Axos Financial (NYSE:AX) Given New $115.00 Price Target at Jefferies Financial Group

Axos Financial (NYSE:AX) had its price target lifted by equities research analysts at Jefferies Financial Group from $110.00 to $115.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm presently has a “buy” rating on the stock. Jefferies Financial Group’s price objective indicates a potential upside of 15.99% from the stock’s current price.

A number of other research analysts also recently weighed in on AX. DA Davidson raised their price target on Axos Financial from $107.50 to $112.00 and gave the company a “buy” rating in a research note on Friday. Keefe, Bruyette & Woods increased their price target on Axos Financial from $100.00 to $110.00 and gave the company a “market perform” rating in a research note on Friday. Needham & Company LLC raised their price objective on shares of Axos Financial from $107.00 to $110.00 and gave the stock a “buy” rating in a research report on Friday. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Axos Financial in a research note on Monday, December 29th. Six equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $104.50.

Axos Financial Stock Up 4.8%

AX traded up $4.51 during trading hours on Friday, hitting $99.15. 673,551 shares of the company’s stock were exchanged, compared to its average volume of 352,216. The stock has a market cap of $5.62 billion, a price-to-earnings ratio of 13.27 and a beta of 1.26. Axos Financial has a 1-year low of $54.46 and a 1-year high of $99.82. The stock’s 50-day moving average is $88.18 and its two-hundred day moving average is $85.99. 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 (NYSE:AX) last issued its quarterly earnings results on Thursday, January 29th. The company reported $2.25 EPS for the quarter, topping the consensus estimate of $2.07 by $0.18. The firm had revenue of $385.09 million for the quarter, compared to analysts’ expectations of $345.89 million. Axos Financial had a net margin of 22.41% and a return on equity of 16.72%. The company’s revenue for the quarter was up 25.1% on a year-over-year basis. During the same period in the previous year, the firm posted $1.82 EPS. Sell-side analysts predict that Axos Financial will post 7.22 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, Director Edward James Ratinoff sold 2,145 shares of the 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 completion of the transaction, the director directly owned 46,209 shares in the company, valued at approximately $3,908,819.31. This represents a 4.44% decrease in their position. The sale 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 on Monday, December 8th. The stock was sold at an average price of $86.23, for a total value of $184,963.35. Following the sale, the director owned 12,919 shares in the company, valued at $1,114,005.37. This represents a 14.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 4.85% of the company’s stock.

Hedge Funds Weigh In On Axos Financial

Hedge funds have recently made changes to their positions in the stock. Salomon & Ludwin LLC acquired a new stake in Axos Financial in the 3rd quarter valued at $26,000. Bessemer Group Inc. boosted its stake in Axos Financial by 59.6% during the 3rd 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 last quarter. Brown Brothers Harriman & Co. bought a new stake in Axos Financial during the 3rd quarter worth approximately $29,000. True Wealth Design LLC raised its stake in shares of Axos Financial by 120.9% in the second quarter. True Wealth Design LLC now owns 433 shares of the company’s stock worth $33,000 after purchasing an additional 237 shares during the last quarter. Finally, EverSource Wealth Advisors LLC raised its stake in shares of 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 last quarter. 83.79% of the stock is currently owned by institutional investors.

Key Axos Financial News

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

• Positive Sentiment: Needham raised its price target on AX to $110 and retained a “buy” rating, signaling increased analyst conviction and ~12.6% upside from the prior price. Read More. Read More.
• Positive Sentiment: Keefe, Bruyette & Woods raised its price target on AX to $110 (market perform), adding further analyst support and signaling additional upside from current levels. Read More.
• Positive Sentiment: Axos reported stronger-than-expected Q2/FY2026 results: EPS beat consensus (reported ~$2.22–$2.25 vs. ~$2.07 street estimate) and revenue topped estimates (~$385M vs. ~$346M), with improved margins and ROE — the primary trigger for the rally. Read More.
• Neutral Sentiment: Management outlined low- to mid-teens loan growth for 2026 while integrating the Verdant acquisition — a constructive growth target but execution and integration risk remain watch points for investors. Read More.
• Neutral Sentiment: The company posted supporting materials — earnings presentation and call transcript — which include management color on margins, capital deployment and the acquisition; these documents will guide near-term investor focus. Read More. Read More.
• Neutral Sentiment: Market write-ups and analyst notes (Zacks, Yahoo, MarketBeat summaries) highlight the quarter-over-quarter revenue growth (~25% YoY) and improved profitability but also point investors to monitor credit trends and integration costs. Read More. 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.