Event-Driven Stocks

Axos Financial, Inc.

AX

Other · Large accelerated filer · SEC filings ↗ · Compare ⊕

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Signs4 good1 warning1 severedetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$65.8M$64.6M$65.3M$59.4M$31.3M$26.8M
Operating income
Net income$432.9M$450.0M$307.2M$240.7M$215.7M$183.4M
Total assets$24.78B$22.86B$20.35B$17.40B$14.27B$13.85B
Total liabilities$22.10B$20.56B$18.43B$15.76B$12.86B$12.62B
Equity$2.68B$2.29B$1.92B$1.64B$1.40B$1.23B
EPS (diluted)$7.43$7.66$5.07$3.97$3.56$2.98
Shares out.56.5M56.9M60.0M60.0M59.4M59.5M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
Net margin
658.0%
Return on equity
16.1%
Return on assets
1.7%
Return on capital (ROCE)
Liabilities / assets
89.2%
Debt / equity
8.25×
Book value / share
$47.46
Revenue growth (YoY)
1.8%
Net income growth (YoY)
−3.8%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Accruals / assets
0.2%clean
Piotroski F-Score
5/7mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
67
/ 100
Profitability 100Growth 50Catalyst 33Earnings quality 100Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

1 severe1 warning4 good
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • High leverage (liabilities > 70% of assets)
  • Strong return on equity (>15%)
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Risk flags

late SEC filings

A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
9 acquisitions3 disposalsnet +8,349 shares · last 12
InsiderDateTypeSharesPrice
Watson Michael JamesMay 19, 2026Sell1,653$83.77
Argalas James SDirectorMay 12, 2026Gift2,100$84.66
Santi Roque ADirectorMay 8, 2026Sell500$87.77
Watson Michael JamesOfficer — EVP, Head of Axos SecuritiesMar 20, 2026Option exercise983$82.93
Walsh DerrickOfficer — EVP, Chief Financial OfficerMar 20, 2026Option exercise1,360$82.93
Tolla John CharlesOfficer — EVP, Chief Risk OfficerMar 20, 2026Option exercise2,943$82.93
Thiele Candace LOfficer — EVP, Chief Administrative OffiMar 20, 2026Option exercise444$82.93
Swanson Brian DOfficer — President, Consumer BankMar 20, 2026Option exercise2,943$82.93
Matsumoto Raymond DOfficer — EVP, Chief Operating OfficerMar 20, 2026Option exercise1,621$82.93
Gill AnnOfficer — SVP, Chief Accounting OfficerMar 20, 2026Option exercise601$82.93
Crow David MOfficer — EVP, Head of ClearingMar 20, 2026Option exercise583$82.93
Constantine Thomas MOfficer — EVP, Chief Credit OfficerMar 20, 2026Option exercise1,124$82.93

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20263.2M5.7+0.7%
Apr 30, 20263.2M10.1+9.6%
Apr 15, 20262.9M6.8+8.0%
Mar 31, 20262.7M6.0+3.0%
Mar 13, 20262.6M7.4+4.6%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

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