US · Financial Services · Banks - Regional
EPS came in at 2.53 against a street estimate of 2.15 — a beat of 17.7%.
Analysts rate Axos Financial Inc a strong buy (6 buy, 1 hold, 0 sell out of 7) with an average price target of $117.71.
CONFIDENT Axos closed FY26 with double-digit YoY growth across NII, noninterest income, loans, deposits, and EPS. Strong loan pipeline ($2.4B) signals low-to-mid-teen organic growth ahead. Three acquisitions closed/approved; Arc Technologies adds AI-powered treasury platform for SMB expansion. Q4 FY26 (ended June 30, 2026) Not applicable; no geographic breakdown provided. Analysts pressed deposit costs/NIM stability, Arc's profitability and integration timelines, and management's capacity to execute three concurrent acquisitions. Management highlighted stable rates, long-term cross-sell upside for Arc, and proven playbook for deposit integrations; Arc timeline remains uncertain but tech talent was priority hire. 2026-07-30…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 14.76% |
| Vanguard Portfolio Management, LLC | 5.52% |
| State Street Corp | 5.32% |
| FMR Inc | 5.22% |
| American Century Companies Inc | 4.76% |
| Vanguard Capital Management, LLC | 4.34% |
| Dimensional Fund Advisors, Inc. | 3.86% |
| Geode Capital Management, LLC | 3.46% |
| Document | Date |
|---|---|
| Proxy statement · Q4 FY2026 AXOS FINANCIAL, INC. – PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Item 1: Election of Three Class I Directors – Vote "FOR" the electi | 2026-09-24 |
| Acquisition completed · Q1 FY2027 AXOS FINANCIAL, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Axos Bank completed acquisition of approximately $1.9 billion in Individual Retirement Ac | 2026-09-21 |
| Annual report FY2026 AXOS FINANCIAL, INC. - FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total Assets: $30.0 billion as of June 30, 2026 • Assets Under Cust | 2026-08-20 |
| Reg FD disclosure · Q1 FY2027 AXOS FINANCIAL, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Document date: August 6, 2026 • Company: Axos Financial, Inc. (ticker: AX, NYSE listed) • | 2026-08-06 |
| Q3 2026 results deck AXOS FINANCIAL, INC. - INVESTOR SUMMARY HEADLINE NUMBERS • Q4 FY2026 Asset Growth: 21% year-over-year • Q4 FY2026 Deposit Growth: 18% year-over-year | 2026-08-06 |
| Results announced · Q1 FY2027 AXOS FINANCIAL, INC. – FINANCIAL SUMMARY HEADLINE NUMBERS • Net Income (FY 2026): $490.4 million, up 13.3% from $432.9 million in FY 2025 • Diluted | 2026-07-30 |
| Company announcement · Q1 FY2027 AXOS FINANCIAL, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Acquisition Target: Arc Technologies, Inc., a financial technology platform serving techn | 2026-07-07 |
| Company announcement · Q4 FY2026 AXOS FINANCIAL, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company: Axos Financial, Inc. (ticker: AX, NYSE-listed) • Reporting Date: June 8, 2026 • | 2026-06-09 |
Readable in the app.
| Announcement | Date |
|---|---|
| Completed acquisition of $1.9 billion in IRA deposits from Capital One Axos Financial completed its acquisition of approximately $1.9 billion in individual retirement account (IRA) deposits from Capital One on September 21, 2026. Under the purchase agreement si | 2026-09-21 |
| Subsidiary enters definitive agreement to acquire Arc Technologies financial platform Axos Financial announced on July 6, 2026 that its subsidiary, Axos Nevada Holding, LLC, has agreed to acquire Arc Technologies, Inc., a financial technology platform that serves technology a | 2026-07-07 |
| OCC approval received for deposit acquisition transaction On June 8, 2026, the Office of the Comptroller of the Currency (OCC) approved a deposit acquisition by Axos Bank, a subsidiary of Axos Financial, Inc. This approval had been previously annou | 2026-06-09 |
| Completed acquisition of $2.3 billion in consumer deposits from Jenius Bank Axos Financial completed its acquisition of approximately $2.3 billion in consumer deposits from Jenius Bank (a digital banking subsidiary of SMBC MANUBANK) on May 2, 2026. The deal was fina | 2026-05-04 |
| Acquires $3.2 billion IRA deposits from Capital One Axos Financial's subsidiary, Axos Bank, agreed to acquire approximately $3.2 billion in Individual Retirement Account (IRA) deposits from Capital One. Under the purchase and assumption agree | 2026-04-23 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.