Axos Financial, Inc.

NYSE:AX Stock Report

Market Cap: US$5.5b

Axos Financial Ownership

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

Recent Insider Transactions

NYSE:AX Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
08 Jun 26SellUS$176,575Thomas ConstantineIndividual1,994US$88.55
19 May 26SellUS$138,470Michael WatsonIndividual1,653US$83.77
08 May 26SellUS$43,885Roque SantiIndividual500US$87.77
17 Feb 26SellUS$124,950Nicholas MosichIndividual1,275US$98.00
11 Feb 26SellUS$97,000Nicholas MosichIndividual1,000US$97.00
06 Feb 26SellUS$1,127,575James CourtIndividual11,163US$101.01
06 Feb 26SellUS$490,464Derrick WalshIndividual4,846US$101.21
06 Feb 26SellUS$326,000Thomas ConstantineIndividual3,260US$100.00
04 Feb 26SellUS$4,290,392Gregory GarrabrantsIndividual43,294US$99.10
08 Dec 25SellUS$184,964Tamara BohligIndividual2,145US$86.23
05 Dec 25SellUS$181,446Edward RatinoffIndividual2,145US$84.59
10 Sep 25SellUS$135,792Thomas ConstantineIndividual1,476US$92.00
03 Sep 25SellUS$450,363Nicholas MosichIndividual5,000US$90.50
03 Sep 25SellUS$63,095Candace ThieleIndividual700US$90.14
04 Aug 25SellUS$1,191,905Andrew MichelettiIndividual13,960US$85.38

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of AX?
Owner TypeNumber of SharesOwnership Percentage
State or Government34,1950.0601%
Individual Insiders2,553,2974.49%
General Public6,184,33510.9%
Institutions48,112,80884.6%

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

Top Shareholders

Top 25 shareholders own 65.53% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.6%
BlackRock, Inc.
8,321,298US$810.5m-0.11%0.01%
5.43%
Vanguard Portfolio Management, LLC
3,090,775US$301.0m0%0.01%
4.95%
State Street Global Advisors, Inc.
2,816,697US$274.3m4.46%0.01%
4.41%
American Century Investment Management Inc
2,510,407US$244.5m1.44%0.08%
4.31%
Vanguard Capital Management, LLC
2,454,074US$239.0m0%no data
4.28%
FMR LLC
2,432,682US$236.9m30.4%0.01%
3.83%
Dimensional Fund Advisors LP
2,177,003US$212.0m0.35%0.02%
3.44%
Geode Capital Management, LLC
1,958,430US$190.8m10.3%0.01%
2.96%
Gregory Garrabrants
1,682,993US$163.9m5.86%no data
2.7%
Davis Capital Partners, LLC
1,535,219US$149.5m5.35%3.88%
1.47%
Wellington Management Group LLP
837,853US$81.6m58.6%0.01%
1.46%
Emerald Advisers, LLC
832,972US$81.1m-3.44%1.22%
1.29%
Charles Schwab Investment Management, Inc.
732,101US$71.3m0%0.01%
1.25%
Columbia Management Investment Advisers, LLC
708,489US$69.0m-5.99%0.01%
1.2%
Northern Trust Global Investments
684,712US$66.7m2.96%0.01%
1.07%
Nationwide Fund Advisors
608,081US$59.2m-7.85%0.26%
0.93%
Putnam LLC
531,511US$51.8m43%0.03%
0.91%
Wasatch Advisors LP
515,576US$50.2m-16.4%0.17%
0.86%
Invesco Capital Management LLC
487,977US$47.5m232%0.01%
0.76%
Allspring Global Investments, LLC
432,739US$42.1m38.2%0.06%
0.73%
Boston Partners Global Investors, Inc.
413,152US$40.2m18.3%0.02%
0.7%
UBS Asset Management AG
396,487US$38.6m15.6%no data
0.67%
1832 Asset Management L.P.
379,784US$37.0m1.17%0.03%
0.65%
Shaker Investments, L.L.C.
368,712US$35.9m-2.63%13.54%
0.65%
Vanguard Fiduciary Trust Company
368,241US$35.9m219%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/13 03:44
End of Day Share Price 2026/07/10 00:00
Earnings2026/03/31
Annual Earnings2025/06/30

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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 Github.

Analyst Sources

Axos Financial, Inc. is covered by 16 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.

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