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Companies / Financials / Axos Financial, Inc.
AX

Axos Financial, Inc.

FinancialsBanks & Brokers
Ticker AXLAS VEGAS, NVFiscal year ends JuneBook value per share $57.08Diluted shares 57.6M

Axos Financial, Inc. (NYSE: AX) is a technology-driven financial services company providing banking, securities clearing and custody, and investment advisory services to retail and business customers, independent registered investment advisors, and introducing broker-dealers. Its Banking Business segment offers… From the company’s description.

Over the twelve months to Sep 30, 2026, Axos Financial, Inc. reported revenue of $1.55B, up 23.0% from a year earlier, and net income of $507.67M. Its pre-tax margin was 43.3%. In fiscal 2026, it reported revenue of $1.48B, up 17.6% from fiscal 2025, and net income of $490.37M.

Fiscal year 2026 · ends 06-30Changes are against fiscal 2025The amber dot is the latest twelve months, to 2026-09-30
Sales & profitability
$1.48BFY2026
+17.6% year over year
Last 12 mo $1.55B
43.68%FY2026
−5 percentage points
Last 12 mo 43.29%
$490.37MFY2026
+13.3% year over year
Last 12 mo $507.67M
15.49%FY2026
−0.7 percentage points
Last 12 mo 15.44%
Cash & financing
$557.60MFY2026
+13.7% year over year
Last 12 mo $734.06M
$291.15MFY2026
−33.2% year over year
Last 12 mo $417.32M
8.10FY2026
Was 7.91× a year earlier
Last 12 mo 8.01
57.8MFY2026
−0.8% year over year
Last 12 mo 57.6M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Axos Financial, Inc. does

In the company’s own words

Axos Financial, Inc. (NYSE: AX) is a technology-driven financial services company providing banking, securities clearing and custody, and investment advisory services to retail and business customers, independent registered investment advisors, and introducing broker-dealers. Its Banking Business segment offers consumer and commercial deposit accounts, residential and commercial mortgages, business lending, equipment leasing, auto loans, and other consumer loans through digital platforms, distribution partners, and lending channels. Its Securities Business segment provides brokerage clearing, custody, securities lending, margin lending, and investment services, primarily through Axos Clearing and Axos Advisor Services; Axos Invest offers retail trading and digital investment management. At June 30, 2026, the company has approximately $30.0 billion in assets and $47.8 billion in assets under custody or administration at Axos Clearing, and employs 2,191 full-time employees. Axos Clearing serves correspondent broker-dealers and RIAs, while Axos Advisor Services provides RIAs with custody and technology services.

Company details
Sector
Financials
Industry (SIC)
Banks & Brokers
Headquarters
LAS VEGAS, NV
Fiscal year end
June
CIK
1299709
SIC
6035

Financial performance, year by year

Fiscal 2012–2026 · USD
$-155.22M$310.43M$776.09M$1.24B$1.71B201220132014201520162017201820192020202120222023202420252026Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Axos Financial, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

349
funds hold it
0 of 35
superinvestors hold it
$2.69B
held by funds, at market
50.1%
of shares held by funds
1
bond issues held by funds

Largest fund holders · Axos Financial, Inc.’s weight in each

iShares Core S&P Small-Cap ETF
IJR · iShares Trust
0.30%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.01%of fund net assets
Avantis U.S. Small Cap Value ETF
AVUV · American Century ETF Trust
—of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.16%of fund net assets
Strategic Advisers Fidelity U.S. Total Stock Fund
FCTDX · Fidelity Rutland Square Trust II
—of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Axos Financial, Inc.’s bonds, as funds hold them

Funds report holding 1 issues of Axos Financial, Inc.’s debt, $7.38M at market value — what funds hold, not the company’s total debt.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Axos Financial, Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Axos Financial, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Axos Financial, Inc.'s last four quarterly filings that the numbers alone won't show?”
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