Stock Fundamentals

Company Information

Company Name
Axos Financial Inc
Sector
Financial Services
Industry
Banks - Regional
Exchange
NYSE
ISIN: US05465C1009
CIK: 0001299709
CUSIP: 05465C100
Currency: USD
Full Time Employees: 1,989
Phone: 858 649 2218
Fiscal Year End: June
IPO Date: Mar 15, 2005
Description:

Axos Financial, Inc., together with its subsidiaries, operates as a consumer and business banking provider in the United States. The company operates through two segments, Banking Business and Securities Business. It offers deposits products, including consumer and business checking, savings, time deposit, and commercial and deposits. The company also provides residential single family, multifamily, and commercial mortgage loans; commercial real estate secured, commercial and industrial non-real estate, and auto and consumer loans. In addition, it offers a range of investment and wealth management services, such as disclosed clearing, recordkeeping, trade reporting, and reorganization assistance services, as well as margin loans and securities lending services. The company was formerly known as BofI Holding, Inc. and changed its name to Axos Financial, Inc. in September 2018. Axos Financial, Inc. was incorporated in 1999 and is based in Las Vegas, Nevada.

Address:

9205 West Russell Road, Las Vegas, NV, United States, 89148

Directors & Officers

Name Title Year Born
Mr. Gregory Garrabrants C.F.A., J.D. President, CEO & Director 1972
Mr. Derrick K. Walsh CPA Executive VP & CFO 1983
Mr. John Charles Tolla Executive VP, Chief Governance, Risk & Compliance Officer 1977
Mr. Brian D. Swanson President of Consumer Bank 1980
Ms. Ann Gill Senior VP & Chief Accounting Officer NA
Ms. Candace L. Thiele Executive VP & Chief Administrative Officer NA
Mr. Johnny Y. Lai CFA Senior Vice President of Corporate Development & Investor Relations NA
Mr. Eshel Bar-Adon J.D. Executive VP of Strategic Partnerships & Chief Legal Officer 1955
Mr. Andrew J. Micheletti CPA(inactive) Executive Vice President of Finance 1957
Mr. Thomas M. Constantine Executive VP & Chief Credit Officer - Axos Bank 1962

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 06, 2026 Derrick Walsh N/A Sale 4.85K $101.21 $490.46K
Feb 06, 2026 James John Court N/A Sale 11.16K $101.01 $1.13M
Feb 04, 2026 Gregory Garrabrants N/A Sale 43.29K $99.10 $4.29M
Dec 08, 2025 Tamara N Bohlig N/A Sale 2.15K $86.23 $184.96K
Dec 05, 2025 Edward James Ratinoff N/A Sale 2.15K $84.59 $181.45K
Sep 03, 2025 Candace L Thiele N/A Sale 700.00 $90.14 $63.10K
Aug 04, 2025 Andrew J Micheletti N/A Sale 13.96K $85.38 $1.19M
May 05, 2025 Paul Grinberg N/A Sale 30.00K $68.09 $2.04M

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 8.32M Mar 31, 2026 14.63% $0.01 -0.11%
Vanguard Group Inc 5.90M Dec 31, 2025 10.37% $0.01 -0.53%
State Street Corp 2.82M Mar 31, 2026 4.95% $0.01 4.46%
American Century Companies Inc 2.51M Mar 31, 2026 4.41% $0.11 1.44%
FMR Inc 2.44M Mar 31, 2026 4.29% $0.01 30.30%
Dimensional Fund Advisors, Inc. 2.18M Mar 31, 2026 3.83% $0.04 0.35%
Geode Capital Management, LLC 1.96M Mar 31, 2026 3.44% $0.01 10.30%
Davis Asset Management, L.P. 1.54M Mar 31, 2026 2.70% $3.59 5.35%
Wellington Management Company LLP 837.85K Mar 31, 2026 1.47% $0.01 58.59%
Franklin Resources Inc 754.99K Mar 31, 2026 1.33% $0.02 65.87%
Charles Schwab Investment Management Inc 732.08K Mar 31, 2026 1.29% $0.01 1.46%
Ameriprise Financial Inc 708.49K Mar 31, 2026 1.25% $0.01 -5.99%
Northern Trust Corp 684.71K Mar 31, 2026 1.20% $0.01 2.96%
Wasatch Advisors LP 616.38K Mar 31, 2026 1.08% $0.35 -0.22%
Geneva Capital Management 608.08K Mar 31, 2026 1.07% $1.10 -7.85%
Amvescap Plc. 546.31K Mar 31, 2026 0.96% $0.01 171.86%
Morgan Stanley - Brokerage Accounts 543.63K Mar 31, 2026 0.96% $0.00 -3.59%
Emerald Advisers, LLC 496.23K Mar 31, 2026 0.87% $1.34 -4.82%
Allspring Global Investments Holdings, LLC 432.74K Mar 31, 2026 0.76% $0.06 38.16%
Boston Partners Global Investors, Inc 413.15K Mar 31, 2026 0.73% $0.04 18.29%

