US · Financial Services · Banks - Regional
EPS came in at 2.34 against a street estimate of 2.25 — a beat of 4.0%.
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…
Full summary in the app.
| 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 |
|---|---|
| Reg FD disclosure · Q2 FY2027 OTHER NOTABLE POINTS • Axos Financial, Inc. filed a Form 8-K on November 3, 2026, under Item 7.01, Regulation FD Disclosure. • The company plans to | 2026-11-03 |
| Q4 2026 results deck | 2026-11-03 |
| Quarterly report · Q1 FY2027 HEADLINE NUMBERS • For the quarter ended September 30, 2026, net income was $129.648 million, up from $112.352 million in the same quarter of 2025. | 2026-10-29 |
| Results announced · Q2 FY2027 HEADLINE NUMBERS • Net income rose 15.4% year over year to $129.6 million; diluted EPS increased 16.0% to $2.25 from $1.94. • Adjusted earnings incr | 2026-10-29 |
| Q4 2026 results deck | 2026-10-29 |
| 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 |
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 2026-11-07.