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AX

Axos Financial, Inc.

AX

NYSE·Financial Services·Banks - Regional·Mkt cap $5.6B

$97.95

+0.94%

P/E

12.80

Mkt Cap

$5.6B

52-Wk Range

$74.89–$105.74

52-Week Range

$74.89 - $105.74

P/E

12.80

Fwd P/E

10.14

Beta

1.22

Div Yield

0.00%

Avg Vol

376.8K

Shares Out

56.7M

Mkt Cap

$5.6B

Price action

Price chart

Up 6.2% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Digital-first banking platform with mobile and online capabilities reducing operational costs
  • Diversified revenue streams across consumer banking, commercial lending, and securities services
  • Strong deposit base with multiple account types including insured cash sweep accounts
  • Established brokerage clearing and back-office services generating recurring revenue
  • Regional market focus with efficient cost structure compared to national competitors

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Expansion of commercial real estate and business lending portfolios

Value

Trading at 0.9x sector peers — a discount despite the growth profile.

Momentum

Strong

+11.5% over 3m

Quality

Excellent

High-growth business (53% revenue growth, 63% gross margin). Profitable with strong growth momentum.

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 29, 2026

Q3 26 RECAP

JUL 30, 2026

Reported EPS of $2.20 vs $2.16 consensus (+1.9% surprise). Revenue of $379.8M vs $375.5M expected (+1.1%). Beat on both top and bottom lines.

EPS beat +1.9%
Rev beat +1.1%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+1.9%

Revenue trend · last 8Q

+19%

+5%

+10%

+1%

+85%

+22%

-100%

Q1 24

Q2 24

Q3 25

Q4 25

Q1 25

Q2 25

Q3 26

Q4 26

$316.4M

$303.6M

$461.9M

$479.4M

$493.9M

$562.9M

$564.2M

$0

Margins · last 8Q

Gross

Operating

Profit

Wall Street consensus

3 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Benchmark · Aug 13, 2026

vs Industry

How AX stacks vs Banks - Regional

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.