Needham & Company LLC Raises Axos Financial (NYSE:AX) Price Target to $110.00

Axos Financial (NYSE:AX) had its target price boosted by equities research analysts at Needham & Company LLC from $107.00 to $110.00 in a report released on Friday, Marketbeat Ratings reports. The brokerage currently has a “buy” rating on the stock. Needham & Company LLC’s price objective points to a potential upside of 16.16% from the stock’s previous close.

Several other research firms also recently weighed in on AX. Weiss Ratings reiterated a “buy (b)” rating on shares of Axos Financial in a research report on Monday, December 29th. DA Davidson boosted their target price on Axos Financial from $106.00 to $107.50 and gave the stock a “buy” rating in a report on Monday, December 8th. Six equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $99.58.

Axos Financial Stock Up 3.1%

Shares of NYSE AX opened at $94.70 on Friday. The firm has a market cap of $5.36 billion, a P/E ratio of 12.68 and a beta of 1.26. 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 1 year low of $54.46 and a 1 year high of $99.82. The firm’s 50 day moving average price is $88.18 and its 200 day moving average price is $85.99.

Axos Financial (NYSE:AX) last issued its quarterly earnings results on Thursday, January 29th. The company reported $2.25 earnings per share for the quarter, topping analysts’ consensus estimates of $2.07 by $0.18. Axos Financial had a return on equity of 16.72% and a net margin of 22.41%.The company had revenue of $385.09 million for the quarter, compared to analyst estimates of $345.89 million. As a group, sell-side analysts anticipate that Axos Financial will post 7.22 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Tamara N. Bohlig sold 2,145 shares of the firm’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $86.23, for a total value of $184,963.35. Following the transaction, the director directly owned 12,919 shares in the company, valued at approximately $1,114,005.37. This trade represents a 14.24% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Edward James Ratinoff sold 2,145 shares of the firm’s 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 completion of the transaction, the director directly owned 46,209 shares in the company, valued at $3,908,819.31. This represents a 4.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 4.85% of the company’s stock.

Hedge Funds Weigh In On Axos Financial

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. American Century Companies Inc. boosted its position in Axos Financial by 1.5% during the 3rd quarter. American Century Companies Inc. now owns 2,413,512 shares of the company’s stock worth $204,304,000 after acquiring an additional 35,391 shares during the period. Ameriprise Financial Inc. grew its position in Axos Financial by 8.6% in the 2nd quarter. Ameriprise Financial Inc. now owns 740,652 shares of the company’s stock valued at $56,319,000 after buying an additional 58,774 shares in the last quarter. Geneva Capital Management LLC increased its stake in Axos Financial by 6.0% during the 2nd quarter. Geneva Capital Management LLC now owns 739,374 shares of the company’s stock valued at $56,222,000 after buying an additional 42,126 shares during the period. Northern Trust Corp raised its position in shares of Axos Financial by 1.5% during the 3rd quarter. Northern Trust Corp now owns 689,760 shares of the company’s stock worth $58,388,000 after buying an additional 10,097 shares in the last quarter. Finally, Emerald Advisers LLC lifted its stake in shares of Axos Financial by 3.7% in the 2nd quarter. Emerald Advisers LLC now owns 553,591 shares of the company’s stock worth $42,095,000 after acquiring an additional 20,005 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: Fiscal Q2 beat — Axos reported EPS above consensus and stronger revenue, driven by higher net income and margin expansion; this is the primary catalyst for the stock move. Axos Financial (AX) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Growth guidance — Management outlined low‑to‑mid‑teens loan growth for 2026 and is positioning the Verdant acquisition to expand the loan book, supporting forward revenue/NII expectations. Axos Financial outlines low to mid-teens loan growth for 2026 while integrating Verdant acquisition
• Neutral Sentiment: Earnings call detail — The Q2 earnings call/transcript provides management color on deposit trends, net interest income dynamics, capital and expense plans; useful for gauging sustainability but not an immediate surprise beyond the beat. Axos Financial Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Official press release & financials — BusinessWire/press materials list net income (~$128.4M) and diluted EPS (~$2.22) with a slide deck that investors can use to verify assumptions and line items driving the beat. Axos Financial, Inc. Reports Second Quarter Fiscal Year 2026 Results
• Negative Sentiment: Integration and execution risk — While the Verdant deal supports loan growth, integration costs, execution risk and near‑term expense or capital pressure could temper margins before accretion is realized. Axos Financial outlines low to mid-teens loan growth for 2026 while integrating Verdant acquisition

About Axos Financial

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.