Highest-materiality recent filing
Axos Financial files 8-K for investor presentation; no substantive data disclosed
Presentation to be used at investor meetings starting on or around August 11, 2026.
Axos Financial Q4 net income $124.9M, EPS $2.16; adjusted EPS $2.53, up 30% YoY
Net income $124.9M ($2.16 diluted EPS) vs $110.7M ($1.92) YoY; adjusted EPS $2.53 vs $1.94.
Axos Financial to acquire Arc Technologies, a fintech platform for tech/growth companies
Axos subsidiary entered definitive agreement to acquire Arc Technologies, a fintech platform serving technology and growth companies.
Axos Bank receives OCC approval for deposit acquisition; close expected later 2026
OCC approved the deposit acquisition by Axos Bank, a subsidiary of Axos Financial, on June 8, 2026.
Axos Financial completes $2.3B deposit acquisition from Jenius Bank (SMBC)
Axos Bank acquired approximately $2.3 billion in U.S. consumer deposits from Jenius Bank, a SMBC MANUBANK digital business.
Axos Financial furnishes investor presentation; no specific updates in filing excerpt
Presentation to be used at investor meetings beginning May 5, 2026.
Axos Q3 FY2026 net income $124.7M, EPS $2.15, up 18.5% YoY
Net income $124.7M ($2.15 diluted EPS) vs $105.2M ($1.81) YoY, up 18.5%.
Axos Bank to acquire $3.2B in IRA deposits from Capital One, subject to regulatory approval
Axos Bank to acquire ~$3.2B in IRA deposits (savings & CDs) from Capital One.
OCC approves Axos Bank deposit acquisition; closing expected by June 30, 2026
OCC approved deposit acquisition by Axos Bank on March 19, 2026.
Axos Bank to acquire ~$2.6B in consumer deposits from SMBC MANUBANK's Jenius Bank
Axos Bank to acquire approximately $2.6 billion in U.S. consumer deposits from SMBC MANUBANK's Jenius Bank digital business.
Axos Financial posts investor presentation; no material new information disclosed
Filing states presentation will be used at investor meetings starting February 2, 2026.
Axos Q2 FY2026 net income $128.4M, EPS $2.22 vs $1.80 YoY; revenue up 18.4%
Net income $128.4M ($2.22 diluted EPS) vs $104.7M ($1.80) in Q2 FY2025.
Axos Bank agrees to acquire San Diego office complex for future headquarters
Agreement signed Dec 31, 2025 for multi-building commercial complex in San Diego.
President and Head of Commercial Bank David Park resigns from Axos Bank
David Park resigned from his position as President, Head of Commercial Bank at Axos Bank, effective later date.
Axos Financial reports shareholder meeting results: directors elected, compensation plan approved
Quorum of 49,480,296 shares (87.42% of eligible) present at November 13, 2025 annual meeting.
Axos Financial furnishes investor presentation; no material new details disclosed
Presentation will be used at investor meetings starting November 17, 2025.
Axos Financial Q1 FY2026 EPS $1.94; net loan growth $1.6B from Verdant
Net income $112.4M, diluted EPS $1.94 vs $1.93 YoY (flat).
Axos Bank to acquire Verdant Commercial Capital for $43.5M; expects EPS accretion of 2-3% in FY2026
Axos Bank signs agreement to buy 100% of Verdant, an equipment leasing company with $1.1B loan/lease portfolio as of Aug 31, 2025.
Axos Financial issues $200M of 7.00% subordinated notes due 2035
Issued $200M aggregate principal of 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035.
Axos Financial prices $200M sub notes at 7.00% to refinance higher-cost 2030 notes
$200M 7.00% Fixed-to-Floating Rate Subordinated Notes due 2035 priced on Sept 16, closing Sept 19.
Axos Financial posts investor presentation for meetings starting Sep 11, 2025
Presentation will be used at fixed-income investor meetings beginning around Sep 11, 2025.
Axos Financial files 8-K to furnish investor presentation; no material new details disclosed
Company will use presentation at investor meetings starting August 14, 2025.
Axos Q4 FY2025 net income $110.7M ($1.92 EPS), up 5.5% YoY; net loan growth $856M
Diluted EPS $1.92 vs $1.80 YoY; adjusted EPS $1.94 vs $1.83 YoY; net interest income $280.2M (+7.7% YoY).
Axos Financial to take $4M impairment from California tax law change; future tax rate cut 3%
California changed multi-state income apportionment for financial institutions, effective June 30, 2025.
Axos Financial increases stock buyback program by $100M; $48M remains from prior authorization
Board authorized $100M increase to existing common stock repurchase program.
Axos Financial furnishes investor deck; no material new information disclosed
Company will use presentation at investor meetings starting May 6, 2025.
Axos Q3 fiscal 2025 net income falls 5% to $105.2M; EPS $1.81 vs $1.91 YoY
Net income $105.2M ($1.81 diluted EPS) vs $110.7M ($1.91) year ago, down 5.0%.
Axos Financial provides investor presentation; no material new facts disclosed
Presentation posted for investor meetings starting January 29, 2025.
Axos Financial Q2 FY2025 EPS $1.80, adjusted EPS $1.82; NII up 22.5%
Net income $104.7M ($1.80 diluted EPS) vs $151.8M ($2.62) prior year, which included $92.4M FDIC gain.
