Axos Financial, Inc.
Axos Financial, Inc. (NYSE: AX) operates as a technology-driven, diversified financial services company with approximately $30.0 billion in assets and approximately $47.8 billion of assets under custody and administration. The company's website is located at axosfinancial.com. From the company’s description.
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) operates as a technology-driven, diversified financial services company with approximately $30.0 billion in assets and approximately $47.8 billion of assets under custody and administration. The company's website is located at axosfinancial.com.
The company conducts business through two primary operating segments: the Banking Business Segment and the Securities Business Segment. The Banking Business Segment provides consumer and commercial banking products and services through digital online and mobile banking platforms, low-cost distribution channels, and affinity partnerships. This segment offers deposit products including demand, savings, and time deposits sourced through retail and commercial channels. The lending portfolio encompasses single-family residential mortgages, multifamily and commercial real estate mortgages, commercial and industrial loans, equipment leases, auto loans, and consumer loans. The segment also generates non-interest income from loan origination fees, operating lease income, deposit account service fees, and technology and payment transaction processing fees.
The Securities Business Segment provides investment and wealth management services through Axos Clearing, which offers fully disclosed clearing services to broker-dealers and registered investment advisors, along with margin lending and securities lending activities. Axos Advisor Services provides turnkey technology platforms and account servicing capabilities to registered investment advisors. Axos Invest offers retail self-directed and digital wealth management services. This segment generates both fee and interest income and serves as a source of low-cost deposits.
As of June 30, 2026, the company employed 2,191 full-time employees. The company serves approximately 300 financial organizations through its Securities Business Segment, including correspondent broker-dealers and registered investment advisors. Axos Financial operates as a financial holding company supervised by the Federal Reserve, while its subsidiary Axos Bank operates as a covered federal savings association regulated by the Office of the Comptroller of the Currency and the Federal Deposit Insurance Corporation. The company's common stock is included in the Russell 2000 Index and the S&P SmallCap 600 Index.
Company details
- Sector
- Financials
- Industry
- Banks & Brokers
- Headquarters
- LAS VEGAS, NV
- Fiscal year end
- June
- CIK
- 1299709
- SIC
- 6035
Financial performance, year by year
Fiscal 2012–2026 · USDThe 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.
Who owns Axos Financial, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Axos Financial, Inc.’s weight in each
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. Weighted-average coupon 7.00%, maturing 2035 to 2035.
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.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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