Analysts Set Expectations for Axos Financial, Inc.’s Q2 2025 Earnings (NYSE:AX)

Axos Financial, Inc. (NYSE:AX) – Equities research analysts at Wedbush increased their Q2 2025 earnings per share estimates for shares of Axos Financial in a research note issued on Wednesday, May 1st. Wedbush analyst D. Chiaverini now forecasts that the company will post earnings of $1.78 per share for the quarter, up from their previous forecast of $1.76. Wedbush has a “Neutral” rating and a $60.00 price objective on the stock. The consensus estimate for Axos Financial’s current full-year earnings is $6.45 per share. Wedbush also issued estimates for Axos Financial’s Q3 2025 earnings at $1.75 EPS, Q4 2025 earnings at $1.85 EPS, FY2025 earnings at $7.15 EPS, Q1 2026 earnings at $1.94 EPS and Q2 2026 earnings at $1.95 EPS.

AX has been the subject of a number of other reports. StockNews.com upgraded Axos Financial from a “sell” rating to a “hold” rating in a research note on Monday, February 5th. Raymond James lifted their target price on Axos Financial from $45.00 to $62.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 31st. Finally, Piper Sandler upped their price target on Axos Financial from $65.00 to $68.00 and gave the company an “overweight” rating in a research report on Wednesday. Two analysts have rated the stock with a hold rating and two have given a buy rating to the company. According to data from MarketBeat, Axos Financial currently has a consensus rating of “Moderate Buy” and a consensus price target of $63.33.

Axos Financial Price Performance

AX opened at $55.50 on Thursday. The company has a market capitalization of $3.16 billion, a P/E ratio of 7.53 and a beta of 1.42. The company has a 50-day moving average of $51.37 and a 200-day moving average of $48.63. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.07 and a current ratio of 1.07. Axos Financial has a 1-year low of $32.05 and a 1-year high of $60.00.

Axos Financial (NYSE:AX) last issued its quarterly earnings results on Tuesday, April 30th. The company reported $1.91 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.70 by $0.21. Axos Financial had a net margin of 24.39% and a return on equity of 19.05%. The business had revenue of $476.73 million during the quarter, compared to analyst estimates of $277.85 million. During the same quarter in the previous year, the firm earned $1.35 earnings per share.

Insider Activity at Axos Financial

In other news, EVP Andrew J. Micheletti sold 1,548 shares of the company’s stock in a transaction that occurred on Tuesday, February 6th. The stock was sold at an average price of $51.57, for a total transaction of $79,830.36. Following the completion of the transaction, the executive vice president now directly owns 427,535 shares of the company’s stock, valued at $22,047,979.95. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. In other Axos Financial news, EVP Andrew J. Micheletti sold 1,548 shares of the stock in a transaction on Tuesday, February 6th. The stock was sold at an average price of $51.57, for a total value of $79,830.36. Following the sale, the executive vice president now directly owns 427,535 shares of the company’s stock, valued at $22,047,979.95. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Sara Wardell-Smith purchased 5,000 shares of Axos Financial stock in a transaction dated Friday, March 15th. The shares were purchased at an average cost of $49.75 per share, with a total value of $248,750.00. Following the acquisition, the director now owns 5,000 shares of the company’s stock, valued at approximately $248,750. The disclosure for this purchase can be found here. Insiders own 4.82% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of AX. Dimensional Fund Advisors LP boosted its position in Axos Financial by 5.2% during the 4th quarter. Dimensional Fund Advisors LP now owns 2,724,331 shares of the company’s stock worth $148,755,000 after acquiring an additional 134,266 shares during the period. Davis Asset Management L.P. grew its position in Axos Financial by 5.3% in the 3rd quarter. Davis Asset Management L.P. now owns 1,500,000 shares of the company’s stock valued at $56,790,000 after buying an additional 75,000 shares in the last quarter. American Century Companies Inc. increased its stake in Axos Financial by 152.8% during the 3rd quarter. American Century Companies Inc. now owns 1,395,715 shares of the company’s stock valued at $52,842,000 after buying an additional 843,606 shares during the period. Ameriprise Financial Inc. increased its stake in Axos Financial by 5.7% during the 3rd quarter. Ameriprise Financial Inc. now owns 1,376,615 shares of the company’s stock valued at $52,119,000 after buying an additional 74,649 shares during the period. Finally, Goldman Sachs Group Inc. raised its position in shares of Axos Financial by 114.1% during the 4th quarter. Goldman Sachs Group Inc. now owns 795,381 shares of the company’s stock worth $43,428,000 after buying an additional 423,930 shares in the last quarter. Institutional investors own 83.79% of the company’s stock.

Axos Financial Company Profile

Axos Financial, Inc, together with its subsidiaries, provides consumer and business banking products in the United States. It operates through two segments, Banking Business and Securities Business. The company offers deposits products, including consumer and business checking, demand, savings, time deposit, money market, zero balance, and insured cash sweep accounts.