Jefferies Financial Group Forecasts Strong Price Appreciation for Axos Financial (NYSE:AX) Stock

Axos Financial (NYSE:AX) had its price objective increased by investment analysts at Jefferies Financial Group from $110.00 to $115.00 in a research note issued to investors on Friday,Benzinga reports. The firm presently has a “buy” rating on the stock. Jefferies Financial Group’s price target would indicate a potential upside of 15.99% from the stock’s current price.

Other research analysts also recently issued research reports about the company. DA Davidson boosted their target price on Axos Financial from $107.50 to $112.00 and gave the company a “buy” rating in a research note on Friday. Keefe, Bruyette & Woods lifted their price target on Axos Financial from $100.00 to $110.00 and gave the company a “market perform” rating in a report on Friday. Needham & Company LLC increased their price objective on Axos Financial from $107.00 to $110.00 and gave the stock a “buy” rating in a report on Friday. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Axos Financial in a research note on Monday, December 29th. Six analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, Axos Financial currently has an average rating of “Moderate Buy” and a consensus target price of $104.50.

Axos Financial Stock Performance

Shares of Axos Financial stock traded up $4.51 during trading on Friday, hitting $99.15. 673,551 shares of the stock were exchanged, compared to its average volume of 352,216. The company has a debt-to-equity ratio of 0.54, a quick ratio of 1.12 and a current ratio of 1.12. Axos Financial has a 12 month low of $54.46 and a 12 month high of $99.82. The stock’s fifty day moving average is $88.18 and its 200 day moving average is $85.99. The stock has a market cap of $5.62 billion, a PE ratio of 13.27 and a beta of 1.26.

Axos Financial (NYSE:AX) last released its earnings results on Thursday, January 29th. The company reported $2.25 EPS for the quarter, beating the consensus estimate of $2.07 by $0.18. Axos Financial had a net margin of 22.41% and a return on equity of 16.72%. The firm had revenue of $385.09 million for the quarter, compared to analysts’ expectations of $345.89 million. During the same quarter last year, the company earned $1.82 EPS. Axos Financial’s quarterly revenue was up 25.1% on a year-over-year basis. As a group, sell-side analysts anticipate that Axos Financial will post 7.22 EPS for the current year.

Insider Activity

In other news, Director Tamara N. Bohlig sold 2,145 shares of the business’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $86.23, for a total value of $184,963.35. Following the sale, the director owned 12,919 shares in the company, valued at approximately $1,114,005.37. The trade was a 14.24% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Edward James Ratinoff sold 2,145 shares of the stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $84.59, for a total transaction of $181,445.55. Following the sale, the director owned 46,209 shares of the company’s stock, valued at $3,908,819.31. This trade represents a 4.44% decrease in their position. The SEC filing for this sale provides additional information. 4.85% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Axos Financial

Institutional investors have recently modified their holdings of the stock. Salomon & Ludwin LLC bought a new position in Axos Financial during the third quarter worth about $26,000. Brown Brothers Harriman & Co. acquired a new stake in shares of Axos Financial in the 3rd quarter valued at approximately $29,000. Bessemer Group Inc. boosted its stake in Axos Financial by 59.6% during the 3rd quarter. Bessemer Group Inc. now owns 348 shares of the company’s stock worth $29,000 after acquiring an additional 130 shares during the last quarter. Torren Management LLC acquired a new position in Axos Financial during the fourth quarter valued at approximately $36,000. Finally, True Wealth Design LLC grew its holdings in Axos Financial by 120.9% during the second quarter. True Wealth Design LLC now owns 433 shares of the company’s stock valued at $33,000 after purchasing an additional 237 shares during the period. 83.79% of the stock is owned by institutional investors.

Key Headlines Impacting Axos Financial

Here are the key news stories impacting Axos Financial this week:

• Positive Sentiment: Needham raised its price target on AX to $110 and retained a “buy” rating, signaling increased analyst conviction and ~12.6% upside from the prior price. Read More. Read More.
• Positive Sentiment: Keefe, Bruyette & Woods raised its price target on AX to $110 (market perform), adding further analyst support and signaling additional upside from current levels. Read More.
• Positive Sentiment: Axos reported stronger-than-expected Q2/FY2026 results: EPS beat consensus (reported ~$2.22–$2.25 vs. ~$2.07 street estimate) and revenue topped estimates (~$385M vs. ~$346M), with improved margins and ROE — the primary trigger for the rally. Read More.
• Neutral Sentiment: Management outlined low- to mid-teens loan growth for 2026 while integrating the Verdant acquisition — a constructive growth target but execution and integration risk remain watch points for investors. Read More.
• Neutral Sentiment: The company posted supporting materials — earnings presentation and call transcript — which include management color on margins, capital deployment and the acquisition; these documents will guide near-term investor focus. Read More. Read More.
• Neutral Sentiment: Market write-ups and analyst notes (Zacks, Yahoo, MarketBeat summaries) highlight the quarter-over-quarter revenue growth (~25% YoY) and improved profitability but also point investors to monitor credit trends and integration costs. Read More. Read More.

Axos Financial Company Profile

Axos Financial, Inc (NYSE: AX) is a diversified online banking and financial services holding company headquartered in San Diego, California. The firm traces its origins to 1999 with the launch of Bank of Internet USA and rebranded as Axos Financial in December 2018 to reflect an expanded suite of digital offerings. Axos Financial operates through its wholly owned subsidiary, Axos Bank, providing a technology-driven banking platform that serves both retail and commercial clients across the United States.

Through its digital banking platform, Axos Financial delivers a range of deposit products, including checking and savings accounts, money market and certificate of deposit accounts, as well as individual retirement accounts.