Axos Financial (AX)

• Market cap: $3.66B
• 1 day: -0.60%
• 5 days: -2.73%
• 1 month: -3.02%
• 3 months: -6.81%
• 6 months: 5.86%
• Year to date: -6.81%
• 1 year: 22.32%
• 5 years: 289.85%
• 10 years: 180.78%
• Sector: Financials
• Industry: Savings Institution, Federally Chartered

About: Axos Financial Inc is a bank holding company that operates through its bank subsidiary, BofI Federal Bank, a nationwide bank that provides financing for single and multifamily residential properties, small to medium-size businesses in certain sectors, and selected specialty finance receivables. Its operating segments are banking business segment and securities business segment . The bank distributed its products through a wide range of retail distribution channels, including only banking brands, affinity groups, and sales teams, among others. The majority of the bank's mortgage exposure is titled toward the state of California, particularly its southern region. Net interest income is a majority of the bank's revenue.

Employees: 1,781

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

9% more capital invested

Capital invested by funds: $3.02B [Q3] → $3.3B (+$279M) [Q4]

5% more funds holding

Funds holding: 333 [Q3] → 350 (+17) [Q4]

8% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 116

0% more funds holding in top 10

Funds holding in top 10: 6 [Q3] → 6 (+0) [Q4]

1.57% less ownership

Funds ownership: 84.33% [Q3] → 82.76% (-1.57%) [Q4]

18% less call options, than puts

Call options by funds: $44.6M | Put options by funds: $54.1M

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $80 25% upside
• Avg. target: $87 35% upside
• High target: $90 40% upside

4 analyst ratings

• positive: 3 75%
• neutral: 1 25%
• negative: 0 0%

DA Davidson Gary Tenner 47% 1-year accuracy 23 / 49 met price target	37% upside $88	Buy Maintained	30 Jan 2025
Raymond James David Feaster 29% 1-year accuracy 6 / 21 met price target	25% upside $80	Outperform Reiterated	29 Jan 2025
Keefe, Bruyette & Woods Kelly Motta 39% 1-year accuracy 7 / 18 met price target	40% upside $90	Market Perform Maintained	29 Jan 2025
Needham Kyle Peterson 35% 1-year accuracy 21 / 60 met price target	37% upside $88	Buy Maintained	29 Jan 2025