Great Lakes Advisors LLC Takes $999,000 Position in Axos Financial, Inc $AX

Posted by Brenda Bartman on Aug 23rd, 2026

Great Lakes Advisors LLC purchased a new stake in shares of Axos Financial, Inc (NYSE:AX – Free Report) in the second quarter, according to its most recent disclosure with the SEC. The firm purchased 10,262 shares of the company’s stock, valued at approximately $999,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Eurizon Capital SGR S.p.A. acquired a new position in Axos Financial in the 4th quarter worth $26,000. Basepoint Wealth LLC purchased a new position in Axos Financial in the 4th quarter valued at about $28,000. Brown Brothers Harriman & Co. acquired a new stake in shares of Axos Financial during the third quarter valued at about $29,000. State of Wyoming acquired a new stake in shares of Axos Financial during the first quarter valued at about $30,000. Finally, EverSource Wealth Advisors LLC increased its position in shares of Axos Financial by 294.7% during the second quarter. EverSource Wealth Advisors LLC now owns 446 shares of the company’s stock worth $34,000 after acquiring an additional 333 shares during the last quarter. Hedge funds and other institutional investors own 83.79% of the company’s stock.

Analyst Ratings Changes

AX has been the topic of several recent analyst reports. Keefe, Bruyette & Woods boosted their price target on Axos Financial from $105.00 to $110.00 and gave the stock a “market perform” rating in a research note on Friday, July 31st. Needham & Company LLC raised their price objective on Axos Financial from $110.00 to $128.00 and gave the company a “buy” rating in a research note on Friday, July 31st. DA Davidson set a $121.00 target price on Axos Financial in a research report on Friday, July 31st. Weiss Ratings raised Axos Financial from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, July 1st. Finally, Benchmark increased their target price on Axos Financial from $115.00 to $120.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, Axos Financial presently has an average rating of “Moderate Buy” and an average price target of $115.67.

Check Out Our Latest Stock Report on AX

Axos Financial Stock Up 0.7%

NYSE:AX opened at $96.62 on Friday. The firm has a market capitalization of $5.50 billion, a PE ratio of 11.41 and a beta of 1.22. The stock has a 50 day moving average of $97.18 and a 200-day moving average of $92.52. Axos Financial, Inc has a 52 week low of $74.89 and a 52 week high of $105.74. The company has a current ratio of 1.04, a quick ratio of 1.04 and a debt-to-equity ratio of 0.24.

Insider Transactions at Axos Financial

In related news, Director Roque A. Santi sold 500 shares of the company’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $105.30, for a total transaction of $52,650.00. Following the completion of the transaction, the director directly owned 7,146 shares in the company, valued at $752,473.80. This represents a 6.54% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 4.85% of the stock is owned by corporate insiders.

Axos Financial Company 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.