Keefe, Bruyette & Woods Issues Positive Forecast for Axos Financial (NYSE:AX) Stock Price

Axos Financial (NYSE:AX) had its price objective raised by Keefe, Bruyette & Woods from $100.00 to $110.00 in a research report sent to investors on Friday,Benzinga reports. They currently have a market perform rating on the stock.

Several other equities research analysts also recently weighed in on the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Axos Financial in a research note on Monday, December 29th. DA Davidson raised their target price on Axos Financial from $106.00 to $107.50 and gave the company a “buy” rating in a research note on Monday, December 8th. Finally, Needham & Company LLC boosted their target price on Axos Financial from $107.00 to $110.00 and gave the company a “buy” rating in a research report on Friday. Six research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $104.50.

Axos Financial Price Performance

Axos Financial stock opened at $99.15 on Friday. The stock has a market capitalization of $5.62 billion, a price-to-earnings ratio of 12.57 and a beta of 1.26. Axos Financial has a 52-week low of $54.46 and a 52-week high of $99.82. The stock’s 50 day moving average price is $88.57 and its two-hundred day moving average price is $86.08. 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 (NYSE:AX) last released its quarterly earnings data on Thursday, January 29th. The company reported $2.25 earnings per share for the quarter, beating the consensus estimate of $2.07 by $0.18. Axos Financial had a net margin of 22.66% and a return on equity of 17.36%. The company had revenue of $385.09 million during the quarter, compared to analyst estimates of $345.89 million. During the same quarter in the previous year, the business posted $1.82 EPS. Axos Financial’s revenue for the quarter was up 25.1% compared to the same quarter last year. On average, equities analysts predict that Axos Financial will post 7.22 earnings per share for the current year.

Insider Buying and Selling

In related news, Director Tamara N. Bohlig sold 2,145 shares of Axos Financial stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $86.23, for a total transaction of $184,963.35. Following the transaction, the director owned 12,919 shares of the company’s stock, valued at $1,114,005.37. The trade was a 14.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Edward James Ratinoff sold 2,145 shares of the company’s stock in a transaction on Friday, December 5th. The stock was sold at an average price of $84.59, for a total value 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. Insiders own 4.85% of the company’s stock.

Hedge Funds Weigh In On Axos Financial

Large investors have recently bought and sold shares of the stock. Ashton Thomas Private Wealth LLC boosted its holdings in Axos Financial by 3.3% during the 4th quarter. Ashton Thomas Private Wealth LLC now owns 3,495 shares of the company’s stock worth $301,000 after acquiring an additional 113 shares during the last quarter. Bessemer Group Inc. lifted its position in shares of Axos Financial by 59.6% during the third quarter. Bessemer Group Inc. now owns 348 shares of the company’s stock valued at $29,000 after purchasing an additional 130 shares in the last quarter. Vanguard Personalized Indexing Management LLC lifted its position in shares of Axos Financial by 3.5% during the third quarter. Vanguard Personalized Indexing Management LLC now owns 3,889 shares of the company’s stock valued at $329,000 after purchasing an additional 131 shares in the last quarter. Salomon & Ludwin LLC boosted its holdings in Axos Financial by 43.2% during the fourth quarter. Salomon & Ludwin LLC now owns 441 shares of the company’s stock worth $39,000 after purchasing an additional 133 shares during the last quarter. Finally, Cetera Investment Advisers grew its position in Axos Financial by 1.8% in the 2nd quarter. Cetera Investment Advisers now owns 8,197 shares of the company’s stock worth $623,000 after purchasing an additional 141 shares in the last quarter. 83.79% of the stock is currently owned by institutional investors.

Key Stories Impacting Axos Financial

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

• Positive Sentiment: Q2 results beat expectations — Axos reported $2.25 EPS (vs. $2.07 consensus) and $385.1M revenue (vs. $345.9M est.), with a 22.4% net margin and solid ROE; revenue rose ~25% YoY, underscoring operating leverage. Read More.
• Positive Sentiment: Management guided to low- to mid‑teens loan growth for 2026 as it integrates the Verdant acquisition, signaling an emphasis on loan book expansion as a growth driver. Read More.
• Positive Sentiment: Analyst upgrades/price-target raises: Jefferies raised its target to $115 and keeps a Buy rating (largest reported upside), Needham raised to $110 and retains Buy, and Keefe, Bruyette & Woods raised to $110 (Market Perform) — these lifts support further upside expectations. Read More.
• Neutral Sentiment: Investor materials and earnings call are available — slides, the conference-call transcript and presentation give more detail on margins, capital, and the Verdant integration for those modeling FY2026. Read More.

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.