Keefe, Bruyette & Woods Increases Axos Financial (NYSE:AX) Price Target to $110.00

Axos Financial (NYSE:AX) had its price target increased by stock analysts at Keefe, Bruyette & Woods from $100.00 to $110.00 in a research report issued on Friday,Benzinga reports. The firm presently has a “market perform” rating on the stock. Keefe, Bruyette & Woods’ price objective would suggest a potential upside of 10.94% from the stock’s previous close.

Several other research analysts have also commented on AX. Needham & Company LLC lifted their price target on shares of Axos Financial from $107.00 to $110.00 and gave the company a “buy” rating in a report on Friday. Weiss Ratings reiterated a “buy (b)” rating on shares of Axos Financial in a research note on Monday, December 29th. Finally, DA Davidson lifted 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. 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 presently has an average rating of “Moderate Buy” and an average target price of $104.50.

Axos Financial Price Performance

Shares of NYSE AX opened at $99.15 on Friday. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 0.54. The company 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 twelve month low of $54.46 and a twelve month high of $99.82. The business has a 50 day simple moving average of $88.57 and a 200-day simple moving average of $86.10.

Axos Financial (NYSE:AX) last released its quarterly earnings data on Thursday, January 29th. The company reported $2.25 EPS for the quarter, topping analysts’ consensus estimates of $2.07 by $0.18. Axos Financial had a net margin of 22.66% and a return on equity of 17.36%. The firm had revenue of $385.09 million during the quarter, compared to the consensus estimate of $345.89 million. During the same quarter in the previous year, the company posted $1.82 earnings per share. The firm’s revenue was up 25.1% on a year-over-year basis. As a group, equities research analysts expect that Axos Financial will post 7.22 earnings per share for the current year.

Insider Transactions at Axos Financial

In other Axos Financial news, Director Edward James Ratinoff sold 2,145 shares of the company’s stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $84.59, for a total value of $181,445.55. Following the completion of the transaction, the director owned 46,209 shares in the company, valued at approximately $3,908,819.31. This represents a 4.44% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Tamara N. Bohlig sold 2,145 shares of the firm’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $86.23, for a total transaction of $184,963.35. Following the completion of the sale, the director owned 12,919 shares in the company, valued at $1,114,005.37. The trade was a 14.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 4.85% of the company’s stock.

Institutional Trading of Axos Financial

Hedge funds have recently added to or reduced their stakes in the business. Salomon & Ludwin LLC acquired a new position in Axos Financial during the 3rd quarter worth $26,000. Bessemer Group Inc. increased its holdings 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 during the period. Brown Brothers Harriman & Co. bought a new stake in shares of Axos Financial during the third quarter valued at about $29,000. True Wealth Design LLC raised its stake in shares of 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 in the last quarter. Finally, EverSource Wealth Advisors LLC lifted its holdings in Axos Financial by 294.7% in the second quarter. EverSource Wealth Advisors LLC now owns 446 shares of the company’s stock worth $34,000 after purchasing an additional 333 shares during the period. Institutional investors own 83.79% of the company’s stock.

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.

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.