Axos Financial, Inc.

NYSE:AX Stock Report

Market Cap: US$3.9b

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
14 May 25SellUS$125,006Thomas ConstantineIndividual1,717US$72.81
05 May 25SellUS$2,042,700Paul GrinbergIndividual30,000US$68.09
04 Mar 25BuyUS$194,204Sara Wardell-SmithIndividual3,000US$64.73
26 Nov 24SellUS$121,652David ParkIndividual1,427US$85.25
20 Nov 24SellUS$229,677Nicholas MosichIndividual2,862US$80.25
15 Nov 24SellUS$408,160Nicholas MosichIndividual5,102US$80.00
15 Nov 24SellUS$317,779Edward RatinoffIndividual4,002US$79.41
06 Nov 24SellUS$10,235,946Gregory GarrabrantsIndividual125,000US$82.01
06 Nov 24SellUS$358,752Thomas ConstantineIndividual4,555US$78.76
05 Nov 24SellUS$1,136,326James CourtIndividual16,887US$67.29
10 Sep 24SellUS$2,822,087Andrew MichelettiIndividual45,197US$63.13

Insider Trading Volume

Insider Buying: AX insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of AX?
Owner TypeNumber of SharesOwnership Percentage
State or Government23,8890.0424%
General Public4,654,2988.26%
Individual Insiders5,385,2569.55%
Institutions46,309,64782.1%

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

Top Shareholders

Top 25 shareholders own 67.79% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.7%
BlackRock, Inc.
8,292,782US$577.0m0.05%0.01%
10.7%
The Vanguard Group, Inc.
6,024,418US$419.2m-1.72%0.01%
5.19%
State Street Global Advisors, Inc.
2,925,122US$203.5m-12.1%0.01%
5.01%
Don Hankey
2,826,576US$196.7m0%no data
4.34%
Dimensional Fund Advisors LP
2,449,370US$170.4m-5.04%0.03%
3.82%
American Century Investment Management Inc
2,151,229US$149.7m14.8%0.07%
2.74%
Geode Capital Management, LLC
1,546,008US$107.6m3.88%0.01%
2.68%
Gregory Garrabrants
1,509,352US$105.0m0%no data
2.58%
Davis Capital Partners, LLC
1,457,219US$101.4m0%4.24%
1.8%
Wasatch Advisors LP
1,014,056US$70.6m-4.12%0.24%
1.59%
Emerald Advisers, LLC
897,612US$62.5m6.54%1.59%
1.3%
Northern Trust Global Investments
730,135US$50.8m-1.71%0.01%
1.24%
Nationwide Fund Advisors
697,248US$48.5m-0.38%0.42%
1.21%
Columbia Management Investment Advisers, LLC
681,878US$47.4m0.64%0.01%
1.17%
Charles Schwab Investment Management, Inc.
657,782US$45.8m-1.99%0.01%
1.07%
Citadel Advisors LLC
601,529US$41.9m193%0.04%
0.96%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
542,259US$37.7m-11.8%0.01%
0.9%
Boston Partners Global Investors, Inc.
504,815US$35.1m18.2%0.02%
0.76%
Loomis Sayles & Company, L.P.
429,898US$29.9m-2.24%0.04%
0.75%
Shaker Investments, L.L.C.
423,078US$29.4m-0.69%13.02%
0.69%
BNY Asset Management
390,863US$27.2m-4.11%0.01%
0.68%
Jarislowsky, Fraser Limited
383,295US$26.7m-5.35%0.13%
0.67%
Wellington Management Group LLP
377,079US$26.2m-41.2%no data
0.63%
Bragg Financial Advisors, Inc.
353,950US$24.6m-11.2%0.99%
0.62%
Principal Global Investors, LLC
347,799US$24.2m2.92%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/27 01:22
End of Day Share Price 2025/05/27 00:00
Earnings2025/03/31
Annual Earnings2024/06/30

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 19 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Stephen MossB. Riley Securities, Inc.
Bradley BerningCraig-Hallum Capital Group LLC
Gary TennerD.A. Davidson & Co.