Axos Financial, Inc.

NYSE:AX Stock Report

Market Cap: US$4.8b

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
05 Dec 25SellUS$181,446Edward RatinoffIndividual2,145US$84.59
10 Sep 25SellUS$135,792Thomas ConstantineIndividual1,476US$92.00
03 Sep 25SellUS$63,095Candace ThieleIndividual700US$90.14
03 Sep 25SellUS$450,363Nicholas MosichIndividual5,000US$90.50
04 Aug 25SellUS$1,191,905Andrew MichelettiIndividual13,960US$85.38
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

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
Private Companies1,3120.00232%
State or Government24,0780.0425%
Individual Insiders2,710,9684.79%
General Public8,207,44814.5%
Institutions45,700,19680.7%

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

Top Shareholders

Top 25 shareholders own 63.83% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.4%
BlackRock, Inc.
8,153,348US$694.0m2.38%0.01%
10.5%
The Vanguard Group, Inc.
5,928,680US$504.6m-0.19%0.01%
4.74%
State Street Global Advisors, Inc.
2,682,654US$228.3m1.14%0.01%
4.26%
American Century Investment Management Inc
2,413,512US$205.4m1.49%0.08%
3.83%
Dimensional Fund Advisors LP
2,171,772US$184.9m-6.69%0.02%
3.23%
Gregory Garrabrants
1,829,426US$155.7m11.9%no data
3.02%
Geode Capital Management, LLC
1,713,270US$145.8m12.6%0.01%
2.57%
Davis Capital Partners, LLC
1,457,219US$124.0m0%4.31%
2.45%
FMR LLC
1,387,245US$118.1m665%0.01%
1.6%
Wasatch Advisors LP
905,479US$77.1m-0.39%0.25%
1.54%
Emerald Advisers, LLC
870,174US$74.1m-5.17%1.36%
1.3%
Nationwide Fund Advisors
738,330US$62.8m-0.14%0.33%
1.25%
Columbia Management Investment Advisers, LLC
709,777US$60.4m-4.17%0.01%
1.22%
Northern Trust Global Investments
689,760US$58.7m1.49%0.01%
1.18%
Charles Schwab Investment Management, Inc.
669,322US$57.0m3.84%0.01%
0.79%
Wellington Management Group LLP
445,412US$37.9m18.1%0.01%
0.77%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
438,439US$37.3m-14.3%0.01%
0.71%
Shaker Investments, L.L.C.
399,717US$34.0m-2.6%13.29%
0.69%
BNY Asset Management
389,671US$33.2m2.25%0.01%
0.67%
Jarislowsky, Fraser Limited
382,183US$32.5m-1.16%0.16%
0.67%
Boston Partners Global Investors, Inc.
380,092US$32.4m-0.48%0.02%
0.63%
Bragg Financial Advisors, Inc.
354,821US$30.2m0.21%0.98%
0.62%
Loomis Sayles & Company, L.P.
351,627US$29.9m-3.66%0.03%
0.62%
UBS Asset Management AG
351,343US$29.9m10.6%no data
0.6%
Putnam LLC
341,749US$29.1m410%0.02%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/09 05:39
End of Day Share Price 2025/12/09 00:00
Earnings2025/09/30
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
Stephen MossB. Riley Securities, Inc.
Bradley BerningCraig-Hallum Capital Group LLC
null nullD.A. Davidson & Co.