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

Axos Financial (NYSE:AX) had its price objective hoisted by equities researchers at Needham & Company LLC from $107.00 to $110.00 in a report issued on Friday, MarketBeat.com reports. The brokerage currently has a “buy” rating on the stock. Needham & Company LLC’s target price suggests a potential upside of 10.94% from the stock’s previous close.

Several other analysts also recently commented on the stock. DA Davidson upped their price target on shares of Axos Financial from $106.00 to $107.50 and gave the company a “buy” rating in a research report on Monday, December 8th. Weiss Ratings restated a “buy (b)” rating on shares of Axos Financial in a research note on Monday, December 29th. Six research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $104.50.

Axos Financial Stock Up 4.8%

Shares of NYSE AX opened at $99.15 on Friday. The business has a 50-day moving average price of $88.57 and a 200 day moving average price of $86.10. The stock has a market cap of $5.62 billion, a PE ratio of 12.57 and a beta of 1.26. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 0.54. Axos Financial has a 52-week low of $54.46 and a 52-week high of $99.82.

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

Insiders Place Their Bets

In other news, Director Edward James Ratinoff sold 2,145 shares of the firm’s stock in a transaction on 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 sale, the director owned 46,209 shares in the company, valued at approximately $3,908,819.31. This trade represents a 4.44% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Tamara N. Bohlig sold 2,145 shares of the business’s stock in a transaction dated 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 in the company, valued at approximately $1,114,005.37. This trade represents a 14.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 4.85% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in AX. American Century Companies Inc. lifted its position in shares of Axos Financial by 1.5% during the 3rd quarter. American Century Companies Inc. now owns 2,413,512 shares of the company’s stock valued at $204,304,000 after acquiring an additional 35,391 shares during the period. Ameriprise Financial Inc. grew its holdings in shares of Axos Financial by 8.6% in the 2nd quarter. Ameriprise Financial Inc. now owns 740,652 shares of the company’s stock worth $56,319,000 after acquiring an additional 58,774 shares during the period. Geneva Capital Management LLC increased its stake in Axos Financial by 6.0% in the 2nd quarter. Geneva Capital Management LLC now owns 739,374 shares of the company’s stock valued at $56,222,000 after purchasing an additional 42,126 shares in the last quarter. Northern Trust Corp raised its holdings in Axos Financial by 1.5% during the third quarter. Northern Trust Corp now owns 689,760 shares of the company’s stock worth $58,388,000 after purchasing an additional 10,097 shares during the last quarter. Finally, Emerald Advisers LLC boosted its position in Axos Financial by 3.7% during the second quarter. Emerald Advisers LLC now owns 553,591 shares of the company’s stock worth $42,095,000 after purchasing an additional 20,005 shares in the last quarter. 83.79% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines 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.