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Axos Financial AX Total investments

Total investments at other companies

Ally Financial logo
Ally FinancialALLY
$8.7B+10.4%
Eastern Bankshares, Inc. logo
Eastern Bankshares, Inc.EBC
$38.8M+321%
TFS Financial logo
TFS FinancialTFSL
$244.36M+11.5%
Wells Fargo & Company logo
Wells Fargo & CompanyWFC
$711M-86.3%

Other financials

Income statement

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Revenue$392.2M+27.0%
Net income$124.7M+18.5%
EPS (diluted)$2.15+18.8%

Balance sheet

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Cash & equivalents$1.4B-40.1%
Total debt$371.8M-5.1%
Total equity$3.1B+17.7%
Total assets$29.2B+22.0%

Cash flow

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Operating cash flow$42.0M-43.0%
CapEx$143.3M+1,575%
Free cash flow$85.4M-45.4%

Valuation

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Market cap$5.01B+30.9%
P/E10.5×+1.6×
P/S3.5×+0.4×

Profitability

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Net margin33.5%-1.3pp
FCF margin31.5%+3.2pp

Returns & leverage

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Return on equity16.8%-1.0pp
Debt / equity0.1×0.0×

Where this comes from

Reported directly by Axos Financial in its filing.

Tagged under the XBRL concept us-gaap:FederalHomeLoanBankStock.

The official record: Axos Financial’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Axos Financial's total investments?
Axos Financial (AX) reported total investments of $68.09M in Q1 2026.
How has Axos Financial's total investments changed year-over-year?
Axos Financial's total investments increased by 92.9% year-over-year, from $35.3M to $68.09M.
What is the long-term trend for Axos Financial's total investments?
Over 4 years (2021 to 2025), Axos Financial's total investments has grown at a 15.2% compound annual growth rate (CAGR), from $20M to $35.16M.
What does total investments mean?
This represents the aggregate book value of all financial instruments held by the institution for investment purposes, including debt and equity securities. It reflects the bank's strategy for deploying excess liquidity into interest-earning assets to generate recurring income. Monitoring this balance helps investors assess the bank's asset allocation strategy and exposure to market-based interest rate risks.