shares are a buy with price target of $90. Read the full article on Seeking Alpha
Seeking Alpha Apr 06

Axos: A Very Profitable Business At An Attractive Price

Summary Axos Financial is a diversified financial services company providing consumer and commercial banking products nationwide. This is a very profitable business that has been growing fast over the years. Most importantly, however, the shares are trading at an attractive price. Read the full article on Seeking Alpha
Seeking Alpha Dec 12

Axos Financial Surges On 2 Big Developments

Summary Shares of Axos Financial have risen by 30.4%, despite no new financial data being released, indicating speculative thinking. The addition of Sara Wardell-Smith, former head of North American commercial business at Visa, to the board suggests exploration of new opportunities. Axos Financial's acquisition of two loan portfolios from the FDIC at a discount of $463.7 million presents attractive potential for the company. Read the full article on Seeking Alpha

Analyse de la rémunération des PDG

Comment la rémunération de Greg Garrabrants a-t-elle évolué par rapport aux bénéfices de Axos Financial?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jun 30 2026n/an/a

US$490m

Mar 31 2026n/an/a

US$476m

Dec 31 2025n/an/a

US$457m

Sep 30 2025n/an/a

US$433m

Jun 30 2025US$12mUS$700k

US$433m

Mar 31 2025n/an/a

US$427m

Dec 31 2024n/an/a

US$433m

Sep 30 2024n/an/a

US$480m

Jun 30 2024US$14mUS$700k

US$450m

Mar 31 2024n/an/a

US$432m

Dec 31 2023n/an/a

US$402m

Sep 30 2023n/an/a

US$331m

Jun 30 2023US$11mUS$700k

US$307m

Mar 31 2023n/an/a

US$278m

Dec 31 2022n/an/a

US$260m

Sep 30 2022n/an/a

US$239m

Jun 30 2022US$14mUS$700k

US$241m

Mar 31 2022n/an/a

US$237m

Dec 31 2021n/an/a

US$229m

Sep 30 2021n/an/a

US$223m

Jun 30 2021US$5mUS$700k

US$216m

Mar 31 2021n/an/a

US$206m

Dec 31 2020n/an/a

US$209m

Sep 30 2020n/an/a

US$195m

Jun 30 2020US$5mUS$700k

US$183m

Rémunération vs marché: La rémunération totale de Greg ($USD 11.69M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 8.29M ).

Rémunération et revenus: La rémunération de Greg a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Greg Garrabrants (54 yo)

18.8yrs
Titularisation
US$11,694,915
Compensation

Mr. Gregory Garrabrants, CFA, JD, also known as Greg, has been the President and Chief Executive Officer of Axos Financial, Inc. (formerly, BofI Holding, Inc.) and Axos Bank since October 2007 and has been...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Gregory Garrabrants
President18.8yrsUS$11.69m2.97%
$ 161.8m
Derrick Walsh
Executive VP & CFO4.9yrsUS$1.40m0.076%
$ 4.1m
John Tolla
Executive VP12.7yrsUS$2.00m0.056%
$ 3.1m
Brian Swanson
President of Consumer Bankno dataUS$2.03m0.11%
$ 5.9m
Ann Gill
Senior VP & Chief Accounting Officer1.9yrspas de données0.021%
$ 1.2m
Candace Thiele
Executive VP & Chief Administrative Officerno datapas de données0.0024%
$ 130.4k
Johnny Lai
Senior Vice President of Corporate Development & Investor Relationsno datapas de donnéespas de données
Eshel Bar-Adon
Executive VP of Strategic Partnerships & Chief Legal Officer15.6yrsUS$1.02m0.23%
$ 12.8m
Andrew Micheletti
Executive Vice President of Finance4.9yrsUS$2.21m0.12%
$ 6.8m
Thomas Constantine
Executive VP & Chief Credit Officer - Axos Bankno dataUS$1.28m0.034%
$ 1.8m
Raymond Matsumoto
Executive VP & COO - Axos Bank8.8yrsUS$1.59m0.077%
$ 4.2m
Jill Bauer
Executive Vice President of Trustee & Fiduciary Servicesno datapas de donnéespas de données
8.8yrs
Durée moyenne de l'emploi
59yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de AX est chevronnée et expérimentée (8.8 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Gregory Garrabrants
President18.4yrsUS$11.69m2.97%
$ 161.8m
Paul Grinberg
Independent Chairman of the Board22.3yrsUS$1.18m0.21%
$ 11.5m
Nicholas Mosich
Independent Vice Chairman of the Board17.3yrsUS$508.68k0.14%
$ 7.7m
Roque Santi
Independent Director4yrsUS$387.94k0.013%
$ 687.3k
Edward Ratinoff
Independent Director16.3yrsUS$387.94k0.081%
$ 4.4m
Stefani Carter
Independent Director5yrsUS$387.94k0.020%
$ 1.1m
Sara Wardell-Smith
Independent Director2.7yrsUS$387.94k0.022%
$ 1.2m
Uzair Dada
Independent Director11.6yrsUS$387.94k0.056%
$ 3.0m
Tamara Bohlig
Independent Director7yrsUS$387.94k0.023%
$ 1.2m
James Court
Independent Director15.3yrsUS$437.16k0.059%
$ 3.2m
James Argalas
Independent Director15yrsUS$387.94k0.13%
$ 6.8m
15.0yrs
Durée moyenne de l'emploi
58yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la AX est chevronné et expérimenté ( 15 années d'ancienneté moyenne).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/20 06:51
Cours de l'action en fin de journée2026/08/20 00:00
Les revenus2026/06/30
Revenus annuels2026/06/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Axos Financial, Inc. est couverte par 14 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Andrew LieschBenchmark Company
Stephen MossB. Riley Securities, Inc.
Bradley BerningCraig-Hallum Capital Group LLC