Shares Statistics

Shares Outstanding: 56.88M
Shares Float: 54.39M
% Insiders: 441.40%
% Institutions: 8,694.30%
Short % Float: 8.02%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 3.43M 6.03% ▲ 0.00% Apr 30, 2026
2 Vanguard Total Stock Mkt Idx Inv 1.73M 3.04% ▲ 0.30% Apr 30, 2026
3 Avantis US Small Cap Value ETF 1.66M 2.93% ▲ 0.00% Apr 30, 2026
4 Strategic Advisers Fidelity US TtlStk 1.48M 2.60% ▲ 36.41% Mar 31, 2026
5 iShares Russell 2000 ETF 1.28M 2.25% ▲ 0.00% Apr 30, 2026
6 Vanguard Small Cap Index 1.24M 2.18% ▼ 0.29% Apr 30, 2026
7 Vanguard Small Cap Value Index Inv 796.50K 1.40% ▲ 0.68% Apr 30, 2026
8 Vanguard Institutional Extnd Mkt Idx Tr 639.62K 1.12% ▲ 0.93% Apr 30, 2026
9 Fidelity Small Cap Index 531.37K 0.93% ▲ 1.10% Feb 28, 2026
10 State Street® SPDR® S&PRgnllBkgETF 525.54K 0.92% ▼ 0.91% Apr 30, 2026

Valuation Metrics

Enterprise Value: $6.82B
Trailing P/E: 10.69
Forward P/E: 9.55

Financial Highlights

Market Cap: $4.99B
P/E Ratio: $10.69
PEG Ratio: $0.95
Book Value: $53.89
Earnings/Share: $8.21
Profit Margin: 35.96%
Operating Margin: 49.43%
ROA (TTM): 1.79%
ROE (TTM): 16.80%
Revenue (TTM): $1.32B
Revenue/Share (TTM): $23.42
Earnings Growth (YOY): 18.80%
Revenue Growth (YOY): 19.30%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-06-30 0.11x 0.14x 0.89x 0.89x 0.58x
2024-06-30 0.12x 0.18x 0.90x 0.92x 0.63x
2023-06-30 4.08x 0.34x 0.91x 1.15x 1.45x
2022-06-30 0.13x 0.36x 0.91x 6.47x 1.62x
2021-06-30 1.71x 1.11x 0.90x 3.86x 4.61x
2020-06-30 0.18x 0.32x 0.91x 1.81x 1.30x
2019-06-30 2.78x 0.61x 0.90x 1.36x 2.85x
2018-06-30 0.10x 0.30x 0.90x 2.25x 1.14x
2017-06-30 0.13x 0.09x 0.90x 3.14x 0.31x
2016-06-30 0.13x 0.14x 0.91x 3.61x 0.44x
2015-06-30 0.09x 0.08x 0.91x 3.10x 0.28x
2014-06-30 0.12x 0.14x 0.92x 2.63x 0.52x
2013-06-30 0.18x 0.43x 0.91x 2.00x 1.64x
2012-06-30 0.10x 1.74x 0.91x 1.36x 7.06x
2011-06-30 0.10x 1.87x 0.92x 0.99x 7.92x
2010-06-30 0.01x 3.04x 0.91x 1.03x 10.94x
2009-06-30 0.01x 6.43x 0.93x 0.29x 46.82x
2008-06-30 0.02x 3.70x 0.93x 0.15x 43.00x
2007-06-30 0.03x 3.81x 0.92x 0.17x 35.43x
2006-06-30 0.05x 2.79x 0.90x 0.24x 25.29x
2005-06-30 0.04x 2.59x 0.89x 0.35x 30.18x
2004-06-30 0.05x 3.33x 0.92x 0.39x 24.38x
2003-06-30 0.07x 2.44x 0.92x 0.36x 15.43x
2002-06-30 0.00x 0.00x 0.91x 1.18x 0.00x
2001-06-30 0.00x 0.07x 0.92x 0.69x 0.35x

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