Axos Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BST:BB4 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
26 Nov 24	Sell€116,177	David Park	Individual	1,427	€81.41
20 Nov 24	Sell€218,423	Nicholas Mosich	Individual	2,862	€76.32
15 Nov 24	Sell€386,895	Nicholas Mosich	Individual	5,102	€75.83
15 Nov 24	Sell€301,223	Edward Ratinoff	Individual	4,002	€75.27
06 Nov 24	Sell€9,537,854	Gregory Garrabrants	Individual	125,000	€76.42
06 Nov 24	Sell€334,285	Thomas Constantine	Individual	4,555	€73.39
05 Nov 24	Sell€1,040,761	James Court	Individual	16,887	€61.63
10 Sep 24	Sell€2,559,915	Andrew Micheletti	Individual	45,197	€57.27
15 Mar 24	Buy€228,452	Sara Wardell-Smith	Individual	5,000	€45.69
13 Mar 24	Sell€607,684	Andrew Micheletti	Individual	13,000	€46.74
11 Mar 24	Sell€1,274,907	Andrew Micheletti	Individual	27,000	€47.62
27 Feb 24	Sell€121,845	Andrew Micheletti	Individual	2,500	€48.74
14 Feb 24	Sell€99,961	Tamara Bohlig	Individual	2,000	€49.98
07 Feb 24	Sell€187,068	Andrew Micheletti	Individual	4,000	€47.93

Insider Trading Volume

Insider Buying: BB4 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of BB4?
Owner Type	Number of Shares	Ownership Percentage
State or Government	13,303	0.0233%
General Public	3,148,895	5.52%
Individual Insiders	5,392,002	9.44%
Institutions	48,538,234	85%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 69.34% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.6%	BlackRock, Inc.	8,352,591	€577.8m	1.94%	0.01%
10.7%	The Vanguard Group, Inc.	6,079,907	€420.6m	9.23%	0.01%
5.57%	State Street Global Advisors, Inc.	3,178,708	€219.9m	5.47%	0.01%
4.95%	Don Hankey	2,826,576	€195.5m	0%	no data
4.59%	Dimensional Fund Advisors LP	2,619,567	€181.2m	-1.27%	0.03%
3%	American Century Investment Management Inc	1,710,827	€118.4m	10.4%	0.06%
2.64%	Gregory Garrabrants	1,509,352	€104.4m	-8.19%	no data
2.63%	Davis Capital Partners, LLC	1,500,000	€103.8m	0%	4.0%
2.53%	Geode Capital Management, LLC	1,444,756	€99.9m	6.78%	0.01%
2.02%	Wasatch Advisors LP	1,154,737	€79.9m	34%	0.26%
1.63%	Emerald Advisers, LLC	928,004	€64.2m	12.6%	1.38%
1.41%	Wellington Management Group LLP	805,808	€55.7m	0%	0.01%
1.33%	FMR LLC	759,442	€52.5m	-7.85%	no data
1.25%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	711,638	€49.2m	-16.3%	0.01%
1.24%	Northern Trust Global Investments	709,630	€49.1m	0.97%	0.01%
1.24%	Nationwide Fund Advisors	708,520	€49.0m	0.28%	0.3%
1.18%	Charles Schwab Investment Management, Inc.	672,842	€46.5m	0%	0.01%
1.09%	Columbia Management Investment Advisers, LLC	623,308	€43.1m	14.6%	0.01%
1.08%	Jarislowsky, Fraser Limited	614,338	€42.5m	-3.11%	0.21%
0.82%	Voloridge Investment Management, LLC	469,471	€32.5m	0.65%	0.12%
0.79%	Loomis Sayles & Company, L.P.	453,425	€31.4m	9.43%	0.04%
0.79%	BNY Asset Management	450,741	€31.2m	-9.36%	0.01%
0.77%	Shaker Investments, L.L.C.	439,653	€30.4m	-4.42%	12.34%
0.76%	Goldman Sachs Group, Investment Banking and Securities Investments	436,342	€30.2m	2.14%	0.01%
0.75%	Arrowstreet Capital, Limited Partnership	426,743	€29.5m	-3.53%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/21 08:58
End of Day Share Price	2025/01/21 00:00
Earnings	2024/09/30
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Axos Financial, Inc. is covered by 18 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Stephen Moss	B. Riley Securities, Inc.
Bradley Berning	Craig-Hallum Capital Group LLC
Gary Tenner	D.A. Davidson & Co.