Axos Financial, Inc.

NYSE:AX Stock Report

Market Cap: US$3.8b

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
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
15 Mar 24BuyUS$248,750Sara Wardell-SmithIndividual5,000US$49.75
13 Mar 24SellUS$665,080Andrew MichelettiIndividual13,000US$51.16
11 Mar 24SellUS$1,393,189Andrew MichelettiIndividual27,000US$52.04
27 Feb 24SellUS$132,225Andrew MichelettiIndividual2,500US$52.89

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 Government23,8890.0418%
General Public3,692,1866.47%
Individual Insiders5,392,0029.44%
Institutions47,990,39984%

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

Top Shareholders

Top 25 shareholders own 68.42% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.5%
BlackRock, Inc.
8,289,215US$548.8m-0.76%0.01%
10.7%
The Vanguard Group, Inc.
6,129,602US$405.8m0.82%0.01%
5.83%
State Street Global Advisors, Inc.
3,327,720US$220.3m4.69%0.01%
4.95%
Don Hankey
2,826,576US$187.1m0%no data
4.52%
Dimensional Fund Advisors LP
2,579,398US$170.8m-1.53%0.03%
3.28%
American Century Investment Management Inc
1,874,779US$124.1m9.58%0.06%
2.64%
Gregory Garrabrants
1,509,352US$99.9m-8.19%no data
2.61%
Geode Capital Management, LLC
1,488,259US$98.5m3.01%0.01%
2.55%
Davis Capital Partners, LLC
1,457,219US$96.5m-2.85%3.91%
1.85%
Wasatch Advisors LP
1,057,576US$70.0m-8.41%0.23%
1.48%
Emerald Advisers, LLC
842,518US$55.8m-9.21%1.36%
1.3%
Northern Trust Global Investments
742,837US$49.2m4.68%0.01%
1.23%
Nationwide Fund Advisors
699,900US$46.3m-1.22%0.31%
1.19%
Columbia Management Investment Advisers, LLC
677,546US$44.9m8.7%0.01%
1.18%
Charles Schwab Investment Management, Inc.
671,123US$44.4m-0.26%0.01%
1.12%
Wellington Management Group LLP
641,251US$42.5m-20.4%0.01%
1.08%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
614,575US$40.7m-13.6%0.01%
1.06%
Goldman Sachs Group, Investment Banking and Securities Investments
607,214US$40.2m39.2%0.02%
0.86%
FMR LLC
493,409US$32.7m-35%no data
0.77%
Loomis Sayles & Company, L.P.
439,734US$29.1m-3.02%0.04%
0.76%
Invesco Capital Management LLC
433,635US$28.7m25.2%0.01%
0.75%
Boston Partners Global Investors, Inc.
427,085US$28.3m0%0.02%
0.75%
Shaker Investments, L.L.C.
426,031US$28.2m-3.1%12.21%
0.71%
BNY Asset Management
407,608US$27.0m-9.57%0.01%
0.71%
Jarislowsky, Fraser Limited
404,939US$26.8m-34.1%0.14%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/22 04:53
End of Day Share Price 2025/02/21 00:00
Earnings2024/12/31
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 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.

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