Axos Financial, Inc $AX Shares Purchased by Jackson Creek Investment Advisors LLC

Posted by Brenda Bartman on May 27th, 2026

Jackson Creek Investment Advisors LLC grew its position in shares of Axos Financial, Inc (NYSE:AX – Free Report) by 714.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 20,725 shares of the company’s stock after acquiring an additional 18,179 shares during the period. Jackson Creek Investment Advisors LLC’s holdings in Axos Financial were worth $1,786,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Royce & Associates LP increased its stake in Axos Financial by 8.9% during the fourth quarter. Royce & Associates LP now owns 109,507 shares of the company’s stock worth $9,435,000 after acquiring an additional 8,964 shares during the last quarter. Summitry LLC increased its stake in Axos Financial by 17.6% during the fourth quarter. Summitry LLC now owns 3,015 shares of the company’s stock worth $260,000 after acquiring an additional 451 shares during the last quarter. Clearstead Advisors LLC increased its stake in Axos Financial by 82.9% during the fourth quarter. Clearstead Advisors LLC now owns 1,099 shares of the company’s stock worth $95,000 after acquiring an additional 498 shares during the last quarter. Hantz Financial Services Inc. increased its stake in Axos Financial by 508.4% during the fourth quarter. Hantz Financial Services Inc. now owns 505 shares of the company’s stock worth $44,000 after acquiring an additional 422 shares during the last quarter. Finally, Coldstream Capital Management Inc. increased its stake in Axos Financial by 3.9% during the fourth quarter. Coldstream Capital Management Inc. now owns 6,034 shares of the company’s stock worth $520,000 after acquiring an additional 224 shares during the last quarter. 83.79% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the company. Needham & Company LLC restated a “buy” rating and set a $110.00 price target on shares of Axos Financial in a research note on Monday, March 16th. Weiss Ratings lowered Axos Financial from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday, May 14th. Jefferies Financial Group upped their price target on Axos Financial from $110.00 to $115.00 and gave the stock a “buy” rating in a research note on Friday, January 30th. Keefe, Bruyette & Woods upped their price target on Axos Financial from $100.00 to $110.00 and gave the stock a “market perform” rating in a research note on Friday, January 30th. Finally, DA Davidson upped their price target on Axos Financial from $107.50 to $112.00 and gave the stock a “buy” rating in a research note on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $109.40.

View Our Latest Report on AX

Insider Transactions at Axos Financial

In related news, EVP Michael James Watson sold 1,653 shares of the stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $83.77, for a total value of $138,471.81. Following the completion of the transaction, the executive vice president owned 4,592 shares of the company’s stock, valued at approximately $384,671.84. This represents a 26.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Roque A. Santi sold 500 shares of the stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $87.77, for a total value of $43,885.00. Following the completion of the transaction, the director directly owned 7,646 shares of the company’s stock, valued at $671,089.42. This represents a 6.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 4.85% of the company’s stock.

Axos Financial Price Performance

Shares of NYSE AX opened at $87.90 on Wednesday. Axos Financial, Inc has a 1-year low of $67.89 and a 1-year high of $101.92. The business has a 50-day moving average of $88.73 and a 200-day moving average of $88.81. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.15 and a quick ratio of 1.15. The company has a market capitalization of $5.00 billion, a price-to-earnings ratio of 10.68 and a beta of 1.30.

Axos Financial (NYSE:AX – Get Free Report) last issued its earnings results on Thursday, April 30th. The company reported $1.90 earnings per share for the quarter, missing the consensus estimate of $2.13 by ($0.23). The company had revenue of $392.25 million during the quarter, compared to analysts’ expectations of $372.51 million. Axos Financial had a return on equity of 16.48% and a net margin of 22.53%.During the same period in the previous year, the company earned $1.81 EPS. On average, equities analysts anticipate that Axos Financial, Inc will post 8.57 EPS for the current fiscal year.

Axos Financial Profile

(Free Report)

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.