Axos Financial enters $150M at-the-market equity distribution agreement
Equity Distribution Agreement with KBW and Raymond James to sell up to $150M of common stock.
Director Paul J. Grinberg received 17.8M withheld votes (41.7% of votes cast), while other directors had less than 3.5% withheld.
Axos Financial to present at investor meetings starting Nov 18, 2024; no specific data disclosed.
Filing reports Regulation FD disclosure of investor presentation (Exhibit 99.1) for meetings starting Nov 18, 2024.
Axos Financial Q1 FY2025 net income $112.3M, EPS $1.93, up 39.9% YoY
Net income $112.3M (+35.9% YoY); diluted EPS $1.93 (+39.9%); adjusted EPS $1.96 (+39%).
Axos Financial appoints Ann Gill as Chief Accounting Officer, effective Sept 24, 2024
Ann Gill, CPA, appointed Senior Vice President and Chief Accounting Officer (principal accounting officer).
Axos Financial furnishes investor presentation; details not fully disclosed
Presentation dated August 8, 2024, will be used at investor meetings starting August 12, 2024.
Axos Financial reports record FY2024 net income $450M; Q4 EPS $1.80, up 23% YoY
Net income $104.9M in Q4 FY2024, up 20.1% YoY; diluted EPS $1.80 vs $1.46.
Axos refutes short-seller claims on CRE loan quality, cites 40% avg LTV
CRE Specialty portfolio $5.22B with weighted avg LTV 40%; fund partners take first-loss risk (Carlyle, Related, Fortress).
Axos Financial provides investor presentation (content not fully disclosed in filing)
Presentation to be used at investor meetings starting May 8, 2024, furnished under Item 7.01.
Axos Financial Q3 FY2024 net income $110.7M (+38.7% YoY); EPS $1.91 (+44.7%)
Net income $110.7M, diluted EPS $1.91; adjusted EPS $1.94 (+43.7% YoY).
Axos Financial authorizes new $100M stock repurchase program
Board authorized up to $100M in new common stock repurchases on February 7, 2024.
Axos Financial furnishes investor presentation; no material new disclosures
Presentation dated January 31, 2024, used at investor meetings over next few months.
Net income $151.8M, diluted EPS $2.62 vs $1.35 YoY; adjusted EPS $1.60 vs $1.38
Axos Bank buys $1.25B performing CRE loan portfolios from FDIC at 63% of par; $463.7M discount
Purchase price of ~63% of par value on $1.253B unpaid principal balance; discount totals $463.7M.
Requested Moody's to withdraw ratings effective December 4, 2023.
Axos Financial elects Sara Wardell-Smith as independent director effective Dec 1, 2023
Sara Wardell-Smith elected to boards of Axos Financial (NYSE: AX) and Axos Bank, effective December 1, 2023.
Three Class I directors elected: Bohlig, Mosich, Ratinoff; each received over 26.8M votes for.
Axos Financial files 8-K for investor presentation; content not provided in excerpt
Investor presentation to be used at meetings starting November 7, 2023.
Axos Financial Q1 FY2024 net income $82.6M (+41.5%), diluted EPS $1.38 vs $0.97
Net income $82.6M, +41.5% YoY; diluted EPS $1.38 vs $0.97 (up 42.3%).
Axos Financial furnishes investor presentation for meetings starting August 8, 2023
Presentation furnished as Exhibit 99.1 will be used in investor meetings beginning August 8, 2023.
Axos Financial Q4 net income $87.4M, diluted EPS $1.46, up 52% YoY
Net income $87.4M, up 50.9% YoY; diluted EPS $1.46, up 52.1%.
On September 24, 2024, the Board of Directors of Axos Financial, Inc. (the “Registrant”) and its subsidiary Axos Bank (collectively, the “Company”) appointed Ann Gill as the Company’s Senior Vice President and Chief Accounting Officer (“principal accounting officer”).
On November 27, 2023, the Board of Directors of Axos Financial, Inc. (the “Company”) and Axos Bank (the “Bank”) increased the number of directors and elected Sara Wardell‐Smith as a new director of each of the Board of Directors of the Company and the Bank, effective as of December 1, 2023.
on the recommendation of the Nominating/Corporate Governance Committee of Axos Financial, Inc. ("the Company"), the Board of Directors of each of the Company and Axos Bank ("the Bank") appointed Mr. Roque A. Santi as a new director, effective as of August 22, 2022
On November 1, 2021, J. Brandon Black, a director of Axos Financial, Inc. ("the Company"), resigned from the Company's Board of Directors and the Board of Directors of Axos Bank.
On September 23, 2021, Axos Financial, Inc. (the “Company”) appointed Derrick K. Walsh as the Executive Vice President and Chief Financial Officer of the Company and its wholly-owned subsidiary, Axos Bank
On the same date, Andrew J. Micheletti, who was previously Executive Vice President and Chief Financial Officer of Axos, was appointed Executive Vice President, Finance of Axos and in connection with such appointment, resigned his role as the Company’s principal financial officer.
On August 31, 2021, on the recommendation of the Nominating/Corporate Governance Committee of Axos Financial, Inc. ("the Company"), the Board of Directors of each of the Company and Axos Bank ("the Bank") appointed Ms. Stefani Carter as a new director, effective as of August 31, 2021, of each of the Company and the Bank.
Max materiality 0.85 · Median 0.53 · Most common event other_material